IDC WIN BIG | Business Innovation and Growth

Empire Life: Kids Start Strategy - Why Life Insurance for Kids?
2025-06-03 13:00 - 14:00 (America/Toronto)
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Another perspective of Children’s life insurance as another Asset Class.
When most people think of life insurance, they think of income replacement for adults. But there’s another perspective worth considering: Children’s life insurance as an alternative asset class. This strategic approach—often overlooked—can serve as a powerful financial tool.
Permanent life insurance for kids, when structured properly, offers lifelong coverage, builds cash value over time, and can provide tax-advantaged growth. It acts as a financial foundation that parents or grandparents can use to teach the next generation about saving, long-term planning, and legacy-building.
As part of a diversified portfolio, children’s life insurance can be a unique, stable asset that grows over decades.
1 CE credit (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Desjardins: PAR Additional Deposit Option Deconstructed: A Generational Legacy Plan
2025-06-05 13:00 - 14:00
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Giving while Living – Keeping it in the family but still maintaining control. We will cover strategies to build generational wealth and fast-track financial legacies using Desjardins PAR with our additional deposit option.
1 CE credit (PENDING APPROVAL) (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Technology Day 2025: From data to decisions
2025-06-10 13:00 - 16:00
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In the technology-enabled workplace data is playing an increasingly important role.
Join us online for Technology Day 2025, as we learn from an expert panel how you can use data to gain insights, inform conversations and empower decisions that drive business growth.
NO CE CREDITS – This session is not accredited for CE credits

Workplace Solutions - Symposium 2025: Humanizing benefits: Real people, real issues
2025-06-11 11:00 - 16:00
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Employee needs are more complex than ever before. To meet these dynamic requirements, effective health benefits plans must go beyond traditional group insurance solutions.
Join us for Symposium 2025, as we take a 360-degree approach to workplace well-being. In this forward-thinking session, we will examine real challenges facing real people, and how we can better align benefit solutions to meet diverse client needs.
Keynotes:
Michael Landsberg
President /CEO
What Happens Before Help Happens.
Real change doesn’t always come from more resources—it comes from real connection.
This talk shows how stories and emotion can guide people to the help they already have.
Joe Roberts
Author, Humanitarian
From skid row to CEO: Building resilience one step at a time.
In this empowering session, Joe discusses how to build the resiliency required to face adversity and succeed.

IDC WIN Advanced Tax and Estate Planning
2025-06-18 13:00 - 15:00
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Have clients with complex tax and estate planning needs? Join us for our online session – Tax and estate planning: Exploring advanced sales opportunities. Learn from IDC WIN and industry experts as they delve into topics like navigating the years after closing a large life insurance case, farm estate planning and the latest developments in tax policies. This insightful session can help you better understand how to maximize future opportunities while providing long-term value for clients.
1 CE credit (PENDING) (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

ivari - Simply Guaranteed Life and Simply Simplified Life - Our new tiered product suite
2025-06-24 13:00 - 14:00
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We’re excited to invite you to an exclusive webinar introducing SIMPLY, ivari’s new suite of simplified and guaranteed life insurance products.
Join us to explore how these innovative solutions can help you better serve clients who want straightforward, accessible coverage—with no medical underwriting required.
What you’ll learn:

Key features of Simply Simplified and Simply Guaranteed products
Built-in benefits and eligibility criteria
How Maple virtual healthcare adds value for your clients
Ideal client profiles and sales opportunities

Whether you’re looking to expand your offerings or simplify your sales conversations, this session will give you the tools and insights to succeed.
1 CE credit (PENDING APPROVAL) (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

NPC Computing - Cyber-Security Tails and Tips – Secure your practice against cyber-security threats!
2025-07-08 13:00 - 14:00
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Every cyber attack is an opportunity to learn where vulnerabilities exist so that we may rectify them and prevent similar attacks in the future.
Learning about other attacks makes us aware of the kinds of strategies and attack methods that are possible, but also how successful attacks often rely on human error; we not only learn how to prevent attacks on a technical level, but we can also learn from others’ mistakes so that we may avoid making similar preventable errors.
Don’t miss this crucial opportunity to strengthen your defenses—join our webinar and stay ahead of the next cyber threat.
1 CE credit (ON, BC, AB, QC) (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

RBC Insurance - Summer Webinar Series 2025
2025-07-11 11:30 - 12:30, 2025-07-25 11:30 - 12:30
CLICK HERE TO REGISTER
RBC has their Summer webinar series 2025 starting July 11, 2025. There are 3 webinars in this series.

July 11, 2025 – Providing advice to the Sandwich Generation – 11:30 am – 12:30 pm.
July 18, 2025 – Maximizing your in-force block of business with RBC Insurance – 11:30 am – 12:30 pm
July 25, 2025 – Professional Series – 11:30 am – 12:30 pm

Click the registration link above to register for one of all of the webinars.
**NOTE THESE ARE NOT IDC WIN HOSTED WEBINARS. CE CERTIFICATES ARE ISSUED BY RBC INSURANCE DIRECT TO THE ADVISOR.**

Dynamic Funds- Deliberately Different Approach to Global Investing
2025-07-17 13:00 - 14:00
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Host: David Fingold, BSc. Management | Vice President & Senior Portfolio Manager | Global and U.S. equities
Don’t miss this opportunity to hear David’s latest macro outlook, gain valuable insights into the positioning of the Dynamic Global Dividend Fund, and explore the compelling themes and portfolio names emerging from his bottom-up investment approach—plus, a look at the opportunities that lie ahead.
No CE Credits

RBC Insurance - Summer Webinars Series 2025
2025-07-18 11:30 - 12:30

Manulife PAR - Retirement Income Generator
2025-07-31 13:00 - 14:00
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Join Marni Weinberg and Jonathan Liang, Life and Living Benefits External Wholesalers, as they explore the selling points of Manulife Whole life PAR insurance and how to leverage it to enhance your client’s retirement planning.
1 CE credit (Pending approval) (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Sun Life - Partnering with our Marketing Actuary
2025-08-06 13:00 - 14:00
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Presenter: Lynn Lin, AVP and Marketing Actuary
Get an exclusive first look at three soon-to-be-launched tools designed to help advisors present sales strategies in a more visual and compelling way.
In this session, we’ll introduce:

The UL Advancing Death Benefit Tool
The Savvy Term Tool
The Postmortem Tool

Each tool will be brought to life through a case study, showing how you can apply them in real client conversations to simplify complex ideas and drive deeper engagement.
Don’t miss this opportunity to enhance your planning conversations with tools built for today’s advisor.
1 CE Credit (Pending approval) 1 CE credit (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Sun Life CE Series
2025-08-12 12:00 - 14:30, 2025-09-09 12:00 - 14:30, 2025-10-14 12:00 - 14:30, 2025-11-04 12:00 - 14:30
CLICK HERE TO REGISTER FOR THE UPCOMING WEBINARS
The Sun Life CE Series is a dynamic set of monthly 2.5-hour virtual sessions. Industry experts present on topics ranging from Estate & Financial Planning and practice management to insurance, wealth and broader industry insights.
The CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge.
Advisors have the chance to earn up to two CE credits per session! Note: You must pass a mandatory quiz for each session to qualify for this incentive.
If you can’t participate in the live events, a recording will be available. You still can earn CE credits upon completing the quiz.
THESE WEBINARS ARE NOT HOSTED BY IDC WIN. CE CREDITS WILL BE ISSUED BY SUN LIFE DIRECTLY

Empire Life - Registered Disability Savings Plan (RDSP)
2025-08-13 13:00 - 14:00
CLICK HERE TO REGISTER
Presenter: Heather Rennie, Director, Investment Products
This webinar will cover the features & benefits of RDSPs and showcase Empire Life’s upcoming launch of the industry’s first RDSP in a segregated fund product.
CE CREDIT PENDING APPROVAL (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Spotlight with Sun Life Consulting - Elevating Women
2025-09-04 12:00 - 13:00
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Women are reshaping the financial industry, with more money and referral power than ever before. Discover how gender inclusion drives success through inspiring stories and 3 key strategies. Join us to empower women, grow your practice, and build a more inclusive financial world.
THIS WEBINAR IS NOT IDC WIN HOSTED.
1 CE CREDIT – T0 BE ISSUED BY SUN LIFE

CPP Foresters - Helping meet the needs of juveniles through every stage of life
2025-09-30 13:00 - 14:00
CLICK HERE TO REGISTER
Masterclass #3: Helping meet the needs of juveniles through every stage of life
Life insurance for children isn’t about loss – it’s about giving them a head start with protection, savings, and a powerful financial foundation. Join Foresters Financial for our third Masterclass to learn how to elevate your business with juvenile whole life. Earn a CE credit!
THIS WEBINAR IS NOT IDC WIN HOSTED

IDC WIN Workplace Solutions and Cooperators: Attracting and retaining employees
2025-10-02 13:00 - 14:00
CLICK HERE TO REGISTER
As an advisor, you play a key role in helping employers navigate the challenges of workforce retention and recruitment. This webinar is designed to equip you with insights and strategies to position group benefits and group retirement & savings solutions as essential tools in your clients’ talent strategy.
Learn how Co-operators integrated workplace solutions can help employers:
Enhance their employee value proposition Support financial and personal well-being across diverse teams
Strengthen loyalty and reduce turnover Stand out in a competitive hiring landscape
1 CE credit under review (You must sign in on time and stay logged on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

CPP Foresters: Take your sales to the Max, Masterclass 1-Retirement planning with life insurance
2025-10-07 13:00 - 14:00
CLICK HERE TO REGISTER
Take Your Sales to the Max: Masterclass 1 – Retirement Planning with Life Insurance
Unlock the full potential of life insurance in retirement planning with our expert-led masterclass designed to elevate your sales strategies and client outcomes.
What you’ll learn in this session:

How to leverage Participating Whole Life (PAR) policies focusing in early cash values and later death benefits
Crafting effective Personal Insured Retirement strategies that maximize tax efficiency
Advanced insights into Estate Transfer and Estate Planning to preserve and grow client wealth
Capitalizing on the Juvenile Market for long-term client relationships

Plus, key updates to boost your competitive edge:

Introduction to the NEW JLTD product
Benefit from a higher Dividend Scale Interest Rate (DSIR) now at 6.25%
Take advantage of increased APO maximums for greater flexibility
Access Complimentary Member Benefits that add value for your clients
Earn compensation 10-20% higher than competitors
Unlock an extra 15% bonus with All Star qualification

1 CE credit (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

IDC WIN and Circle of Wealth: Powerful Visuals. Key Questions. Proven Results
2025-10-08 13:00 - 14:00
CLICK HERE TO REGISTER
By asking the right questions and using powerful visuals, the Circle of Wealth® system helps you cut through confusion, uncover new opportunities, and serve clients with greater clarity.
Join Don Blanton, Founder of MoneyTrax and creator of the Circle of Wealth® system, and Don Hart, VP Training & Development at IDC WIN, for a high-impact, one-hour webinar that will show you how to:

Use a practical framework to guide client conversations that build trust and inspire action
Apply time-tested strategies to reinforce the value of the products you recommend
See the Canadian version of the Circle of Wealth® software in action during a live demonstration

Whether you want to deepen existing client relationships or open the door to new ones, you’ll walk away with proven tools you can put to work immediately.
Live via Zoom (link provided upon registration)
THERE ARE NO CE CREDITS AVAILABLE FOR THIS WEBINAR

IDC WIN Workplace Solutions: CRISP: A Whole Health Approach for your small business clients
2025-10-09 13:00 - 14:00
CLICK HERE TO REGISTER
Ready to turn workplace benefits into a powerful sales funnel?
Join us for a fresh look at CRISP—an exclusive IDC WIN Workplace Solutions program designed to help you build credibility with small business clients and convert employee engagement into individual sales.
Why CRISP?
• Perfect for small business clients looking for value-add solutions
• Easy-issue options make closing simple
• Use health & dental as your entry point
• Host seminars and 1:1s to uncover additional financial needs
CRISP makes it easy to start conversations, build trust—and close more business.
CE credit- under review (You must sign in on time and stay logged on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Wayne Cotton - Save the date: The Formula for Exponential Growth
2025-10-15 13:30 - 14:30
SAVE THE DATE!
Bookmark your calendars to join Wayne Cotton’s session on Wednesday, October 15, 2025 @ 1:30 p.m. ET
Registration link to follow soon!

IDC WIN Fall Education Days - 2 Day virtual event - Day 1
2025-10-21 11:00 - 15:30
CLICK HERE TO REGISTER
Join us Tuesday, October 21 and Wednesday, October 22, 2025 for our virtual Fall Education Days.
This year, we’re going Beyond the conversation by bringing together leading voices from IDC WIN and our partners.
We will be sharing valuable insights, practical solutions and proven strategies to help you take action.
We look forward to seeing you online!
AGENDA
We know that Continuing Education (CE) and Professional Development Units (PDU) are important to you, not all sessions will qualify for credits.
Each day is being accredited as a whole, not per session, therefore, you must attend the full day to obtain credits.
The total number of CE credits per day are under review at this time.

IDC WIN Fall Education Days - 2 Day virtual event - Day 2
2025-10-22 11:00 - 16:00

Sun Life Wealth - Tax & Estate Planning with segregated funds and annuities
2025-10-30 13:00 - 14:00
CLICK HERE TO REGISTER
Segregated fund contracts and payout annuities can play a valuable role in a client’s tax and estate planning. This presentation looks at 4 different case studies where these products can be used to meet specific client needs, including:
Segregated funds case studies
1. Investing in segregated fund contracts with guarantees for elderly clients over age 80 (“Borrow a life” strategy)
2. Gifting during lifetime while maintaining control (“Inter-vivos proxy” strategy)
Payout annuity case studies
1. Creating Eligible Pension Income
2. Avoiding Old Age Security (OAS) clawback while boosting cashflow
1 CE credit – Pending approval (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

IDC WIN Workplace Solutions - Unlock the power of Group Savings Plans this RSP Season
2025-11-13 13:00 - 14:00
CLICK HERE TO REGISTER
Did you know that fewer than 50% of small businesses in Canada offer any retirement plan? That’s a massive gap—and a golden opportunity for advisors.
Join Workplace Solutions for a high-impact webinar on how Group Savings Plans (GSPs) can help you:
✅ Understand why GSP’s are essential in today’s economic climate
✅ Fill a critical gap in the market
✅ Position yourself as a trusted advisor to small and mid-sized businesses
✅ Build a recurring revenue stream through scalable compensation models
✅ Deepen client relationships and expand your service offering
This webinar is your chance to learn how to turn seasonal opportunity into long-term success.
CE credit under review – EXCEPT IN QUEBEC
(You must sign in on time and stay logged on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

IDC WIN Workplace Solutions: Discover how Cognitive Behavioural Therapy (CBT) can transform client wellness—and your advisory practice.
2025-11-20 13:00 - 14:00
CLICK HERE TO REGISTER
Join IDC WIN × PsyVitaliti to explore why investing in the right mental health solution matters—and how Cognitive Behavioural Therapy (CBT) can transform outcomes across your workforce.
You’ll learn how to:
– Fix the EAP utilization gap and strengthen renewals using CBT
– Understand why the gap persists—and what advisors can do about it
– See how PsyVitaliti’s unique booking model removes barriers to care
– Access exclusive discounts available only to IDC members
PsyVitaliti is a CBT clinic with a large, trusted network offering fast, easy online booking, no waitlists, and real human support 24/7—so employees actually access the care they need.
Let’s talk about Mental Health That Works—for your clients, their employees, and your business.
NO CE CREDITS FOR THIS SESSION
