The DA and BDA Tool elements below have been extracted from the workshop materials for the
BDA Solvency Immersion Conference and are being provided for use by any of our fellow DA and BDA members who want or need them. You are welcome to download and to share them with your sponsor, sponsees, PRGs, groups, and Intergroups if you think your DA and BDA peeps may find these materials helpful.
Please share them in this format, though, so that it is clear where you received them, and so that our fellows may consider trying the BDA Solvency Immersion Conference for themselves. (Several of the pdfs below are multiple pages; for best results, we suggest clicking on the image to ensure you are seeing all of the available related content.)
This BDA Conference is a blast into a new life!
DA TOOL ONE AND BDA TOOL ONE
DA TOOL TWO AND BDA TOOL TWO
DA TOOL THREE AND BDA TOOL THREE
All site visitors are welcome to download full multi-page (usually) pdf files
for the DA Tool — Service — and the BDA Tool — Accurate Financial Records and Due Dates on Calendars — above.