Legal and financial wellness, for everyone

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.

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Who's it for?

For employers

Support and engage your employees

For employees

Get personalized legal and financial help

For brokers

Be part of the new direction in benefits

What we offer

Legal advice and services

Legal advice and services

Financial planning

Financial planning

Take control of your finances by speaking with our Certified Financial Planner and the tax professionals from our service partner 1-800 Accountant.

Asset protection

Asset protection

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

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.

Interested in LifePlan?

CONTACT US
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