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 Business as Usual  /  3 minute read

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 Business as Usual  /  3 minute read

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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Three Things You Need to Know About APEXA’s Pricing Principles

June 10, 2015 at 3:38 PM / by Nouman Ahmad posted in APEXA's Financial Structure, Life Insurance Business as Usual  /  2 minute read

As an industry-led and supported service, it is important for APEXA to be transparent across our business operations, development plans, timelines, and pricing methods.

As APEXA races towards launch in 2017, it’s important for us to bring clarity on our service offering to life advisors, MGAs and Carriers across Canada and more importantly, to share information around our fair and progressive pricing principles.

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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 Business as Usual  /  3 minute read

Hi there, 

I read a great article recently on, 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 Life Insurance Business as Usual  /  3 minute read

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 Life Insurance Business as Usual  /  1 minute read

"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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