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 →Two reasons. One app.
Give your clients an app they'll actually open — and let compliance keep itself, on every file and on every life sale. Spin up your shared workspace, invite a client, and watch one live file keep your plan current and your records audit-ready. Your first 5 clients are on us — no credit card.