Compare Features & Plans
Communicate Life Insurance Solutions to Your Clients More
Effectively & Easily by Harnessing the Power of Our Analytics.
$50/ Month (CAD) *
$70/ Month (CAD) *
$90/ Month (CAD) *
|Case Limit Daily||No Limit||No Limit||No Limit|
|Edit PDF Template Components|
|Time Value of Money Calculator (Present Value)|
|Needs Analysis Calculator|
|Full Phone Support|
|Multiple Cash Value Products||-|
|Fully Unbranded Reports||-|
|Case Opportunities Filter||-||-|
|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.
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.
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.