Sales Strategies, Needs Analyses & Calculators

Novinsoft has been developing quality Needs Analyses, Sales and Marketing Tools, and Calculators for the Canadian Financial Services industry since 1993.


This includes dozens of Personal and Corporate Sales Concepts/Strategies for client companies such as Canada Life, RBC Insurance, BMO Insurance, Equitable Life, and others.

Sales Strategies within the Illustration or as separate modules –such as;

Retirement Solutions

Estate Protection

Charitable Giving

Investor Profiler

Insured Annuity

Premium Comparison, and much more….

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