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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