September 2018 Webinar

How I Made The Sale (Case Studies):

The Stubborn Client

The Procrastinator

The Price Shopper

The Engineer


August 2018 Webinar

Life Design Analysis On The Go:

Make LDA An App

Quick Go-To Recipes

Conduct A Needs Analysis

Share A Case

Tips For…


July 2018 Webinar

Monthly Report Breakdown

Manulife Par Whole Life Case Study

CI/DI/Manual Input

Using Recipies, Layering/Combining Functions


June 2018 Webinar

Make Compliance An Asset, Not A Headache:

A Detailed Look At The Flow Of An Insurance Sale Using LDA


May 2018 Webinar

How To Illustrate Joint Life

Mark A Policy As Sold To Save Renewal Information

Advisor Highlight

All About Account Settings


April 2018 Webinar

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…


March 2018 Webinar

Illustrate A Partial Conversion To Add Value

Generate More Sales In The Mortgage Market

Social Selling

Using A Shared Case In A So…


February 2018 Webinar

Limited Pay Study - Exploring The Best Ways To Structure Limited Pay Whole Life

Shareable Needs Analysis

Critical Illness Split Dollar


January 2018 Webinar

Why Visuals Work

Illustrate Different Levels Of Whole Life Funding

Create A Client Portfolio In LDA

Cost Of Waiting To Buy Whole Life