The Importance of Collaboration as we reach 100 Days

September 22, 2015 at 3:08 PM / by Tonya Blackmore posted in News, Life Insurance

APEXA began in 2012 as a conceptual framework for streamlining and standardizing the contracting and compliance functions for Canadian Life and Health Insurance Advisors. Through the commitment of a group of MGA’s and Carriers, APEXA has grown from concept to a solution and now we are launching an industry-wide platform for the Canadian Life Insurance Industry.

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The Life Advisor's Guide to Increased Efficiency Part II

August 6, 2015 at 1:31 PM / by Dylan Friedmann posted in Life Insurance, Advice for Life Insurance Advisors, Life Insurance advisors

Hi! In my last blog post I shared some insight as well as tips for financial advisors to help increase their efficiency. That was part one of a two-part series, in which today, I'll be covering off the next three steps life insurance advisors can be taking to protect their brains and increase efficiency. 

Here's a quick refresher of what we covered off last time:

  • Focus: stop multitasking!
  • Financial Advisors all know KYC... Consider KYS (Know Your Strengths) 
  • KYS #1. What do you do well and what do you really struggle with?
  • KYS #2. Time of day. What time do you perform your best? 

Checkout the next three tips (below) that I've got for you today!

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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 Advice for Life Insurance Advisors, 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 Life Advisor's Guide to Increased Efficiency Part I

July 2, 2015 at 3:43 PM / by Dylan Friedmann posted in Life Insurance, Advice for Life Insurance Advisors, Life Insurance advisors

Ever wonder where the times goes, how you could get more done in your business but have more time for family and personal interests? I remember having this top of mind when I was an active Life Advisor. Something else that was top of mind as well as my colleagues is how can we increase our efficiency in our day-to-day. Still today in my current role at APEXA, looking for ways to improve processes and increase efficiency is the norm. So in this post, I’m happy to be sharing some insight with you, with the topic of protecting your brain and increasing efficiency. 

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Three Things You Need to Know About APEXA’s Pricing Principles

June 10, 2015 at 3:38 PM / by Nouman Ahmad posted in APEXA's Financial Structure, Life Insurance

As an industry-led and supported service, it is important for APEXA to be transparent across our business operations, development plans, timelines, and pricing methods.

As APEXA races towards launch in 2017, it’s important for us to bring clarity on our service offering to life advisors, MGAs and Carriers across Canada and more importantly, to share information around our fair and progressive pricing principles.

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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, Advice for Life Insurance Advisors, Life Insurance advisors

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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How Can Being Selfish Benefit a Life Insurance Advisor?

April 16, 2015 at 10:38 AM / by Dylan Friedmann posted in News, Advice for Life Insurance Advisors

The life of a Canadian life insurance advisor can be a busy one. You run your own business, and by translation that means you are the head of marketing, branding, training, communication, client relationships and sales.

Some of the benefits of APEXA include remediating and streamlining a lot of an advisor’s day-to-day work. In addition to running your own business, you are keeping current with the changing markets, economic trends, evolving products and maintaining your advisor educational requirements. To which you can still add record keeping for all your clients and your own licenses, renewals and E&O. Do you have staff? If so, add hiring and people-management to the repertoire of tasks you carry out every day.

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The Next Phase of APEXA

April 7, 2015 at 8:53 AM / by Chris Murumets posted in News


"Canadian MGA’s and Carriers are working together for the greater good, and I am proud to be a part of it."

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