The Power of Social Media: 3 Reasons Advisors Should Be Online

June 28, 2018 at 3:57 PM / by Jenny Zhang posted in Advice for Life Insurance Advisors, Social Media

The sales landscape has changed drastically in the last ten years. A major contributor to these changes has been the increasing importance of social media as a selling tool. Prior to the emergence of social media platforms like Facebook, Instagram, LinkedIn, and Twitter, sales were made mainly via word-of-mouth, phone calls, company websites, infomercials, and advertisements in the newspaper. Of course, these sales channels still exist and matter, but social media has become a communication juggernaut that can no longer be ignored as an invaluable sales tool.

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Change is in the Air: Fairness to Consumers Steals the Spotlight

June 28, 2018 at 3:52 PM / by Mariah Clarkin posted in News, Advice for Life Insurance Advisors

This year, we’ve seen a recurring theme across conversations, panels, and regulatory bodies in the insurance and financial services industries: Fairness to consumers. You may read this and think that treating consumers in a fair and reasonable manner is common sense, but earlier this year the Financial Services Commission of Ontario (FSCO) took an extra step in ensuring consumer protection by drafting The Treating Financial Services Consumers Fairly Guideline. This topic proceeded to garner attention on a national scale, and was discussed at impactful conferences including the Canadian Association of Independent Life Brokerage Agencies (CAILBA) 2018 National Conference as well as the 2018 Canadian Life and Health Insurance Association (CLHIA) Compliance and Consumer Complaints Conference.

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Putting in the Face Time: Why You Should Attend These Top Conferences

June 28, 2018 at 3:44 PM / by Dylan Friedmann posted in Life Insurance Conference, Advice for Life Insurance Advisors

APEXA has been #ontheroad for a number of weeks, in part because it is conference season!  I was pleased to have been a presenter or panelist at three of our industry’s most content-rich conferences. There are many compelling reasons to attend industry conferences, including the fact that in our world of electronic communication and conference calls, they provide an opportunity to meet your colleagues and to interact face-to-face, dialogue, stay current, share, and collaborate.

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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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Developing a New MGA/Carrier Contract & Relationship

July 22, 2016 at 3:27 PM / by Michelle Buttigieg posted in Life Insurance, Advice for Life Insurance Advisors, Life Insurance advisors

As APEXA continues to gear up for our system launch, by now you’ve likely learned about the APEXA system and how we’ll be changing an industry. APEXA is a web-based portal for advisors, MGAs and Carriers, and is the trusted solution for the Canadian life insurance industry, to elevate and standardize the processes of contracting, screening, monitoring, and Advisor compliance.

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[Communication Series] Three Topics for the Modern Advisor - Part 3

May 13, 2016 at 3:20 PM / by Dylan Friedmann posted in Advice for Life Insurance Advisors, Life Insurance advisors

Robo Advisors – How will they impact you?

Welcome to the 3rd installment of my 3 piece series, 3 Topics for the Modern Advisor. To recap the first segment examined Gen Y, Gen X and Baby Boomers, followed by a look at Social Media who in the industry is using it and how. Now it is time to consider the robo advisor.

Everyone is talking about how Robo advisors will change the landscape of the industry. This is a topic that is still under debate, the what, who, why and how of the Robo Advisor. 

Let’s start at the beginning. What is a Robo Advisor?

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[Communication Series] Three Topics for the Modern Advisor - Part 2

April 29, 2016 at 2:00 PM / by Dylan Friedmann posted in Advice for Life Insurance Advisors, Life Insurance advisors

Who is Using Social Media? Are You Missing the Party? 

To continue my three part series: “Three Topics for the Modern Advisor” I am going to take a closer look at social media and how it impacts your clients and your business.

We already learned that Gen Y, Gen X and Baby Boomers have different online and social media habits. However, they collaborate with their advisor using technology and research and buy insurance online. When looking at social media the questions that arise include: who is using social media, how is it being used and are you missing out if you aren’t creating your own social media footprint?

The answer to our first question is simple, many people in the insurance industry are using social media: consumers, brokers and insurance companies alike.

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[Communication Series] Three Topics for the Modern Advisor - Part 1

April 15, 2016 at 10:00 AM / by Dylan Friedmann posted in Advice for Life Insurance Advisors, Life Insurance advisors

In our ever-changing, fast paced and technology-driven world, Life Advisors are in a constant balance between prospecting for new clients with relating to the ones they currently have. With publications and new information continually being uploaded to the web, what exactly should be on the modern advisor’s radar? The honest answer is, lots of things really, but in this series we will look at three inter-connected concepts that we know will benefit advisors working in today’s business environment.

  • Gen X, Gen Y and the Baby Boomer – Who are they?
  • Social Media, who is using it and are you missing the party?
  • Robo Advisors – How will they impact you?

For today’s post, I’d like to shed light on the first topic:

Gen X, Gen Y and the Baby boomer – Who are they?

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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 Advice for Life Insurance Advisors, 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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