ivari presents...On the go
Join host DeeAnn Brinton—and some special guests along the way—as we cover topics to help you successfully run your life insurance business. So now, when you’re driving the kids to school or grabbing a quick coffee between meetings, you can stay informed in your own time. Listen and follow wherever you get your podcasts!
To see our full legal disclaimers, please visit ivari.ca/podcast
ivari presents...On the go
Compliance APRs
DeeAnn is joined by Adam Kulesza, ivari’s Compliance & Practice Development Consultant. They go over what an Advisor Practice Review (APR) is, why it’s important and the significance of maintaining accurate client files. Whether you’ve had an APR or not, this podcast will give you some good insights and tips.
To see our full legal disclaimers, please visit ivari.ca/podcast