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

April 15, 2016 at 10:00 AM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  4 minute read

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?

Read More

Becoming A-Listed: How Advisors Can Get Ahead of the Curve?

February 26, 2016 at 2:52 PM / by Nick Joly posted in Life Insurance Business as Usual  /  5 minute read

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?

Read More

What is APEXA and What Does it Mean to Me, an Advisor?

February 15, 2016 at 9:48 AM / by Nick Joly posted in Life Insurance Business as Usual  /  3 minute read


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.

Read More

Unlocking the Value of Employee Engagement

December 30, 2015 at 12:00 PM / by Tonya Blackmore posted in Life Insurance Business as Usual  /  3 minute read

Earlier this year I was asked to speak at a conference on the topic of Attracting and Retaining Staff. Now, anyone who knows me would say that when I present at a conference, I like to feel passionate about the topic and to leave the audience with something different to think about. So after many hours of mind-cleansing time on my bike, I came to the conclusion that focusing on attracting and retaining staff is only half of the story. To truly drive organizational success, leaders need to sharpen their focus on attracting and retaining the ‘right’ staff and then cultivating an environment that maximizes employee engagement. I know what you are thinking, no earth shattering message there, but stay with me. 

Read More

The Governance of APEXA and Benefits of Industry Collaboration

November 6, 2015 at 3:16 PM / by Chris Murumets posted in Life Insurance Business as Usual  /  2 minute read

When APEXA launches, it will have been a work in progress for almost three and a half years. Since the beginning, APEXA has been a collaborative exercise, starting with an idea shared amongst MGAs and then quickly supported by Carriers. It’s hard to believe that after three and a half years, we are so very close to go live.

Read More

Simplified Contracting & Consolidated Advisor Profile

October 30, 2015 at 4:22 PM / by Nick Joly posted in Life Insurance Business as Usual  /  3 minute read

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.

Read More

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 Business as Usual  /  6 minute read

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).

Read More


October 22, 2015 at 9:34 AM / by Natalie Ho posted in Life Insurance Business as Usual  /  3 minute read

We are thrilled to announce the release of the APEXA awareness campaign introductory video. This is a key marketing asset driving us through to year-end which introduces APEXA as a solution for advisors and the associated benefits. The video encourages advisors to get involved as we reach closer to our onboarding schedule by subscribing to our A-Lister Mailing List. 

Read More

The Importance of Collaboration as we reach 100 Days

September 22, 2015 at 3:08 PM / by Tonya Blackmore posted in Life Insurance Business as Usual  /  2 minute read

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.

Read More

The Life Advisor's Guide to Increased Efficiency Part II

August 6, 2015 at 1:31 PM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  3 minute read

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!

Read More

Join Our A-List