Webinar

June 2019 Webinar

Thursday, June 27th @ 2 pm EST Increase Sales | Save Time | Automate Compliance - Using Recipes (work smarter not harder) - Inforce Recipe Automation…

Featured, News, Update

Insurance Is Sold Not Bought

I was introduced into the insurance industry by my stepfather, a 50-year insurance industry figure, a guy who was brought up in the Ben Feldman days. One of …

Webinar

May 2019 Webinar

May 23rd 2:00 PM EST - Needs Analysis Best Practices - How Groups Increase Collaboration and Case Prep - Equivalent IRR (what is it when to use it) …

Webinar

April 2019 Webinar

Thursday, April 25th @ 2:00 PM EST -Review an In-force Policy -Estimate Term Renewals -Highlight the Cost of Waiting to Convert -Illustrate a Partial…

Featured, Sales Concept

13 Reasons Why People Don't Buy Life Insurance

In talking with advisors I can confidently tell you the top 3 challenges advisors are looking to solve are:

Webinar

March 2019 Webinar

Thursday, March 21st @ 2:00 PM EST - Mortgage Market Heating Up Sell to New Homeowners on Time, not Price - Term Rewrite & Exchange - Start a Creditor L…

Webinar

February 2019 Webinar

-Onboard With A Shared Needs Analysis -Best ways to present for maximum client engagement -Apply Now Button! (+save inforce policy data & compliance docs) …

Webinar

January 2019 Webinar

Custom Colour Pallet & Why Branding Is Important

How To Create and Join Groups

Layer Plans to Help Your Clients Get The Right Protectio…

Webinar

December 2018 Webinar

Live Q&A—We'll Tackle Your Life Insurance Case Questions!

Hosted by Charlie Conron (LDA CTO) And Nikolas Fergusson (LDA Case Support Expert)

Featured, News, Sales Concept

Every Day Is Black Friday
For Life Insurance

Every Day is Black Friday with Life Insurance, Don't forget to remind your clients around this time of year and show them how much money they are leaving on …

Webinar

November 2018 Webinar

All About Shared Links:

Onboard With A Shared Needs Analysis

Create A Report And Share It

Create A Portfolio Link To Let Your Clie…

Newsletter, Culture

Should you join the insurance industry

If you believed in every stereotype out there you would probably think the moon is made of cheese, all Canadians are polite and the Brits have awful teeth. Y…