Absolutely thrilled to kick off the 2024 PolicyPod season! ? This episode we dive back into the intricate world of life insurance data feeds along side Darlys Corbitt and Tana Sabatino from CLIEDIS. Their expertise is unparalleled, and they bring a wealth of insights into the dynamic landscape of block of business feeds and the groundbreaking work CLIEDIS is doing in the life insurance sector ..read more

We are joined by Erin Mckee (Echelon Wealth Partners), Charlie Conron and Rich DeRidder as we delve into the large topic of block of business feeds and why a democratized approach to digital feeds is important. Do you want your voice heard? Join us in signing our motion of support for increased digital, democratized access to block of business feeds today ..read more

This episode we were joined by Natalie Hales, formerly of Canada Life, who now focuses her time consulting with insurance advisors and helps them to find their niche and build their brand ..read more

This week we are joined by members of the Advocis Techonology and Innovation Committee to discuss how advisors can leverage Advocis resources to enhance and digitally transform their business practices ..read more

This Episode we are joined by Virginia Hum, Advanced Market Strategist at Financial Horizons. We dive deep into the world of IFA's to understand what they are and how & when to use them ..read more

On this episode of PolicyPod by LDA, we are joined by some very special guests: Cathy Hiscott, President of PPI Charlie Conron, Co-Founder and President of LDA Barry Crowther, CEO of LDA We speak to Cathy about the digital evolution of MGA's and how MGA's can help scale digital transformation with their advisors, providing support to take their business to the next level ..read more

We talk today about using life insurance as an asset class. We are joined by Nik Fergusson, Senior Account Executive at Life Design Analysis, and Pierre Ghorbanian, Business Development Director, Advanced Markets at BMO Insurance ..read more

This episode we talk about Corporate and Personal Estate Transfers and are joined by Henry Korenblum, Estate & Taxation Consultant at Wellington-Altus Insurance Inc., as well as Jonanthan Jarvie, senior account executive here at LDA ..read more