European Jazz Oddly enough, although must of my own music collection consists of classical music, I have made few classical recommendations here. What could explain this discrepancy?
Help your client make an informed decision, while making your life as an advisor simpler and more successful. You can also easily share presentations with your clients and gather engagement stats, including views, time on page, and more. Secure Storage At Life Design Analysis, we don't take any shortcuts with your personal and client information.
We follow strict encryption standards to ensure that anything you share with us, stays with us. Life Design Analysis is proudly hosted in Canada. See the power of Life Design Analysis I saw my premium income triple in the two years using Life Design Analysis so I decided to bring the system to the advisor market so all insurance professionals could benefit.
I just wanted to let you know that because of LDA, I was able to show my clients the value in permanent insurance over term, use it as an investment rather than for protection and leave a better legacy for their kids, thank you!
For years I have used an Excel spreadsheet that I designed to compare one insurance plan to another to illustrate the options for a client.
The problem was that it was strictly a bunch of numbers and verbiage. Despite its shortcomings it sufficed as there was not an alternative in the market. A couple of years ago, I sat in a boardroom and listened to you and Larry rave about how impressive LDA was and how it had made illustrating options to a client a piece of cake.
Becoming a skeptic over the years of hearing similar professions of grandeur, I did not jump at the opportunity. As time passed, however, I started to realize that it may be something I could integrate into my practice.
So, I signed up on the bare bones platform. I did one example case, saw the output and liked what I saw. So, I moved to the Cadillac version of the plan and thought I would test it out with a cantankerous client who was a stickler about details. Beyond being a phenomenal tool to have at my disposal, the service that you and your staff have provided to me is first class.
You respond to inquiries often before I am finished completing a case with your online help and the responses are easy to follow and often come with a link to a demo online.
Finally, the subscription fee is easy to swallow and anyone who is in the insurance world, even occasionally, should be using your program.
Brian Shumak Brian Shumak Financial Services I purchased Life Design Analysis in early March of as I truly felt this application would have a direct impact on the size of the sale but also the quality of the sale. There are so many features to this system but for us the best feature is being able to compare different plans from different companies all on the same page.
Life Design Analysis has been a great tool to enhance my client presentations and the easy to understand visuals have definitely shortened the sales process.
The results have been evident in production! Jamie Robb "Incredible Software! The combination of the analytics and visual data have been such a powerful communication tool for illustrating concepts and strategies.
OMG where has this tool been for my entire career?!?!
The first client I showed my LDA report to said "I totally see what you mean, that makes total sense. One single picture is worth 1, spreadsheets. If you advise clients on insurance, this tool is a must.
The interactive reports allow us communicate strategies visually and make modifications during a meeting, so the clients have a much better comfort level and understanding. Life Design has quickly become an invaluable tool in our day to day business. With Life Design Analysis I can do all that and show the client the value of one proposal over another.
Clients love the ease of use, user interface and especially the ability to make a well-informed decision without second-guessing. Thank you Life Design Analysis for a great solution. HollisWealth Professional client presentations in minutes, no matter where you are?
Yes, I have been showing Life Design Analysis to advisors for 6 months now, even using it myself.
It's easy to use and creates lively and impactful client presentations, anywhere, anytime, on any device! The ability to import data to create advanced presentations takes only minutes — and I am the least tech-savvy person I know!
If I do hit a snag, LDA has quick and helpful customer support online or by phone. Life Design Analysis is a must for a any professional insurance producer. I first came to try Life Design Analysis, because I saw it was a great tool to visually and mentally help our clients better understand the differences between products.
Once a policy is agreed upon for the need, the next biggest challenge is helping a client navigate between Term 10, Term 20, Term or Whole Life. LDA makes this simple by allowing the client to move a cursor over a colourful graph and see values at any given year and compare and contrast.
Anytime I have run into troubles trying to load or illustrate, Charlie is very quick to help out and show me how. I think LDA is an inexpensive solution that every advisor can use to enhance their business.Bread, beer & yeast The history of bread and cake starts with Neolithic cooks and marches through time according to ingredient availability, advances in technology, economic conditions, socio-cultural influences, legal rights (Medieval guilds), and evolving taste.
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March is a big month for marijuana in Illinois. Aside from choosing between candidates vying for gubernatorial and attorney general nominations — all of whom have weighed in on the legalization debate — millions of voters in the state’s most populous county will be asked to decide for themselves whether Illinois should end cannabis prohibition.
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