Reason Why Letter (Canada)
What it is, what it must contain, who receives it and by when - with CLHIA and CCIR sources - and how PlanTogether writes it from the completed needs analysis.
Read the guide → The referenceLife insurance compliance software in Canada
What compliance software covers, the compliant life-sale document chain, per-jurisdiction handling including Quebec, and what an auditor actually looks for.
Read the reference → Comparison guideSoftware for life insurance advisors in Canada
Life Design Analysis, LifeGuide, BlueMind, Laylah, LIFEPlan and PlanTogether compared on six axes - every claim from each vendor's own site, including the columns where PlanTogether loses.
Read the comparison →Invite one client. Watch the setup happen without you.
About 2 minutes to set up your profile, four fields to invite, and your client enters their household, goals and budget in about five minutes each. Minutes, not hours, and their numbers go in once, by them, into the file you both work from. In Canada, the compliance file writes itself from the same data. Your first 5 clients are on us, no credit card.