OFFICIAL HIGHLIGHTS & RECAP
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I’m excited to use what I learned at GMG, especially the new social media strategies. I feel ready to book more appointments and turn those leads into clients and business partners.
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GMG felt like a true reset. The speakers, the insights and the community reminded me of my why. I left inspired and equipped to serve my clients with new ideas.
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This GMG brought our team closer and strengthened how we work together. Traveling to the event and seeing Allah’s creations made the experience even more meaningful.
Greatway Financial Inc. hosted its newly rebranded GMG Regional Conference on November 8–9, uniting agents from across the country for two days of learning and connection. The event reflected GMG’s pillars — Growth, Momentum, and Greatness, equipping agents with practical habits and structure to elevate business and personal impact.
Over two days, GMG Conference 2025 brought agents together to learn, connect, and strengthen the way service is delivered to families. The event reflected what GMG stands for: Growth, Momentum, and Greatness, with focused sessions on industry insight, performance, communication, and compliance. Hosted by Shay Garcia, the conference welcomed every voice on stage with a purpose rooted in clarity and elevation. Each speaker and breakout offered practical tools, clear structure, and actionable habits to help agents grow their business and refine their daily routines. The conversations, lessons, and shared moments carried a collective energy, reminding everyone that progress is built through consistency, community, and a mindset ready to rise.
— Platinum Sponsor —
ivari, A Sagicorp Company
— Gold Sponsor —
Foresters Financial
— Silver Sponsors —
Children's Education Funds Inc.
Co-operators
— Bronze Sponsors —
BFL Canada
CreditLift
The Edge Benefits
SeeWhy Learning
Travelance
— Platinum Sponsor — ivari, A Sagicorp Company — Gold Sponsor — Foresters Financial — Silver Sponsors — Children's Education Funds Inc. Co-operators — Bronze Sponsors — BFL Canada CreditLift The Edge Benefits SeeWhy Learning Travelance
PROFESSIONAL
STRENGTH
WITH JIM RUTA
This year marked Jim Ruta’s first appearance on the Greatway stage, bringing decades of industry insight to our conference. He focused on elevating professionalism and reinforcing trust as the foundation of serving families, emphasizing credibility, reliability, and ethical selling.
Jim encouraged agents to strengthen their habits, sharpen their communication, and ground their work in service. His session offered clear, practical reminders that long-term success is built through consistent, values-driven action.
STRUCTURED MOMENTUM
WITH PETE KOHLASCH
We were proud to welcome performance strategist Pete Kohlasch to the Greatway stage for the first time. He introduced a structured operating model designed to help agents work with clarity and intentionality, simplifying decisions to support consistency.
Pete encouraged agents to refine their routines, assess their progress honestly, and focus on actions that build real momentum. His session provided an approachable framework agents can use to operate with confidence every day.
ivari
—
INDUSTRY PERSPECTIVE
Representing our Platinum Sponsor Ivari, Jorge Pablo delivered a grounded message on the importance of stability, clarity, and long-term partnership in today’s evolving industry. He highlighted the significance of building strong advisor relationships and the value of transparent communication during times of change.
Jorge emphasized Ivari’s continued commitment to supporting Greatway agents with reliable solutions and meaningful guidance. His presence set a thoughtful tone, reinforcing that strong carrier partnerships play a major role in helping families achieve long-term financial security.
Foresters
—
FAMILY SOLUTIONS
Gold Sponsor Foresters Financial was represented by Dave Talbot, who introduced new Whole Life solutions designed to support families through every season. He highlighted Foresters’ mission-driven approach and the value of products that align with long-term protection and member benefits.
Dave emphasized the importance of staying connected with clients across generations and offering solutions that grow with their needs. His message reinforced Foresters’ commitment to helping advisors serve families with depth, purpose, and flexibility.
BREAKOUT SESSIONS
Sales Cycle Optimization
— Ivari, Brandon Cossette
A focused breakdown of the modern sales cycle, with clear steps to streamline conversations and strengthen close rates. Actionable structure, repeatable process, stronger confidence.
Exam Readiness
— LLQPs, Concep Villa & BDM Luigi Sanvictores
A focused LLQP Exam Readiness session covering study strategy, key topic breakdowns, and clear preparation tools. Straightforward guidance, simplified structure, stronger confidence for future advisors.
Generational Connection
— Foresters, Dave Talbot
Insight on connecting with families across generations and supporting long-term needs. Practical guidance, value-driven solutions, deeper client relationships.
AI for Agents
— BDM Michael Liscano
A hands-on introduction to accessible AI tools that support communication and daily workflow. Practical tech, immediate use cases, productivity unlocked.
RISK
AWARENESS
—
BFL CANADA
As one of our key partners, BFL Canada’s Kelly Macdonald opened the conference with an eye-opening look at the risks agents face in today’s digital environment. Their session highlighted how cyber threats and compliance gaps can impact both advisors and clients, especially as the industry continues to shift toward technology-driven processes.
BFL Canada emphasized the importance of awareness, protection, and proactive risk management. Their message reinforced that Greatway’s commitment to openly addressing these topics equips agents with the resilience and clarity needed to operate confidently and responsibly in a rapidly changing landscape.
MINDSET & RESILIENCE
—
MAGDALENE
FAFILA
As one of our top sales leadership agents, Magdalene Fafila delivered an inspiring message on belief, emotional steadiness, and personal discipline. She encouraged agents to protect their mindset and maintain clarity, even when navigating pressure or change.
Magdalene highlighted how confidence grows through intentional habits and steady effort. Her session reinforced that resilience and momentum come from choosing purposeful action every single day.
CONFIDENT
COMMUNICATION
—
RICHARD
SAMPANG
We welcomed back top sales leadership agent Richard Sampang to the stage, where he delivered a focused session on clear and confident communication. He emphasized that purposeful messaging and active listening strengthen trust and deepen client relationships.
Richard encouraged agents to communicate with intention both online and offline. His session offered practical techniques that make conversations smoother, clearer, and more effective for the families we serve.
DIGITAL
PRESENCE
—
ADEOLA
MONOFI
This year marked the first time top sales leadership agent Adeola Monofi delivered a conference training session, and she brought powerful insight on digital visibility and personal brand. She emphasized that authentic content and consistent presence build long-term trust.
Adeola encouraged agents to show up confidently online and communicate with clarity and purpose. Her session provided simple, actionable steps to expand reach, strengthen brand identity, and create new opportunities through digital presence.
The Executive Panel, led by Ivari’s Jorge Pablo, brought together Greatway’s CEO, CDO, and CCO for a focused and transparent conversation on the company’s long-term direction. Jorge guided the discussion with thoughtful questions that highlighted the shifts happening in the industry and the importance of clarity and stability for agents.
The panel emphasized Greatway’s commitment to building strong systems, supporting agent growth, and aligning leadership around a unified vision. Their message reinforced that Greatway’s foundation remains steady and that every strategic decision is designed to help agents thrive with confidence and purpose.
CHIEF
PANEL
The Elite Producer Panel brought together some of Greatway’s top-performing agents for a transparent and experience-driven discussion on consistency, structure, and serving families at a high level. Each panelist shared the routines, habits, and mindset shifts that helped them build momentum in both production and leadership, offering practical insight grounded in real-world results.
They emphasized the importance of discipline, clarity, and long-term focus, especially when balancing personal demands with business growth. The panel reinforced that elite performance is built through steady action, intentional decisions, and a commitment to continuous improvement — setting a strong example for agents across the organization.
ELITE
PANEL
OPERATIONAL
EXCELLENCE
Compliance Associate Anabelle Manglicmot delivered a standout session on the importance of proper documentation, using clear examples to show how accurate notes protect both agents and clients. She reinforced that strong compliance habits reduce risk, strengthen trust, and support long-term professionalism in every client relationship.
CRM Specialist Mylene Marasigan provided a focused training on leveraging CRM tools to simplify posting, follow-ups, and lead generation. She demonstrated how consistent use of digital systems can streamline workflows, improve organization, and help agents stay connected with families more effectively. Together, their sessions highlighted two essential operational anchors: protection and productivity.
SERVICE LEADERSHIP
Founder Marlon Antonio delivered a grounded message on the importance of client-first service and long-term relationship building. He emphasized that meaningful growth begins by helping families improve their financial situations through comprehensive reviews, thoughtful recommendations, and ongoing support. Marlon highlighted that adaptability, continuous learning, and personal development remain essential as client needs evolve and the industry shifts.
VALUES IN ACTION
CEO Danica Antonio shared a leadership philosophy centered on alignment, intentionality, and operational clarity. She emphasized streamlining systems, increasing speed, and strengthening internal structure to support agents more effectively. Danica encouraged attendees to lead with steadiness and purpose, connecting Greatway’s future direction to values-driven decision-making and a clear vision for long-term organizational strength.
We extend our heartfelt appreciation to all the sponsors who made the GMG Conference 2025 possible!
SILVER SPONSOR
SILVER SPONSOR
BRONZE SPONSOR
BRONZE SPONSOR
GOLD SPONSOR
PLATINUM SPONSOR
BRONZE SPONSOR
BRONZE SPONSOR
BRONZE SPONSOR
Coffee Break Sponsor Day 01: ivari
Coffee Break Sponsor Day 02: Foresters Financial x Greatway
Your generous support played a crucial role in creating this transformative experience for all attendees.
Greatway Financial extends its sincere thanks to all attendees, sponsors, partners, hosts, panel facilitators, workshop facilitators, organizers, staff, and volunteers who made this event a resounding success. We can’t wait to bring you more valuable experiences in the future!
