{"id":363,"date":"2025-07-31T13:35:54","date_gmt":"2025-07-31T13:35:54","guid":{"rendered":"https:\/\/ivarievents.ca\/soaringtogether2025\/?page_id=363"},"modified":"2025-08-28T14:25:32","modified_gmt":"2025-08-28T14:25:32","slug":"agenda","status":"publish","type":"page","link":"https:\/\/ivarievents.ca\/soaringtogether\/agenda\/","title":{"rendered":"Agenda"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mdrsf3jn-909e180179e35b3fa7ff70398736103f\">\n.avia-section.av-mdrsf3jn-909e180179e35b3fa7ff70398736103f .av-parallax .av-parallax-inner{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/ivarievents.ca\/soaringtogether\/wp-content\/uploads\/sites\/49\/2023\/07\/shutterstock_1421747747-scaled-1-1030x687.jpg);\nbackground-position:0% 0%;\nbackground-attachment:scroll;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-mdrsf3jn-909e180179e35b3fa7ff70398736103f main_color avia-section-default avia-no-border-styling  avia-builder-el-0  el_before_av_section  avia-builder-el-first  avia-full-stretch av-parallax-section avia-bg-style-parallax container_wrap sidebar_right'  data-section-bg-repeat='stretch'><div class='av-parallax' data-avia-parallax-ratio='0.3' ><div class='av-parallax-inner main_color avia-full-stretch'><\/div><\/div><div class='container av-section-cont-open' ><main  role=\"main\" itemprop=\"mainContentOfPage\"  class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-363'><div class='entry-content-wrapper clearfix'>\n<section  class='av_textblock_section av-mdrsfqrx-4845a38dd23f2ad63bc075cead2349d6 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><div style=\"color: #a20067;font-size: 30px;text-align: center\">Agenda<\/div>\n<\/div><\/section>\n\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mdrq6rtp-ed72ffec3439e7f2bc01f88803617fd3\">\n.avia-section.av-mdrq6rtp-ed72ffec3439e7f2bc01f88803617fd3{\nbackground-color:#d1eff7;\nbackground-image:unset;\n}\n<\/style>\n<div id='av_section_2'  class='avia-section av-mdrq6rtp-ed72ffec3439e7f2bc01f88803617fd3 main_color avia-section-default avia-no-border-styling  avia-builder-el-2  el_after_av_section  avia-builder-el-last  avia-bg-style-scroll container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-363'><div class='entry-content-wrapper clearfix'>\n<section  class='av_textblock_section av-mdrfvq8k-e5c0b81461b3bf029eaafc7900a6a8be '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><table class=\"custom-table\" width=\"100%\">\n<tbody>\n<tr>\n<th style=\"background-color: #3173ad;color: white\">START<\/th>\n<th style=\"background-color: #3173ad;color: white\">END<\/th>\n<th style=\"background-color: #3173ad;color: white\">TITLE<\/th>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\"><strong>8:00 am<\/strong><\/span><\/td>\n<td><span style=\"color: #000000\"><strong>8:50 am<\/strong><\/span><\/td>\n<td><span style=\"color: #000000\"><strong>Check-in<\/strong><\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\">8:50 am<\/span><\/td>\n<td><span style=\"color: #000000\">9:00 am<\/span><\/td>\n<td><span style=\"color: #000000\">Welcome<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\">9:00 am<\/span><\/td>\n<td><span style=\"color: #000000\">9:15 am<\/span><\/td>\n<td><span style=\"color: #000000\"><strong>Adam Kulesza: Regulatory Documentation<\/strong><\/span><br \/>\nDiscover how regulatory documentation isn\u2019t just about ticking boxes\u2014it\u2019s about protecting your practice and elevating your professionalism. Adam will highlight real-world best practices and common pitfalls you should avoid to stay compliant.<\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\">9:15 am<\/span><\/td>\n<td><span style=\"color: #000000\">9:45 am<\/span><\/td>\n<td><strong><span style=\"color: #000000\">William Yeung: Corporate Owned Life Insurance: What you should know<\/span><\/strong><br \/>\nWilliam 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\u2014turning insurance into a strategic financial tool.<\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\">9:45 am<\/span><\/td>\n<td><span style=\"color: #000000\">10:15 am<\/span><\/td>\n<td><strong><span style=\"color: #000000\">Franzi Stephen: Underwriting update<\/span><\/strong><br \/>\nFranzi reveals why full disclosure is your best ally and how missteps in representation can lead to serious consequences.<\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\"><strong>10:15 am<\/strong><\/span><\/td>\n<td><span style=\"color: #000000\"><strong>10:30 am<\/strong><\/span><\/td>\n<td><span style=\"color: #000000\"><strong>Break<\/strong><\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\">10:30 am<\/span><\/td>\n<td><span style=\"color: #000000\">10:45 am<\/span><\/td>\n<td><strong><span style=\"color: #000000\">Adam Kulesza: Why do people replace policies?<\/span><\/strong><br \/>\nWhy do clients switch policies\u2014and 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.<\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\">10:45 am<\/span><\/td>\n<td><span style=\"color: #000000\">11:15 am<\/span><\/td>\n<td><strong><span style=\"color: #000000\">Suzzette Chapman &amp; Nicole Crawford: Looking back, moving forward: ivari\u2019s past, present and future <\/span><\/strong><br \/>\nJourney through ivari\u2019s history and evolution to better understand where we\u2019re heading in the future with Sagicor in Canada. We\u2019ll also explore the current life insurance landscape in Canada, helping you position yourself for growth.<\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #000000\">11:15 am<\/span><\/td>\n<td><span style=\"color: #000000\">12:15 pm<\/span><\/td>\n<td><strong><span style=\"color: #000000\">Michelle Miller: Stronger than ever: supporting you and your customers <\/span><\/strong><br \/>\nMichelle will discuss ivari\u2019s redefined vision and value proposition \u2013 and our mutual commitment to delivering personalizing insurance solutions, that address customers&#8217; financial security and well-being, through our full suite of products, programs and strategic partnerships.<\/td>\n<\/tr>\n<tr>\n<td>12:15 pm<\/td>\n<td>12:30 pm<\/td>\n<td>Wrap up and departures<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div><\/section>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mdrjwp0t-1993cb2ca4df0997deb2fe7ec8b0bb47\">\n.avia-image-container.av-mdrjwp0t-1993cb2ca4df0997deb2fe7ec8b0bb47 img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-mdrjwp0t-1993cb2ca4df0997deb2fe7ec8b0bb47 .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-mdrjwp0t-1993cb2ca4df0997deb2fe7ec8b0bb47 av-styling- avia-align-center  avia-builder-el-4  el_after_av_textblock  avia-builder-el-last '   itemprop=\"image\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\" ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-374 avia-img-lazy-loading-not-374 avia_image ' src=\"https:\/\/ivarievents.ca\/soaringtogether\/wp-content\/uploads\/sites\/49\/2025\/07\/Soaring-Together-1030x373.png\" alt='' title='Soaring Together'  height=\"373\" width=\"1030\"  itemprop=\"thumbnailUrl\" srcset=\"https:\/\/ivarievents.ca\/soaringtogether\/wp-content\/uploads\/sites\/49\/2025\/07\/Soaring-Together-1030x373.png 1030w, https:\/\/ivarievents.ca\/soaringtogether\/wp-content\/uploads\/sites\/49\/2025\/07\/Soaring-Together-300x109.png 300w, https:\/\/ivarievents.ca\/soaringtogether\/wp-content\/uploads\/sites\/49\/2025\/07\/Soaring-Together-768x278.png 768w, https:\/\/ivarievents.ca\/soaringtogether\/wp-content\/uploads\/sites\/49\/2025\/07\/Soaring-Together-705x255.png 705w, https:\/\/ivarievents.ca\/soaringtogether\/wp-content\/uploads\/sites\/49\/2025\/07\/Soaring-Together.png 1341w\" sizes=\"(max-width: 1030px) 100vw, 1030px\" \/><\/div><\/div><\/div>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='after_section_2'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-363'><div class='entry-content-wrapper clearfix'>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-363","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/ivarievents.ca\/soaringtogether\/wp-json\/wp\/v2\/pages\/363","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ivarievents.ca\/soaringtogether\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ivarievents.ca\/soaringtogether\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ivarievents.ca\/soaringtogether\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/ivarievents.ca\/soaringtogether\/wp-json\/wp\/v2\/comments?post=363"}],"version-history":[{"count":0,"href":"https:\/\/ivarievents.ca\/soaringtogether\/wp-json\/wp\/v2\/pages\/363\/revisions"}],"wp:attachment":[{"href":"https:\/\/ivarievents.ca\/soaringtogether\/wp-json\/wp\/v2\/media?parent=363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}