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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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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