APEXA Provides Solution to the CLHIA’s Recommendations to Improve Advisor Oversight

November 14, 2017 at 1:05 PM / by Tonya Blackmore

In October, I participated in a panel discussion at the CLHIA Legal Section Annual Meeting in Winnipeg with Erica Hiemstra, AVP Distribution CLHIA and Sean Noguera, AVP Market Conduct GWL. A topic of our discussion was the CLHIA policy paper on Advisor oversight, published in June 2017.

Read More

[Video Series] APEXA 101: Getting the Most of APEXA

October 16, 2017 at 11:17 AM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

Read More

The Roundup: #APEXAProTips Session #2

September 20, 2017 at 4:05 PM / by Jenny Zhang posted in the roundup, twitter, apexaprotips



Welcome to the #APEXAProTips Roundup!

#APEXAProTips are monthly live tweet sessions where the APEXA team stands by live on Twitter to answer all of your questions. The Roundup highlights the top questions. The following questions are from our second session on September 14th. Missed our first session? Make sure to check out our first Roundup here

Read More

[Video Series] APEXA 101: The First 10 Days of Your APEXA Invite

September 15, 2017 at 10:57 AM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

Read More

[Video Series] APEXA 101: Countdown to APEXA's Invite

September 7, 2017 at 12:18 PM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

Read More

[Video Series] APEXA 101: Welcome to APEXA!

August 29, 2017 at 10:56 AM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

Read More

The Roundup: #APEXAProTips

August 21, 2017 at 3:35 PM / by Jenny Zhang posted in the roundup, twitter, apexaprotips



Welcome to the #APEXAProTips Roundup!

#APEXAProTips are monthly live tweet sessions where the APEXA team stands by live on Twitter to answer all of your questions. The Roundup highlights the top questions. The following questions are from the first session on August 18th. 

Read More

The Millennial vs. Insurance - Insights from CAILBA 2017

July 19, 2017 at 3:39 PM / by Jenny Zhang posted in Life Insurance, millennials

I’m going to start this article with a full disclosure – I am a young millennial who has recently found myself working in insurance. And in this industry where I’ve been frequently told that the average age of a Canadian insurance advisor is 62 and steadily growing, I have come to quickly realize that people from my generation are largely outnumbered here.

Read More

Optimizing your Administration in 2017

January 4, 2017 at 5:06 PM / by Dylan Friedmann posted in Life Advisor Tips, Life Insurance Compliance

Do you ever find yourself asking …”Isn’t there a better way to do this?”

Administration – like it or not – is a key component to the success of any business, including being a successful Advisor. As an insurance professional, the idea of “administration” encompasses many things; but can be categorized into two large buckets: client & business management and operational requirements.

Read More

APEXA - Simplifying Administration for the Life Insurance Industry

October 14, 2016 at 3:09 PM / by Dylan Friedmann

As an active licensed advisor, you are an insurance professional. You have acquired certifications and continue with ongoing education, spend time honing your presentation skills, keep current on changes in the market and on new products, you are great with clients and have refined the ability to make complicated concepts understandable no matter your client’s financial acumen. Being client focused also means that you have to keep in touch with your clients and be aware of their changing needs. This is what you do well!

So how much do you love administration?

Read More

Join Our A-List