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Editing Your Profile

Help Center Profile & DirectoryEditing Your Profile

How-to4 min read

Editing Your Profile

On this page

Opening the Profile Editor
Profile Fields
Basic Information
Professional Photo
Bio
Certifications and Credentials
Social and Contact Links
Saving Changes

Your public profile is editable at any time from the Profile section in your advisor dashboard. Changes save immediately and reflect on your public page within a few seconds.

Opening the Profile Editor

Navigate to Profile in the left sidebar
Click the Edit Profile button in the top-right corner of your profile preview
Update any field — changes auto-save as you go

Profile Fields

Basic Information

Full Name — your name as it appears to clients
Company Name — your practice or firm name
— a single sentence describing your practice (80 characters max). Keep it clear and direct: who you serve and what you help them do.

Tagline

Professional Photo

Click the photo placeholder or your existing photo
Select an image file (JPG or PNG, minimum 400×400px)
Crop using the circular crop tool that appears
Save — your photo updates immediately

Use a professional headshot with a clean background. Your photo is the first impression clients have of you. Avoid logos, group photos, or informal images.

Bio

Your bio appears below your name on your profile page. Write in first person and focus on:

Your background in whole life banking
The types of clients you work with
Your approach or philosophy (without financial advice language)

The bio field accepts plain text only. Aim for 100–200 words.

Certifications and Credentials

Click Add Certification in the Credentials section
Enter the credential name (e.g., CLU, ChFC, CFP)
Click Add — the credential appears as a badge on your profile

You can add multiple credentials. They display as small badges beneath your name.

Social and Contact Links

Add any combination of the following:

Website URL — your practice website
LinkedIn — your professional LinkedIn profile
Calendar / Booking Link — a Calendly, Cal.com, or similar scheduling link. When present, this powers the Book a Call button on your profile.

Adding a calendar link is the single most effective change you can make to your profile. It lets interested clients book time directly without waiting for an email exchange.

Saving Changes

All changes auto-save. There is no separate Save button — edits are applied as you make them. Your public profile reflects changes within a few seconds of editing.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.

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On this page

Opening the Profile Editor
Profile Fields
Basic Information
Professional Photo
Bio
Certifications and Credentials
Social and Contact Links
Saving Changes