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Pricing
98% of Advisors See an Increase of Sales After Joining
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Call us at 1 855 268 2255
Compare Annual vs Monthly pricing
*Prices shown are in CAD when paid annually, taxes not included.
*Prices shown are in CAD when paid monthly, taxes not included.
Elite Plan
$99/mo
$119/mo
Unlimited Cases
Unbranded Reports
LifeGuide Quote Integration
Dynamic Visual Presentations
Shareable Needs Analysis Calculator
Document Storage
Premier Plan
$119/mo
$140/mo
All Elite Features +
Custom Colour Pallet
Automated Term Rewrite
Recipe Automation
Unlimited Support
Advanced Insurance Concepts
Import Your Block of Business
Custom Contact Importer
In-force Policy Summary
Enterprise Plan
Contact For Pricing
Full White Label Options
Custom Feature Set
Exclusive Report Components
Managed Organizational Structure
Groups Feature for Collaboration
Monthly Reporting
Single Sign On
Multifactor Authentication
Enhanced Integrations
Dedicated Support
Thousands of Advisors already use LDA to automate their insurance business.
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Add-on
LeadGen
$20/month
$20/month
Contact Us
Features
Daily Case Limit
No Limit
No Limit
No Limit
Case Memory
Rate Integration
Interactive Case
Edit PDF Template Components
Time Value of Money Calculator
Needs Analysis Calculator
Full Phone Support
Multiple Cash Value Products
Client Policy Summary
Recipe Automation
Client Import
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
Alternate Investment Concepts
Immediate Financing Arrangement
Corporate & Personal Estate Transfer
Early Feature Access
Organization Structure & Hierarchy
Custom Feature Sets
Exclusive Report Components
Group Collaboration
Monthly Reporting
Branding
Your Logo
Custom Report Colours
Full White Label Options
Security
SOC Type II Certified
SSO
MFA
SFTP File Transfer
Get in touch with our team today!
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info@lifedesignanalysis.comCall us toll free today!
+1 (855) 268-2255
