Nick Joly

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Recent Posts

The New Age of Life Licensed Advisors

June 24, 2016 at 2:43 PM / by Nick Joly posted in Life Insurance advisors, Life Insurance

Earlier this week I took part in APEXA’s official training days whereby the business leads, and soon to be expert users of APEXA, got to use the system, familiarize themselves with all its capabilities, and practice what it would be like to officially onboard advisors once the system is launched and fully up and running.

While I was logged in to APEXA (or simply connected), it got me thinking about the new age of life licensed advisors and what that landscape would look like. APEXA really is a game changer for our industry, one that I’m really grateful to be involved in. We’re leading the way for life advisor contracting and screening by 1 - making it fully digital and 2 - connecting everyone in an industry that previously operated in silos.

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Becoming A-Listed: How Advisors Can Get Ahead of the Curve?

February 26, 2016 at 2:52 PM / by Nick Joly posted in Life Insurance advisors, Advice for Life Insurance Advisors

You’ve likely heard about the industry-led solution and web based platform, APEXA. And you may have learned that MGA’s and Carriers across Canada have joined APEXA as part of ourofficial launch later this year, with many additional MGA’s and Carriers scheduled for onboarding and rollout throughout 2016.

So how can Advisors get on-board with APEXA, stay in the know, and learn more about this web-based platform BEFORE the official launch?

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What is APEXA and What Does it Mean to Me, an Advisor?

February 15, 2016 at 9:48 AM / by Nick Joly posted in Advice for Life Insurance Advisors

WHAT IS APEXA?

APEXA is a web based platform which provides higher standardization, clarity, timeliness, efficiency and confidence to contracting and compliance in the life insurance industry.

It is an online tool used to manage; licenses, screening, contracts, and compliance information.APEXA works with Provinces and E&O companies to validate insurance licenses and E&O coverage.

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Simplified Contracting & Consolidated Advisor Profile

October 30, 2015 at 4:22 PM / by Nick Joly posted in Life Insurance advisors, Advice for Life Insurance Advisors, Life Insurance

One of APEXA’s core goals for 2016 is to simplify processes for advisors. APEXA collaboration is at the center of how we operate. Be it with advisors, insurance carriers, MGAs or provincial regulators, we are all working together to achieve one simple goal: to keep all those in the Canadian life insurance industry, Simply Connected.

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How Will APEXA Affect Me and My Business as a Canadian Life Advisor?

July 3, 2015 at 8:30 AM / by Nick Joly posted in Life Insurance advisors, Advice for Life Insurance Advisors

As the APEXA team continues to travel across Canada, whether it be to meet with provincial regulators, Carriers, MGAs or even networking with advisors at industry events, something that's become apparent to us, is the need for clarity and transparency around exactly how APEXA will be changing the industry.


More specifically, how APEXA will have an impact on Canadian Life Insurance advisors and how they currently operate. 

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The (Robotic) Future of Canadian Life Insurance Advisors

May 27, 2015 at 9:14 AM / by Nick Joly posted in Life Insurance advisors, Advice for Life Insurance Advisors, Life Insurance

Hi there, 

I read a great article recently on wealthprofessional.ca, Making friends... with ROBO-ADVISORS? Which really got me thinking on the future and landscape of Canadian Life Insurance Advisors. My colleagues at APEXA know that I'm pretty big on trend-watching... being an early adopter and all, and I'm happy to share with you the insight I derived from Wealth Professional's article. 

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