Welcome to in-force business automation with Life Design Analysis, sponsored by Empire Life.
The following resources can be accessed at any time and are designed to help guide advisors through the process of managing the opportunities that exist within their Empire Life block of business using LDA.
The PLAYBOOK provides an outline of the program and provides links to sample cases and sample scripts for each type of opportunity.
You an also find these links below. Click on the image to download and share the playbook.
CASE STUDIES
The following case studies include a sample report that is automatically generated based on each type of opportunity. Click on each image to view the sample report.
SCRIPTS
To access the scripts, download the playbook and navigate to slide 16. Click on the images to download the sample script for each opportunity.
ADDITIONAL SUPPORT
Local IDC WIN Business Development Executives are the first point of contact for advisors on the program. (you must be logged in to idcwinbig.ca to view this content)
The Empire Life national wholesaling team and advisor support centre are standing by for additional program and product support. (you must be logged in to idcwinbig.ca to view this content)
Frequently Asked Questions
Who do I contact for LDA support?
Email: info@lifedesignanalysis.com
Live chat: www.lifedesignanalysis.com
Phone: 1 855 268 2255
Where can I find information on how to use LDA?
You can find tutorials, concepts and sales ideas on our Help page, Blog page and YouTubechannel.