IDC WIN BIG | Business Innovation and Growth

IDC WIN Workplace Solutions – Building Blocks of Success – a 4-Part Series
2025-03-10 13:00 - 14:00, 2025-03-17 13:00 - 14:00, 2025-03-24 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
BACK BY POPULAR DEMAND
Revamped, revitalized and for advisors who haven’t yet attended or would like a refresher:
This 4-part series is designed for advisors looking to develop, enhance or expand their group insurance services.
This comprehensive 4-part series covers the essential steps in growing a successful group insurance practice. Whether you’re just getting started or looking to refine your approach, this series will provide the fundamental tools and strategies to help you succeed and grow your business.
You can choose to attend one or more of the following webinars:

March 3
March 10
March 17
March 24

1 CE credit/session (You must stay on for the full presentation to receive your credit)

BMO Insurance - Joint-Last-to-Die Insurance: The ultimate estate planning tool
2025-03-18 13:00 - 14:00
CLICK HERE TO REGISTER
Insurance is an essential element of any estate plan as it can simplify the process and create greater financial value when death arises.
This presentation will focus on Joint Last to Die insurance and the many ways it can be used to enhance an estate plan. Case studies will focus on two specific opportunities, funding estate costs and equalization.
1 CE credit – This presentation is accredited in QC, ON, BC, AB. (You must stay on for the full presentation to receive your credit)

RBC Insurance - What's Under the hood?
2025-03-26 14:00 - 15:00
CLICK HERE TO REGISTER
Hear about RBC Insurance Participating Whole Life Insurance.
(THIS WEBINAR IS NOT IDC WIN HOSTED)

Empire Life - Market update with Empire Life investments team
2025-04-03 14:30 - 15:30
CLICK HERE TO REGISTER
No CE Credits
THIS WEBINAR IS NOT IDC WIN HOSTED

Desjardins - Flexibility for your client: Additional Deposit Option
2025-04-08 13:00 - 14:30
CLICK HERE TO REGISTER
Join us for this exclusive webinar introducing Desjardins Insurance’s Additional Deposit Option (ADO), where we’ll highlight its value and flexibility.
In this session, hosts Brent Swatuk, Reh Bhanji, and David Lee will share their insights and market experience with the Additional Deposit Option—and how this feature can benefit your clients.
Advisors will gain valuable insights into why Desjardins Insurance is not only a trusted insurer but also part of the largest financial cooperative group in North America. Viewers will also explore Desjardins’ cooperative values, market strength, and Participating Life investment strategy. Additionally, you’ll discover opportunities where the Additional Deposit Option can be effectively used, along with the support systems available to assist you.
CE Accreditation: This webinar is currently awaiting accreditation Once approved it will allow you to obtain 1 CE credit.
THIS WEBINAR IS NOT IDC WIN HOSTED

Desjardins - Discovery Series Webcast- Limitless Potential: Actuarial Strategies for Par Life Growth
2025-04-22 13:00 - 14:00
CLICK HERE TO REGISTER
Webcast Summary (Pre-recorded)
Join Nitin Bansal for an eye-opening session that goes beyond numbers and charts to reveal the true potential of Participating Whole Life Insurance. In Limitless Potential: Actuarial Strategies for Par Life Growth, Nitin simplifies complex actuarial concepts and provides advisors with practical tools to help clients maximize the growth and efficiency of their par life policies.
Drawing from his personal journey and professional expertise, Nitin will explore how actuarial science can be applied to create tax-efficient solutions, overcome client objections, and build long-term value for corporate business owners. This session will cover everything from Additional Deposit Options to leveraging Desjardins’ $25 million internal capacity for optimized client outcomes.
CE Certification: CE credits are available.
To qualify, you must attend at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria.

IAFE/Advocis/ICS: 1.0 until Jan 8, 2027
ICM: 1.0 until Jan 8, 2027
AIC: 1.0 until Jan 8, 2027 (Life Insurance)
MFDA: 1.0 until Jan 8, 2027

IDC WIN Workplace Solutions - Maximizing Success with Group Savings Plans
2025-04-23 13:00 - 14:00
CLICK HERE TO REGISTER
Join us for an insightful webinar focused on Group Savings Plans.
We will explore key aspects of prospecting for group savings plan products and understand what employers seek from these plans. Gain valuable knowledge on crafting compelling proposals, review sample group plan reporting, and dive into investment fund offerings within a group plan. Additionally, we’ll discuss the new proposal requirements that can make your offerings more competitive and appealing to employers.
Whether you’re new to group savings plans or looking to refine your approach, this session is designed to provide you with the tools and strategies to succeed in this space.
1 CE credit under review (except QC) (You must sign in on time and stay logged in 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.**

Allianz Global Assistance - Emergency Medical for Canadians
2025-04-30 13:00 - 14:00
CLICK HERE TO REGISTER
Join Jordan Henry, Business Development Manager at Allianz Partners in this training session to explore how Allianz Emergency Medical Travel Insurance can be a cornerstone in your advisory services, strengthening client relationships and boosting your business growth.
1 Credit including QC

CPP Foresters - The Estate Enhancement Option
2025-05-07 13:00 - 14:00
CLICK HERE TO REGISTER
Presenter: Zainab Sheikh Regional Vice President, Ontario
Canada is going to experience the largest wave of inter-generational transfers over the next 10 years. Life insurance may provide affordable solutions that can contribute to tax-efficient estate planning. This presentation is designed to show advisors the essentials of proper estate planning and how life insurance can play a key role. First, it outlines current economic and social trends in Canada. Second, key features of Foresters Advantage Plus Par. Whole Life are highlighted to show how it is uniquely positioned to help meet the needs of this growing market. Various case studies illustrate the how Advantage Plus can be integrated into a comprehensive estate plan.
Topics covered in the presentation include:
• The current situation
• The basics of estate planning
• Product features for Foresters Advantage Plus
• Competitive analysis
• First case study
• Advantage Plus built-in features
• Optional riders
• Second case study
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 Workplace Solutions: RBC - Beyond Basics, Rethinking group benefits for a new era
2025-05-15 13:00 - 14:00
CLICK HERE TO REGISTER
As the needs of today’s workforce evolve, the demands for innovative solutions and forward-thinking leadership grows.
This webinar, RBC will dive into:

The history of insurance and how benefits have evolved
Challenges the Canadian healthcare system is currently facing
Current trends and employee preferences in drug management
Opportunities for the future

1 CE credit (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.**

Tammy Buss - Power of three in family business
2025-05-20 13:00 - 14:00
CLICK HERE TO REGISTER
Join us for an insightful seminar led by Tammy Buss, founder of BlueRoots, that explores the three-circle model for family business advisors. This interactive seminar delves into the dynamics and complexities that often come with family-run enterprises. You’ll learn how to create alignment, enhance business resilience and improve decision-making.
When: Tuesday, May 20, 2025
Time: 1:00 p.m.-2:00 p.m ET / 10:00 a.m.-11:00 a.m. PT
Don’t miss this opportunity to gain valuable perspectives and help lead your clients to multi-generational success.
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 Workplace Solutions: - Equitable - EZBenefits: A better benefits experience for small business
2025-05-27 13:00 - 14:00
CLICK HERE TO REGISTER
Equitable’s EZBenefits™ solution delivers everything a small business wants in a group benefits plan. It’s affordable, sustainable, and easy for plan members to use and administrators to manage.
Learn how EZBenefits can help support your small-business clients – companies with two to 25 employees. Join us for this virtual session where we’ll explore this unique group benefits solution and its features:

Plan design options for various needs and budgets
Embedded health and wellness services
Built-in HR support services
‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
Dedicated advisor concierge service

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.**

Edge Benefits: Small Business Grouped Benefits
2025-05-29 13:00 - 14:00
CLICK HERE TO REGISTER
An overview of how our Health and Dental SBB solution has changed the way Small Business owners have purchased benefits for their employees. Please join us to learn about all the unique advantages we offer with our SBB plan options. A great door opener to generate additional leads for your core products (Life, Investments, etc.).
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.**

Empire Life: Kids Start Strategy - Why Life Insurance for Kids?
2025-06-03 13:00 - 14:00
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
CLICK HERE TO REGISTER
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
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.**
