We are in our third 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.
— SVP of P&C Private Client Group

For those working with wealthy individuals, families and executives. Stay in front of relationships, increase mindshare and build word of mouth.


Investing in relationships is good for business

Clients and centers-of-influence are both assets and advocates for professionals working with the top tiers of income and wealth. Conveying and nurturing the value of these relationships solidifies and fuels business. We make it easy and interesting.

Cause relationships to think of and share your business often

Subtly and tastefully promote your business every day all year round using the power of lifestyle content and a unique personal touch.

Imagine your own high-end private label lifestyle magazine (quarterly); we build it and mail it to your chosen relationships as a multi-purpose touchpoint: distinctive client gift and potent passive marketing tool. Your relationships and your business love it.

  • Designed for high net worth audiences
  • Exclusive use with households/relationships
  • Ownership of all marketing space, no 'ads'
  • Personalization and one-to-one marketing

Client gift + passive marketing for high net worth clienteles

LIFE REFINED is a brilliant way to display gratitude, remain engaged and cultivate business. It rises above the clutter and connects.

  • 'Always-on' presence is highly visible in home or office: coffee table, reception area ...
  • Lifestyle content attracts and resonates
  • Makes it easy for relationships to think of you often and share your business with others

LIFE REFINED is easy to use and a great ROI. It is employed by:

  • private client wealth and financial services
  • high net worth insurance
  • luxury real estate
  • commercial finance and insurance
  • other businesses working with high income and net worth clients

Visit FAQ/Testimonials to learn more.