If you are a whole life banking practitioner who guides clients, Policy Stack's advisor portal gives you practice management tools built specifically for your workflow. Here is how to get started.
Who Can Become an Advisor
The advisor portal is designed for:
- Licensed insurance professionals who specialize in whole life banking
- Financial professionals who incorporate whole life policies into their practice
- Educators and coaches who teach whole life banking concepts to clients
How to Sign Up
- Visit the advisor sign-up page — navigate to
policystack.co/advisoror click Become an Advisor from your consumer account settings - Choose your tier — select Solo, Team, Growth, or Enterprise based on your practice size
- Complete your profile — fill in your professional details, headshot, and bio
- Start your 30-day trial — full access begins immediately, no credit card required upfront
If You Already Have a Consumer Account
If you already use Policy Stack as a consumer:
- Your existing policies, snapshots, and data remain intact
- Your consumer account becomes the Personal context within your advisor account
- You gain access to the Advisor context with practice management tools
- Your personal data and client data are completely separate
Upgrading to an advisor account does not change or expose your existing consumer data. Your personal banking system tracking continues exactly as before, now with Builder Pro features included.
What Happens Next
After signing up:
- Complete the Launch Checklist to prepare your practice
- Read Your First 30 Minutes for a guided walkthrough
- Invite your first client — either as a connection (free data sharing) or a seated client (you cover their subscription)
Advisor Subscription and Consumer Subscription
Your advisor subscription replaces the need for a separate consumer subscription. Every advisor tier includes personal Builder Pro access. If you were previously paying for Builder Pro as a consumer, that charge is absorbed into your advisor subscription.