Refer an Insurance Advisor to the SFI Program and give $79 off the price of Lifester Professional or Enterprise Membership (one month of Professional, if paid annually).
Lifester makes it easy to present information to clients, family and other advisors for feedback and quick decision-making.
Promote products, strategies, and sales ideas using engaging Projects, and interact with unlimited advisors to nurture.
Train advisors or make important announcements by sharing engaging and interactive Educational Projects.
Use Milestones, Updates, ToDo's and Conversations to manage projects and ensure they are completed successfully.
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