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, 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 …

    Showing Posts 1 - 12 of 12