Past webinars
Watch previous ivari presents webinars on demand!
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.
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.
Underwriting year-end round up
Join us as our Underwriting pro Franzi shares some underwriting and issue tips to help you finish your year strong!
Underwriting and compliance fireside chat
Franzi Stephen from our underwriting team and Adam Kulesza from compliance offer some tricks and tips, while discussing the most pressing questions they come across.
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.
Understanding claims with Franzi
A presentation on how advisors, underwriting and claims work together by following best practices and making fact-based decisions to ensure claims can be processed in the easiest and quickest way possible
Underwriting and compliance fireside chat
Let’s close out the year with your underwriting and compliance questions! During our last ivari presents session of 2021, Franzi Stephen from our underwriting team and Adam Kulesza from compliance will offer tips and tricks for closing out the year on a high note, while answering your questions.
Underwriting Risk Assessment Tools
Ever wonder what the underwriting requirements show and what the underwriters do with them? What represents an insurance risk? Why do we think different than the doctors sometimes? Our underwriting expert Franzi Stephen answers these questions and much more!
Underwriting: ivari update
We share ivari underwriting updates, the changes in your requirements, our updated processes and how we can continue to work together.
Underwriting: placing cases
Franzi Stephen goes over some tips and tricks to help get your applications through underwriting more quickly.
Underwriting fireside chat with Franzi
Your questions are answered by our resident underwriting expert, Franzi Stephen!
Understanding claims with Franzi
A presentation on how advisors, underwriting and claims work together by following best practices and making fact-based decisions to ensure claims can be processed in the easiest and quickest way possible
Understanding claims
A presentation on how advisors, underwriting and claims work together by following best practices and making fact-based decisions to ensure claims can be processed in the easiest and quickest way possible.
Compliance Documentation for Advisors
In this presentation our Compliance and Practice Development Consultant, Adam Kulesza will go through what documents you, as an advisor, need to have in order to be compliant.
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.
Underwriting and compliance fireside chat
Franzi Stephen from our underwriting team and Adam Kulesza from compliance offer some tricks and tips, while discussing the most pressing questions they come across.
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.
Best practices for advisor and client files
In this presentation, our Compliance and Practice Development Consultant Adam Kulesza discusses the CLHIA and its guidelines for what should be included in client files. Adam also addresses the documentation that every advisor should have handy for themselves, as well as your questions.
Underwriting and compliance fireside chat
Let’s close out the year with your underwriting and compliance questions! During our last ivari presents session of 2021, Franzi Stephen from our underwriting team and Adam Kulesza from compliance will offer tips and tricks for closing out the year on a high note, while answering your questions.
Remote selling and compliance
Our Compliance and Practice Development Consultant Adam goes over some tips and tricks to help you stay compliant while doing business in our new reality.
Your most important client is...YOU!
Compliance Consultant Adam Kulesza discusses what a compliant advisor should have in their own file.
Compliance : The importance of demonstrating your best practices as an advisor
This session introduces you to our Compliance & Practice Development Consultant and focuses on the documents that you need to complete, why they are important and how you can become a trusted advisor.
Compliance: Privacy in a digital world
Our compliance team discusses digital privacy, Canadian Privacy Acts, controls you must have in place in order to compliant and your reporting obligations.
Compliance: Preparing for an APR
Our compliance team discusses how to successfully prepare for an APR, what to expect if you are selected for an APR and much more.
How to integrate your digital marketing
Nyima Gyalmo, founder of Social Sherpa shows you how to connect the dots between sales and marketing on social media, helping you focus on what really works, while avoiding what doesn’t.
Social selling with Social Sherpa
You’ve got your social media profiles created and you’re posting regularly. But now what? Nyima Gyalmo, founder of Social Sherpa, shows you how to get started, and what to do and what not to do when you turn your social accounts into selling tools.
Value added series: Breaking ground with social media
Developing your business can be easier than you think! This session outlines how you can use social media to help increase your reach to your clients and prospects.
Golden rules of personal branding: How to successfully build your brand
Emily Lyons, founder and CEO of Femme Fatale Media Group discusses the importance of building up your personal brand, how it can be used as a sales tool and much more!
The 2020 digital marketing shift with Darrell Keezer
Darrell Keezer, CEO of Candybox Marketing discusses how to grow your business online, sharing insights about digital marketing in the next 6 months and how it’s revolutionized the way businesses communicate and connect with consumers.
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.
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.
Sorry Dorothy, There's No Going Back
That's right...we're not in Kansas anymore! The world has changed and we need to change with it. Join Brent Lemanski from LIMRA as we examine recent industry changes—including COVID, technology and consumer behaviour—and explore their permanent impact on the way we do business.
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.
Advocis: The Professional Association for Your Professional Development
Join Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada, as he introduces you to how Advocis membership can help you excel in all aspects of your professional development as a financial advisor.
Getting ready to present
Good presenters know that preparation is the key to success. This session will help you plan and develop content for your presentations. You will take away a process and a framework that you can use to prepare for any business presentation.
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
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.
Access to quick, convenient and round-the-clock online medical care!
Maple allows persons insured under CI policies to get quick medical advice and treatment from a qualified medical professional without having to meet in-person.
Digital tools for your business
There are so many apps, tools and websites that can help you be your most productive self. But, with so many options out there, it might be overwhelming to figure out which is the best for you. The ivari team shows you some of our favourite tools and apps to help you get organized and take control of your business!
Virtual Healthcare by Maple!
ivari CI policies have access to Virtual Healthcare by Maple, our new CI added-benefit provider. With Maple, persons insured under CI policies (standalone or rider) have access to covered online general practitioner visits and an expert medical opinion.
Managing your inforce business
This informative session focuses on helping you with your inforce business digitally, as well as business continuation best practices.
End-to-end process for new business
This session showcases our end-to-end process for managing new business. With all the changes taking place these days, you need to be able to do business safely by following our updated end-to-end process.
Learn all about ivari 360
Michelle Miller, AVP Product Management, shares the highlights of ivari 360, walking you through filling in the application from start to finish.
Inforce opportunities
This informative session discusses the importance of staying in touch with your clients, as well as how to identify sales opportunities within your inforce business.
Value added series: Relevant fact finding
Process, skill and art all form the parts to a good discovery. But what else can you do to ensure you understand your client's "why?” This session is a deeper dive into the fact-finding process.
Value added series: Cultivating referrals
Why are referrals so important to your business and yet something don't always focus on? This session will help you understand the framework needed to reduce resistance and help you get in front of more prospects.
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.
New Directions, New Possibilities with LIMRA
Our special guest Brett Lemanski from LIMRA, discusses the industry over the last year, as well as the outlook for 2022. He goes over LIMRA data to show you how consumer’s mindset has changed due to the COVID-19 pandemic and offers you some recommendations for reaching them.
Value Added Series - Put your sales cycle in gear
Want to improve your productivity and revenue? Improving your sales process will help you get better results, helping you along the path to bigger and better sales.
Value added series: Taking action
Pssst…the most successful advisors have a secret…activity!
This session focuses on taking action and using activity to help you take the steps toward success.
Storytelling in business
As advisors, storytelling can help you create connection with your clients. This session will give you the science behind storytelling, as well as a repeatable process to help you build your storytelling skills.
Best practices for virtual meetings
This session will help you become a pro at your own virtual meetings. Whether you’re preparing for your first webinar or have been doing them for months, we provide you with some tips and tricks to help you make your virtual meetings a great experience.
Creating connection virtually with Paul Binnendyk
These days, most if not all of our interactions are virtual, and this session is about striking the balance so that, through connection, business conversations are targeted and meaningful.
Virtual consultative meetings with Paul Binnendyk
A virtual meeting may feel different than face-to-face, but can be just as effective. During this information session, guest speaker Paul Binnendyk will cover topics from choosing your platform, managing the moment to closing the meeting with a plan going forward.
Value added series: Breaking ground with social media
Developing your business can be easier than you think! This session outlines how you can use social media to help increase your reach to your clients and prospects.
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.
2022 Year-end tax Preparation & Planning
Join Crowe MacKay LLP tax advisors, as they provide an update on personal income tax items that may impact your 2022 personal tax filings. They will share tax planning tips and discuss trending topics on recent developments in the tax community.
What it Really Means to Get What You Want in 2023
Matthew Caldaroni is going to teach you the ins and outs required to be successful this year and how to actually accomplish the targets you set out.
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.
Mentorship
Guest speaker Michael Cooke zones in on the impact that mentoring can offer in relation to learning, development and improvement.
Adapting to Constant Change
During this session you will gain an understanding of how your own adaptability influences others and how you can enhance your ability to perform more effectively in an environment of constant change and uncertainty.
How to Manage Stress & Anxiety in a Changing World
This webinar shares insights into how to cope with change, how to recognize it as the new normal, and how to succeed and thrive in the face of ongoing disruption.
Personal Accountability
This webinar explores the concept of personal accountability, highlighting its importance in achieving success and realizing your goals.
Value added series: Advisor credibility
This informative session delves into understanding credibility, developing credibility and most importantly, protecting it.
Listening in a hectic world
In this new reality, how can you become an effective listener and manage all the distractions? This session with ivari's Learning & Development team discusses this timely & relevant topic.
The impact of psychological safety with Michael Cooke
This webinar focuses on psychological safety and the impact it can have on all of us. The presentation offers a deeper understanding of what psychological safety is, how to create a psychologically safe space and highlight the associated benefits.
Social media
Measuring Success on Social Media
Likes, Shares, Tags and Comments—all are metrics you CAN track on your social media channels. But what should you be tracking and how exactly do you do it? Nyima Gyalmo, founder of Social Sherpa, she shows you the why, how and what of measuring success on social media.
How to integrate your digital marketing
Nyima Gyalmo, founder of Social Sherpa shows you how to connect the dots between sales and marketing on social media, helping you focus on what really works, while avoiding what doesn’t.
Social selling with Social Sherpa
You’ve got your social media profiles created and you’re posting regularly. But now what? Nyima Gyalmo, founder of Social Sherpa, shows you how to get started, and what to do and what not to do when you turn your social accounts into selling tools.
No more FOMO: Trends in marketing and social media
We all know that social media moves at the speed of light. Some people love this, and can’t wait to try out the latest trend or craze. For others, though, it can be a bit scary. But, by not taking part, you might be missing out on an untapped opportunity. Nyima Gyalmo, founder of Social Sherpa, goes over ways to foolproof your social media approach, including what you need and don't need to know about Tiktok and Reels.
Building influence and community on Instagram
Nyima Gyalmo, founder of Social Sherpa discusses the different types of content on Instagram. She will then cover how to create feed-stopping content and how to build a strong community.
Using Facebook to connect with an engaged audience
Nyima Gyalmo, founder of Social Sherpa shares some tips to increase engagement on your Facebook page and learn how to leverage Facebook to connect with an engaged audience.
Leveraging lead generation on Facebook
Nyima Gyalmo, founder of Social Sherpa goes through the steps of building a lead generation campaign using a Facebook page.
Building an authentic brand and network on Linkedin
Nyima Gyalmo, founder of Social Sherpa shows you how to position yourself authentically and professionally on Linkedin, while leveraging Linkedin to build up your network.
Value added series: Breaking ground with social media
Developing your business can be easier than you think! This session outlines how you can use social media to help increase your reach to your clients and prospects.