Ivari Advisor Experience

Ivari Advisor Experience To keep you, our advisors, updated with the information and tools needed to succeed, we needed to ch

Are you ready to transform your communication skills and captivate your audience? Join guest speaker Peter Hiddema for a...
10/30/2024

Are you ready to transform your communication skills and captivate your audience?

Join guest speaker Peter Hiddema for an engaging webinar where you'll discover the secrets to speaking with conviction and authority. Learn a powerful framework for delivering your message with brevity and clarity, and gain invaluable tips to conquer nervousness.

Don’t miss out of this session, which will help to empower you to communicate more effectively and confidently in any setting.

🗓️ October 31
⏰ 3PM

REGISTER NOW!

10/25/2024

What is Adam's #1 compliance rule for insurance advisors? Document, document, document!

In this episode, our resident compliance consultant and practice management expert, Adam Kulesza, shares invaluable tips to help you stay compliant and protect your credibility.

Some invaluable insights Adam offers:
⭐ Document everything
⭐ Leverage technology.
⭐ Understand the essentials

Whether you are new to the business or have been doing it a while, there is something for everyone in this episode. Don't miss out!

🎧 Listen now at ivari.ca/podcast or wherever you get your podcasts! 🎧

Join us to learn the importance of having a “Last Will and Testament" in place.William Yeung will cover asset distributi...
10/24/2024

Join us to learn the importance of having a “Last Will and Testament" in place.

William Yeung will cover asset distribution control, avoiding extra costs, family disputes, and the emotional strain of estate management.

Ultimately, it's about peace of mind, for you and your loved ones, knowing everything's sorted when it's time to say goodbye. This is an ivari presents you don't want to miss!

🗓️ October 24
⏰ 3PM

REGISTER NOW!

10/21/2024

🌟 New Episode Alert! 🌟

Listen in as MJ Macdonald, our AVP of Learning and Development at ivari shares her insights on keeping balance and igniting your business potential. Discover how MJ manages her full-time role at ivari, runs a wine bar and bottle shop, and maintains her passion for yoga.

Don't miss out as MJ and DeeAnn discuss:

❤ Balancing work and passion projects
❤ The importance of self-care and wellness
❤ Tips for staying focused and productive

🎧 Listen now at ivari.ca/podcast or wherever you get your podcasts! 🎧

The latest ivari presents session “An underwriter's guide to applications” is available on demand. Whether you missed it...
10/16/2024

The latest ivari presents session “An underwriter's guide to applications” is available on demand.

Whether you missed it, or want to watch it again, it’s available for you to watch in your own time—on demand.

Watch now at ivari.ca/ivari-presents/



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La session la plus récente de la série ivari présente « Guide des propositions pour le tarificateur » est désormais disponible sur demande.

Que vous ayez manqué cette session ou que vous souhaitiez la revoir, notre vidéothèque sur demande est accessible en tout temps.

Lien direct : https://ivari.ca/fr/ivari-presente/

Compliance is crucial for advisors to grow their business and build client confidence. But, is compliance a part of your...
10/15/2024

Compliance is crucial for advisors to grow their business and build client confidence. But, is compliance a part of your business or is it 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.

No matter where you are in your business, you are not going to want to miss this one!

🗓️ October 17
⏰ 3PM

REGISTER NOW!


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Le respect des normes de conformité dans les activités du conseiller favorise le développement de son entreprise et inspire la confiance des clients. Toutefois, la conformité représente-t-elle un aspect des activités ou est-elle au cœur même des affaires?

Adam Kulesza, Consultant en conformité et en développement des pratiques commerciales, vous invite à passer en r***e les éléments fondamentaux de la conformité dans la gestion des affaires. En dispensant des conseils pratiques, il proposera des stratégies et une perspective nouvelle sur la nature d’une entreprise conforme.

Peu importe l’état d’avancement de vos affaires, c’est un rendez-vous à ne pas manquer!

🗓️ 17 octobre
⏰ À 15 h

Inscrivez-vous!

10/09/2024

Did you miss our latest ivari presents, "Building habits for high performance?" You’re in luck, because it is now available on demand!

Our on-demand library is a great place to catch up on any ivari presents sessions you might have missed, or to watch them again for a deeper dive.

Take a look now at ivari.ca/ivari-presents

10/09/2024

Avez-vous manqué notre toute dernière séance d’ivari présente, « Les bonnes habitudes pour les bonnes performances »?

Ne vous en faites pas! Elle est maintenant présentée sur demande!
Les archives impressionnantes de notre vidéothèque sur demande vous permettent de rattraper les séances manquées ou d’approfondir les connaissances déjà acquises.

Jetez-y un coup d’œil : https://ivari.ca/fr/ivari-presente/.

Join Franzi Stephen, our Underwriting Consultant, as we walk through an application. Franzi will go through the steps fr...
10/08/2024

Join Franzi Stephen, our Underwriting Consultant, as we walk through an application.

Franzi will go through the steps from the underwriter's viewpoint, offering a unique perspective to help identify potential pitfalls and delays.

Get to know our process and learn how you can become an application pro!

🗓️ Thursday, October 10
⏰ 3PM

Register now!


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Franzi Stephen, conseillère en tarification, vous propose de passer en r***e les différentes étapes du processus d’une proposition d’assurance, et ce, du point de vue du tarificateur.

Cette perspective unique vous aidera à identifier les pièges et les raisons des retards de traitement.

En vous familiarisant avec notre processus, vous découvrirez les secrets des propositions en règle.

🗓️ Le jeudi 10 octobre
⏰ 15 h

Inscrivez-vous!

📢 October is Cyber Security Awareness Month! 🌐🔒Cyber Security Awareness Month is an internationally recognized campaign ...
10/07/2024

📢 October is Cyber Security Awareness Month! 🌐🔒

Cyber Security Awareness Month is an internationally recognized campaign to learn about the importance of cyber security. By educating ourselves and others, we can help Canadians stay secure online, protecting themselves and their devices.

Tune in to our two cybersecurity podcast episodes featuring ivari’s Chief Information Security Officer, Craig Peppard, to learn some simple ways to help you and your business stay safe online:
✨What’s new in cybersecurity
✨ Staying cybersafe

🎧 Listen now at ivari.ca/podcast or wherever you get your podcasts! 🎧

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