Past webinars
Watch previous ivari presents webinars on demand!
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!
Underwriting and compliance fireside chat
Join Franzi Stephen from our underwriting team and Adam Kulesza from compliance as they offer some tricks and tips, while discussing the most pressing questions they come across.
Juvenile insurance with Franzi Stephen
Franzi talks about insurance on juvenile applicants and why it is different from adult coverage. You will get some tips on what resources you can use to prepare yourself and the clients for the application and how to present your applications to the underwriter.
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.
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.
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!
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.
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 Stephens 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 Stephens!
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.
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.
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.
Underwriting and compliance fireside chat
Join Franzi Stephen from our underwriting team and Adam Kulesza from compliance as they offer some tricks and tips, while discussing the most pressing questions they come across.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Change or irrelevance – You pick
Join Brent Lemanski from LIMRA Canada as he shares new Canadian research on consumer ownership and attitudes regarding both life insurance and retirement products.
Virtual Healthcare by Maple: an added benefit to ivari Critical illness policies
Join us to learn all the value Maple has to offer for your existing and potential critical illness customers.
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.
ivari 360 New Business Illustrations
ivari 360, our web-based platform for your New Business illustrations and application is better than ever.
Join Michelle Miller, VP Product Management, as she shares highlights and the new tools that will enhance your ivari 360 experience.
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
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.
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.
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.
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.
Market Update
Join Fiera Capital Management as they provide an exclusive market update. Candice Bangsund from the Fiera Global Asset Allocation team will provide an overview of 2023 financial markets performance, recent macroeconomic developments, the outlook, and the implications for asset classes and investment strategy in the coming 12-18 months.
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.
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.
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.
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.
2023 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 2023 personal tax filings. They will share tax planning tips and discuss trending topics on recent developments in the tax community.
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.
Psychology of success
Join Michael Cooke as we deep into the psychology of high-performance behaviors and conquer your 2024 goals. This immersive exploration unpacks the models, ideas, concepts, and inspiring stories that unlock peak achievement.
Handling difficult interactions
During this session we will increase your awareness around difficult interactions, what it takes to handle them successfully and help you be even better prepared the next time they come up. We will be sharing some techniques and ways to help you better navigate difficult conversations.
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.
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.
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.
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
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.
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.
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.
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.