BIG has outlined the requirements for their insurance sales and how they want advisors to use LDA. Please reference these requirements when speaking with a BIG advisor about LDA.
BIG Compliance Check List
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All of the listed requirements can be done in LDA. It's important to show these requirements to advisors in your meeting.
Advisor Disclosure: Disclaimer page or custom Report Note.
Needs Analysis: Shareable link or completed by advisor.
Product Illustration: Using LDA to present plans and saving the policy illustration in the case or client profile. This is only needed for the plan that is issued.
Policy Summary: Generated from the client's profile.
Delivery Receipt: Stats from the shared case link once viewed by the client.
Policy Listed: Entered manually in the client profile, or marked as sold.
Email Thread: Can be screenshotted or saved as a document to load in the client profile.