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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…

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October 2018 Webinar

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

Review An In-force/Existing Policy

Save And Import An In-force Policy For The Future

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September 2018 Webinar

How I Made The Sale (Case Studies):

The Stubborn Client

The Procrastinator

The Price Shopper

The Engineer

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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…

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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.

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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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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…

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Don't Let Compliance Keep You Up At Night

Compliance doesn't have to be the enemy. It shouldn't be something we hide from or ignore. It certainly doesn't need to take much time or effort! However, in…

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