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June 2019 Webinar

Thursday, June 27th @ 2 pm EST Increase Sales | Save Time | Automate Compliance - Using Recipes (work smarter not harder) - Inforce Recipe Automation…

Featured, News, Update

Insurance Is Sold Not Bought

I was introduced into the insurance industry by my stepfather, a 50-year insurance industry figure, a guy who was brought up in the Ben Feldman days. One of …

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May 2019 Webinar

May 23rd 2:00 PM EST - Needs Analysis Best Practices - How Groups Increase Collaboration and Case Prep - Equivalent IRR (what is it when to use it) …

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April 2019 Webinar

Thursday, April 25th @ 2:00 PM EST -Review an In-force Policy -Estimate Term Renewals -Highlight the Cost of Waiting to Convert -Illustrate a Partial…

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…

    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, 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 …

    Showing Posts 1 - 12 of 14