
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
Jul 28, 2023
44 min

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.
Jun 28, 2023
48 min

This week we are joined by members of the Advocis Technology and Innovation Committee to discuss how advisors can leverage Advocis resources to enhance and digitally transform their business practices.
May 25, 2023
53 min

On this episode of PolicyPod by LDA, we are joined by some very special guests:Cathy Hiscott, President of PPICharlie Conron, Co-Founder and President of LDABarry Crowther, CEO of LDAWe 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.
Apr 14, 2023
36 min

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.
Mar 15, 2023
26 min

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.
Feb 15, 2023
27 min

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.
Jan 18, 2023
22 min
