Lifelogixs

About Lifelogixs

WHY WORK WITH LIFELOGIXS?

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.

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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. 

Let’s Get the Ball Rolling