Featured, Update, Resource

Market Trends #1

Read Article

Featured, Culture

How I Won The Sale

Read Article

Featured, Newsletter, Culture

The Life Design Analysis Story

Read Article

Featured, Webinar

September 2018 Webinar

Read Article

Featured, Resource

Don't Let Compliance Keep You Up At Night

Read Article

Featured, How To

How To Create Your First Report Using Life Design Analysis

Read Article

Featured, Webinar

October 2018 Webinar

Read Article

Featured, Sales Concept

Selling On Time, NOT Price

Read Article

Sales Concept

Life Insurance Through the 'Ages' (Free Template)

September is Life Insurance Awareness Month! At Life Design Analysis, we wanted to put together an infographic that takes you through the 'ages' of insurance.

News

October Is Cyber Security Awareness Month

Studies show there is a growing focus for cybercriminals to target medium-sized businesses in this field. Are you protected?

Sales Concept

Cascading Life Insurance Concept (Free Template)

A little money and knowledge can put your kids and their kids on a path to financial security.

Resource

Financial Literacy = More For Everyone

When clients are given transparency and an education on the products they are being sold, not only will they help you make a larger sale, they will be better…

Resource

Perfect Your 'N' In An Age Where Cold Calling Is Dead

What is your "N?" When I set out to become an Investment Advisor in the late 90's, I read a book by Nick Murray entitled, "The Excellent Investment Advisor."…

Resource

Help Clients Re-think The Way They View Insurance

Your Parents' Life Insurance Experience Is Going The Way Of The "Stockbroker." Are You Ready For What's Next?

Resource

Tools Advisors Use To Save Time And Accelerate Business

Time is limited. It's possibly the second most important asset a person has (sandwiched between family, health and money). The paradox is that the more money…

Resource

Does A Napkin Cut It In Today's Compliance Environment?

Compliance is taking over the industry making it harder and more expensive for an advisor to practice than ever before. Compliance does not have to be a hurd…

Resource

How Important Is Presentation?

Why is presentation so important if we are taught not to judge a book by its cover? Spoiler alert - We can't help it and here is why.

Sales Concept

4 Reasons To Buy Whole Life In Your 40s And 1 Not To

In this article, we explore four great reasons to buy whole life insurance in your 40s and one not so great reason. Help show your clients the protection tha…

Sales Concept

How to Properly Insure Clients Who Just Bought A House

One of the biggest triggers of the sale of insurance is the purchase of a house. We explore how to service these clients better by showing their insurance op…

Sales Concept

Get More Warm Inbound Insurance Leads

Get even more inbound insurance leads with a case-sharing social media campaign.