IDC WIN BIG | Business Innovation and Growth

RBC - Spring DI School - April 26 - Session 4 of 7
2024-04-26 11:30 - 13:30 (America/Toronto)
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The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend signing up for our other sessions. Please see the detailed agenda for each session and their host(s) on the next pages.
We will visit everything DI, from the why and how, to the nitty gritty, from simple to more complex sales concepts. From software, to application, to underwriting, we will leave no stones unturned and questions unanswered.
See you in the Spring for a series of sessions you won’t want to miss!
CE Credit: 2 CE per session (14 in total!)
Not IDC WIN Hosted

RBC - Spring DI School - May 3 - Session 5 of 7
2024-05-03 11:30 - 13:30

IDC WIN Workplace Solutions - Group Benefits isn't that scary
2024-05-08 13:00 - 14:00
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Presenter:
Marni Hefner, Director, IDC WIN Workplace Solutions, Business Development (ON & ATL)
Group benefits – its not that hard and totally worth it!
Discover the untapped market potential, the symbiotic relationship between group benefits and individual insurance sales, and the value of a group practice. Join us to learn a strategic process for selling group benefits and revolutionize your approach in the insurance industry.
Don’t miss out on this opportunity to elevate your business to new heights!
1 CE credit, except for MB and QC (You must stay on for the full presentation to receive your credit)

Desjardins - Insure your retirement with the most comprehensive CI in the marketplace today!
2024-05-09 13:00 - 14:00
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Presenter: Lori Hartery, Regional Sales Director, Prairie Region, Individual Life & Health Insurance |Desjardins Insurance
Do your clients worry about the impact that an illness could have on their retirement plans? Desjardins Insurance has developed a tool that can help enhance your conversations with clients about how they can protect their retirement with CI. Learn why Desjardins is considered the most comprehensive CI in the marketplace today.
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.**

RBC - Spring DI School - May 10 - Session 6 of 7
2024-05-10 11:30 - 13:30

IDC WIN Workplace Solutions: Equitable Life - EZ Benefits
2024-05-14 13:00 - 14:00
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Presenters:
David Emanuel, Vice President and Head of Workplace Solutions, IDC WIN
Marni Hefner, Director, Workplace Solutions, Business Development (ON & ATL), IDC WIN
Meghan Vallis, Group Sales Vice President – myFlex Benefits, Equitable
Jaret Burgoyne, Group Account Executive, Equitable
Introduction to EZBenefits for Small Business
It’s more important than ever to have competitive health benefits that provide employees with the coverage and services they want and need. That’s why we offer Equitable EZBenefits: a unique benefits solution for organizations with 2-25 employees. In this session we’ll review this speedy offering developed just for small business owners. It’s EZ for them and EZ for you!
No CE Credits as it is product related

RBC - Spring DI School - May 17 - Session 7 of 7
2024-05-17 11:30 - 13:30

Beneva - Tax & Legal update with Jos Herman
2024-05-21 13:30 - 14:30
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CE: Earn 1 CE credit by joining this presentation (where applicable, pending accreditation)
Description:
The 2024 Federal Budget announcement to increase the capital gain inclusion rate from 50% to 67% has caused a great deal of turmoil. The fact that capital gains are taxed at different inclusion rates depending on who or what entity realizes the gain also create more complexity in the tax system. Join Jos Herman, CPA & Financial Planning Specialist for a look at these and other tax changes that will effect you and your clients.
*NOT IDC WIN HOSTED*

Empire Life - Trusts and legacy planning using segregated funds
2024-05-22 14:00 - 15:00
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Presenter: Diana Mick | Manager, Tax & Estate Planning, Empire Life
Summary:
Want to build your expertise in estate planning when dealing with investments? This session will cover Trusts, Legacy (Estate) Planning, and Incapacity Planning, with a focus on customizing distributions for Blended Families and “Ageless Investing”.
Attendees will learn about products and strategies that will help them position themselves as the “go-to” person for estate planning and investments. You will also learn ways in which our Tax, Retirement, and Estate Planning team can strategically partner with you while helping clients realize their financial objectives.
CE CREDITS PENDING APPROVAL
*NOT IDC WIN HOSTED*

Sun Life - Confidently offer clients new term solutions and more...
2024-05-29 13:00 - 14:00
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Presenter:
Catherine Malone | Director of Life Product Management | Sun Life
Hear Catherine speak to the following:

Sun Life Evolve Term – affordable protection that evolves with Clients through life’s changes
Sun Life 1-Year Bridge Term – coverage and time to resolve tests or diagnoses for eligible postponed life insurance applicants
Sun Life Term Insurance for Diabetes – a higher chance of approval for people living with diabetes. Plus, access to a Diabetes Care Program to help Clients manage their condition.

CE CREDITS CURRENTLY PENDING APPROVAL

Equitable - The ALL-INCLUSIVE life insurance package for children
2024-06-04 13:00 - 14:00
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Presenter: David Hutchison | Director, Insurance Sales | Equitable
Host: Graeme Allan | Regional Wealth Leader East | IDC WIN
Summary:
While most insurance policies are set up as a “Pay As You Go” structure, there are opportunities for advisors to provide their clients with an All-Inclusive option that is especially effective in the juvenile market. Find out how the “All Inclusive” approach can provide your clients with an effective protection, a growing policy and peace of mind while also building your business with two sales.
1 CE Credit

CPP Foresters - Your Whole Life Advantage
2024-06-11 13:00 - 14:00
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Presenter: Joe Belec | Regional Vice President, Alberta North
Summary:
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 Member Benefits. With a key focus on Children.
1 CE credit (You must stay on for the full presentation to receive your credit)

Canada Life - Universal life insurance - What's new
2024-06-13 13:00 - 14:00
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Summary:
Learn about Canada Life’s enhanced Universal Life offering through case studies to help you identify client planning opportunities.
CE Credit pending approval

AdvisorStream - Social media for advisors, how to set it up for success
2024-06-13 13:00 - 14:00
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The importance of social media, how to set it for success and how AdvisorStream can help.
NO CE CREDITS

iA Financial - The importance of Critical Illness for Children
2024-06-17 13:00 - 14:00
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Presenter: John Thanos | iA Financial Group
Host: TJ Armstrong, Business Development Executive, Atlantic | IDC Worldsource Insurance
Summary:
In this training session, we will explore all the Child Critical Illness options available at iA Financial Group and how to initiate the discussion with parents on this topic. Finally, we will review the importance of securing Critical Illness coverage as early in the child’s life as possible.
CE Credits under review/pending approval

Empire Life - Kid Start - Why Life Insurance for Children?
2024-06-19 13:00 - 14:00
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Presenter: Lisa Moore | Account Executive Retail Insurance, Empire Life
Summary:
An overview of the Empire Life KidStart strategy – Why Life insurance for children? The Kid Start strategy provides clients the opportunity to utilize a participating permanent life insurance policy on a child that can become paid-up prior to becoming an adult. This strategy provides a tax-efficient way to transfer wealth from one generation to the next, and provides the child with important insurance protection that can last them a lifetime.
1 CE Credit

IDC WIN Workplace Solutions - Canada Life: Canadian drug landscape and trends
2024-06-20 13:00 - 14:00
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Presenter: Barbara Martinez | National Practice Leader, Drug Solutions | Canada Life
Summary:
In this presentation on the prescription drug landscape in Canada, Barb will focus on:

National Pharmacare
Drug prices in Canada
Drug spending trends on the Canada Life block
Strategies to manage diabetes and weight loss drugs
Strategies to manage biosimilar drugs
Discussion about how to design and manage prescription drug plans

1 CE credit ON, Under review rest of Canada (You must stay on for the full presentation to receive your credit)

IDC WIN Wealth Management - What the Fees!
2024-06-25 13:00 - 14:00
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Part 1: Economic outlook and Fundamental equity team update
Join Patrick Blais, Senior Portfolio Manager of the Manulife Fundamental Equity team, discuss the latest market trends, risk management strategies, and investment opportunities amidst today’s volatile economic landscape. This session is designed to equip you with the insights needed to effectively navigate these uncertain financial times.
Part 2: Alex Chan, RHU,CHS,CFSB,CPCA,EPC,CFP,CLU | Regional Wealth Leader Western Canada | IDC WIN
Often times consumers, clients and some advisors focus on the “F” or FEES. In my talk, I will break down the MER and how to explain it to your clients and the value that they receive from the advice of a professional financial advisor. I will also explore the fee for service platforms available with segregated funds as well as some low priced seg funds that compete head to head with mutual funds yet offer the 10 unique guarantees and benefits of our insured investments.
CE credits under review

IDC WIN Technology Day 2024 | The Digital Sales Process
2024-06-27 13:00 - 15:30
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Join us for our webinar Technology Day 2024, where we will be exploring the end-to-end digital sales process. Spend the afternoon learning from a panel of experts as they walk you through
Hear from expert partners including:

LIMRA
Equisoft
AdvisorStream
Conquest
LDA

[Disclaimer:] Please note there are no CE credits for this event.

IDC WIN presents - Coach Trent Fortner
2024-07-10 13:00 - 14:00
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Special Webinar with International Speaker and Coach Trent Fortner
Trent is the founder and head coach of The Game Time Coaching Program and The Courageous Advisors Mastermind Program.
He has created one of the most successful advisor coaching programs in the industry by utilizing his 30 years of experience in this industry as a producer and trainer. In today’s podcast, Trent talks about his new focus on helping advisors move from a consumer’s mindset to a producer’s mindset.
If you want to change the conversation and engage with your client and prospects on a deeper level, don’t miss this exclusive IDC WIN Webinar.
No CE Credits

Humania - Insurance without medical exam (IWME) and it's many advantages
2024-07-11 13:00 - 14:00
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Presenter: Simon Ioia | Sales Director, Ontario and Manitoba | Humania
Summary:
Come and learn about the world of insuring the seemingly uninsurable! Join Simon Ioia from Humania Assurance for an exclusive webinar on “Insurance Without Medical Exam – and it’s many advantages”. Dive into the dynamic realm of risk assessment, innovative underwriting, and a cutting-edge application process that empowers advisors to protect even the most complex and high-risk clients. Come to expand your knowledge and enhance your offering in a CE accredited session with your peers.
1 C.E Credit

IDC WIN Workplace Solutions - Introducing CRISP
2024-07-17 13:00 - 14:00
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Introducing CRISP – Simplifying and Enhancing Group Plans for Small Employers
IDC WIN Workplace Solutions is thrilled to announce our exciting partnership with GreenShield to bring you CRISP. Leveraging GreenShield’s revolutionary benefits platform, GreenShield +, CRISP offers a fresh, efficient, and rewarding way to sell group health and dental plans for groups as small as 3 people.
Learn how CRISP can help you provide superior service and simplify your workload. Don’t miss out on this opportunity to bring fresh thinking to your clients and an ease to your advisory services.
.5 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.**

EDGE Benefits - No Medical Critical Illness Solution
2024-07-23 13:00 - 14:00
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Presenter:
David Sutton, GBA | Vice President | National Accounts & MGAs
Please join the Edge Benefits to learn about all the market leading features and benefits of our unique Critical Illness Plan. We offer up to $125,000 without involving an underwriter and up to $75,000 without any questions! A great solution if you’ve received a “decline” from a CI Underwriter, you’ve just delivered a CI cheque, or have a client who doesn’t want to go through the medical underwriting process.
1 CE Credit

RBC Insurance - Fair Treatment of Customers
2024-07-24 13:00 - 14:00
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This is the rescheduled webinar that was to take place on July 16, 2024.
Presenter: Anna Tsepelis | CLU, CHS | Senior Sales Consultant, Life | RBC Insurance
What is the Fair Treatment of Customers?
The goal of the FTC is to provide guidance to ensure that the client is at the center of all we do.
Guidance to ensure we are all doing what’s right for the client, and that they are making an informed decision. FTC encompasses many principles like Conflicts of Interest, Design of Insurance Product, Disclosure to Customer, Product Promotion, Advice and Claims to name a few.
Insurers have responsibilities such as providing product information that is worded in a client friendly matter, set guidance and reinforce guidelines such as the reason why letter…but what is your role as an advisor in all of this? Come discover it with me.
1 CE credit

Beneva - The Trillion Dollar Wealth Transfer
2024-07-30 13:00 - 14:00
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Presenter: Chris Paterson, Senior Director, Business Development, Western Greater Toronto Area
For three decades, we’ve been hearing about a “Trillion Dollar Wealth Transfer”. But to many of you, it may not have felt like that has happened to your clients.
Chris will explore a multitude of factors that have affected the financial lives of Canadians for 3 decades, and explain simple, repeatable insurance concepts that can help you ensure that your clients keep their financial assets intact for the next generations. Without a plan, and without an advisor, wealth transfer does not happen.
1 CE credit (pending approval in Quebec) (You must stay on for the full presentation to receive your credit)

IDC WIN - Samuel Wong: Using LinkedIn to Prospect
2024-07-31 13:00 - 14:00
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Presenter:
Samuel Wong, Business Development Executive (VCR) | IDC Worldsource Insurance Network
Have you ever considered incorporating technology into your practice? In this one-hour session, I will introduce a few simple tools that require little to no setup time or cost, designed to help you elevate your success in three key areas: increasing prospects, boosting capacity, and enhancing brand awareness.
Technology is ever-changing, and staying current is crucial for long-term success. By embracing these innovations, you can remain competitive and relevant in an evolving industry landscape. Join me as we explore innovative strategies and practical solutions that can transform your practice, streamline your processes, and expand your reach.
Discover how leveraging modern tools can help you achieve greater efficiency and effectiveness in your work, ensuring you stay ahead of the curve and continue to thrive in your career.
*NO CE CREDITS*

Conquest - If you build it, they will come. The value of a financial plan!
2024-08-13 13:00 - 14:00
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Presenter: Stacie Calder, EVP, Distribution and Marketing for Conquest Planning
Summary:
Conquest has been in production for over 4 years. In that time, over 60% of all advisors in Canada are using Conquest, and by the end of 2025 it may be close to 80%. Why? Stacie Calder, EVP, North America Distribution & Marketing at Conquest will provide some statistics and share how a holistic financial plan can demonstrate the value of advice to your client, keep their focus on their goals and lead to greater product opportunities.
No CE credits

Jump Start, Sell Smart: Effective prospecting tools and strategies
2024-08-21 13:30 - 14:00
“Jump Start, Sell Smart” will delve into the latest tools and techniques to supercharge your sales efforts:

Social Media Strategies: Explore the best ways to utilize social media for prospecting, including building impactful content and targeting the right markets.
Needs-Based Benefits: Understand how to identify and articulate the needs-based benefits of your products and services to resonate with your prospects.
Differentiated Products: Gain insights on how to highlight what makes your offerings stand out in a crowded market.

Whether you’re new to the group market or looking to sharpen your skills, this webinar offers valuable strategies to help you connect with prospects and drive sales success.
Don’t miss this opportunity to jump start your prospecting and sell smarter!
.5 CE credit under review
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Canada Life - Welcome to Workspace!
2024-08-27 13:00 - 14:00
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Presenter: Dominique Gregoire | Learning and Development Facilitator
Summary:
Join us for an introduction of Workspace – the centre of Canada Life’s digitally-enabled future.
In this webinar, we will explain:

How the tool works
How to access client information to make changes and review products/policies
Give you an overview on where to find additional resources

To have the best experience during this session, please make sure to register for Workspace in advance.
No CE credits

Empire Life - EstateMax & Optimax Wealth Product Enhancements
2024-08-28 13:00 - 14:00
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Presenter: Lisa Moore | Account Executive Retail Distribution, Insurance
Join us for an in depth breakdown of the latest enhancements to our PAR Portfolio, making Empire more competitive than ever. We will be walking you through two in-depth case studies on how these products fit in the market and might meet your clients’ needs. We will also touch on the reprice of our Solutions 20 term product, the Empire Growth and Loyalty bonus and more.
CE credit pending approval
