Compare Features & Plans
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Effectively & Easily by Harnessing the Power of Our Analytics.
Most Popular
Included In Plan
- Custom Colour Pallet & Logo
- Fully 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
$99.00 CAD / Month Select
Billed Monthly
$118.80 CAD / Month Select
Included In Plan
- Unlimited Cases
- Unbranded Reports
- Term, UL, CI, Multiple WL Engine
- Automated Term Rewrite
- Recipe Automation
- Unlimited Support
Not Included In Plan
- Interactive Case Sharing (+ Analytics)
- Credit to the Capital Dividend Account
- Inforce Automation
- Fully Unbranded Reports
- Custom Colour Pallet
Billed Annually
$79.00 CAD / Month Select
Billed Monthly
$94.80 CAD / Month Select
Included In Plan
- Unlimited Cases
- Brand With Your Logo
- 5 Templates
- Term Reissue
- Unlimited Support
Not Included In Plan
- Unbranded Reports
- CI, Multiple WL Engine
- Interactive Case Sharing (+ Analytics)
- Credit to the Capital Dividend Account
- Buy Term Invest the Difference
- Automated Term Rewrite
- Recipe Automation
- Inforce Automation
Billed Annually
$59.00 CAD / Month Select
Billed Monthly
$70.80 CAD / Month Select
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
$39.00 CAD / Month Select
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Most Popular
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|---|---|---|---|
| Pro | Elite | Premier | |
| Features * |
$59/ Month (CAD) * |
$79/ Month (CAD) * |
$99/ Month (CAD) * |
| Case Limit Daily | No Limit | No Limit | No Limit |
| Logo | |||
| Case Memory | |||
| Rate Integration | |||
| Interactive Case | |||
| Edit PDF Template Components | |||
| Time Value of Money Calculator (Present Value) | |||
| Needs Analysis Calculator | |||
| Brand Colors | |||
| Client Import | |||
| Full Phone Support | |||
| Multiple Cash Value Products | - | ||
| Fully Unbranded Reports | - | ||
| Recipe Automation | - | - | |
| 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 | - | - | |
| 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.
Access Anywhere
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.
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