PlanFacts
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Contact Us

Support for PlanFacts products is provided by email. Please send an email to support@planfacts.com and include your PlanFacts login ID, your name, and the issue you need assistance with. We will respond within 2 business days.

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Life Goals Success Center

 Articles

    Guides

    • Add a ‘Back Office User’ to your PlanFacts account
    • Disability Goal Module
    • LifeGoals: The ‘Goals & Dreams’ Module
    • Choosing Only the Modules Needed in LifeGoals

    Help

    • Personalize Your Printed Presentations
    • Drag-and-Drop Case Importing

    Case Studies

    • Educate your Clients on Disability Insurance Coverage

    Fact Finders

    • Fact Finder: Life Goals

    FAQ’s

    • What are the system requirements for PlanFacts Tools?
    • Does LifeGoal’s calculations include anticipated Social Security income?
    • Selecting Specific Pages to Print: LifeGoals (LG)

    Sample Presentations

    • LifeGoals (LG) Sample Report- All Modules Included

    Helpful Links

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