Financial Horizons Group is teaming up with Life Design Analysis (LDA) and Empire Life to launch a pilot project for our advisors in Ontario and the Western Region. This program focuses on making clients’ options more tailored and clearer for each individual.
By showing the client visual representations of their options, advisors are able to further support their recommendations and will receive free updates about clients with Empire Life products that will indicate further opportunities.
For those who are not familiar with LDA, they offer software that helps advisors to sell more life insurance, save time, and automate compliance.
During the early stages of this pilot, it will be English-only for advisors in Ontario and our Western Region.
For more information about the pilot, contact your local Business Development Manager.