Featured, Update, Resource

Market Trends #1

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Featured, Culture

How I Won The Sale

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Featured, Newsletter, Culture

The Life Design Analysis Story

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Featured, Webinar

September 2018 Webinar

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Featured, Resource

Don't Let Compliance Keep You Up At Night

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Featured, How To

How To Create Your First Report Using Life Design Analysis

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Featured, Webinar

October 2018 Webinar

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Featured, Sales Concept

Selling On Time, NOT Price

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How To

How To Sell More Critical Illness Insurance

You have probably seen all the stats and numbers about how many of your current clients are going to be impacted in the future by a critical illness. However…

How To

How To Win An Insurance Sale When In Competition

It's not every case but sometimes as an insurance advisor, you will find yourself in competition with another agent. The way you position and present your so…

Resource

Psychology Of Choice In The Insurance Buying Process

You would think that with all the choice that consumers have with insurance products today, that would translate into more sales. Unfortunately, consumers do…

How To

How To Motivate Your Client To Buy Now

As the saying goes it's cheaper to buy life insurance 10 years early than one minute too late. However, I'm sure you have all dealt with that client or prosp…

How To

Make Life Design Analysis An App

As an advisor you probably find yourself on the go quite a bit, if you're looking for a system to access all your client details, create and present insuranc…

How To

How To Review An Existing Policy

One of the best opportunities for sales and client service comes from existing term life insurance policyholders. In this how-to, we will show you how to eas…

How To

How to Import And Mine Your Block of Business

For advisors, it's critical to keep selling new policies as the commision structure for life insurance is heavily focused on FYC. One of the best places to l…

Webinar

February 2018 Webinar

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

Shareable Needs Analysis

Critical Illness Split Dollar

How To

Improve Your Life Insurance Sales Presentation

Don’t let a weak presentation confuse your client and kill a sale. The first step to selling more insurance is a great presentation. That’s why it is importa…

Resource

Life Insurance for Your Favourite Superhero

Superheros are pretty amazing but even they have their vulnerabilities. Find out what type of insurance your favourite superhero would buy!

Webinar

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

Sales Concept

Compliance Made Easy With Our Shareable Needs Analysis

Make compliance easier with a needs analysis you can share with your clients. Have them populate the information which gets saved on their profile automatically.