Help Guides

• Adding a Spreadsheet to an LDA Case
• Presentation & Case Sharing
• Corporate & Personal Estate Transfers
• Client & Policy Management
• Navigation and Notifications
• Acting on Opportunities
• Compliance
• How to present an IFA
• Account Settings
• Insurance Needs Analysis
• Critical Illness
• +Manual
• How to Make an LDA Desktop Icon and iOS Tile
• Want to Speak with Our Team? Here's how!
• Finding Client's By Age
• Adding Disability Insurance Plans in Life Design Analysis
• Exporting In-Force Client Lists
• LDA Guide: Client Management
• LDA Guide: Navigation and Notifications
• LDA Guide: Case Creation
• LDA Guide: Concepts
• LDA Guide: Presentations and Case Sharing
• LDA: Training Resource
• Presenting Existing Term Insurance in LDA (Term Conversion or Exchange)