TORONTO and WINNIPEG, MB, April 15,
2024 /CNW/ - Life Design Analysis (LDA), a
cloud-based sales and productivity software provider for insurance
carriers, distributors and advisors, today announced a partnership
with IG Wealth Management (IG) to deliver strategic tools to
enhance IG advisors' abilities to facilitate informed risk
management decisions for their clients' insurance and financial
planning needs.
By partnering with LDA, IG advances its ongoing commitment to
leveraging technological innovation to deliver leading-edge
solutions to its clients and advisors. The integration of the
LDA platform into IG's Advisor Toolset will enable advisors to
efficiently make more informed and tailored insurance solution
recommendations for their clients, addressing their unique needs
and enhancing their overall experience.
"IG is thrilled to join forces with LDA as we take the next step
in our technology journey," said Alana
Riley, Head of Mortgage, Insurance and Banking, IG Wealth
Management. "We're committed to partnering with best-in-class
partners such as LDA so that our advisors have the tools they need
to ensure our clients are getting the right insurance solutions to
protect them and their families."
"We're incredibly excited about this strategic partnership with
IG Wealth Management, a pioneer in the financial services industry.
Collaborating with IG is a testament to our commitment to providing
cutting-edge fintech solutions. Our collaboration aims to equip IG
advisors with powerful tools to enhance their capabilities in
creating quotes and presentations, and fostering informed risk
management decisions," said Charlie
Conron, President & Founder of Life Design Analysis.
About Life Design Analysis:
Life Design Analysis is a
fintech platform specializing in tools and resources to support
financial advisors in creating quotes and presentations for
clients, facilitating informed risk management decisions. With a
focus on harnessing technology to enhance the advisor and client
experience, Life Design Analysis is dedicated to providing
cutting-edge solutions for the financial services industry.
About IG Wealth Management:
Founded in 1926, IG Wealth
Management is a national leader in delivering personalized
financial solutions to Canadians through a network of advisors
located across Canada. IG Wealth
Management has $128 billion in assets
under advisement as of March 31,
2024, and is a member of the IGM Financial Inc. (TSX: IGM)
group of companies. IGM Financial, together with its subsidiaries,
is one of Canada's leading
diversified wealth and asset management companies with
approximately $252 billion in total
assets under management and advisement as of March 31, 2024.
SOURCE IG Wealth Management