LifePlan provides members with independent professional advice, personalized guidance and helpful resources all in one place. From estate planning to tax advice, identity protection to financial planning, LifePlan has it covered.
Support and engage your employees
Get personalized legal and financial help
Be part of the new direction in benefits
Legal advice and services
Our network of attorneys are ready to answer your legal questions, review your legal documents, and help you with your estate planning.
Get access to our legal document library, 10% off selected LegalZoom products, and unlimited cloud storage to keep everything safe.
Take control of your finances by speaking with our Certified Financial Planner and the tax professionals from our service partner 1-800 Accountant.
Monitor your credit and protect your identity with 6 forms of coverage through Experian.
Complete your estate plan with automated forms and advice from an independent attorney.
Speak with the insurance professionals from our service partner Mylo about all of your coverages and make sure you've got what's right for you.
Amazing member support
Our friendly Membership Advisor team can help get you started, answer any questions you might have about LifePlan, and even schedule advice sessions for you.