Frequently Asked Questions

Quick answers to frequently asked questions.

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28 articles in this collection
Written by Robert Strauss

What is Lifester Anyway?

Brief Explainer Video
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Updated over a week ago

How is a Project different from an email thread?

Projects are designed to present digital content to any size group and also gather feedback for collaborative decision-making
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How do I sign up?

Sign up by selecting your Account Type, completing Express Setup or signing up from the Pricing Guide.
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Written by Robert Strauss
Updated over a week ago

What is the right pricing plan for me?

Free for posting; Pro for Project sharing; Team for groups.
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Written by Robert Strauss
Updated over a week ago

Does Lifester Offer Free Trial Memberships?

Lifester Comes with a Free User Option
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How long can I remain a Free user?

You can remain a Free user indefinitely.
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Written by Robert Strauss
Updated over a week ago

How do I start a new Project?

Click on the Start Project button and begin completing the Project Build Form.
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Written by Robert Strauss
Updated over a week ago

How do I share a Project?

You share a Project by sending an invitation and welcome message from the Share tab in Edit mode or by sharing a link
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Written by Robert Strauss
Updated over a week ago

How do I invite a Client to a Project?

Invite a consumer to your Client Project.
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Written by Robert Strauss
Updated over a week ago

How hard is it for someone I invite to join my Project?

Joining a Project is as easy as clicking a link and choosing a password.
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Written by Robert Strauss
Updated over a week ago

How do I embed an Excel Chart or Table into my Project?

Upload to your Project from the Project Build page and choose a thumbnail size to view the first page.
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Written by Robert Strauss
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How do I update my Producer Profile?

Visit My Profile to Edit Your Profile Any Time
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What's the difference between a Comment and a Suggestion?

Comments are viewed by all Team Members and Suggestions are viewed by the Project owner and Consumer, if any.
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Why do Projects have a Close Date?

Close dates are important to focus attention and set goals.
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Written by Robert Strauss
Updated over a week ago

Is it possible to change a Project after it's published?

Yes, you can edit a project after it's been published
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Written by Robert Strauss
Updated over a week ago

How do I get support on Lifester?

Lifester includes a robust help system with live support.
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Written by Robert Strauss
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How do I post on Lifester?

You post about the Projects you've created or any other industry topic on your personal posting page or Lifester Page
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Written by Robert Strauss
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Why should I create a Team?

Team pages allow you to consolidate the posts of and communicate efficiently with any group of life insurance producers
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Written by Robert Strauss
Updated over a week ago

How private is my data?

Projects and Chat messages are not reviewed by Lifester, not shared with third parties except to store them for you, and not sold.
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Written by Robert Strauss
Updated over a week ago

Is my data protected in the event of a server crash, fire or DoS attack?

Yes, Lifester uses a sophisticated disaster recovery system that protects both user data and system programs in real time
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Written by Robert Strauss
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Is Lifester HIPAA Compliant?

No, LIfester offers 256-bit bank level encryption but is not HIPAA compliant
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Written by Robert Strauss
Updated over a week ago

Is my credit card information safe?

Yes, Lifester does not collect or store your credit card information
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Written by Robert Strauss
Updated over a week ago

Does Lifester sell life insurance?

Lifester does not sell life insurance.
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Written by Robert Strauss
Updated over a week ago

Does Lifester hold training webinars?

It's easy to sign up for live training webinars and learn more about Lifester anytime.
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Written by Robert Strauss
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Can I cancel my Membership?

Yes, you can cancel at any time without additional recurring charges.
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Written by Robert Strauss
Updated over a week ago

Is Lifester a crowdfunding site?

Lifester is not a crowdfunding site because Lifester does not fund investments, but only shares ideas for discussion.
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Written by Robert Strauss
Updated over a week ago

Does Lifester allow advertisements?

Project and Chat pages are free of all advertising. Personal posting pages may contain promoted links.
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Written by Robert Strauss
Updated over a week ago

If Lifester helps me make a sale, do I get to keep all of my commissions?

Yes, Lifester is a subscription-based web application only.
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Written by Robert Strauss
Updated over a week ago