Help your employees achieve

Support their financial health outside of work, with a benefit that complements the rest of your offerings.
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Holistic care

We start with financial planning, and offer resources and guidance in related areas so members have total support, no matter what they're dealing with.

Financial well-being

Retirement plans and life insurance aren't enough to help your employees achieve financial health, which is what they need to feel secure and reach peak productivity.

High engagement

We work with your benefits team every step of the way to ensure that members understand the importance of financial health. Then we help them achieve it.

Account utilization

See how many employees have set up their account each quarter.

Membership Advisor touchpoints

Count how many times our team has reached out via phone and email.

NPS scores

Check our score when it comes to employee satisfaction with the experience.

Estate planning documents

Track the type of documents employees are creating, along with their completion rate.

Life events

Check up on what your employees are dealing with, from home buying to having a baby.

Advice Sessions

Track the legal, financial, tax and insurance topics your employees want to talk about.

Ready to bring LifePlan to your employees?