forefield Free Trial
For a free trial period and to gain full access to Forefield's resources, click below.
If you're looking for more information regarding what Forefield and LMA can do for you, take a minute to peruse some of our Frequently Asked Questions about the LMA Wealth program.
What is the LMA Wealth Advisor?
What types of resources does the Wealth Advisor have available?
What is the LMA Wealth Advisor?
Life Management Advisor™ is your portal to access information, guidance and resources associated with retirement planning and protection. LMA’s service will provide you access to the best resources available – all in one place.
One such partnership is with Forefield Inc. which brings to you the finest sales/education and client marketing tools around. On our Wealth page, you will find an open link to some of Forefield's Retirement and Protection focused content. Immediately accessible and available for your use.
If you wish to take advantage of Forefield's additional resources, try LMA's Bronze program, which offers you access to the total Forefield engine at discounted pricing.
What types of resources does the Wealth Advisor have available?
Life Management Advisor™ provides you with access to the industry’s best information, content and tools to help you provide protection and retirement advice and product solutions. In addition, LMA provides your Broker Dealer with a customized page to promote and access products specifically designed for this stage of life.
How much does it cost?
Wealth Advisor is included in your subscription to Life Management Advisor™ and costs you nothing for the basic services which include Health Advisor and Wealth Advisor.
Additional, expanded partnership solutions are available and will be continually added. One such example is Forefield, Inc.
Who is Forefield?
Forefield is a web-based application that provides (add space) you with access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators, and over 400 FAQs.
Their resources are designed to aid financial advisors in the presentation of their plans to clients. Through LMA, you now have access to much of Forefield's FINRA compliant retirement focused content.
What is the Free Trial you offer?
For a trial period, LMA offers financial advisors full access to Forefield's resources. You can quickly create presentations with a fully integrated and professional look. Forefield's content can also be fully customized with your firm’s logo, your image, your slogan, etc.
You can also send material to clients and prospective clients or use with them in face-to-face meetings. Output is available in pdf, word and html. In addition, financial advisors have access to Forefield Alerts, Presentation Center and Forefield newsletters.