Spark...On the go

Documentation doesn’t have to be stressful—and when done well, it can actually set you free. Join DeeAnn and ivari Compliance and Practice Development Consultant, Adam Kulesza as they explore what effective documentation really looks like in today’s life insurance landscape. Listen in for practical insights to help you build confidence, credibility, and peace of mind in your practice.To see our full legal disclaimers, please visit ivari.ca/podcast

Being busy doesn’t always mean business is moving forward. In this episode, DeeAnn and Ashley Frank explore how life insurance advisors can shift from activity to intention by creating clear expectations, meaningful next steps, and shared commitment in client conversations. Learn how clarity, leadership, and a service‑first mindset help build momentum—without pressure or wasted effort.To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, DeeAnn and Eszylfie Taylor discuss how the Taylor Method shifts the focus from selling products to solving problems, emphasizing the power of asking questions, building genuine relationships, and cultivating social equity. Learn why discipline and process matter more than motivation, and how resilience in the face of rejection is the key to long-term success.To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, DeeAnn and resilience coach Matthew Caldaroni, President & CEO of Molliteum, break down what truly drives advisor performance—identity, belief systems, and daily intentional action.Discover how the most successful advisors build certainty, what the first 30–90 days of change really look like, and how to stop chasing perfection and start building momentum. Whether you’re regrouping, refocusing, or rebuilding, listen in to get practical tools to grow—one day at a time.To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, DeeAnn Brinton welcomes resilience coach Matthew Caldaroni, President & CEO of Molliteum. Together, they dive deep into the concept of identity-based goal setting—revealing why the key to achieving your targets isn’t just about what you do, but who you believe you are.Whether you’re planning ahead or seeking to elevate your practice, this episode offers actionable insights and inspiration to help you become the advisor—and the person—you aspire to be.To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn Brinton and Mike Daicoff, SVP and CIO, for ivari and Sagicor North America, discuss how advisors can use data and digital platforms to boost productivity, strengthen client relationships, and stay secure in a rapidly evolving industry. Listen in to discover how ivari’s move to cloud technology and AI-powered tools is changing the life insurance landscape.To see our full legal disclaimers, please visit ivari.ca/podcast

How do you make learning stick for your clients—and ensure your advice truly resonates? In this episode, DeeAnn chats with Tara Muir as they dive into the art and science of educating adult clients. Discover why adult learners are different, and how relevance, autonomy, and real-world application are key to helping clients make informed decisions.Listen in as Tara offers actionable insights and tools to elevate your client education approach.To see our full legal disclaimers, please visit ivari.ca/podcast

We are joined by ivari Senior Learning Consultant Tara Muir to discuss the power of learning and how anyone can become a lifelong learner. The delve into the importance of learning at every stage of life—both personally and professionally—and how ivari can help you with your learning and development goals.To see our full legal disclaimers, please visit ivari.ca/podcast

Michael Cooke joins DeeAnn to discuss the importance of psychological safety in both team environments and individual relationships. They go over the role of psychological safety in fostering creativity, innovation and a positive team attitude.To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn and Adam Kulesza, Compliance Practice Consultant delve into the crucial topic of documentation for advisors. Adam shares his top tips for maintaining compliance, emphasizing the importance of thorough documentation to protect credibility and ensure regulatory requirements are met. Tune in to learn how to make compliance an integral part of your business and enhance your client relationships through effective documentation practices.To see our full legal disclaimers, please visit ivari.ca/podcast

In the fast-paced world of financial services, it's easy to get stuck chasing leads and doing repetitive follow-ups. In this episode, DeeAnn and Ashley Frank discuss tools and strategies to help identify and nurture high-level clients. Tune in to learn how to move opportunities forward and turn endless follow-ups into productive, results-driven follow-through.To see our full legal disclaimers, please visit ivari.ca/podcast

In today’s fast-paced world, stress is a constant companion—especially for life insurance advisors juggling client meetings and business growth. In this episode, DeeAnn and ivari Learning & Development Consultant Tara Muir explore how mindfulness can become a powerful tool for reducing stress and enhancing professional effectiveness.Discover practical mindfulness techniques that you can use before client calls, during emotionally charged meetings, or simply to reset between tasks. To see our full legal disclaimers, please visit ivari.ca/podcast

Unlock the secrets of effective persuasion and negotiation in the world of life insurance advising! In this episode, DeeAnn sits down with performance coach Michael Cooke to explore the art of influencing clients and colleagues—without manipulation. Whether you’re a new advisor building your practice, an experienced professional refining your approach, or a leader guiding a team, this episode delivers actionable insights and practical exercises to elevate your influence and negotiation skills.To see our full legal disclaimers, please visit ivari.ca/podcast

Discover how ethical influence shapes our work and relationships. Performance coach Michael Cooke breaks down the key principles of influence—like reciprocity, social proof, and authority.Whether you’re a leader or simply looking to strengthen your relationships, this episode offers actionable strategies and memorable anecdotes to help you become a more positive and effective influencer.To see our full legal disclaimers, please visit ivari.ca/podcast

In Part 2 of our emotional intelligence series, we welcome back Manuela Carlin for a deep dive into how emotional intelligence (EQ) drives success in business and beyond. This episode explores the real-world impact of EQ on leadership, sales, and team dynamics, revealing why technical skills alone aren’t enough. Manuela discusses the science behind emotional hijacking, the importance of psychological safety, and how culture, environment, and technology shape our emotional responses at work.To see our full legal disclaimers, please visit ivari.ca/podcast

Join guest Manuela Carlin for Part 1 of a two-part series on emotional intelligence (EQ). In this episode, Manuela breaks down what emotional intelligence really means, how it differs from IQ, and why EQ is a crucial skill for personal and professional success. Through candid conversation and relatable examples, we explore common misconceptions, the science behind emotional hijacking, and practical strategies for recognizing and managing emotional triggers.To see our full legal disclaimers, please visit ivari.ca/podcast

We are joined again by ivari Sales Director Shalini Lal Mishra to explore the foundational role of credibility in the advisor-client relationship. From the quiet power of consistency and transparency to the importance of empathy, education, and ethical behavior, this conversation dives deep into what makes an advisor truly trustworthy. Shalini shares personal stories, practical tips, and powerful analogies that will inspire you to lead with integrity and build a brand that clients believe in.To see our full legal disclaimers, please visit ivari.ca/podcast

We sit down with Renna Abdulgany, Sales Director at ivari, to unpack the art of effective networking. Whether you're attending your first industry event or looking to deepen existing relationships, this conversation offers practical strategies for showing up with purpose, leveraging your interests, and building trust through authenticity. From navigating social gatherings to using social media to attract—not chase—your ideal audience, Renna shares her personal playbook for creating meaningful connections that drive real business growth. To see our full legal disclaimers, please visit ivari.ca/podcast

We chat with ivari Sales Director, Shalini Lal-Mishra to explore the art and impact of building meaningful client relationships. Hear real-life stories, actionable tips, and reflections on how small gestures can transform one-time buyers into lifelong advocates. Whether you're just starting out or looking to deepen your client connections, this episode offers a refreshing reminder that success is built on empathy, authenticity and care.To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, we chat with Renna Abdulgany, Sales Director at ivari, to explore how advisors can personalize their approach to client engagement. From building trust and navigating compliance to embracing patience and education, we unpack what it really takes to succeed in today’s evolving financial landscape. Whether you're new to the industry or a seasoned pro, this conversation offers fresh insights on how to lead with purpose and adapt with confidence.To see our full legal disclaimers, please visit ivari.ca/podcast

We sit down with communication expert Peter Hiddema to unpack the art—and anxiety—of networking, especially for life insurance advisors. Whether you're a seasoned extrovert or a hesitant introvert, this conversation offers practical, real-world strategies to help you show up authentically, start meaningful conversations, and build lasting professional relationships.If you’ve ever debated whether to attend that after-hours mixer or struggled to break into a group chat at a conference, this one’s for you.To see our full legal disclaimers, please visit ivari.ca/podcast

We welcome back Peter Hiddema for a deep dive into the subtle yet powerful art of facilitation. Whether you're leading a team meeting, presenting to a large audience, or navigating a tough conversation between clients, Peter shares practical strategies to help you create psychologically safe spaces, manage group dynamics, and stay grounded when discussions go off track. This is a must-listen for anyone looking to elevate their communication and leadership skills.To see our full legal disclaimers, please visit ivari.ca/podcast

Join Josie Malandrino, ivari Sales Director as she explores the power of referrals in the insurance industry. Discover how referrals can reduce marketing costs, build trust, and lead to easier client conversions. Learn the difference between referrals and personal introductions, and gain practical tips on effective referral strategies, including preparation, personalization, and timing. There’s a reason why referrals are the lifeblood of the industry…tune in to hear why!To see our full legal disclaimers, please visit ivari.ca/podcast

Join us as we chat with Josie Malandrino, ivari Sales Director about making a positive impression and standing out in a competitive environment. Josie shares tips on building relationships, the benefits of sharing personal stories, and the importance of being prepared and authentic. Tune in for practical advice on delivering a strong first impression through practice and authenticity.To see our full legal disclaimers, please visit ivari.ca/podcast

Michelle Apollinaro is back to discuss the unique challenges and opportunities of working with older clients. Michelle delves into the importance of empathy, understanding, and trust-building when advising older clients, who may be skeptical of insurance products due to past experiences. Michelle shares her 30 years of expertise, offering practical tips on how to address the specific needs and concerns of older clients, from financial legacies to affordability issues.To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn sits down with Dawn Kulas, Account Manager at ivari to discuss the importance of transferable skills in building a successful career. Dawn shares her journey from a financial advisor to a sales role, highlighting the valuable skills she has acquired along the way. Whether you're new to the industry or looking to enhance your existing skill set, this episode offers advice and insights in identifying and developing transferable skills.To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn welcomes back Michelle Apollinaro to delve into the unique challenges and strategies for selling life insurance to younger generations. Michelle shares her insights on adapting communication styles, understanding the values and goals of younger clients, and building trust in a rapidly changing digital landscape. Whether you're a new advisor or a seasoned professional, this episode offers valuable tips to help you connect with and serve the younger demographic!To see our full legal disclaimers, please visit ivari.ca/podcast

In our second episode on social selling DeeAnn again welcomes Nyima Gyalmo, the founder of Social Sherpa and an expert in social media marketing for businesses. Nyima shares her insights on social selling, discussing the importance of engagement, measuring success, and the key ingredients for being successful in social selling. Nyima also provides practical advice on choosing the right platform, setting achievable goals, and using a hybrid approach to connect with the right audience.To see our full legal disclaimers, please visit ivari.ca/podcast

In part one of our two-part social selling series, DeeAnn sits down with Nyima Gyalmo, the founder of Social Sherpa, to discuss the latest trends and techniques in social media marketing for businesses. Nyima shares her insights on how you can leverage social platforms to enhance your digital presence and connect with customers more effectively. Tune in to learn valuable tips on how to navigate the ever-changing landscape of social media and build trust with your customers. To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn welcomes Effie Bekas, Senior Manager of Regulatory Compliance at ivari. Effie shares her extensive knowledge and experience in the field of compliance, focusing on critical topics such as anti-money laundering (AML), anti-terrorist financing (ATF), and sanctions evasion. Effie explains the importance of these measures in the insurance industry, how they impact advisors' daily operations, and the steps involved in ensuring compliance. Tune in to learn more about the role of compliance in safeguarding your business and how you can stay informed and vigilant.To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn Brinton is joined by Peter Hiddema from Commanding Presence to go over some easy ways to help you master presentation skills. Listen is as Peter shares practical tips to build confidence, manage self-talk, and use good breathing techniques to enhance your presentations. Whether you're speaking to a large audience or in a one-on-one meeting, this episode will help you connect with your audience effectively.To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, DeeAnn Brinton chats with Manuela Carlin, Event Manager at ivari, about the habits that contribute to high performance. Manuela highlights three pillars of high performance, while providing practical tips and personal anecdotes to help advisors implement these principles in their own lives and businesses.To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn welcomes back financial advisor Michelle Apollinaro to discuss the challenges and realities of the sandwich generation—people who are simultaneously caring for their aging parents and their own children. Michelle shares her extensive experience and insights, offering valuable tips and advice for those navigating this demanding role.Listen in to learn about the unique financial, emotional, and time management challenges faced by the sandwich generation. Whether you're part of the sandwich generation or know someone who is, this episode is packed with insights to help you manage and thrive in this complex role.To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode DeeAnn sits down with financial advisor Michelle Apollinaro to explore the fascinating world of money personalities. Michelle shares her insights from over 30 years in the financial advice industry, discussing how different money personalities impact financial decisions and relationships. Michelle explains the strengths and weaknesses of each personality type and offers practical advice for helping you navigate each personality with your clients.  To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn chats with William Yeung about the intricacies of estate planning. William shares his expertise on various estate planning tools and strategies, emphasizing the importance of understanding individual objectives and minimizing estate challenges.Learn about key estate planning tools like a Last Will & Testament, life insurance, and trusts. Listen in for valuable insights for both new and seasoned advisors to better serve their clients' estate planning needs.To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, DeeAnn announces the changed schedule for rest of December.  She also hints at some exciting changes coming in early January. Happy Holidays everyone!To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, Craig Peppard, ivari’s VP and Chief Information Security Officer, delves into the latest cybersecurity threats and trends of 2024. From data breaches and AI-powered attacks to ransomware campaigns, Craig provides an in-depth analysis of the current landscape. He also shares practical tips on how to protect both personal and corporate data, emphasizing the importance of digital resilience. Learn about the best practices for keeping systems updated, using strong passwords, enabling multi-factor authentication, and maintaining regular backups. As our online presence continues to grow, this is an episode you won't want to miss!To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn and Underwriting Consultant Franzi Steven discuss the intricacies of immigration and travel in underwriting. They explore challenges and opportunities for advisors with new immigrants to Canada, the importance of understanding residency requirements, and the impact of temporary accommodations on policy persistency. Franzi shares insights on financial underwriting, considerations for international students, and guidelines for foreign travel. Tune in for practical advice and a deeper understanding of how these factors influence underwriting decisions. Don't miss this informative and engaging conversation!To see our full legal disclaimers, please visit ivari.ca/podcast

In this episode, take a peek behind the curtain in the world of ivari and get to know our SVP and Chief Distribution Officer, Jeffrey Fox. Tune in to hear about Jeffrey's career highlights, personal passions, and his outlook on the future of ivari and the insurance industry.To see our full legal disclaimers, please visit ivari.ca/podcast

If you're overwhelmed with tasks and time management, this episode is for you. DeeAnn speak with Ashley Frank who shares actionable strategies for smart scheduling, prioritizing high-impact activities, and maximizing success. Learn about ROTI (Return on Time Invested) and how to make every minute count.Tune in to streamline your day, boost productivity, and reclaim your time.To see our full legal disclaimers, please visit ivari.ca/podcast

In the fast-paced world of financial services, it's easy to get stuck chasing leads and doing repetitive follow-ups. In this episode, DeeAnn and Ashley Frank discuss tools and strategies to help identify and nurture high-level clients. Tune in to learn how to move opportunities forward and turn endless follow-ups into productive, results-driven follow-through.To see our full legal disclaimers, please visit ivari.ca/podcast

In a world where consumer trust is at an all-time low, creating a distinctive and authentic personal brand is more important than ever. In this episode, guest Ashley Frank shares his expertise on the essential elements of a strong personal brand, common pitfalls to avoid, and practical tips for ensuring your brand resonates with your audience. Tune in to learn how to differentiate yourself as an insurance advisor, build lasting relationships with your clients, and create a memorable brand that sets you apart from the competition.To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn and Adam Kulesza, Compliance Practice Consultant delve into the crucial topic of documentation for advisors. Adam shares his top tips for maintaining compliance, emphasizing the importance of thorough documentation to protect credibility and ensure regulatory requirements are met. Tune in to learn how to make compliance an integral part of your business and enhance your client relationships through effective documentation practices.To see our full legal disclaimers, please visit ivari.ca/podcast

MJ Macdonald, AVP of Learning & Development at ivari joins DeeAnn to share her unique strategies for maintaining balance while juggling multiple projects and responsibilities. They take us through their entrepreneurial journey, sharing valuable lessons learned along the way. The conversation emphasizes the importance of a balanced and sustainable approach to personal and professional growth, a key aspect often overlooked in the hustle of entrepreneurship. This episode is a treasure trove of wisdom for life insurance advisors looking to grow their business while ensuring personal well-being. Tune in to ignite your potential and transform your approach to work and life.To see our full legal disclaimers, please visit ivari.ca/podcast

In this insightful episode, DeeAnn is joined by our Senior Learning & Development Consultant Tara Muir to delve into the critical elements of building healthy relationships, both personally and professionally. They highlight the importance of trust and empathy as foundational pillars. The discussion emphasizes the need for constructive communication, transparency, and handling difficult conversations with empathy and understanding.Listeners will gain valuable insights to help maintain psychological safety, increase self-confidence, manage difficult conversations, and improve working relationships. This episode a must-listen for anyone looking to enhance their interpersonal dynamics!To see our full legal disclaimers, please visit ivari.ca/podcast

In this enlightening episode, guest Paul Binnendyk shares strategies for guiding clients towards making decisions and effectively handling objections. During this engaging discussion, he emphasizes the importance of asking insightful questions, using positive summary statements, and the power of storytelling and social proof. Tune in to gain valuable insights that will elevate your sales game! Don’t miss out on these expert tips and strategies to help you excel in your sales career.This is part four of a four-part series with Paul. While you don’t need to listen to all four in order, be sure to catch them all to enhance your sales skills!To see our full legal disclaimers, please visit ivari.ca/podcast

In this riveting episode, guest Paul Binnendyk delves into the critical role of personalized and effective recommendations in driving successful sales outcomes. During the discussion, Paul emphasizes the value of storytelling, preparation, and visualization in building trust with clients, and the need for humility and openness in the advisor-client relationship.Tune in for an episode packed with professional wisdom, personal experiences, and engaging conversation!This is part three of a four-part series with Paul. While you don’t need to listen to all four in order, be sure to catch them all to help you up your sales game!To see our full legal disclaimers, please visit ivari.ca/podcast

DeeAnn is again joined by sales skills facilitator Paul Binnendyk in this enlightening podcast as they delve into the art of sales communication. They discuss the pivotal role of effective communication, active listening, and understanding clients’ needs in the sales process. Explore with them the strategies for asking probing questions, maintaining control in conversations, and engaging clients through different strategies. Tune in to transform your sales approach and build stronger client relationships!This is part two of a four-part series with Paul. While you don’t need to listen to all four in order, be sure to catch them all to help you up your sales game!To see our full legal disclaimers, please visit ivari.ca/podcast

Paul Binnendyk, a seasoned salesperson and now facilitator, shares strategies to help you prepare for successful client meetings. He chats with DeeAnn about the importance of understanding your client’s needs by preparing and researching BEFORE you meet with them. Tune in to learn how you can start creating your very own sales playbook.This is part one of a four-part series with Paul. While you don’t need to listen to all four in order, be sure to catch them all to help you up your sales game.  To see our full legal disclaimers, please visit ivari.ca/podcast

Dive into the art of humanizing the sales process and discover how to transform yourself from just another insurance salesperson to a trusted advisor. During this insightful conversation, Ashley shares his wisdom on leveraging a human approach to sales, asking the right questions, and truly understanding clients’ needs. Don’t miss out on the secrets to client retention and personal satisfaction in the competitive insurance market. To see our full legal disclaimers, please visit ivari.ca/podcast