Featured, Webinar
-Onboard With A Shared Needs Analysis -Best ways to present for maximum client engagement -Apply Now Button! (+save inforce policy data & compliance docs) …
Custom Colour Pallet & Why Branding Is Important
How To Create and Join Groups
Layer Plans to Help Your Clients Get The Right Protectio…
Live Q&A—We'll Tackle Your Life Insurance Case Questions!
Hosted by Charlie Conron (LDA CTO) And Nikolas Fergusson (LDA Case Support Expert)
All About Shared Links:
Onboard With A Shared Needs Analysis
Create A Report And Share It
Create A Portfolio Link To Let Your Clie…
Webinar
Back to Bascis:
How To Sell On Time (Not Price) With Term Insurance
Review An In-force/Existing Policy
Save And Import An In-force…
How I Made The Sale (Case Studies):
The Stubborn Client
The Procrastinator
The Price Shopper
The Engineer
Life Design Analysis On The Go:
Make LDA An App
Quick Go-To Recipes
Conduct A Needs Analysis
Share A Case
Tips For…
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…
