News, Resource

Life Insurance for Your Favourite Superhero

Superheros are pretty amazing but even they have their vulnerabilities. Find out what type of insurance your favourite superhero would buy!

Webinar

January 2018 Webinar

Why Visuals Work

Illustrate Different Levels Of Whole Life Funding

Create A Client Portfolio In LDA

Cost Of Waiting To Buy Whole Life

Sales Concept

Compliance Made Easy With Our Shareable Needs Analysis

Make compliance easier with a needs analysis you can share with your clients. Have them populate the information which gets saved on their profile automatically.

Sales Concept, Resource

Life Insurance Through the 'Ages' (Free Template)

September is Life Insurance Awareness Month! At Life Design Analysis, we wanted to put together an infographic that takes you through the 'ages' of insurance.

News

October Is Cyber Security Awareness Month

Studies show there is a growing focus for cybercriminals to target medium-sized businesses in this field. Are you protected?

Sales Concept, Resource

Cascading Life Insurance Concept (Free Template)

A little money and knowledge can put your kids and their kids on a path to financial security.

Resource

Help Clients Re-think The Way They View Insurance

Your Parents' Life Insurance Experience Is Going The Way Of The "Stockbroker." Are You Ready For What's Next?

Resource

Perfect Your 'N' In An Age Where Cold Calling Is Dead

What is your "N?" When I set out to become an Investment Advisor in the late 90's, I read a book by Nick Murray entitled, "The Excellent Investment Advisor."…

Resource

Financial Literacy = More For Everyone

When clients are given transparency and an education on the products they are being sold, not only will they help you make a larger sale, they will be better…

Sales Concept

4 Reasons To Buy Whole Life In Your 40s And 1 Not To

In this article, we explore four great reasons to buy whole life insurance in your 40s and one not so great reason. Help show your clients the protection tha…

Resource

How Important Is Presentation?

Why is presentation so important if we are taught not to judge a book by its cover? Spoiler alert - We can't help it and here is why.

Resource

Does A Napkin Cut It In Today's Compliance Environment?

Compliance is taking over the industry making it harder and more expensive for an advisor to practice than ever before. Compliance does not have to be a hurd…