Policy Pod by LDA | Podcast en RSS.com

Policy Pod by LDA

Policy Pod by LDA

por Life Design Analysis

Temporada 3

Goal Setting For Success

A brand new episode and season of PolicyPod by LDA! In the first episode of 2025, Matt was joined by Ray Adamson to discuss how to set goals in 2025 to succeed in your insurance practice.

Temporada 2

10 Years of LDA

On this months episode of PolicyPod by LDA, Matt was joined by Charlie Conron and they finally discuss, on the podcast, how LDA came to be. We are so grateful to the entire life insurance industry in Canada that has supported our business for the last 10 years and we are excited for what 2025 and the future hold for us. Happy Holidays, Happy New Year, and we look forward to talking more with you next year on PolicyPod.

Advisory to Agency

On this Black Friday episode, we were joined by Graham Bergsma founder of G3 Wealth. Graham and Matt discuss a variety of topics spanning from the differences that Graham has experienced going from an advisor to running G3 Wealth, to challenges in the industry that digitized processes and tools have become necessary for overcoming.

Empire Life

This week, Matt and Nik Fergusson had the privilege of hosting Mike Stocks, Vice President and Chief Marketing Officer Retail for Empire Life. We are thrilled about this episode, where we delve into insightful discussions with Mike on subjects like product development and digitization from a carrier standpoint, among other engaging topics.

How I Got Life Insurance

On this episode, Matt got insured. Joined by Darren Ryan of Ryco Financial, Matt and Darren discussed the journey of getting life insurance for the first time, and go over the process from both the buyers perspective along with the advisors insights. This is a fantastic view behind the curtain and to be able to see this process from both sides.

The Digital Transformation of Wealth Management

On this week's episode, Matt had the pleasure of being joined by Brent Allen and Alana Riley from IG Wealth Management, along with Barry Crowther, Charlie Conron, and Nik Fergusson. We delved into IG Wealth Management's evolution as an organization and explored the profound impact of digital transformation on financial institutions. Our conversation also highlighted the crucial role of tools, analytics, and continuous education in driving success and innovation at IG Wealth Management.

Capital Gains Tax Changes

Matt was joined by Henry Korenblum, Vice President Sales & Tax Planning at Oberon Capital Corporation, to discuss the upcoming changes to the capital gains tax in Canada as well as the implications it will have on life insurance.

An Afternoon with Brent Swatuk Part 2

This is the conclusion of our 2 part episode with Brent Swatuk, Vice President of Advisor Growth & Advanced Markets at the Gryphin Advantage Inc. We talked about a multitude of topics from his career path into insurance, products and challenges in the market and more.

An Afternoon with Brent Swatuk Part 1

This is Part 1 of a 2 part episode. We were joined by Brent Swatuk, Vice President of Advisor Growth & Advanced Markets at the Gryphin Advantage Inc. Where we talked about a multitude of topics from his career path into insurance, products and challenges in the market and more.

CLIEDIS

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.

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