Simplified Contracting & Consolidated Advisor Profile

October 30, 2015 at 4:22 PM / by Nick Joly posted in Life Insurance advisors, Advice for Life Insurance Advisors, Life Insurance

One of APEXA’s core goals for 2016 is to simplify processes for advisors. APEXA collaboration is at the center of how we operate. Be it with advisors, insurance carriers, MGAs or provincial regulators, we are all working together to achieve one simple goal: to keep all those in the Canadian life insurance industry, Simply Connected.

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APEXA & CLHIA Guidelines G8 & G18. An Important Note for Life-Licensed Advisors Looking to Remain Compliant

October 27, 2015 at 3:35 PM / by Tonya Blackmore posted in Life Insurance advisors, Advice for Life Insurance Advisors

Version Francaise

One of the key challenges for the Canadian Life Insurance Industry is to ensure compliance can be fairly and uniformly applied, regardless of the size of the MGA and/or Carrier. Among many of APEXA’s goals is to give every advisor, MGA, and Carrier in Canada the opportunity to uniformly apply consistent practices when it comes to advisor screening, monitoring, and compliance. This will not only increase efficiencies but will also promote collaboration across the industry

One of the movements we’ve seen recently to help reduce the burden of contracting and compliance for life and health insurance advisors is that of the Canadian Life and Health Insurance Industry Association (CLHIA).

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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 advisors, Advice for Life Insurance Advisors, Life Insurance

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 Life Insurance advisors, Advice for 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 advisors, Advice for Life Insurance Advisors, Life Insurance

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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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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