Resource Archive | Life Design Analysis

Insurance Carrier Software

We wanted to make it easier to stay on top of carrier software so we will update this as we can with where you can find the latest software from all your fav…

How To, Resource

What Can You Do To Cure Insurance Confusion?

Majority of people are confused by their insurance options, what types of options there are, what the terms mean, what calculations are involved, etc. We sho…

How To, Resource, French

Que Pouvez-vous Faire Pour Éviter La Confusion En Matière D'Assurance ?

La plupart des gens ne savent pas quelles sont les options d'assurance qui s'offrent à eux, quels types d'options existent, ce que signifient les termes, que…

Featured, News, Resource

Inflation's Impact on Life Insurance

Inflation is top of mind for consumers and advisors thanks to an 18 year high. Learn how this impacts life insurance policies, and how can you incorporate th…

Featured, News, Resource, French

L'IMPACT DE L'INFLATION SUR L'ASSURANCE VIE

L'inflation est au cœur des préoccupations des consommateurs et des conseillers, car elle a atteint son plus haut niveau depuis 18 ans. Découvrez l'impact de…

Featured, Sales Concept, How To, Resource, French

L'Assurance Vie Comme Catégorie D'Actifs

L'assurance-vie peut être une solution intéressante pour les clients HNW qui cherchent à maximiser la partie « argent sûr » de leur portefeuille tout en main…

Resource, French

Logiciel pour les assureurs

Nous voulions qu'il soit plus facile de rester au courant des logiciels des opérateurs. Nous mettrons donc à jour cette page dès que possible en indiquant où…

Featured, Sales Concept, How To, Resource

Life Insurance as an asset class

Life insurance can be a compelling solution for HNW clients looking to maximize the "safe money" portion of their portfolio while still maintaining liquidity…

Featured, Sales Concept, Resource

The Best Life Insurance Quotes, Analogies & Memes

We round up some of the best insurance analogies and saying to help you simplify your next life insurance sale!

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…

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…