The following article summarizes the resources available to support your sales process for the Life Design Analysis in-force automation program. Each of the links below take you to sales and marketing material from Empire Life, suggested scripts and client email templates.
This includes:
A Term 10 Exchange - A term 10 policy in year 2-5
A Term 10 Conversion - A term ten policy in years 7-10
A Term 20 Conversion - A term twenty policy in years 15 - 20
If you have received an invitation from Life Design Analysis or have an existing subscription you will now have access to your cases in LDA.
Links to Empire Life Sales & Marketing
Empire Life Term Insurance - All Material
Empire Life Fast & Full Application
Term Exchange Program Details
Empire Life - Whole Life Participating Life Insurance
Empire Life - Permanent Non-Participating Whole Life Insurance
Program Playbook - Overview of this in-force automation program
Term 10 Exchange - A term 10 policy in year 2-5
Click on the image for a larger view the case study.
Term 10 Conversion - A term ten policy in years 7-10
Click on the image for a larger view of the case study
Term 20 Conversion - A term twenty policy in years 15 - 20
Click on the image for a larger view of the case study
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.
