LifeGoals Features

  • Classical needs presentations updated for today's clients
  • One program to solve multiple client insurance and investment needs
    • Focus on a specific need
    • Focus on multiple needs


Like Social Security Pro, this product is one of the Web-based, conceptual products in the PlanFacts series. Complete, stand-alone functionality that also works with all PlanFacts products. PlanFacts products are easy-to-use, Web-based, point-of-sale applications. LifeGoals requires little or no training to get started. Intuitive features make it easy to collect and analyze client data, motivate clients to take action, and monitor their progress.

Value of LifeGoals

Any good needs program can calculate and show needs. You need a program that effectively shows:

  • Your clients their needs
  • Their recommended solutions
  • Their benefits of those solutions

You need LifeGoals!

LifeGoals Benefits

  • Presentations show the benefits of each recommendation to your clients
  • Graphics make concepts easy to understand
  • A compelling presentation shows needs and how to solve them
  • When clients can see the benefits, they take your recommended actions

If your clients are not exclaiming, "I can actually understand this!" you need LifeGoals

See for Yourself—Risk Free

Use our 14 day free trial to experience the advantage LifeGoals software gives your practice.