The Fair Treatment of Customers in the Life Insurance Industry

February 23, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  3 minute read

“Fair Treatment of Customers encompasses concepts such as ethical behavior, acting in good faith, and the prohibition of abusive practices.” – CCIR Guidance Conduct of Insurance Business and Fair Treatment of Customers.

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How to Develop a User-Friendly Website

February 9, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual, Digital and Social Media  /  3 minute read

Previously, we shared the importance of attracting a millennial audience, for either Advisors or enterprises, by having a robust online presence. Now, we’re diving a little deeper into the requirements of a user-friendly website to help you attract and retain the attention of your online target audience. An easy-to-use website will take them on a journey from their initial interest in your product through to finalizing an agreement. Keep in mind that a website designed to make users’ experience seamless accomplishes three key things:

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Five Elements for an Effective 2021 Business Plan

December 22, 2020 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  6 minute read

Are you an Advisor, running an MGA, or an entrepreneur who is starting your practice? If so, this blog will guide your thought process through developing an effective business plan. Keep in mind that if you operate a lean team, some elements may not be applicable. If that is the case, read through the guide and just apply the elements that work for your planning process.

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Millennials and Life Insurance - Bridging the Gap

December 1, 2020 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual, Digital and Social Media  /  4 minute read

For a while now, the life insurance industry has overlooked millennials. One reason is that compared to the boomer generation, millennials’ achievement of significant life goals is delayed because, for instance, of the burden of paying off student loans. Then, there is the effect of such delays on lifestyle choices and financial priorities. The cumulative outcome is that life insurance is often relegated to the bottom of the millennial’s list, or in some cases, it is simply not on it at all. Previously, we broached the subject of millennials and the life insurance industry, with a view to connecting both parties via disruption and technology. With the millennial demographic comprising the largest generation in Canada, it is more essential than ever to prioritize this audience.

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2020 and The Hand it Dealt

November 17, 2020 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual, APEXA from Home  /  3 minute read

 

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Immeasurable Value in Conferences

June 21, 2019 at 3:35 PM / by Dylan Friedmann posted in Life Insurance Business as Usual, APEXA on the Road  /  3 minute read

I am always excited to attend industry conferences, as they provide so much potential for learning, networking, and are a great way to connect with many colleagues and clients face-to-face in an efficient way.

Earlier this month, I had the opportunity to moderate an OmbudService panel at the CLHIA 2019 Compliance and Consumer Complaints Annual Conference, attended by many leaders in compliance, representatives from the provincial regulators, and provincial councils.

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How APEXA Stays Ahead of the Curve

August 22, 2018 at 3:00 PM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  3 minute read

APEXA is all about collaboration, connection and innovation.

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Tech Talk: Digital Strategies You Should be Jumping On

August 15, 2018 at 3:00 PM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  5 minute read

It’s something that has slowly infiltrated almost every industry and proven it’s here to stay. It’s digital technology, specifically digital strategy. Although the insurance industry may have been slower than others to adapt to the influx of digital technology the fact is that we, as an industry, have to embrace migrating to digital. 

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Life is Good... Who Knew?

August 1, 2018 at 9:16 AM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  4 minute read

Over the years, I’ve come to notice that we can lose sight of the far-reaching impact of what we do. Based on interactions I’ve had with many people, both industry insiders and the general public, there’s a common tendency to undervalue the importance of the life and health insurance industry to Canadians, our economy, and quality of life. We often overlook the fact that it can make or break the outcome of any given situation.  Even those of us who work “in the business” are not immune to this mentality.  At times, I’ve felt the need to defend our field, which says to me we may not be doing a good enough job at disseminating our message.

Here are a few key points that, as advisors and industry employees, we can keep in mind when working with clients. Sometimes all professionals in our field may need a little reminding of the scope and impact of the passionate work we do as part of the life and health insurance workforce (or at the very least, to remind us of our bragging rights).

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Summer Success: How to Beat the Sales Slump

July 18, 2018 at 10:24 AM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  5 minute read

If you’re an insurance advisor, the picture I’m about to paint may seem all-too-familiar to you. It’s the middle of summer, your clients and prospects are on vacation, and you find your work days getting shorter and moving slower. Before you throw your hands in the air and book a trip to Riviera Maya, know that there are advisors in the alternate camp, those who see summer as a great time to write business, develop future sales, review their annual plan, brush up their skills or catch up on all the industry change.  Read these tips on how you can make the most of the dog days of summer, and you may just reconsider what your summer activities look like.

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