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…

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…

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…

Webinar

August 2018 Webinar

Life Design Analysis On The Go:

Make LDA An App

Quick Go-To Recipes

Conduct A Needs Analysis

Share A Case

Tips For…