Sales Concept, Resource

Charitable Giving Campaign (Free Template)

Charitable giving via Life Insurance is one of the most effective ways to extend your legacy. Download our free charitable giving template to create awarenes…

Sales Concept, How To, Resource

How To Create Your First Report Using Life Design Analysis

In today's fast-paced, information-oriented environment you need to make sure that every second you spend with your client is productive and enhances value f…

Webinar

October 2018 Webinar

Back to Bascis:

How To Sell On Time (Not Price) With Term Insurance

Review An In-force/Existing Policy

Save And Import An In-force…

Webinar

September 2018 Webinar

How I Made The Sale (Case Studies):

The Stubborn Client

The Procrastinator

The Price Shopper

The Engineer

Newsletter, Sales Concept, Culture

How I Won The Sale

One of my favourite parts of our business is hearing success stories from our advisors. I love hearing how they used LDA to enhance the sales experience or h…

Webinar

August 2018 Webinar

Life Design Analysis On The Go:

Make LDA An App

Quick Go-To Recipes

Conduct A Needs Analysis

Share A Case

Tips For…

Sales Concept

Selling On Time, NOT Price

Many focus on the price of life insurance and ignore the timeframe it's needed. Learn how to sell more of the right kind of insurance based on your client's …

Newsletter, Culture

The Life Design Analysis Story

The core reason for our software's creation was to communicate insurance options to consumers more transparently. Let me tell you how that happened.

Webinar

July 2018 Webinar

Monthly Report Breakdown

Manulife Par Whole Life Case Study

CI/DI/Manual Input

Using Recipies, Layering/Combining Functions

Update, Resource

Market Trends #1

The purpose of Market Trends is to look from a high level at what products and companies are trending and look at the different segments, who the market lead…

Sales Concept, How To

7 Ways To Present Insurance Solutions

Keep your clients and prospects engaged in their life insurance purchase with our seven best ways to present insurance solutions to your clients.

Webinar

June 2018 Webinar

Make Compliance An Asset, Not A Headache:

A Detailed Look At The Flow Of An Insurance Sale Using LDA