Featured, Webinar

September 2018 Webinar

How I Made The Sale (Case Studies):

The Stubborn Client

The Procrastinator

The Price Shopper

The Engineer

Featured, Culture

How I Won The Sale

One of my favourite parts of our business is hearing success stories from our advisors. I love hearing how they used LDA to enhance the sales experience or h…

Featured, Webinar

August 2018 Webinar

Make LDA An App

Quick Go-To Recipes

Conduct A Needs Analysis

Share A Case

Tips For Presenting On A Tablet / Smart Phone

Featured, Newsletter, Culture

The Life Design Analysis Story

The core reason for our software's creation was to communicate insurance options to consumers more transparently. Let me tell you how that happened.

Featured, Sales Concept

Selling On Time, NOT Price

Many focus on the price of life insurance and ignore the timeframe it's needed. Learn how to sell more of the right kind of insurance based on your client's …

Webinar

July 2018 Webinar

Monthly Report Breakdown

Manulife Par Whole Life Case Study

CI/DI/Manual Input

Using Recipies, Layering/Combining Functions

Featured, Update, Resource

Market Trends #1

The purpose of Market Trends is to look from a high level at what products and companies are trending and look at the different segments, who the market lead…

Featured, Sales Concept, How To

7 Ways To Present Insurance Solutions

Keep your clients and prospects engaged in their life insurance purchase with our seven best ways to present insurance solutions to your clients.

Webinar

June 2018 Webinar

Make Compliance An Asset, Not A Headache:

A Detailed Look At The Flow Of An Insurance Sale Using LDA

Featured, Resource

Don't Let Compliance Keep You Up At Night

Compliance does not need to be the enemy. It does not need to be something we hide from or something we ignore. Compliance doesn't even have to take that muc…

How To

How To Become More Referable

If you want to generate more revenue from your existing client base, there are two ways to do it. One is to cross-sell more products. The other is to have yo…

Webinar

May 2018 Webinar

How To Illustrate Joint Life

Mark A Policy As Sold To Save Renewal Information

Advisor Highlight

All About Account Settings