Built for professionals that want to attract, engage and cultivate high net worth clients.

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

LIFE REFINED makes it easy and fun for people to think of you often and share your business with others

Our customers thrive on building relationships and want their brand to convey a high level of care and quality. They understand staying in front of people in a way that is enjoyable, memorable and sharable fuels business. LIFE REFINED is a customizable touchpoint and thank-you used for brand building, retention, and referrals. Designed for:

  • Private client financial, insurance and legal services
  • Luxury real estate
  • Those working with successful business owners, executives and professionals

Create an everyday presence in home or office

Lifestyle content is a powerful connection. LIFE REFINED becomes your own private label lifestyle magazine mailed quarterly as a complimentary subscription to your chosen clients, centers-of-influence and prospects. Exceptional content and design covering the best in travel, food, wine, recreation, home, art, culture, style, collectibles, toys and more. Compliance-friendly and ad-free.

  • Stay top of mind and generate word of mouth every day all year round
  • Written and designed for high net worth and ultra-high net worth audiences

Relationship management and marketing designed for professionals working with high net worth clients

LIFE REFINED allows you to own the platform and your audience. An easy to use tool that differentiates your brand and delivers a great ROI.

  • Exclusive use: you own the households/relationships you send LIFE REFINED
  • Exclusive marketing: you own all the marketing space
  • Bespoke marketing: branded, personalized, and customizable to one-to-one level
  • Privacy: your data is private and secure

Once you see a sample you'll understand why our customers and their relationships love LIFE REFINED. Request sample and media kit with form on this page.