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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