IDC WIN BIG | Business Innovation and Growth

Manulife PAR - Retirement Income Generator
2025-07-31 13:00 - 14:00 (America/Toronto)
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
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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, 2025-12-09 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
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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
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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
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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
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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
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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

IDC WIN Advisor Kick off - Momentum 2026 (online)
2026-01-15 13:00 - 16:00
CLICK HERE TO REGISTER
Kickoff your year with Momentum!
Expert insights on health, wealth and technology trends in 2026
Kickoff the year with three thought leaders who will help you navigate the trends shaping client priorities and market strategies. This webinar is your opportunity to gain actionable insights on both demographic and economic forces that matter most in 2026 and beyond.
We know that Continuing Education (CE) and Professional Development Units (PDU) are important to you, not all sessions will qualify for credits. The event is being accredited as a whole, not per session, therefore, you must attend the full event to obtain credits.
VIEW AGENDA HERE

Desjardins - 2026 Economic Outlook | Shifts, Risks and Opportunities
2026-01-20 13:00 - 14:00
CLICK HERE TO REGISTER
Canada’s economy is expected to grow by 1.3% in 2026, while global real GDP is projected to rise by 2.9%1.
How will these trends impact financial markets and your clients?
Why attend?
Join us for this live webinar with Randall Bartlett, Deputy Chief Economist at Desjardins, and get insights on:

Canada’s strategy to navigate global uncertainty and maintain fiscal sustainability
Economic shifts and growth prospects
Global crosscurrents: Geopolitical risk and trade dynamics
Consumer spending trends and financial markets outlook

CE Certification:
CE credits are pending approval (including Life & Health). To qualify, you must attend for at least 55 minutes AND pass the CE quiz (70% or higher).
NOT IDC WIN HOSTED

Empire Life - TRIIPSS webinar: The Foundation of Estate Planning - WIlls, trusts and insurance
2026-01-27 14:00 - 15:00
CLICK HERE TO REGISTER
Presenter: Mitchell J. Singer, B.Sc., LL.B.
Estate planning is about getting your clients’ possessions to whom they wish with as little hassle and as little tax as possible. This webinar examines the core pillars of estate planning—wills, trusts and insurance—while exploring the strategic duties of executors and the tax implications of asset disposition.
We will highlight advanced methods for minimizing probate and taxes through spousal trusts, double wills, and strategic life insurance structures. Join us to gain the expertise needed to safeguard wealth, maximize tax-free rollovers, and deliver the peace of mind of a perfectly executed estate plan.
CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
*NOT IDC WORLDSOURCE INSURANCE NETWORK HOSTED*

IDC WIN Workplace Solutions & Commonwealth - Group Savings made simple and profitable
2026-02-04 13:00 - 14:00
CLICK HERE TO REGISTER
See how Common Wealth + IDC WIN help you add group savings with confidence.
In this session, we show how Common Wealth helps make group savings plans straightforward and profitable—for you and your clients. You’ll learn how to confidently add group savings to your offerings and see how partnering with IDC WIN enhances the Group Savings experience while opening new business opportunities.
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.*

BMO Insurance - LifeFWD Webinars - Keeping Pace with AI
2026-02-05 13:30 - 14:30
CLICK HERE TO REGISTER

As AI transforms how organizations operate and compete, advisors need to move past the headlines. Understanding real‑world applications, emerging capabilities, and the impact on decision‑making, client engagement, and long‑term value.

Hosted by BMO Insurance’s Gregory Young, Vice‑President, Business Development – Life Products and and Chandni Azrot, Business Development Manager this webinar brings together industry leaders Aaqib Azeem, AI & Machine Learning Customer Engineer – Country SME, Google Cloud and Jessica Lewis, Partner, PwC to explore how AI is shaping organizations today and what it means for the future of insurance.
CE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR
THIS WEBINAR IS NOT IDC WIN HOSTED

IDC WIN Workplace Solutions - 2026 Kick Off: Navigating Change, Delivering Value
2026-02-18 13:00 - 14:30
CLICK HERE TO REGISTER
Let’s start the year strong together! Join our virtual kickoff where we will explore the reasons why a discovery based on your clients’ specific needs can help you to turn insights into more effective benefit strategies.
We will also be introducing our partnership with BeniPlus, a new health spending account platform that allows for flexible spending, as well as, insurance and executive benefits.
In a fast‑moving market, we’re here to help you navigate change, humanize benefits and deliver measurable value.
CE credits 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.**

Desjardins Insurance - MasterClass: Family Estate Planning
2026-02-24 13:00 - 14:00
CLICK HERE TO REGISTER
MasterClass: Family Estate Planning – Anticipate Tax Implications and Plan an Effective Wealth Transfer
Join this MasterClass to discover how proactive estate planning can protect family wealth, reduce the tax impact at death, and enable a structured transfer to future generations. You will also learn how the life and critical illness insurance solutions offered by Desjardins Insurance can serve as effective and strategic tools to meet immediate protection needs while supporting long-term, tax‑efficient estate planning.
Accreditation: This webinar is pending accreditation and may allow you to earn 1 CE credit in life insurance.
THIS WEBINAR IS NOT IDC WIN HOSTED

Empire Life - TRIIPSS webinar- Locked-In Retirement Accounts
2026-02-24 14:00 - 15:00
CLICK HERE TO REGISTER
Locked-in retirement accounts (LIRAs) are often misunderstood, yet they play an important role in retirement income planning when clients leave an employer, go through a marital breakdown, or receive pension assets as a survivor. This webinar explains how LIRAs work, how they differ from RRSPs, and the rules around access, withdrawals, and conversion at retirement.
We will cover practical planning strategies including LIRA-to-LIF (Life Income Fund) conversions, provincial unlocking rules, income minimums and maximums, and investment solutions such as segregated funds and annuities. Join us to gain clarity on complex regulations and confidently guide clients through decisions that affect cash flow, taxes, and estate outcomes.
CE credits: pending
To receive their CE credit, attendees of this event will be required to watch the entire webinar and pass the quiz after the webinar has been viewed.
THIS WEBINAR IS NOT IDC WIN HOSTED
