Sarah Sheppard

Client Implementation Lead

Recent Posts

Provincial CE Credit Requirements

January 9, 2024 at 3:56 PM / by Sarah Sheppard posted in APEXA Compliance Corner  /  3 minute read

With the January upon us, it’s a great time for Advisors to consider your continuing education plan for the new year to ensure you stay compliant with CE credit requirements. To help you with your planning, we pulled together the below list of CE requirements for each province.

And remember, you can stay organized and confidentially keep track of your CE credits by uploading them upon completion within your APEXA profile!

Read More

Staff Feature - Meet Sarah Sheppard

July 28, 2021 at 11:00 AM / by Sarah Sheppard posted in Inside APEXA  /  7 minute read

Hi, I’m Sarah Sheppard and I work at APEXA as a Client Implementation Lead.

Read More

Three Considerations for Business Modernization in Life Insurance

March 9, 2021 at 11:00 AM / by Sarah Sheppard posted in Life Insurance Business as Usual  /  3 minute read

When you think of modernizing your business, going digital may be what first comes to mind. While the importance of being digital is reinforced globally, it is not the only component that should be considered to ensure the changes you are making are optimizing workflow and improving efficiencies. In our journey to standardize and simplify life insurance advisor compliance through modern technology, we have learned valuable lessons along the way that corporations, MGAs, or insurers in the life insurance industry can consider when facing business modernization.

Read More