Featured, Culture

How I Won The Sale

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Featured, Newsletter, Culture

The Life Design Analysis Story

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Featured, How To

How To Create Your First Report Using Life Design Analysis

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Featured, Sales Concept

Selling On Time, NOT Price

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Featured, Webinar

November 2018 Webinar

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Featured, News, Sales Concept

Every Day Is Black Friday
For Life Insurance

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Featured, Culture

Should you join the insurance industry

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Featured, Webinar

December 2018 Webinar

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January 2019 Webinar

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February 2019 Webinar

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March 2019 Webinar

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Featured, Sales Concept

13 Reasons Why People Don't Buy Life Insurance

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Featured, Sales Concept

13 Reasons Why People Don't Buy Life Insurance

In talking with advisors I can confidently tell you the top 3 challenges advisors are looking to solve are:

  • Lead Generation
  • Client Disconn…

  • Featured, Webinar

    March 2019 Webinar

    Thursday, March 21st @ 2:00 PM EST - Mortgage Market Heating Up Sell to New Homeowners on Time, not Price - Term Rewrite & Exchange - Start a Creditor L…

    Resource

    Insurance Carrier Software

    We wanted to make it easier to stay on top of carrier software so we will update this as we can with where you can find the latest software from all your fav…

    Featured, Webinar

    February 2019 Webinar

    -Onboard With A Shared Needs Analysis -Best ways to present for maximum client engagement -Apply Now Button! (+save inforce policy data & compliance docs) …

    Featured, Webinar

    January 2019 Webinar

    Custom Colour Pallet & Why Branding Is Important

    How To Create and Join Groups

    Layer Plans to Help Your Clients Get The Right Protectio…

    Featured, Webinar

    December 2018 Webinar

    Live Q&A—We'll Tackle Your Life Insurance Case Questions!

    Hosted by Charlie Conron (LDA CTO) And Nikolas Fergusson (LDA Case Support Expert)

    Featured, News, Sales Concept

    Every Day Is Black Friday
    For Life Insurance

    Every Day is Black Friday with Life Insurance, Don't forget to remind your clients around this time of year and show them how much money they are leaving on …

    Featured, Webinar

    November 2018 Webinar

    All About Shared Links:

    Onboard With A Shared Needs Analysis

    Create A Report And Share It

    Create A Portfolio Link To Let Your Clie…

    Featured, Culture

    Should you join the insurance industry

    If you believed in every stereotype out there you would probably think the moon is made of cheese, all Canadians are polite and the Brits have awful teeth. Y…

    Sales Concept, Resource

    Charitable Giving Campaign (Free Template)

    Charitable giving via Life Insurance is one of the most effective ways to extend your legacy. Download our free charitable giving template to create awarenes…

    Featured, How To

    How To Create Your First Report Using Life Design Analysis

    In today's fast-paced, information-oriented environment you need to make sure that every second you spend with your client is productive and enhances value f…

    Webinar

    October 2018 Webinar

    Back to Bascis:

    How To Sell On Time (Not Price) With Term Insurance

    Review An In-force/Existing Policy

    Save And Import An In-force…