IDC WIN BIG | Business Innovation and Growth

Manulife - Tax & Estate Planning in Action
2023-03-07 13:00 - 14:00 (America/Toronto)
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1 CE Credit, except in QC
Presenter: John Natale, Head of Tax, Retirement & Estate Planning Services, Wealth
Tax & Estate Planning in Action – Lessons Learned Using a Case Study Approach
“By Failing to prepare, you are preparing to fail.” (Benjamin Franklin). “Someone’s sitting in the shade today because someone planted a tree a long time ago.” (Warren Buffett). Two of the most famous planning expressions that are so often true. John Natale will discuss several real life examples which demonstrate the consequences from a tax and estate planning perspective of not listening to Mr. Franklin. John will review the mistakes made and discuss different alternatives and solutions so that your clients reflect the wisdom of Mr. Buffett and by doing so ensure your clients aren’t the next case study!!!”

Workplace Solutions - IDC WIN and Common Wealth make it easy...
2023-03-14 13:00 - 14:00
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Group savings is one of the fastest-growing business lines for advisors. And IDC WIN’s partnership with Common Wealth enables your access to the opportunity!
Common Wealth elevates the group savings experience for you and your clients – with a smart platform, incredible service, and a library of polished sales materials for advisors.
Don’t miss this exciting opportunity to better understand what’s driving the client demand for group retirement services and how IDC WIN and Common Wealth can help you begin, or grow, your group savings business.
No CE credit

Sun Life Sweet Spots: Focusing on CI and Term
2023-03-21 13:00 - 14:00
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1 CE credit

Speakers:

Introduction: Yusudan Ren, CFA, CFP, CLU, Pl.Fin., Regional Sales Director
Presentation Conducted by: Frank Lapierre, CFP, CLU, Life Insurance Product Manager and Alex Maus, Product Manager

Sweet Spots at Sun Life provides an overview of our life and CI insurance product shelf. It highlights pricing competitiveness, unique product features and positioning, sales strategies and sales tools. It also gives an overview of key marketing materials, no-fluid underwriting, and current new business turnaround times.

RBC Insurance - Discovering insurance needs from a business owner's will
2023-03-22 13:00 - 14:00
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1 CE Credit|1 PDU
Presenter: Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance
Discovering Insurance Needs From a Business Owner’s Will – how asking the right questions uncovers life insurance needs
Asking business owner clients the right questions about their will and estate planning can open the door to valuable conversations about their priorities and needs, uncovering opportunities for personalized life insurance solutions.

Sun Life - Twists on corporate strategies
2023-03-28 13:00 - 14:00
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1 CE credit | 1 PDU
Presenter: Helen Chow, BSc, FSA AVP, Professional Insights & Marketing Actuary | Sun Life Consulting
Description: Variations of corporate insurance strategies and how they can be modeled to win over clients and accountants.

CPP/Foresters - A+ Protection Participating Whole Life with your clients' wellness in mind
2023-03-29 13:00 - 14:00
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1 CE credit, except in QC
(You must stay on for the full presentation to receive your credit)
Presenter: Zainab Sheikh, Regional Vice President, Ontario
This presentation provides advisors with sales strategies for Foresters Advantage Plus Participating Whole Life product. Advisors will learn about product features and built-in benefits as well as flexible options to help meet a wide variety of client needs. Case studies will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Amazing Member Benefits. Don’t miss out!

Beneva - Reviewing the Beneva Playbook
2023-03-30 13:00 - 14:00
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1 CE Credit
Presenter: Barry Rubin, Director, Business Development
At Beneva, we understand your clients need to protect and plan for their financial future. Our Beneva Advisor Playbook will showcase some specific examples to help you and your clients understand the value that Beneva can offer.

EDGE Benefits - Small business "group" benefit solutions
2023-04-05 13:00 - 14:00
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1 CE credit, except in Quebec
Presenter: Markaysa Sinnamon, Sales Director
Your Sales Director at The Edge Benefits, Markaysa Sinnamon has put together a unique and IDC Exclusive Webinar for you in 2023. You are invited to join this CE accredited training that will support the growth of your Living Benefit Business. The EDGE’s Health and Dental Multi-Life Solution has changed the way Small Business have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions and how it will open doors for you to sell your other lines of business!

IDC WIN Advanced Estate Planning Team-Meet the Experts!
2023-04-06 13:00 - 14:00
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CE Credits under review
Hosted by: Don Hart, VP, Training and Development
Speakers:

Brad Hyde, Director, Tax and Estate Planning
Chris Britton, Director, Tax and Estate Planning
Frank Abate, National Director, Tax and Estate Planning
Nitin Bansal, Director, Actuarial Support
Beverly Krzmarcik, Co-owner Oasis Wealth Design Group Inc.

Join the IDC WIN Advanced Estate Planning team for an informative webinar and panel discussion on:

Discover the opportunities with the advanced Estate Planning team.
IFAs or Not IFAs are they still popular?
RCAs are they worth it?
Reactions to the 2023 Budget
“The Advisor Experience” with Beverly Krzmarcik

“Ask the Expert” panel discussion and pose your questions live to our in-house Estate Planning experts!

Conquest phase 2 live demo - Data aggregation & client portal
2023-04-11 13:00 - 14:00
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Speakers:

Rosie Jurgutis
Johnny Chiello
Brenda Yee

This session will provide a live walkthrough of the most recent Conquest enhancements – Data Aggregation and a robust Client Portal.
No CE credits

Beneva - Transforming Financial Professionals through Practice Management
2023-04-18 13:30 - 14:30
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Speakers:

Grant Hicks
Gordon Chan

Grant Hicks is President of Advisor Practice Management, a Financial Advisor coaching and training company, with over 30 years of unique experience in the financial services industry.
This webinar will explore how elite Advisors:

are acquiring ideal clients and avoiding mistakes Advisors make on client acquisition
deliver more value to ideal clients by offering value-added conversations and advice processes
use strategies to build and manage ideal capacity, and why less is more

Come join us for this unique opportunity to kick start your spring!
No CE credits

Empire Life TRIIPSS: Generating lifetime income Part 1 - The planning process
2023-04-19 14:00 - 15:30
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This first of a two-part session explores the unique aspects of planning for an income that is designed to support the lifestyle individuals and clients envisage as they approach or embark on the journey of financial independence. Attendees will be exposed to:

Some of the myths and realities concerning retirement
How and why assumptions and factors used to save for retirement may not work or work differently when spending through the phases of retirement
Walk away with some concepts and tactics that are better attuned to the aging marketplace.

Attendees will gain a new appreciation for how retirement planning is so different from retirement income planning.
CE credits: Pending
To receive their CE credit, attendees of each event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

IDC WIN Workplace Solutions: Offer Group Savings Plans with ease and confidence - even if you haven't before
2023-05-02 13:00 - 14:00
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Discover the growth potential in group retirement benefits by joining IDC and Common Wealth for an informative webinar. Whether you’re new to selling GRS or looking to enhance your current offerings, this session will help you understand what’s driving client demand and how our partnership can support your success. Elevate the group retirement experience for your clients and discover new opportunities to grow your business. Don’t miss out!
No CE credits

Empire Life: TRIIPSS: Generating lifetime income: Part 2 - Some principles to employ
2023-05-03 14:00 - 15:00
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Our last session focused on the views and expectations of aging Canadians and the retirement income planning process. One widely held concern is outliving one’s money and becoming a burden on family. This session looks at some key considerations that can impact how long money will last, income generating strategies that can help with the ups and downs of the market, options to address some rules of thumb that may not be sustainable and the significance of lifestyle planning. Attendees will walk away with tools, processes and conversation starters, all designed to better equip them with the task of working with aging clients to generate lifetime income.

CE credits: Pending
To receive their CE credit, attendees of each event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

Assumption Life - The 2% Solution What to do in times of budget pressures
2023-05-09 13:00 - 14:00
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With inflation at unprecedented levels (in recent memory), middle class is feeling the budget pressures and looking for ways to stretch the dollars. Often choosing not to cover some of the risks they are exposed to could unduly jeopardize the financial integrity of the family unit. This concept presentation is looking to demonstrate how to avoid putting all your eggs in one basket, or worst… having no egg at all in the basket, in order for the advisor to better position protection solutions in a budget friendly manner.
Hear from Assumption Life Business Development Executives:

Shirley Su- BC/Prairies
Jennifer Koshul – Ontario
Youssef Lahlou – Quebec
Mehdi Saghir – Atlantic

1 CE Credit, under review in QC

Beneva Virtual Road Show
2023-05-10 13:30 - 16:00
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Putting people first by returning to what insurance is meant to be about. We have a wide range of solutions to meet your clients’ Insurance and Investment needs through every stage of their lives. Joing us on May 10th to learn from a number of incredible industry speakers and our Sales & Management Team.
Learn from a number of incredible industry speakers and our Sales & Management Team.

Keith Leech, CFP, CLU, CHC, CHS, President of Context Planning
Drummond Brodeur, MBA, CFA, Senior Vice President & Global Strategist, CI Global Asset Management
Jos Herman, BComm, CPA, CA, CFP, TEP, Client Focused Leader

And an opportunity to win 1 of 5 $100.00 Visa gift cards and a grand prize of a $500.00 Visa gift card.
CE Credits available

Connecting with Clients - Emily Miszk
2023-05-11 13:00 - 14:00
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Join Emily Miszk and hear about Connecting with Clients through social media.
Join Emily Miszk, the owner of Port Credit Mortgages for an insightful webinar on how she transformed her mortgage business to be 100% virtual well before the Covid-19 pandemic and subsequent lockdowns. Emily will share her expertise on how she leverages digital platforms to create a solid foundation of trust and connection with her clients and partners. By utilizing these platforms, Emily has been able to establish a strong rapport with her audience, which makes the advice and service piece seamless. This webinar is an opportunity to learn and engage with Emily and other participants as we strive to enhance our skills in building online communities. Make sure to join with your cameras for a fully interactive experience!

Foresters Advantage: NEW Term and permanent
2023-05-15 13:00 - 14:00
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Presenter: Zainab Sheikh, Vice President, ON
Effective May 1, 2023, we’re taking some important steps to help you and your clients counter inflation.

We’re discounting the rates of Foresters term life insurance submitted between May 1 to July 31, 2023 with individual coverage over $500,000.
We’ve fine-tuned the ratios on the Enhanced Dividend Option for our Advantage Plus 20 Pay
Making the Foresters life insurance application process simpler for your clients. No initial paramedical or lab work will be required for life insurance up to $1,000,000 for ages up to 50 and $500,000 from ages 51-55.
We launched a special promotion on May 1, where you can earn as much as a 35% bonus on your Foresters Net First Year Commission. PLUS, we have a sweetener for your clients too!

CE Credits under review, not available in QC

IDC WIN Compliance - 2023 Compliance Check with Eric Wachtel
2023-05-16 13:00 - 14:00
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Join Eric Wachtel, IDC WIN’s Chief Compliance Officer talk about the 2023 Compliance check. A no nonsense presentation informing you of everything you need to be compliant and pass audits as an advisor
CE Credit available

Canada Life - My par gift
2023-05-17 13:00 - 14:00
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Cohost: Nitin Bansal, FSA, FCIA | Director, Actuarial Support, IDC Worldsource Insurance Network
1 CE Credit

Banking Update with Vic Raye
2023-05-18 13:00 - 14:00
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Join Vic Raye, IDC WIN’s National Director, Banking Services and hear about the latest banking updates.
CE credits to be confirmed

Equisoft - Social Media and Search Advertising for the Financial Advisor
2023-05-23 13:00 - 14:00
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Speaker: Ryan Webb, Marketing Manager for Equisoft’s Advisor Business and Founder of AppIntent.com
Cohost: Eric Wachtel, Chief Compliance Officer | IDC Worldsource Insurance Network
Ryan has been helping small businesses advertise online for nearly 2 decades. Tune in to this webinar to learn tips and tricks specific to financial advisors to help maximize your returns on advertising spend, build your sales funnel, and help grow your book of business.
No CE Credits

The Edge Benefits - No Medical CI
2023-05-24 13:00 - 14:00
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1 CE credit
EDGE Benefits will be hosting an online presentation for IDC advisors to provide an overview of how our guaranteed issue Critical Illness solution can help “keep the fence” around your clients. A great option if you have received a “decline” from your Critical Illness underwriter, your client does not want to go through the full medical underwriting process or have already delivered a CI cheque to a client.

Life Design Analysis Inc (LDA) - Importing your block of business, and using LDA Leadgen to drive business over the summer and beyond
2023-05-25 13:00 - 14:00
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1 CE credit BC, ON
Work the top and bottom funnels to drive client engagement. Identify opportunities by importing your book of business, then target those clients with an email to fill out their needs analysis through the LDA Leadgen.

Desjardins - Top 10 Reasons to do Business with Desjardins
2023-05-30 13:00 - 14:00
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Speaker: Petra Ross, Regional Sales Director, Individual Insurance and Health, Western Canada
Top 10 Reasons to do Business with Desjardins:
There are many reasons why you should do business with Desjardins Insurance. Join us and learn about unique product features like the contractual Association Option provided in our term life portfolio, market leading Teladoc Medical Experts (formerly Best Doctors), our suite of unique advisor tools like Executive Health Plan and more. Discover our Top 10 reasons that make Desjardins unique amongst our competitors.
Petra started her career in the Financial Services Industry after completing her Bachelor of Commerce degree from UBC. She spent six years with Great-West Life and rose to the position of Advanced Sales Manager of Living Benefits. She spent the next 10 years gaining experience working for insurance companies and MGA’s training and helping independent Financial Advisors grow their practice. She is a Certified Health Specialist (CHS) and is working towards her Certified Financial Planner (CFP) designation
1 CE Credit, NO PDU for Quebec

UV Insurance - Simplified Issue at standard rates
2023-05-31 13:00 - 14:00
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Speaker: Chantal Marquis, Director, Business Development | Individual Insurance and Investment & Retirement
1 CE Credit available

Beneva - Protecting Children's Insurability
2023-06-01 13:00 - 14:00
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Presenter: Jeny Yeung, CFP, EPC Senior Director, Business Development, Individual Life Products
What better day than International Children’s day to discuss insurance for children. Every parent has been the bandaid and Kleenex provider for all those scraps and bruises, cheering squad and biggest fan at all the sporting events. We know children are a gift. Let’s protect that gift with insurance. Protecting their insurability now since we know life has its own bump and bruises along the way.
1 CE credit | PDU

Empire Life - The Kid Start Strategy
2023-06-06 13:00 - 14:00
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Presenter: Mark Murano
If you have clients who are at that stage in their life where they are enjoying financial security, and want to help their grandchildren get an early start on the way to a financially secure future, purchasing a Participating Whole Life Insurance policy on their grandchild’s life may be the right approach. We’ll dive deep into Empire Life’s client focused marketing, ‘the Kid Start Program’.
1 CE Credit

Equitable Life - Next Generation Planning with the Power of Story-selling
2023-06-07 13:00 - 14:00
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Presenter: Katherine Hill, Regional Sales Manager, Individual Life & Health
Learn how to tell the story of participating whole life and how valuable it can be in giving the next generation a head start in life. Tap into the power of story-selling and learn how to have conversations that appeal to the client’s CORE VALUES, the driving force behind every decision an individual makes.
1 CE Credit | PDU

Sun Life - Sun CII for Children
2023-06-08 13:00 - 14:00
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Presenter: Yusudan Ren, CFA, CFP, CLU, Pl. Fin., Regional Sales Director, Central North East Region
Appreciate the need of CII for children.

Identify the benefits of purchasing a CII plan for young children.
Understand the insurance solution, how it works and what options that are available the tailor the plan for the client.
Explain how to build a plan that protects the child through their lifetime and answer key question that might come up during the sales process.

1 CE credit | PDU
