For relationship-driven businesses serving a high net worth clientele; we keep you in the hands and minds of those that fuel business

We are in our fourth year using LIFE REFINED. It is a unique tool that effectively keeps us top-of-mind with valued relationships and passively generates new client opportunities. It has been a great experience and ROI.
— NFP P&C Private Client Group

Staying in front of clients and centers of influence in a way they enjoy is good for business

LIFE REFINED is for businesses that want to increase mindshare, generate word of mouth and referrals, and enhance client experience. The customizable touchpoint is a distinctive thank-you and brand-building tool. It is relationship marketing designed for:

  • Private client wealth, financial and legal services
  • High net worth insurance and risk
  • Luxury real estate
  • Businesses working with high net worth executives

Create an everyday presence in home or office

LIFE REFINED becomes your own private label lifestyle magazine sent to your valued relationships. Exceptional content and design covering the best in travel, food, wine, recreation, home, design, art, culture, style, collectibles, toys and more.

  • Cause relationships to think of you every day all year round
  • Subtly encourage and make it easy for relationships to share your business
  • Connect and start more conversations through lifestyle topics

Remain top of mind and passively cultivate business

LIFE REFINED combines the power of lifestyle content and a unique personal touch in an elegant branded touchpoint that rises above the clutter and differentiates.

  • Highly visible; built for display on coffee table or in reception area
  • Relevant; written and designed for high and ultra-high net worth audiences
  • Exclusive use; nobody else can send LIFE REFINED to your relationships
  • Exclusive marketing (all four covers + bellyband or insert); no other ads, only you
  • High-touch; branded, personalized and customizable (one-to-one) marketing

Each quarter we build and customize LIFE REFINED to your business, then print and mail to your chosen recipients. Easy to use; great ROI. Visit FAQ/Testimonials to learn more.