Financial Horizons Group is teaming up with Life Design Analysis (LDA) and SSQ to launch a pilot project for our advisors. This program focuses on making clients’ options more tailored and clearer for everyone.
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 SSQ 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.
For more information about the pilot, please contact your local Business Development Manager.