Steps for Creating a Successful Project

1Invite an Agent

Invite a professional life insurance agent to help you implement your goals and objectives efficiently and effectively. Your producer will be your insurance planning expert, project coach, and Lifester guide.

If you are already working with an agent, you can invite him or her to join your Lifester Project. If you don't have an agent, choose from the Featured Producers on your Project Form, or visit the Lifester Producer Directory to review detailed Producer Profiles and decide who may be right for you.

2Tell Your Story

Tell your story on the information tab. The information you provide will not be published. Rather, it will be used by your life insurance professional to formulate a strategy. Explain why you are considering the purchase of life insurance, what purpose it will serve, and who in your life will benefit.

As you begin working with the life insurance producer you select, you may be asked to answer additional questions or upload certain information. You may also communicate directly with your agent using built-in video conferencing, encrypted document-sharing and direct messaging.

3Get Your Recommendation

Instead of impersonal quick quote sites or lengthy business proposals, at Lifester, a no-pressure agent will offer you personalized solutions and recommendations in the form of engaging, multimedia Projects.

In addition to comparison quotes, spreadsheet analyses, diagrams and text memos, Projects typically contain video explanations to help all interested parties understand the recommended strategy. Most importantly, Projects can and should be updated based on ideas that are sourced from your own family, friends and personal advisors.

4Share for Feedback

Recommendations from Lifester agents are different from all others, because they are designed to be shared. You invite those people whose opinions you value the most to view your Projects, analyze the information that is easily accessible, and offer their honest feedback in the form of team comments and private suggestions.

Then, after the Project has been updated and you are satisfied that enough information has been gathered, you make the best possible decision. At all times, you're in control. Self-guided, producer-assisted.

The world's first online, life insurance decision-making platform.


Social media, team collaboration and idea sourcing for life insurance.

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