Featured, News, Update

Insurance Is Sold Not Bought

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Featured, News, Sales Concept

Every Day Is Black Friday
For Life Insurance

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Featured, How To

How To Win An Insurance Sale When In Competition

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Featured, Sales Concept, How To, Resource

Life Insurance as an asset class

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Featured, News, Culture

Are you a FIG?

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Featured, Webinar

March 2020 Webinar

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Featured, Sales Concept, How To

How to work remotely in the life insurance space

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Featured, Sales Concept

13 Reasons Why People Don't Buy Life Insurance

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Featured, Sales Concept, Resource

The Best Life Insurance Quotes, Analogies & Memes

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Featured, Webinar

April 2020 Webinar

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Featured, Webinar

July 2020 Webinar

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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…

Newsletter, Culture

The Life Design Analysis Story

The core reason for our software's creation was to communicate insurance options to consumers more transparently. Let me tell you how that happened.

Sales Concept

Selling On Time, NOT Price

Many focus on the price of life insurance and ignore the timeframe it's needed. Learn how to sell more of the right kind of insurance based on your client's …


July 2018 Webinar

Monthly Report Breakdown

Manulife Par Whole Life Case Study

CI/DI/Manual Input

Using Recipies, Layering/Combining Functions

Update, Resource

Market Trends #1

The purpose of Market Trends is to look from a high level at what products and companies are trending and look at the different segments, who the market lead…

Sales Concept, How To

7 Ways To Present Insurance Solutions

Keep your clients and prospects engaged in their life insurance purchase with our seven best ways to present insurance solutions to your clients.


June 2018 Webinar

Make Compliance An Asset, Not A Headache:

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

How To, Resource

Don't Let Compliance Keep You Up At Night

Compliance doesn't have to be the enemy. It shouldn't be something we hide from or ignore. It certainly doesn't need to take much time or effort! However, in…

How To

How To Become More Referable

If you want to generate more revenue from your existing client base, there are two ways to do it. One is to cross-sell more products. The other is to have yo…


May 2018 Webinar

How To Illustrate Joint Life

Mark A Policy As Sold To Save Renewal Information

Advisor Highlight

All About Account Settings


Data Visibility Plagues Insurance Industry

Renewal information is already a big problem in our industry. The fundamental issue is access to information. Financial advisors have a sworn duty (fiduciary…


New Wave Of Tech Making Old School Sales Obsolete

The status quo is changing, advisors everywhere are being force-fed discussions of "disruption". Does disruption mean advisors have to fight back? evolve? D…