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Carrier & Partner Archive


 

  • New special mortgage referral offer to keep winning for your clients: Sep 1 - Oct 31, 2021. Please contact Vic Raye for an intro to your local BMO VP and Mortgage Specialist to discuss process and rates. Click for Switch details EN | FRPurchase details provided by BMO.
  • BMO Bank of Montreal - Summer switch mortgage promo - Ends Soon (July 1 - Aug 31, 2021). Please contact Vic Raye for an introduction to your BMO VP and local Mortgage Specialist. Click for details EN | FR
  • BMO Bank of Montreal - New summer switch mortgage promo (July 1 - Aug 31, 2021) Please contact Vic Raye for an introduction to your BMO VP and local Mortgage Specialist Click for more details EN | FR
  • 2021 Spring Home Financing Campaign - TWO Offers
  • Contact Nader Salameh VP, for an introduction to your local Mortgage Specialist 

Canada Life

Canada Protection Plan

Desjardins

Edge Benefits

Empire Life

Equitable Bank

Equitable Life

  • Did you miss the Canadian Advisor Tech Expo? Don't worry, you can still watch our breakout session on-demand here on our YouTube channel! Jon Jarvie and Nik Fergusson presented on "Servicing the Best Interests of Your Insurance Clients in a Digital World".
  • Open house:  Join Nikolas Fergusson on Thursday, November 25th, and bring any questions you might have about anything LDA! Register to join here!
  • Write Business with Empire Life? Click here to learn about how LDA can simplify the process.
  • Insurance needs change as we age. We put together an infographic that you can send to your clients to show how insurance changes through the ages. Check out our blog to get your custom template here. 
  • A question, do you sell insurance or do customers buy it? While this might seem to be the same thing, there is a large difference. Read here to understand the difference and how to change the narrative around life insurance sales. 
  • We will be participating in the upcoming Canadian Advisor Tech expo this year, with both a virtual booth and a presentation from Nikolas Fergusson and Jon Jarvie about servicing the best interests of your clients using LDA. Register to attend the expo today! 
  • Did you miss our October Webinar? You can watch the recording here
  • How scalable is your sales funnel? Generating a new life insurance prospect is hard work, and not just any prospect, a qualified one. Read our blog 
  • In the spirit of Halloween, we got to thinking what kind of Life Insurance your favourite superhero would need, click to read!
  • Join us on Thursday October 28th, for our monthly webinar. Explore the Digital Transformation of Insurance Practices.
  • Missed our September webinar? Click here to watch the recording on our YouTube channel
  • The fall crunch is on and we want you to know the 13 Reasons Why people don't buy life insurance, but also what you can do about it.  
  • Our monthly webinar is Thursday, September 30. Join Charlie Conron as he discusses the traits that make successful advisors. Click Here to register.
  • Do you know the value of your block of business? Read our blog for tips about increasing the value of your block using LDA
  • Click here to register for our September Webinar where we go more in depth to the traits that create exceptional advisors. 
  • Selling life insurance is already a challenging job, don't make it any harder on yourself by making any of the following mistakes.
  • Miss the August Webinar? Stay current on the best way to present term conversions and exchanges with LDA. Click here to watch today. 
  • Feeling the summer sales slump? Don't beat yourself up about it, instead, relax and get motivated by watching one (or a few) movies from our Top Ten Sales Movies list. Click here to read more.
  • Communication is paramount in any kind of sale. Click here for our top 7 ways to present insurance solutions. 
  • They say insurance is sold, not bought. Do you agree? Click here to read more
  • Interested in illustrating term conversions and exchanges more effectively? Click here to register for the workshop.
  • Want to illustrate term conversions and exchanges more effectively? Click here to register for the workshop.
  • Want to increase the value of your existing insurance block? Click here to find out how.
  • Want to position insurance options more effectively? Register for our webinar today to learn how.
  • Ever wonder what type of insurance your favourite superhero would own? Find out more in this article. 
  • Want to position insurance options more effectively? Register for our webinar today to learn how.
  • Want to maximize the value of your insurance block? Click here to register for the LDA Monthly webinar
  • Studies show roughly 9/10 people are confused by their insurance options. Help simplify the experience with these analogies and quotes about insurance. Click here to read more

  • Illustrate the value of life insurance by selling on time, not price. Click here to read more.

  • Want to create the best remote insurance sales presentations? Click here to register for our webinar.

  • Why don't people buy life insurance? Click here for 13 common objections to buying insurance and how to overcome them.

  • Presenting insurance scenarios? Here are 7 ways to present insurance solutions to your clients.

  • Want to simplify insurance case creation? Join our webinar to find out how.

  • How scalable is your life insurance lead funnel? Click here to explore the traditional vs digital lead funnel and how to leverage both in your practice. 

Carrier & Partner Updates

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