Life is Good... Who Knew?

August 1, 2018 at 9:16 AM / by Dylan Friedmann posted in apexaprotips, Life Insurance

Over the years, I’ve come to notice that we can lose sight of the far-reaching impact of what we do. Based on interactions I’ve had with many people, both industry insiders and the general public, there’s a common tendency to undervalue the importance of the life and health insurance industry to Canadians, our economy, and quality of life. We often overlook the fact that it can make or break the outcome of any given situation.  Even those of us who work “in the business” are not immune to this mentality.  At times, I’ve felt the need to defend our field, which says to me we may not be doing a good enough job at disseminating our message.

Here are a few key points that, as advisors and industry employees, we can keep in mind when working with clients. Sometimes all professionals in our field may need a little reminding of the scope and impact of the passionate work we do as part of the life and health insurance workforce (or at the very least, to remind us of our bragging rights).

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Summer Success: How to Beat the Sales Slump

July 18, 2018 at 10:24 AM / by Dylan Friedmann posted in How-to, apexaprotips, Life Insurance

If you’re an insurance advisor, the picture I’m about to paint may seem all-too-familiar to you. It’s the middle of summer, your clients and prospects are on vacation, and you find your work days getting shorter and moving slower. Before you throw your hands in the air and book a trip to Riviera Maya, know that there are advisors in the alternate camp, those who see summer as a great time to write business, develop future sales, review their annual plan, brush up their skills or catch up on all the industry change.  Read these tips on how you can make the most of the dog days of summer, and you may just reconsider what your summer activities look like.

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The Power of Social Media: 3 Reasons Advisors Should Be Online

June 28, 2018 at 3:57 PM / by Jenny Zhang posted in Advice for Life Insurance Advisors, Social Media

The sales landscape has changed drastically in the last ten years. A major contributor to these changes has been the increasing importance of social media as a selling tool. Prior to the emergence of social media platforms like Facebook, Instagram, LinkedIn, and Twitter, sales were made mainly via word-of-mouth, phone calls, company websites, infomercials, and advertisements in the newspaper. Of course, these sales channels still exist and matter, but social media has become a communication juggernaut that can no longer be ignored as an invaluable sales tool.

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Change is in the Air: Fairness to Consumers Steals the Spotlight

June 28, 2018 at 3:52 PM / by Mariah Clarkin posted in News, Advice for Life Insurance Advisors

This year, we’ve seen a recurring theme across conversations, panels, and regulatory bodies in the insurance and financial services industries: Fairness to consumers. You may read this and think that treating consumers in a fair and reasonable manner is common sense, but earlier this year the Financial Services Commission of Ontario (FSCO) took an extra step in ensuring consumer protection by drafting The Treating Financial Services Consumers Fairly Guideline. This topic proceeded to garner attention on a national scale, and was discussed at impactful conferences including the Canadian Association of Independent Life Brokerage Agencies (CAILBA) 2018 National Conference as well as the 2018 Canadian Life and Health Insurance Association (CLHIA) Compliance and Consumer Complaints Conference.

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Putting in the Face Time: Why You Should Attend These Top Conferences

June 28, 2018 at 3:44 PM / by Dylan Friedmann posted in Life Insurance Conference, Advice for Life Insurance Advisors

APEXA has been #ontheroad for a number of weeks, in part because it is conference season!  I was pleased to have been a presenter or panelist at three of our industry’s most content-rich conferences. There are many compelling reasons to attend industry conferences, including the fact that in our world of electronic communication and conference calls, they provide an opportunity to meet your colleagues and to interact face-to-face, dialogue, stay current, share, and collaborate.

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5 Lessons Hiking can Teach you About Business

June 4, 2018 at 12:15 PM / by Tonya Blackmore

I recently convinced a friend to join me on a 3-day hike across the Trans Catalina Trail in California. After 2 years of building and launching APEXA I was ready to escape civilization and take on a different kind of challenge. This was no guided day hike. We’re talking on our own, everything on our backs for 27 miles and 1600’ elevation shifts. Luckily my friend was too busy to research what she was in for and booked a ticket on a whim. I knew that she had the fitness and mindset to conquer the hike, so I skipped further warnings. When the ferry approached the island and she saw the height of the mountains she turned to me, wide-eyed and said, “We’re going around those right?” I just smiled.

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The Benefits of Working with MGAs for Life Insurance Advisors

May 31, 2018 at 3:15 PM / by Sorabh Nagpal posted in mga, Life Insurance advisors

As a Life Advisor, one of the most important things you will do is pick the MGA or MGAs that you work with. Designed as the intermediator between the carrier and the Advisor, MGAs act as a necessary bridge between both parties. Working with MGA(s) can be beneficial to your business by providing services to aid with sales support, administration and training. The services provided by MGAs will vary from one to the next, but they often customize their services to an advisors’ needs.

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[FACES OF APEXA SERIES] Introducing Line

April 5, 2018 at 10:00 AM / by Line Robillard posted in faces apexa, faces of apexa

APEXA is the Canadian digital life insurance industry platform that provides smart contracting and compliance. The Faces of APEXA series brings you the inside scoop on our innovative team as they tell their stories and recount how they became part of the APEXA family. Our second post gives you the background on Line Robillard, Sales and Account Executive for Quebec and Eastern Canada.

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[FACES OF APEXA SERIES] Introducing Sorabh

February 9, 2018 at 2:48 PM / by Sorabh Nagpal

APEXA is the Canadian digital life insurance industry platform which provides smart contracting and compliance. 
This is the first post in our Faces of APEXA series, where our innovative team will be giving you the inside scoop on their stories and how they found themselves joining the APEXA family. First up is Sorabh Nagpal, Sales & Account Executive.

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[On the Road] - Why You Should Attend Le Congres de l'assurance et de l'investissement in 2018

December 18, 2017 at 3:47 PM / by Dylan Friedmann posted in Life Insurance Conference

Over the years I have travelled the country and been fortunate enough to partake in some exciting industry events. Le Congres de l’assurance et de l’investissement is a great example of a convention that brings people together to discuss timely industry topics. Organizers describe the purpose of the day as inviting of all sectors of the life and health insurance industry to an event that drives development in the industry - based on the dialogue and information sharing of which I was able to partake, I would say they “Nailed It!”  (as the saying goes).

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