January 29, 202545 min
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.
Episodes
17
Latest episode
Jan 2025
Language
EN
About the show
Policy Pod is a podcast that aims to break down common trends, problems and concepts in the life insurance market. We will talk about complex concepts, simple terms, and everything in between. Created by Life Design Analysis.
Listen to episodes
December 19, 202428 min
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.
November 29, 202448 min
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.
October 23, 202447 min
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.
September 5, 202438 min
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.
July 12, 20241 hr 17 min
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.
June 17, 202432 min
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.
May 30, 202445 min
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.
May 16, 202441 min
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.
January 17, 202443 min
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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