Friday Nov 21, 2025

Ep 21 How To Win Premiums and Influence People

Incentives matter. In this episode, we look at how incentives in the insurance industry are badly disconnected from regulatory outcomes. 

https://www.investmentexecutive.com/news/industry-news/fsra-fines-former-insurance-agent-and-his-corporation-for-coercion-undue-influence/ 

Comments (2)

It is a sad truth that most of the fines against bad actor agents and advisors don’t get enforced and that in the past, simply changing provincial jurisdictions was enough to allow them to continue to do wrong by clients.

KellyG

6 months ago

In the spirit of ethical stewardship, transparency, supporting what is in the best interest of clients.. this is a NO BS, Financial BS podcast that I’m making part of my listening lineup! Thanks Jason. This got me thinking about APEXA and the regtech role they play in gathering annual attestations related to OBA from life/as licensed advisors. Fail.

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