Compare Features & Plans

Communicate Life Insurance Solutions to Your Clients More
Effectively & Easily by Harnessing the Power of Our Analytics.

     
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  Pro Elite Premier
Features *

$50

/ Month (CAD) *

$70

/ Month (CAD) *

$90

/ Month (CAD) *
Case Limit Daily No Limit No Limit No Limit
Logo
Case Memory
Rate Integration
Interactive Case
Edit PDF Template Components
Time Value of Money Calculator (Present Value)
Needs Analysis Calculator
Brand Colors
Client Import
Full Phone Support
Multiple Cash Value Products -
Fully Unbranded Reports -
Recipe Automation - -
Account Setup - -
Case Opportunities Filter - -
Combine Plans - -
Interactive Case Sharing (with Heat Mapping) - -
Credit to the Capital Dividend Account - -
Buy Term Invest the Difference - -
Automated Term Rewrite - -
Early Feature Access - -

* Monthly cost when paying anually

Other Features & Benefits



Analyze & Compare

Life Design Analysis compares and communicates all life insurance options available to your client, helping them make an informed decision, and making your life as an advisor simpler and more successful.

Access Anywhere

With access to Life Design Analysis from any connected device, you can work on your phone, tablet, or desktop. This will ensure that you won't be caught unprepared for a client meeting whenever the opportunity arises.

Secure Storage

At Life Design Analysis, we don't take any shortcuts with your personal and client information. We follow strict encryption standards to ensure that anything you share with us, stays with us.