How to Sell Life Insurance Online in Canada
A practical guide for Canadian advisors: provincial licensing, CASL, PIPEDA, e-signatures, video meetings, needs analysis and a simple online workflow.
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Practical, Canada-only notes on licensing, compliance, underwriting and software, from an advisor who sells online every day.
A practical guide for Canadian advisors: provincial licensing, CASL, PIPEDA, e-signatures, video meetings, needs analysis and a simple online workflow.
Read the guideWhat a reason why letter is, why Canadian regulators and MGAs expect one for life insurance, how to structure it, plus a full sample letter.
Read the guideWhen Canadian underwriters ask for a letter of explanation (travel, sports, residence, finances, health), what to include, and a sample letter.
Read the guideAn honest look at life insurance quoting and needs analysis tools for Canadian advisors in 2026: LifeGuide, Compulife, LDA, DNA, PolicyStream and more.
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