Thank you for signing up! 

Just a few more things you need to do to get setup:

To make sure we don’t send emails to the wrong address, 


Please follow the steps below to access your free website.

Step 1

Schedule your client onboarding. Simply click the button below to schedule your onboarding call. 

Step 2

Before your onboarding phone call,
you will receive an email in your inbox and find the message sent by Bank Life, with the subject line Reminder: Client Onboarding with Bank Life Management at what ever time you selected in Step 1.


We communicate with our clients through email and by way of SMS text messages. 


Be on The lookout Look out for our text messages and emails as this will help us process your business and streamline communications between our businesses..

Step 3

We give you a warm welcome by providing you the best time that we can both focus on you business goals and strategizing a game plan.


What to expect?


On-boarding Phone Call Consist an introduction to your Account Specialist that will be by your side through the process of getting setup and migrated.


We Value Your Time and Ours

Be sure to add the event to your calendar and dedicate a time where we can give each other our undivided attention.