Featured, 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
How I Made The Sale (Case Studies):
The Stubborn Client
The Procrastinator
The Price Shopper
The Engineer
Webinar
Make LDA An App
Quick Go-To Recipes
Conduct A Needs Analysis
Share A Case
Tips For Presenting On A Tablet / Smart Phone
Monthly Report Breakdown
Manulife Par Whole Life Case Study
CI/DI/Manual Input
Using Recipies, Layering/Combining Functions
Make Compliance An Asset, Not A Headache:
A Detailed Look At The Flow Of An Insurance Sale Using LDA
How To Illustrate Joint Life
Mark A Policy As Sold To Save Renewal Information
Advisor Highlight
All About Account Settings
Creditor Life Vs. Life Insurance
Empire Life 8 Pay
Buy Term Invest The Difference Empire Life 8 Pay Vs. Term
Tag A Case / Add A Cu…
Illustrate A Partial Conversion To Add Value
Generate More Sales In The Mortgage Market
Social Selling
Using A Shared Case In A So…
Limited Pay Study - Exploring The Best Ways To Structure Limited Pay Whole Life
Shareable Needs Analysis
Critical Illness Split Dollar
Why Visuals Work
Illustrate Different Levels Of Whole Life Funding
Create A Client Portfolio In LDA
Cost Of Waiting To Buy Whole Life
