Life Stage Insights

Life Stage Insights provides a software-as-a-service (SaaS) platform that leverages data science and behavioral finance to help financial professionals identify and engage with prospects and clients experiencing significant life events. The company's mission is to empower advisors by turning these life events into actionable opportunities, enhancing client relationships and driving business growth. By tracking over 30 key life stages, the platform provides timely alerts and marketing tools to facilitate meaningful conversations between advisors and their clients.