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 ...
CLICK HERE TO REGISTER Join us virtually October 8 & 9, 2024, for an event packed with valuable insights.
CLICK HERE TO REGISTER Join us virtually October 8 & 9, 2024, for an event packed with valuable insights.
CLICK HERE TO REGISTER Presenters: Mozzie Chleilat | Business Development Manager, Insurance Lending Michael Pilz | Head, National Sales, Insurance Lending Johnny Li | Business Development Manager Michael Cumberbatch | Head, Business Development & Relationship Management, Deposits CSV & IFA Part 1 – 40 minutes Discover how insurance lending can take your client’s financial plan—and your practice—to the next level. Insurance lending ...
CLICK HERE TO REGISTER There are many ways that a benefits plan can support the physical and mental health of plan members and their families. But to get the most out of their plan, members need to know what coverage they have, how it can help and how to access those services. Communication is critical ...
CLICK HERE TO REGISTER We know that clients and their families benefit from whole life plans that provide crucial coverage for an insured’s loved ones. However, the growth inside of these policies can also allow the policyowner to utilize the benefits of these plans while their living. Find out how to maximize the values of our Equimax whole life plans ...
CLICK HERE TO REGISTER Have you discovered the hidden gems within Manulife’s individual insurance product shelf? Do you want to upgrade your sales conversations, taking a fresh perspective on an old narrative? In this presentation you ill learn how to use Manulife’s dynamic life insurance and living benefits in a non-conventional way, while adding tremendous value to your clients’ lives. ...
CLICK HERE TO REGISTER Understanding the impact of women’s health on organizational success is not just a personal concern—it's a business necessity. This first webinar in our Health series focuses on menopause. Unmanaged menopause symptoms result in approximately 540,000 lost workdays, costing employers approximately $237m annually. Why attend our health series? Being well-informed about the impact of health issues on ...
CLICK HERE TO REGISTER Presenter: Stuart Dollar M.A., LL.B, CFP®, CLU®, ChFC®, TEP Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario. The presentation discusses the double tax problem when a business owner dies, then moves to two post-mortem planning options, loss-carryback and pipeline. It then briefly discusses ...
CLICK HERE TO REGISTER Presenters: Ashley Misquitta, CFA - Empire Life Ian Kerr, Empire Life Nick Pirraglia, Empire Life Graeme Allan, IDC WIN (co host) Something Wicked This Way Comes introduces Empire Life's investment team, philosophy, and approach. It continues with updates on the outlook of the economy and markets and highlights the secular tailwinds for the U.S. economy and ...
CLICK HERE TO REGISTER Speaker: Jonathan Jarvie | Director, Customer Success The role of an advisor requires you to wear many different hats. Due to your role and responsibilities, time is a valuable commodity that most lack. Thankfully, there are ways technology can help, especially with your Life Insurance business. Jon Jarvie from Life Design Analysis will show you the ...
CLICK HERE TO REGISTER Speaker: Marni Hefner, Director, IDC WIN Workplace Solutions, Business Development (ON/MB) Simplicity is key. Unlock the value of plan offerings that fit the needs of your groups 2-15 lives Why you should promote How you should promote When you should promote Who is the perfect candidate What your client objective may be 1 CE credit (except ...
