MAKE YOUR IMPORTANT DOCUMENTS SECURELY ACCESSIBLE
If you haven't already, then today, load up 3 of your most important documents into Lifefyle - your will, your life insurance and your health inurance documents. By doing this you will ensure that you and your family (subject to them having permission on your account) will have access to these critical documents when they are most needed.
If the document is lengthy, then the fastest way is to scan the document from your printer and email it to yourself. Then simply share the attachment to Lifefyle, and then log-in to name and file them. It will take only a few minutes to do.
Alternatively, if you don't have a scanner you can upload the documents directly into Lifefyle with our snap & load functionality (which allows you to snap a pic of each page on your phone and load it up as one document). See our how to guides below.
Once you have loaded your documents, then set a task for each one to review them on an annual basis (for insurance 3 weeks prior to renewal is optimum).
If you don't have a premium account with us, then we are offering everyone 6 months free during this crisis. Click on the link below, click on your name in the top right hand corner. Click Settings and then upgrade to premium in the Account Settings screen which is displayed. Enter the following code in the Promotion Code box: B2PLD1. Click apply. Enter your card details. (Please note your card will not be charged as your free upgrade will be applied immediately). Click Get Started, and that’s it, you’re all set.