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Finaeo
Finaeo is building the digital fabric to connect and power the life insurance industry, globally.
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Life Insurance Product Features that Matter Most to Clients
Life Insurance Product Features that Matter Most to Clients
Find out which life insurance product features are most appealing to clients, and how advisors can effectively highlight these details.
Finaeo
Oct 20, 2020
Supporting Your Clients Through Estate and End-of-Life Planning
Supporting Your Clients Through Estate and End-of-Life Planning
We’ve compiled tips to help advisors remove the burden and frustration of estate planning for their clients.
Finaeo
Jul 9, 2020
E-Signatures: Insurance Documents in the Digital Era
E-Signatures: Insurance Documents in the Digital Era
Learn how to digitize insurance documents and improve the client experience with e-signature tools like DocuSign.
Finaeo
Jun 18, 2020
Extending Benefits for Recently Laid off Employees
Extending Benefits for Recently Laid off Employees
In this article, we cover government and employer-provided benefit packages available to clients who have been recently laid off.
Finaeo
May 18, 2020
Finaeo Advisors Place $1B in Coverage for Canadian Families.
Finaeo Advisors Place $1B in Coverage for Canadian Families.
Our goal has always been to help advisors ensure clients are protected. Read about our journey to helping advisors place $1B in coverage.
Aly Dhalla
May 5, 2020
A Guide to Remote Work for Financial Advisors
A Guide to Remote Work for Financial Advisors
Many of us in the advisor community have experienced a rapid shift to remote work in the past couple of weeks. This is a major shift in our
Finaeo
Mar 18, 2020
In Conversation with Women in Insurance: Nichole Myers
In Conversation with Women in Insurance: Nichole Myers
In celebration of International Women’s Day, we’re spotlighting women leaders in insurance and their contributions to our industry.
Finaeo
Mar 18, 2020
In Conversation with Women in Insurance: Carolyn McAvinn
In Conversation with Women in Insurance: Carolyn McAvinn
In celebration of International Women’s Day, we’re spotlighting women leaders in insurance, and their contributions to our industry.
Finaeo
Mar 10, 2020
The Transition to Digital Insurance Distribution
The Transition to Digital Insurance Distribution
Insurance is at the peak of a digital transformation. In this article, we explore the main drivers and benefits of digital distribution.
Finaeo
Mar 4, 2020
Alister Campbell Joins the Finaeo Board of Directors
Alister Campbell Joins the Finaeo Board of Directors
We are honoured to announce that Alister Campbell, a 30+ year insurance industry veteran, has joined the Finaeo Board of Directors…
Finaeo
Jan 13, 2020
Digitizing your Advisory Business for 2020
Digitizing your Advisory Business for 2020
In our last blog of the year, Brett Fulmer reviews some of his favourite digital tools and marketing strategies for advisors.
Finaeo
Dec 23, 2019
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