Agenda – Soaring Together Roadshow 2025

Agenda

START	END	TITLE
8:00 am	8:50 am	Check-in
8:50 am	9:00 am	Welcome
9:00 am	9:15 am	Adam Kulesza: Regulatory Documentation Discover how regulatory documentation isn’t just about ticking boxes—it’s about protecting your practice and elevating your professionalism. Adam will highlight real-world best practices and common pitfalls you should avoid to stay compliant.
9:15 am	9:45 am	William Yeung: Corporate Owned Life Insurance: What you should know William explores the benefits of Corporate-Owned Life Insurance (COLI). He breaks down how to leverage pre-tax dollars, shelter passive investment earnings, and create powerful Capital Dividend Account credits—turning insurance into a strategic financial tool.
9:45 am	10:15 am	Franzi Stephen: Underwriting update Franzi reveals why full disclosure is your best ally and how missteps in representation can lead to serious consequences.
10:15 am	10:30 am	Break
10:30 am	10:45 am	Adam Kulesza: Why do people replace policies? Why do clients switch policies—and how can you guide them through it responsibly? Adam shares practical strategies for navigating replacements with integrity, ensuring your clients make informed decisions while you stay compliant and confident.
10:45 am	11:15 am	Suzzette Chapman & Nicole Crawford: Looking back, moving forward: ivari’s past, present and future Journey through ivari’s history and evolution to better understand where we’re heading in the future with Sagicor in Canada. We’ll also explore the current life insurance landscape in Canada, helping you position yourself for growth.
11:15 am	12:15 pm	Michelle Miller: Stronger than ever: supporting you and your customers Michelle will discuss ivari’s redefined vision and value proposition – and our mutual commitment to delivering personalizing insurance solutions, that address customers’ financial security and well-being, through our full suite of products, programs and strategic partnerships.
12:15 pm	12:30 pm	Wrap up and departures