Professionals Program

Your policy answers the money.
FamiliaLista answers everything else.

Who to call. Where everything is. What dad wanted. Deliver FamiliaLista with every policy and your clients will never forget who gave it to them.

What your client experiences

1 · You hand it over

Your WhatsApp — your own message

Mrs. García, your policy includes this: the manual so your family always knows what to do 💛
Here’s your personal link:
app.familialista.com/redeem/your-code

Your own person-to-person message — by WhatsApp, by email, or in person.

2 · Your name appears

app.familialista.com

You have a gift 🎁

1 year of FamiliaLista — from your agent María López · Agencia López, as part of their client-care program. 💛

Create my account

It’s a web page — it opens when they tap your link. No card, no friction. They activate and build their family manual.

3 · Presence all year

Every month

WhatsApp or email

Everything okay, Mrs. García? Tap to confirm ✓

In their emails

Your FamiliaLista is courtesy of María López · Agencia López

The check-in arrives monthly (or more often) — and their emails carry your name. Your client keeps you in mind all year, without you lifting a finger.

How it works

  1. 1Buy a pack of codes — each code activates 1 year of Plan Familia ($79 value).
  2. 2Your codes arrive by email, ready to hand over however you prefer: WhatsApp, email, or in person.
  3. 3Your client activates their code and builds their family manual — no card, no friction.
  4. 4When they activate it, your name appears: "From your agent". A service you gave them — that reaches their phone every month.

Choose your pack

Secure payment with Stripe. Codes arrive in your inbox within minutes.

Why top agents deliver it

  • Monthly presence: FamiliaLista sends your client their check-in every month (or more often, if they set it that way) — by WhatsApp or email. The service YOU gave them lives on their phone all year, not just on signing day.
  • Differentiation: nobody else in your market delivers "the family manual."
  • Referrals: the whole family meets your name at the moment that matters most.
  • Works for every client: WhatsApp or email-only — either way. And the code hands over just as easily in person.
  • Plays by the rules: it’s a value-added financial-wellness and education service — not a discount or premium rebate.

Compliance: 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, and never advertise it as "free." You are responsible for your state’s rules. Questions? contact@familialista.com