Rhona Konnelly, CLU®, EPC, CPCA, RFC®

Commander
DISC Type : D

Insurance Excellence Strategist/Orphan Policyholder Rights Advocate at Konnelly Consulting

Parksville, British Columbia, Canada

Overview

Rhona Konnelly is an insurance industry veteran of over 45 years who champions policyholder rights and ethical practices. She leads Konnelly Consulting and serves as Marketing Director & Faculty at CIEPS. Described as professional and compassionate, she is a trailblazer, being one of the first women to enter Canadas financial services industry in 1977.

Rhona is deeply committed to her community, having served for over 20 years as an elder care planning resource for the TB Vets Charitable Foundation. She is also the founder of the North Shore Chapter of CARP (A New Vision of Aging in Canada).

She is the founder of Insure Justice, a non-profit focused on protecting the rights of "orphaned" policyholders in Canada.

Personality Overview

Risk-Taker

Decisive

Impact-Driven

They take a lot of pride in personal achievements.  They like to move fast and expect the same from others. More than the product, they care about the impact of the product.

Topics They Care About

Policyholder Rights
A passionate advocate for "orphan policyholders, " she founded the non-profit Insure Justice to protect consumers and has written multiple opinion pieces on the topic in 2025.
Elder Planning
As Marketing Director & Faculty for the Canadian Initiative for Elder Planning Studies (CIEPS), she actively promotes and teaches the Elder Planning Counselor (EPC) designation.
Ethical Insurance
Her work centers on ensuring every policy fulfills its promise and that advisors maintain high ethical standards, a core theme of her consultancy and advocacy.

Media Appearances

Rhona has no verified media appearances

Work History

1-2024
Insurance Excellence Strategist/Orphan Policyholder Rights Advocate at Konnelly Consulting
6-2012 - 12-2023
Senior Insurance Specialist at Edward Jones
4-2008 - 6-2012
Insurance Consultant at MD Insurance Agency Ltd.
1-2006 - 4-2008
Training Sales Manager/Advisor at Sun Life Financial

Education

Rhona has no verified education history

More Information

Social Presence :

Prographics :

Exp : 19 Location : Parksville, British Columbia, Canada Job Level : N/A Designation : Insurance Excellence Strategist/Orphan Policyholder Rights Advocate at Konnelly Consulting
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Insights For Selling To Rhona

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Objectively showcase the impact that your product creates

DONT's

  • Avoid being too verbose
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rhona is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Rhona

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Rhona move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Rhona take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Rhona

Personality Compatibility


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