An exclusive membership application where great promotion and rewards awaits you.
Simplifi believes that we can change the landscape of financial planning by building a deep, professional and long-lasting relationship between financial services consultants and their clients.
What can you find within the SIMPLIFI App:
• Awards and promotions for you, valued clients, to redeem from our trusted partners.
• Receive promotional coupons and rewards from your trusted financial services consultant just for being you!
• Keep up to date with latest financial news and other articles to make your life better.
• A quick policy summary of my coverages: See your overall policy coverages from death to critical illness and even your total premium from all companies to quickly understand your own portfolio
• Add and edit my insurance or investment portfolio: Give your financial service consultant a clearer view of your portfolio so they can plan and provide you with better quality service
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