About Lifelogixs
WHY WORK WITH LIFELOGIXS?
- Respected Wealth Management Executive with over 3 decades of building successful Flagship Wealth Management and Insurance Programs for some of the largest Banks, Credit Union, and Broker Dealers in the country
- Innovations Advisor to the largest trade association with over 1,100 Members
- Speaker and Author to Industry Trade Conferences and Publications.
- Integration, distribution, and partnership specialist for banks, credit unions, RIA’s, broker dealers, and insurance providers.
- Successful introductions for Fin-Tech Software Solutions into Enterprise Eco- System to create scale and increased distribution.
- Expertise and Specialist in positioning new Applications and FinTech Niche Solutions into “enterprise ready” platforms.
WHO WE WORK WITH
Banks
Credit Unions
RIA'S
Broker
Dealers
Insurance Providers
Fintech
Firms
WHY WE DO WHAT WE DO
THERE IS A FINANCIAL ILLITERACY PANDEMIC IN THE US.
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middle-income consumers (age 25 - 64) do not have individual life insurance.
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are concerned loved ones wouldn’t know where to access important life documents.
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middle-aged adults (age 35–54 years) do not have estate planning documents.
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of people surveyed by Finra said that they feel anxious about their Finances
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the current financial literacy rate amongst Americans. It’s at the lowest point in a decade
Build a strong presence in the North American Financial Services industry with a focus on the Bank, Credit Union, Insurance and RIA distribution channel.
Differentiates your solution with Go-To-Market Positioning and Assessment.
Demonstrates your organizations’ expertise as a Emerging Player.
Defines Target market share opportunities.
Determines competitive revenue optimization strategies.
Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, Founder and CEO of Lifelogixs
What an absolute thrill it was to record this podcast with my dear friend Tina Powell. I hope you enjoy our conversation and our take on the evolution of the industry.
