Edit Plan

Premier

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • Fully Unbranded Reports
  • All Templates
  • Unlimited Support

Billed Annually

$90.00 CAD / Month

View Plan

Premier

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • Fully Unbranded Reports
  • All Templates
  • Unlimited Support

Billed Annually

$90.00 CAD / Month Select

Billed Monthly

$108.00 CAD / Month Select

View Plan

Elite

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • All Templates
  • Unlimited Support

Not Included In Plan

  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • Fully Unbranded Reports

Billed Annually

$70.00 CAD / Month Select

Billed Monthly

$84.00 CAD / Month Select

View Plan

Pro

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Term, UL & Whole Life Engine
  • 5 Templates
  • Unlimited Support

Not Included In Plan

  • Unbranded Reports
  • CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • All Templates

Billed Annually

$50.00 CAD / Month Select

Billed Monthly

$60.00 CAD / Month Select

View Plan

Basic

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • T10, T20, T30 & UL Engine
  • 3 Templates
  • Unlimited Support

Not Included In Plan

  • Unbranded Reports
  • CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • All Templates

Billed Monthly

$30.00 CAD / Month Select

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