Goal Setting For Success
Jan 29, 202545mEp. 1S3
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.
Hosted by Life Design Analysis · 🇺🇸 US · EN · 17 episodes
Established thought leaders with verified media credentials.
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.
Life Design Analysis hosts Policy Pod by LDA, a business show with 17 episodes published.
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.
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 supp
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
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 discussion
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 alo
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
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 i
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,
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
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 u
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 wa
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.
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.
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 e
We are joined by a few very special guests: Cathy Hiscott, President of PPI Charlie Conron, President & Co-Founder of Life Design Analysis Barry Crowther, CEO of Life Design Analysis We sat down with Cathy and discussed
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.
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
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
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Policy Pod by LDA is hosted by Life Design Analysis. The show is categorised under business and has published 17 episodes.
Policy Pod by LDA has published 17 episodes.
Policy Pod by LDA regularly covers business. It sits in the business category.
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