Life Design Analysis Help Centre
Step By Step Guides
A curated list of resources to help you get the most out of Life Design Analysis software.
BMO Import Guide
Guide on how to import BMO products from a spreadsheet and show full values and alternate schedules.
Canada Life Import Guide
Guide on how to import Canada Life products from a spreadsheet and show full values and alternate schedules.
Desjardin Import Guide
Guide on how to import Desjardin products from a spreadsheet and show full values and alternate schedules.
Empire Life Import Guide
Guide on how to import Empire Life products from a spreadsheet and show full values and alternate schedules.
Equitable Life Import Guide
Guide on how to import Equitable Life products from a spreadsheet and show full values and alternate schedules.
Foresters Financial Import Guide
Guide on how to import Foresters Financial products from a spreadsheet and show full values and alternate schedules.
Industrial Alliance Import Guide
Guide on how to import Industrial Alliance products from a spreadsheet and show full values and alternate schedules.
Manulife Import Guide
Guide on how to import Manulife products from a spreadsheet and show full values and alternate schedules.
RBC Import Guide
Guide on how to import RBC products from a spreadsheet and show full values and alternate schedules.
SSQ Import Guide
Guide on how to import SSQ products from a spreadsheet and show full values and alternate schedules.
Sun Life Import Guide
Guide on how to import Sun Life products from a spreadsheet and show full values and alternate schedules.
Client Imports
Download Our Cascading Email Template
Download Our Charitable Giving Email Template
Download Our Term Conversion Email Template
Insurance Carrier Software
Make LDA An App or Shortcut On Any Device
View The LDA Colour Schemes
View The LDA Templates
Other Resources
View some of our best articles and other resources
