In this Finance Village episode, host Sheldon Brow sits down with Philip Setter—licensed insurance advisor and founder of Affinity Life and PolicyStream—to get real about what separates a merely competent advisor from a truly transformational one.
If you work in insurance/finance—or you’re a family trying to protect what matters—this one’s packed with practical insights, uncomfortable truths, and usable tools.
What you’ll learn
- Selling with integrity: how to recommend what’s right (even when you make $0)
- Why term first: start simple, build trust, layer smartly (CI/DI/perm when it truly fits)
- Niche marketing that works: serving high-risk hobbies (climbing, backcountry skiing) responsibly
Connect with Philip Setter
Licensed Insurance Advisor • Founder, Affinity Life (consumer) & PolicyStream: https://policystream.ca/
Affinity Life: affinitylife.ca
YouTube: Affinity Life
LinkedIn: @philipsetter
IG (climbing): @therealcanadianboys
Disclaimer
This conversation is for education only and isn’t legal, tax, or personalized financial advice. Talk to a qualified professional about your specific situation.
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