Compare Features & Plans

Communicate Life Insurance Solutions to Your Clients More
Effectively & Easily by Harnessing the Power of Our Analytics.

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Premier

15 Day Free Trial

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

$119.00 CAD / Month Select

Billed Monthly

$140.00 CAD / Month Select

View Plan

Elite

15 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • Automated Term Rewrite
  • Unlimited Support

Not Included In Plan

  • Interactive Case Sharing (+ Analytics)
  • Credit to the Capital Dividend Account
  • Inforce Automation
  • Recipe Automation
  • Custom Report Components
  • Fully Unbranded Reports
  • Custom Colour Pallet
Billed Annually

$99.00 CAD / Month Select

Billed Monthly

$120.00 CAD / Month Select

     
Most Popular
  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



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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.

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