Category: Blog

There is constant pressure to innovate and upgrade in any industry. The rise of cybercrime based on financial transactions, mass digitization, artificial intelligence, and machine learning...

With the pandemic, many people questioned their mortality and how they would safeguard their family's financial future. Unfortunately, pandemic restrictions also prevented clients from visiting an...

Pauline Ruff is an Independent Insurance Agent at Next Step Solutions, LLC - a firm that provides affordable health and life insurance solutions to individuals, families,...

John Dickey is an Independent Insurance Broker at Health Benefits Insurance and Consulting - a comprehensive insurance and consulting firm on a mission to improve both...

As important as it is to gain new clients for your insurance business, you shouldn't forget about existing clients as another source of income. Existing customers...

Johnathan Pollock is a Senior Partner at Goals Based Financial Planning Limited - a firm on a mission to create a lifetime of financial security and...

Amid the Covid pandemic still lingering after nearly two years, many industries continue to rethink their business models and customer-based marketing strategies to remain profitable. The...

Michael Dutra is the President of Michael Dutra Estate Planning & Insurance - a firm that distinguishes itself by offering a family office approach with modern...

The pandemic has fast-forwarded changes in healthcare and created an Insurtech revolution. Insurtech companies broke records on the largest number of deals and funding in 2020....

An online presence is a must-have for any business in today's world. However, it can be a long and expensive process to get a website up...

Ashley D’Silva is the President of PlanningPath Wealth Management, an independent lifestyle and wealth management agency in Toronto, Ontario. Whether it relates to short-term flexible options or...

Are you looking for a better work-life balance? How about less commuting and more sleep? How about saving money annually all because you have a remote...

UV Insurance is a Drummondville-based mutual company, founded in 1889. Throughout the years, the company has grown, expanded and developed into one of the most influential...

Peace of mind is what you offer as a life insurance professional. The desire to acquire peace of mind would lead you to believe that almost...

In the time of COVID-19, we have been reminded just how precarious life can be and how crucial life insurance can be to protect against the...

Derek Condon is an Advisor with Haven Wealth Management - a financial advisory firm that follows a hybrid approach that combines personal advice with technology to...

Seun Adeyemi is the founder of True Wealth Advisors - A financial planning firm that provides financial growth for families and small businesses. Without shying away...

A Beginner’s Guide to Becoming a Life Insurance AgentAre you considering a career as a life insurance agent?There is still a lot of untapped market potential...

Is referral marketing missing from your marketing efforts? It is possible that you will not be familiar with referral marketing as you become an insurance agent....

Andrew Smart is the Vice President of New Outlook Wealth (NOW) - a Winnipeg-based wealth & advisory firm that focuses on portfolio management with a commitment...

 Are you using the Finaeo platform across your team? Share contacts, not logins! We are on a mission to bridge the digital divide between advisors and...

Finaeo is proud to announce that Jack Mishler and Stephen Goldstein will be joining as strategic advisors to our company as we continue our growth journey...

Search, Quote and Compare multiple carrier products through the Finaeo Marketplace! The Finaeo marketplace enables you to browse, customize, and compare multiple carriers and policies all...

Lin Sok is a Montreal-based Financial Security Advisor and founder of SOHON Assurances and Services Financiers. With over 15 years of experience in the financial industry,...

As an industry, insurance has been transformed by the digital revolution. Modern technology is reshaping the current and future state of insurance functionalities. Operations have been...

With first hand experience in being a solo mother of two who has built herself back a few times, and her expertise as an advisor, Mélanie...

With 60+ years of family history in insurance, Matthew J. Runyan, 3rd Generation owner of MRI Insurance, was able to develop a unique perspective and deep...

In many ways, selling life insurance is a rewarding career opportunity. There are both perks and challenges in getting the customers from prospect to policy. Now that...

As‌ ‌we‌ ‌celebrate‌ ‌Pride Month this year, we wanted to showcase how we support an inclusive and diverse environment within Finaeo and among our broad professional...

The Finaeo Client Portal is a major step in helping advisors bridge the digital divide and ensure security and compliance of sensitive information. With this new...

After 24 years in the Financial Service industry and a best selling book, Kevin-Barry Henry has not lost his love for working with grandparents and their...

The pandemic has left insurance companies in a position to think quickly and act fast to stay afloat in the insurance industry. We have to start...

Life insurance tends to make people crawl back into their skin and shy away from the inevitable truth. We tend to invest in our homes, our...

With over 30 years of experience in the financial service business, Nathan Disenhouse has committed the past few decades to providing complete and comprehensive financial advisory...

Following an early career in equity markets and investor relations for both public and private corporations, Ellen Covey founded Elevate Financial Strategies to offer strategic options...

Finaeo selected as the only Canadian FinTech to join MassChallenge FinTech global program.  Finaeo has been selected as the only Canadian company to join the 2021...

Willful and Finaeo are joining forces to help Canadian advisors digitize their workflow and create seamless experiences for their clients. Life insurance and estate planning are...

Michael van Lierop is the President and Founder of New Outlook Wealth Inc., a Winnipeg-based independent wealth & advisory firm. With over 18 years of experience...

Finaeo is proud to announce that we have brought on industry veteran Doug Paul as a strategic advisor to our company. Paul has built an incredibly...

Despite the ongoing COVID-19 pandemic, consumers were not motivated to buy life insurance products throughout 2020, according to Deloitte. For the vast majority of consumers (79%),...

The COVID-19 pandemic has pushed life and health insurers to respond to new market and operational realities. This transformation provides signs of what challenges and opportunities...

Life insurance plans come in a variety of options, and can include a wide array of product features and benefits. The upside of having more optionality...

In this episode of For Advisors, By Advisors, we're joined by Chris Gory of Orchard Benefits to discuss the recent changes to carrier processes and employee...

As financial advisors, helping clients plan for their future is where we shine. An advisor’s role revolves around helping clients achieve financial security and save for...

During times of adversity or uncertainty, a strong community can provide a safe place to learn, share resources and most importantly, uplift each other.  June 2020...

The use of e-signatures has been a point of contention in the insurance industry for some time now. With the operational changes brought on by COVID-19,...

If you’re thinking of becoming an insurance advisor, or exploring licensing options that are available to you, be sure to tune in to our first episode...

As the global economy continues to fluctuate, several companies have been faced with the difficult decision to reduce their employee headcount until the market resettles. An...

I started my career as a retail financial advisor working for TD Canada Trust. My branch, located in a middle-class neighbourhood in Coquitlam, British Columbia, was...

In a few short weeks, the insurance industry has been overturned by the COVID-19 global pandemic. Insurers have been racing to mobilize solutions as fast as...

Many of us in the advisor community have experienced a rapid shift to remote work in the past couple of weeks. Like everyone else, we are...

In celebration of International Women’s Day, we wanted to spotlight women leaders in insurance, and the incredible work they’re doing to drive our industry forward. We...

In celebration of International Women’s Day, we wanted to spotlight women leaders in insurance, and the incredible work they’re doing to drive our industry forward. We...

In our last blog of the year, Brett Fulmer, Finaeo Ambassador, reviews his favourite digital tools for advisors. Learn how you can grow your business in 2020...

At Finaeo, we believe the future of financial advice will be a "hybrid model” — a combination of automated technology and the required human touch to...

At Finaeo, we believe the future of financial advice is a “hybrid model” — a combination of automated technology and the required human touch to provide an unmatched...

At Finaeo, we believe the future of financial advice is a “hybrid model” — a combination of automated technology and the required human touch to provide an...

We’ve seen these headlines countless times: Robo-advice is the way of the future or Financial institution introduces direct-to-consumer technology. Many industry experts believe that robo-advisors are...

Advisors around the world are leveraging technology to automate various parts of their day so they can spend more time with prospects and clients. Connecting with...

In a world where artificial intelligence and machine learning seem to dominate media headlines, it’s become a common misconception that technology is out to replace human interaction....

What's your 30 Mile March for Summer 2018? Imagine being an explorer in Antartica.  You have to make it to the middle of the continent by...

In the recently posted article "How To offer More To Your Ideal Clients" by Grant Hicks dives deep into key questions pragmatic financial advisors in 2018 should...

GUEST POST by Author Grant Hicks, President of AdvisorPracticeManagement.com The difference between an average producer and an elite producer is how they manage their time. How...

Compliance is becoming a big part of an advisor’s business. For veteran advisors, they may reminisce of a time when there were few requirements other than...

Happy New Year! Let's Talk Data So, the Finaeo platform has been out for about six months now, and with the New Year just getting started,...

So I’ve recently been spending a lot of time in conversation with younger financial advisors (for example, check out this recent podcast with Brandon Chapman). To...

So, RRSP season is done and over with. If you’re anything like the advisors in the Finaeo community, this has been a brutally busy, hyper stressful...

by Jonathan Bega So, one of the goals of Finaeo from the get-go was to help build a community of insurance & financial advisors. One of...

Today, the Finaeo team interviews Howard Kettner about how he built an immensely successful benefits business and then sold it. We discuss the tips and tricks...

Customization is the new “it” thing If you’re in group benefits, you’ve likely noticed a recent shift in group insurance over the last few years. For...

Today, the Finaeo team focuses on what it's like breaking into the insurance industry as a young advisor. We focus on the dos and don'ts that...

I’ll Be Back A few days ago, a really interesting blog post by Lemonade caught my eye. In it, the Lemonade team discussed that they had...

In a previous blog post, I went through the five tips beginning insurance and financial advisors needed to know when starting in the industry (check it...

So over the last week, the snow has been coming down hard and it’s been getting chilly. I’ve been feeling this particularly harshly as I’ve been...

Starting a new business is hard. That’s true whether you’re working on a tech company or building out your book of insurance. Starting out a career...

So, in previous blogs, I’ve spent a good amount of time talking about how technology is the key to success in taking on the trends that...

A few weeks ago, I did an article about people and culture article, specifically focused on the three best practices to coaching a junior advisor. You...

This is part three of a three-part miniseries on best practices. If you haven’t read part one on the importance of process. Next up was part...

Today’s article is going to be really fun. I’ve been itching to write this one since the very first blog, but I felt the timing wasn’t...

So, this is the fourth blog in our series on technology and financial advisors. For part one, on building a great online presence, go here. For...

This is part two of our four part miniseries on technology and how it can help financial advisors grow their books. For part one, check out...

This blog is a little different from the usual. It's also part one of our three part series on how technology can help financial advisors grow...

For the longest time, I believed that the sales funnel and the sales pipeline were two words for the same thing. It was a visualization tool to...

How to grow your book and business in a shifting landscape This is part 3 of our three-part series on how to grow your book and business in a...

How to grow your book and business in a shifting landscape This is part 2 of our three-part series on how to grow your book and business in...

How to grow your book and business in a new world One of my favorite anecdotes about the change which hit the financial advisor landscape comes from...