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…

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…

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, 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 …

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