Dashboard

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Pending Cases

> View all of your cases


Pending Illustrations

> View all of your illustrations


Pending Calendar Items

> View all of your calendar items

Quick Links


Illustrations

Keep track of the illustrations that have been designed for your clients. Compare previous illustrations with current performance...(View Now)

Financial Calculators

Use these calculators to illustrate to your clients the financial impact they can receive from life insurance and annuities...(Use Now)

Reports

No need to go through your inbox. Easily access every report that has been generated for your clients all in one place...(View Now)

Suggestions & Feedback

Tell us how much you love the new CRM system or provide a suggestion that can help your business become more efficient...(Click Here) 

Actions Items:



Manage Clients

View Case Activity

Get Appointed

Track Business

Upload a Document

Manage Account

Client Birthdays

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If you want to utilize MyLifePro to its fullest potential, watch the video: MyLifePro: A CRM System for Independent Advisors