September 2019 Webinar

September Webinar Topic Focus - Finish the year strong with these revenue-generating strategies •Term Conversion - Maximize revenue with term conversions …


August 2019 Webinar

Topic Focus: Why you should use LDA on every case (big or small) - Save policy renewal schedule for future reviews and policy mining - Attach documents a…


July 2019 Webinar

Topic Focus Asymmetrical Dominance - What is it how can it help you position life insurance Case Studies Using "The Decoy Effect" - Simplified non-med vs …


June 2019 Webinar

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


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) …


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…


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…


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) …


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…


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)


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…


October 2018 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…