For business
Your clients trust you with what matters.
Help their family find it.
Give your clients FamiliaLista, with your name on it. They write down what their family would need, and when the day comes, the whole family knows who helped them get ready: you.
Why businesses give it
Clients rarely remember the day they signed. They remember who showed up when it mattered. FamiliaLista makes sure that’s you.
Stay in front of them all year
Every month an automatic check-in reaches your client’s phone, and their FamiliaLista emails carry your name. Not just on signing day.
Be there at the hardest moment
When something happens, the family opens the manual and sees who helped them get ready. Their first call is to you.
Meet the next generation
The children and heirs meet your name before they ever need anyone. That’s how a client becomes a family that stays with you.
Referrals that come to you
A gift that protects a family gets talked about. The whole family knows your name.
Stand apart in your market
Nobody else hands clients a family manual, fully bilingual, in English and Spanish.
Nothing to manage
You choose who gets it and hand out the codes. We handle everything else.
Pick your field
Insurance
Agents, agencies and carriers. Life, health, auto, home and business.
See how it works →Banks
A gift from the bank that keeps the next generation close.
See how it works →Law firms
A gift for injury clients and their families, with your firm’s name on it.
See how it works →Real estate, tax and financial advisors
Every client renews, refers or comes back to someone. Write to us and we’ll set it up for your business.
Email Frank →What your client experiences
1 · You hand it over
2 · Your name appears
3 · Presence all year
How it works
- 1Tell us how many clients you want to cover. We send your pricing the same day. Each code is 1 year of Plan Familia ($79 value).
- 2Your codes arrive by email, ready to hand over however you prefer: WhatsApp, email, or in person.
- 3Your client activates their code and builds their family manual on their phone, in English or Spanish.
- 4When they activate it, your name appears. A gift from you that reaches their phone every month.
Buying for your team?
Here’s how to place a group order and give codes to your team, each under their own name. Step by step, in about a minute.
Get started
Send us your name, your business, and about how many clients you’d like to cover. We’ll reply with your pricing the same day.
Email Frank for my pricingCodes are for gifting to your clients, never for resale, and must be activated within one year. See the Pro Program Terms.
Insurance agents: FamiliaLista is offered as a value-added financial-wellness and education service under Tex. Ins. Code ch. 1702 and Fla. Stat. §626.9541(1)(h)4. Offer it using objective criteria, equally within a client class, never contingent on a policy purchase or renewal. See the Pro Program Terms. Questions? frank@familialista.com