Understanding Juvenile Insurance

This presentation provides a comprehensive understanding of juvenile insurance solutions. As you guide families through their long-term financial planning, this session will equip you with insights into standalone and rider coverages, financial justification strategies, and how to leverage ivari 360 illustrations effectively.

Don’t trip, stumble or fall with underwriting

Join Franzi Stephen, Underwriting Consultant, as she goes through some of the potential pitfalls that could derail your applications.

An underwriter’s guide to applications

Join us as we walk through an application. We will go through the steps from the underwriter's viewpoint. This unique perspective will help identify potential pitfalls and delays. Get to know our process and learn how you can become an application pro!

Top 10 ways to help your application go through underwriting faster

Franzi Stephen reviews the top 10 ways to help your applications go through underwriting faster. Then she goes over some specific medical conditions and discusses their importance for risk evaluation.

Helpful Hypotheticals with Franzi

Franzi will discuss some of the most often seen conditions and will tell you a bit about the RISK that underwriters consider during their assessment.

Issued… Settled… Insured

Join Franzi Stephen to learn about tips for getting the application issued, preparing the applicant by setting realistic expectations, managing your business and how to talk to clients about ratings, exclusions and costs.

The importance of Critical Illness Insurance with Keith Leech and Franzi Stephen

Host DeeAnn Brinton is joined by Keith Leech and Franzi Stephen to discuss the importance of CI, how to position it to clients, and setting the expectations for when a claim is made.

Preparing for Audits: What to Expect

Join Adam Kulesza, Compliance and Practice Development Consultant, for a practical overview of audits—what they are, why they happen, and how to prepare. Adam will cover Advisor Practice Reviews (APRs), what documents are requested, how to keep strong client files, and why clear documentation matters for demonstrating fair treatment of customers.

Compliance fireside chat

Join the Distribution Practice Management (DPM) team for a discussion on some of the key compliance issues facing your business. During this engaging session, Samira, Adam and Rodney will cover topics such as APRs, documentation and Fair Treatment of Customers.

Being compliant to help grow your business

Join Adam Kulesza, Compliance & Practice Development Consultant, to go over the keys to running a compliant business. This session will provide you with useful tips and tactics, while providing a new outlook on what it means to be compliant.

Compliance with Adam Kulesza

Join us as Adam Kulesza goes over the foundations of running a compliant business. He'll dive into documentation, best practices CE credits and so much more. This session serves as a good reminder for everyone--whether you're new to the business, or have been at it for years.

Fair Treatment of Customers and The Approach

By now we all know the importance of maintaining a compliant practice. And one of the important aspects of being compliant is ensuring you are following The Fair Treatment of Customers and The Approach guidelines.

What I Wish I Knew with Adam Kulesza

Join us for this “uncompliant” compliance presentation where Adam reminisces on his days as an advisor. He'll give you tips on how he should have been spending time as a young advisor versus what he actually did.

Uncovering your unique brand DNA

In today's fast-paced, message-saturated world, consumer trust is at an all-time low. That's why building a strong personal brand is not just beneficial - it's essential. Don't miss this opportunity to transform your personal brand and take your business to the next level.

Preparing for the New Year

Learn how to prepare for the New Year with clarity, define the mindset and behaviors needed for success, lock in personal standards, and anchor to your values for long-term stability under pressure.

Plain language for business

During this session, you will learn how to communicate clearly in plain language whether you are speaking in person or sending an email or text.

Cybersecurity: Essential knowledge for insurance advisors

In this fascinating session, Craig, ivari’s VP and Chief Information Security Officer, will provide an in-depth look at various cybersecurity threats and their implications for advisors. He’ll offer some insight into what you can do today to better protect yourself, while looking into future trends that are just around the corner.

With our ever-increasing online presence, this is a webinar you are not going to want to miss!

A year in review with your Advisor Experience team

In this special webinar, we will take a look back at the past year with your Advisor Experience team and discuss everything you need to know to prepare for a successful 2025.

Business cycles

William Yeung, Director of Complex Business Solutions, delves into business cycles. He’ll discuss into the various phases businesses go through, as well as common objectives in each.

Business Development; The Curriculum for the Modern Advisor

This session will look at what today's advisor's developmental journey, crucial skills and strategies are needed to thrive in the rapidly evolving business landscape. We will delve into the core principles of effective business development, offering practical insights that will lead you to a business that is profitable, predictable and sustainable.

The Basics of Business Insurance

William Yeung discusses what business entities are, what kinds of insurance needs a business owner may have and the basic tax implications of these.

Helping you navigate some common inforce processing requests

The ivari account managers and back-office experts as they go over some of the most common inforce processing requests we see

Unique Value Proposition – Building your NorthStar

Join Kim Skermer, Business Development Coach, as she takes you through a proven process which will be the root of your business, your Unique Value Proposition. By the end of this session, you will have the 5 elements to connect your vision with your capabilities and strategy for the end goal of reach and attraction.

How to be the best YOU – What I’ve learned from building my practice over 30 years

Want to be a better advisor? Want to grow your business? Want to develop yourself and your clients? With over 30 years growing her practice, Michelle Apollinaro of B&A Financial Group will share her insights into how she has built her business and served her clients with her main focus on bringing value to those relationships.

5 Pillars and the Intentions in Business with Kim Skermer

Join Kim Skermer, Business Development Coach, as she takes us through the 5 Pillars and the Intentions in Business, and teaches you how to set your non-negotiables when it comes to achieving laser-focused alignment and growth.

Leading Through Change

In this webinar, we explore how individuals process change differently and highlight what is required to thrive in today’s new world of work. We explore why self-awareness, growth mindset and resilience are at the core of being a transformational influencer and share the latest research, best practices and approaches on leading through change.

Asking for the business

In this session, we’ll reframe what it really means to ask for the business in today’s advisor environment. You’ll learn how to recognize buying signals, ask confidently without feeling pushy, and guide conversations toward clear, mutually beneficial next steps.

Navigating the sandwich generation

Join Michelle Apollinaro as she discusses the unique challenges of being a part of the sandwich generation, including physical health, mental health, financial health and estate planning.

Understanding money personalities

We all have different ways of handling money, which affect our financial choices and relationships. Join us for an interesting session with Michelle Apollinaro to learn about these different money personalities.

Accessing cash from your life insurance policy

Join us for an informative session where we will explore the various ways to access cash from a life insurance policy.

Closing and handling objections

This not-to-miss session will focus on communication skills and best practice ideas that will help you to confidently ask for the business and effectively handle objections when advising your clients.

How to make recommendations that land

Join Paul Binnendyk as he offers advice and best practices that will help you to turn your discovery conversations into recommendations that excite and motivate your clients to take action.

Preparing for exceptional client meetings

Join Paul Binnendyk as he covers best practices for effective listening, balanced conversations, and meeting preparation, along with techniques for acknowledging and handling objections.

How to have a great discovery conversation

Join Paul Binnendyk for an insightful webinar focused on enhancing your client interactions and creating a differentiated client experience.

Advanced communication & presentation skills

Join guest speaker Peter Hiddema for an engaging webinar where you'll discover the secrets to speaking with conviction and authority.

Mastering productivity to grow your business

Dive into essential frameworks, tools, and strategies that will help you accomplish more while growing your business.

Boosting productivity with proven frameworks

Delve into practical frameworks, tools, and strategies designed to help you get more done while growing your business. If you're overwhelmed by a never-ending to-do list and struggling to balance time between prospects, proposals, and client reviews—this session is for you.

What matters most

Join guest speaker Ashely Frank and dive into the heart of what it takes to not only succeed but Thrive in a world of short attention spans, ghosting, and increasing competition.

Crafting a great conversation agenda

This session will cover some elements that go into building a agenda for these calls and meetings that will bring value to both yourself as an advisor, but also to the customer or stakeholder you are meeting with.

The importance of Critical Illness Insurance with Keith Leech and Franzi Stephen

Host DeeAnn Brinton is joined by Keith Leech and Franzi Stephen to discuss the importance of CI, how to position it to clients, and setting the expectations for when a claim is made.

Recommending Solutions and Closing Skills

The key to strong client relationships is tying your solution to what they value. Guest speaker Paul Binnendyk shows you how to share personalized benefits with clients and transition to asking for the business.

Beyond the Numbers: Real Stories in Financial Planning

Join Michelle Apollinaro for a fireside chat exploring the human side of financial planning through real client stories. From widowhood and retirement to business ownership and caregiving, discover how empathy, clarity, and thoughtful advice help clients navigate life's biggest financial decisions.

Productivity and Time Management Tactics

Join us as Manuela Carlin shares practical, real-world strategies and tactics to streamline your workday. She’ll introduce you to helpful digital tools and simple daily habits that can reduce stress and improve efficiency. Learn practical ways to work smarter, stay organized, and protect your most valuable resource—your time.

Download the workbook

Emotional Intelligence: The Real Key to Success

Discover why Emotional Intelligence is the real key to success. Learn to manage emotional highs and lows, focus your energy where it matters, and build authentic client connections—leading to stronger relationships and clarity on what truly counts.

Let’s talk about… Leadership styles

Discover your unique leadership style and learn how to adapt it to various situations. We will discuss ways to identify and understand your leadership style, how to adapt your style to different contexts, and leadership theories and dimensions.

The Psychology of Influence, Negotiation and Persuasion – Part 2

Join Michael Cooke for a webinar that equips you with human-centered techniques to navigate high-stakes conversations, uncover shared interests, and influence more strategically across relationships.

The Psychology of Influence, Negotiation and Persuasion – Part 1

Join Michael Cooke to explore influence, negotiation and persuasion. Learn how to build trust, present ideas with impact and guide conversations authentically and effectively without pressure.

Facilitating when presenting

This webinar will provide practical advice for how you can use facilitation skills to keep your presentation on track, while keeping participants engaged.

Networking and connecting

Networking and connecting with new people can be challenging – especially if you are an introvert. This webinar will provide simple yet powerful strategies to help you manage some of your discomfort with these events.

Why have a Last Will & Testament

Receive a concise overview of why a “Last Will and Testament” is vital for Canadians to have in place. We cover asset distribution control, avoiding extra costs, family disputes, and the emotional strain of estate management.

Building habits for high performance

Are you ready to become a high performer through a proven action plan? Watch this session to understand the key attributes of high performers and how to put them into play using your strengths, weaknesses, and resilience.

Your business development team – helping you grow your business

A special session with our talented business development team. They will be showcasing how they can support you as an insurance advisor and provide insights into their roles within our organization.

Building relationships in our new world of work

In this session with Joanne Trotta, we will explore best practices on building relationships in our new world of work, highlighting the importance of effective communication and being purposeful and intentional in everything we do.

Ready. Set. Goals!

This session will offer you the chance to review your goal setting practice with Tara Muir our in house Senior Learning Consultant. We will practice writing goals using two distinct models that you can immediately put into practice while having the chance to share your experience & expertise.

Mentorship

Guest speaker Michael Cooke zones in on the impact that mentoring can offer in relation to learning, development and improvement.

Let’s talk about… communication styles

This interactive session will help identify your own communication style and how it can impact the work that you do. Gain valuable insights about why communicating can go wrong and what you can do to have effective communication.

Productivity Mastery Unveiled

In this comprehensive session you will gain insight into the psychology of productivity, uncover the key factors that influence your efficiency, and equip you with actionable strategies to supercharge your productivity.

Understanding Burnout

Understanding what burnout is and how to manage it are key business and personal skills. This session offers you insights into your own energy levels and real-world strategies to apply in your life.