Canada Life – Welcome to Workspace!

CLICK HERE TO REGISTER Presenter: Dominique Gregoire | Learning and Development Facilitator Summary: Join us for an introduction of Workspace - the centre of Canada Life's digitally-enabled future. In this webinar, we will explain: How the tool works How to access client information to make changes and review products/policies Give you an overview on where to find additional resources To have ...

Empire Life – EstateMax & Optimax Wealth Product Enhancements

CLICK HERE TO REGISTER Presenter:  Lisa Moore | Account Executive Retail Distribution, Insurance Join us for an in depth breakdown of the latest enhancements to our PAR Portfolio, making Empire more competitive than ever. We will be walking you through two in-depth case studies on how these products fit in the market and might meet your clients’ needs. We will ...

IDC WIN Workplace Solutions and Manulife: Grow your business with group retirement plans

CLICK HERE TO REGISTER Join us for an exclusive IDC WIN webinar featuring guest speaker Rob Grad, where we'll delve into innovative strategies and practical insights for enhancing your group business. This one-hour session is tailored for both wealth advisors and group benefits advisors, providing the tools and knowledge necessary to effectively sell group retirement plans. Rob, will cover the ...

Equitable Life – Insurance Insights (Par Management)

CLICK HERE TO REGISTER Par Management Have you ever wondered what insights you might learn from an insurer’s Par fund Management team? Would you like to learn about the importance of asset allocation, and how asset allocation can be actively managed to enhance risk-adjusted returns? Please join us to learn about this uniquely managed fund and how your client’s money ...

Desjardins – Master Class – Risk Management for Business Owners

CLICK HERE TO REGISTER The Master Class Series with Desjardins, our interactive CE credited vodcasts, connect you with insurance and financial planning professionals to enhance your knowledge and skills about the business owner market. Business owners and their professional advisors routinely put structures in place to protect the business’ capital assets against threats like fire, theft, or disruptions to their supply chain. ...

HomeEquity Bank – provider of the CHIP Reverse Mortgage – Launch

CLICK HERE TO REGISTER IDC WIN is thrilled to share that we've entered into a dynamic referral partnership with HomeEquity Bank – provider of the CHIP Reverse Mortgage. HomeEquity Bank, a Schedule 1 Canadian Bank, has been the leading provider of reverse mortgages in Canada for more than 38 years. They are the only financial institution exclusively dedicated to providing ...

2024 IDC WIN Fall Education Days

CLICK HERE TO REGISTER Join us virtually October 8 & 9, 2024, for an event packed with valuable insights.

2024 IDC WIN Fall Education Days

CLICK HERE TO REGISTER Join us virtually October 8 & 9, 2024, for an event packed with valuable insights.