[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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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.

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[Video Series] APEXA 101: Making 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. 

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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

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[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. 

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[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. 

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[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. 

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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. 

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The Millennial vs. Insurance - Insights from CAILBA 2017

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

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.

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Optimizing your Administration in 2017

January 4, 2017 at 5:06 PM / by Dylan Friedmann posted in Life Insurance Compliance, Advice for Life Insurance Advisors

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.

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