Features:
Your Turnkey Solution
Time-Saving
Cost-Effective
Builds Client Relationships
Always Compliant
Support

Your Turnkey Solution
NorthStar delivers a complete package to you. We equip you with an efficient method for processing plans and clear presentation tools.  With software developed by experts in the field of financial planning, your clients are assured of receiving a logical and thorough personal financial plan.

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Time-Saving
The NorthStar Processing Center handles plan production, which minimizes your workload. Instead of being consumed by procedures and production setup, you can spend more time meeting with clients, preparing for client meetings, and prospecting potential clients.

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Cost-Effective
Most people have heard the adage "time is money". Whether you believe that or not, you can believe that NorthStar is a cost-effective solution for a successful financial planning service. NorthStar absorbs the time and work required in quality plan production, letting you focus on helping more clients. You can watch productivity and sales increase without having to deal with the hassle of expanding your production setup -- NorthStar takes care of that for you.

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Builds Client Relationships
Beginning with the initial data gathering step, the NorthStar process promotes the planner-client relationship -- one based on communication and trust. Upon delivery of the financial plan, your clients will be inspired to take action as you present clear financial analyses and deliver logical recommendations. A personalized cover letter and checklist secures both planner and client commitment to a plan of action, paving the way for a solid relationship and many referrals.

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Always Compliant
From the plan text to the production process, NorthStar can ensure that all procedures and components meet your compliance standards. Plan production can be set up so that you receive compliance copies of all the pieces necessary to help make audits hassle-free.

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Support
You will always have Lumen's technical support team at your disposal. Just a phone call away, our technical support staff can answer any questions you may have about the NorthStar components or plan processing.

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