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
Documentation tips for advisors
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