IDC WIN Workplace Solutions – Empowering success: Why women’s health matters…

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 ...

Sun Life: Post-Mortem Planning and Life Insurance

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 ...

Empire Life – Something wicked this way comes

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 ...

Life Design Analysis (LDA) – Harnessing technology to reclaim your valuable time

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 ...

RBC Insurance – Matters of Estate: Transfer, Protect, Advise

CLICK HERE TO REGISTER Speakers: Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance Santo Filice, CHS Senior Sales Consultant Wealth & Retirement Solutions | RBC Insurance Join RBC for an insightful presentation on the critical role estate planning plays in preserving and growing your wealth for future generations. We will explore how life insurance and wealth ...