Life Design Analysis FAQ

Frequently Asked Questions

Our free trial gives full access to our best package. Since there is no credit card on sign up there is no way we can charge you after the trial is finished without your consent. After the trial is finished your account will expire and you will be asked to activate your account. We have flexible billing options and accept all major credit cards.

Security is extremely important to us at Life Design Analysis. We use the latest technology and encryption to make sure any data that you send to us stays with us. Life Design Analysis hosts our client data in Canada in compliance with PIPEDA. We host with Amazon Web Services, and one of the premier data centers.

If you are on a monthly plan you can change plans or cancel at any time. If you have selected annually you are committed for the year however you can always upgrade and what you have paid already will be prorated so you will only be charged the difference.

There are many ways to share these reports with your clients. The most engaging way is by sharing digitally via email or shared link with your clients. Watch a video of the process below.

All report customization such as logo and colour can be done within your account settings page in the case tab. Get in touch if you would like this set up for you.

Life Design Analysis has the ability to import your block of business. This drives policy opportunity notifications and makes quoting seamless. There are many sources that this inforce information can be obtained however it generally is best to have an exported spreadsheet from the insurer. Please contact a member of our support team to help import your block.

In-force Policy Management and Automation
We make it easy manage your in-force block of business, get notified of opportunities and automatically generate ready-to-go sales presentations for your clients.

Compliance Backup
Make compliance an asset, not a liability.

LDA has tools for:

  • Needs Analysis / Suitability Analysis
  • Document Storage
  • Reason Why letter and other custom templates
  • Encrypted backup documenting how you established your recommendation

Accessible Anywhere
Maximize your productivity or supercharge your admin. Life Design Analysis is available on any device and can enhance the way you communicate with your clients regardless of the platform.

You can find tutorials, concepts and sales ideas on our Help page, Blog page and YouTube channel. Our Livechat feature is a great way to get help fast if you need it, the video below illustrates how to use it. You can also contact us directly for training and assistance:
Live chat:
Phone: 1-855-268-2255

Life Design Analysis and LifeGuide are independent companies and as such the services can be used independent of each other, however, subscribers of LifeGuide do receive a 50% discount to LDA by entering their serial number as the discount code.

Joint life can be illustrated and searched like this. If illustrating combined life please use our combine plans where you can apply a multi-policy discount.

You can enter your credit card at any point during the free trial however you will not be charged until after the trial has finished. We accept all major credit cards and are PCI and DSS compliant.

If you forget your password click here and enter the email you registered with and we will send you instructions to choose a new password.

You can find a list of all of your invoices here. Remember to save these for tax season as Life Design Analysis is tax deductible.

When in the design case screen you are able to select the 'Example Type' as reduced. Some companies have more than one reduced example if this is the case you will be able to select the edit plan button ( blue pencil icon) and select what reduced example you would like to use.

LDA is the most comprehensive system to compare inforce policies and brand new policies. It has advanced reporting, automation and heat mapping capabilities that no other system on the market can match.

The My Account area in LDA will allow you to change your email or your invoice information. (for example if you office address and credit card address are different)

To select your prefered companies or prefered LifeGuide search options simply visit the LifeGuide tab in the account settings page.

Yes we do group pricing starting at 5 licences," get in touch with us and we can create a quote for your organization.

We have strong relationships with many of Canada's top MGA's if you are interested in working with us please contact us and we can set up some time to talk about your business needs.

In the account settings page, a drop down menu allows you to select your prefered language this will also change the system communication emails.

One of the most powerful features of LDA is to be able to bring in the spreadsheet from the insurance company software. Here is a helpful video on how to do this, however we also have guides in the help center.