IDC WIN BIG | Business Innovation and Growth

Equitable Life: "If I was down to my last dollar, I still wouldn't buy life insurance"
2022-08-16 13:00 - 14:00 (America/Toronto)
Brent Swatuk, CHS, CLU, CPCA, EPC, Advanced Case Consultant
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No CE Credits are available
This session will explore how to position life insurance with corporate clients by understanding what they value and getting to the heart of what their desired outcomes are as well as focus on the softer facts that need to be mastered to truly be effective in this marketspace.

IDC WIN Workplace Solutions: INKBLOT - Changing the conversation on mental health
2022-08-23 13:00 - 14:00
Marni Hefner, Business Development Executive
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No CE credits are available
Stepping outside your head and making decision to seek therapy for any stages in your life can be challenging…
“Inkblot uses advanced technologies for intelligent matching, monitoring effectiveness, and eliminating geographical barriers. At the same time, we maximize the human connection between care providers and clients.” INKBLOT – Who we are

RBC Insurance: Successfully understanding the corporate-owned disability insurance market
2022-08-24 10:00 - 11:30
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Want to learn more about the most significant opportunity in the Living Benefits space for businesses? Mark your calendar for Successfully Understanding the Corporate-Owned Disability Insurance Market!
This webinar is perfectly timed for advisors seeking guidance with the single greatest opportunity in Living Benefits today: Corporate-Owned Disability Insurance plans.
In this session, RBC Insurance Senior Sales Consultants Caitlin Bowie, Garrick MacBride and Jamie Kendrick offer specific and useful guidance to help financial advisors serve the business market more effectively. You’ll learn more about:

What is a Wage-Loss Replacement Plan
What are the benefits to businesses, their employees and to advisors
What are the different structures of a Wage-Loss Replacement Plan
Prospecting ideas and concepts to help you bring this opportunity to your business clients

This interactive session is a must-attend for advisors who want to work more effectively with business owners.

IDC WIN Banking | Equitable Bank | BC, ON, QC advisors only
2022-08-25 13:00 - 14:00
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No CE credits are available
Join Allan McNeil, Regional Channel Manager, to hear about Equitable Bank’s later-in-life home equity lending expertise.
You will learn:
• Where does Equitable Bank’s solution win vs the competition?
• Top reverse mortgage FAQs re rates, fees, regulations, flexibility, myths
• What’s their referral process like?
• What are the next steps to turbocharge your 2022 business plan by simply building client awareness?
Opening remarks – Vic Raye, National Director, Banking Services, IDC WIN

CPP/Foresters - Critical path to sales success
2022-09-21 13:00 - 14:00
Presenter: David Talbot, RHU, FIC | Assistant Vice President, Business Development

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Life insurance sales are an important cornerstone of our business for providing protection to our clients. However, with the fact that Canadians are living longer than ever before, there is an increase in life expectancy thus the risk of surviving a critical illness is greater than death. Please join David Talbot, Assistant VP, Business Development, to review the “Critical Path to Sales Success”, demo the illustration software, Foresters Financial critical illness coverage in detail and of course review our unique member benefits.
1 CE credits available in all provinces except Quebec.
For Alberta this will be 1 A&S credit

ivari - Family Wealth Transfer Strategy
2022-09-27 13:00 - 14:00
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A presentation to help advisors discuss the options available to transfer their client’s wealth to their children and families. The presentation also discusses the advantages of using such a strategy before, during and after the transfer.
1 CE credit except for SK

Workplace Solutions Introduces group savings
2022-09-28 13:00 - 14:00
Presenter: Marni Hefner, Business Development Executive
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Group Savings and Retirement Plans are are key driver in retaining and attracting new employees and formulating a total rewards package. Join us to see what we are doing and our new team to help and support our advisors.
No CE credits available

iA Investments - Reliable income regardless of market conditions
2022-09-29 13:00 - 14:00
Presenter: Angelina Basra, Director of Sales, Individual Investment and Retirement Products

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Join Angelina Basra as she discusses how to ensure reliable income regardless of market conditions using the Income Stage of our FORLIFE Guaranteed Maximum Income Fund.
1 PDU for QC, pending approval for rest of Canada

BMO - The simple solution of BMO Whole Life to help group your business
2022-10-05 13:00 - 14:00
Presenter: Zack Friedmann, Business Development Manager
Read Zack’s biography HERE
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Come explore the simple solution of BMO Insurance Whole Life to help grow your business. We will dive into some key features of our product and explore some sales ideas of Estate Planning for High-Net Worth Clients.
1 CE Credit

SSQ Insurance - Maximizing your retirement with critical illness insurance
2022-10-13 13:00 - 14:00
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Are you looking for a new way to discuss critical illness insurance with your clients?
With the RRSP season coming up, retirement planning is the main concern. Will your clients be able to maintain their retirement plan should they become critically ill?
Join us and find out how critical illness insurance can be an integral part of a retirement plan.
You will learn about the issues future retirees are facing and the financial impacts a critical illness diagnosis can have. After this webinar, you will have all the tools you need to have this important conversation with your clients.
1 CE Credit

Equisoft - Drop-in Question and Answer session
2022-10-17 13:00 - 14:00
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Our partners at Equisoft are hosting a live webinar to address any questions you might have about your technology stack. Whether you are looking to move your book of business to a CRM custom-tailored to financial advisors; or to streamline your processes with custom-built forms and automated data population, or just looking to better manage your client’s financial plan – no question is too big or small.
Equisoft looks forward to showing you how its solutions can best be used to save you time and stay compliant.
No CE credits are available

Equitable Bank - Residential solutions that go beyond your traditional T4 clients and decumulation using home equity lending
2022-10-18 13:00 - 14:00
Presenters:
– Joe Flor, AVP – National Partner Relations, Alternative and Prime Mortgages
– Allan McNeil, Regional Manager, Reverse Mortgages
Opening remarks – Vic Raye, National Director, Banking Services, IDC WIN

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IDC WIN invites you to an exclusive webinar brought to you by Equitable Bank, as our third and newest core lending partner continues to add more solutions focusing on their lending expertise.
CE credits are not available for this webinar

IDC WIN Tax and Estate Planning - High Net Worth Market with Brad Hyde
2022-10-20 13:00 - 14:00
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Presenter: Brad Hyde, BBA, CFP, CLU, CHS, EPC | IDC Worldsource Insurance Network | Director, Tax and Estate Planning – Western Canada
Topic:
High Net Worth Market – What’s Working in 2022
An open discussion from High Net Worth cases that have been worked on in 2022.
CE Credits under review

IDC WIN Workplace Solutions: Storytelling - a group benefits strategy
2022-10-25 13:00 - 14:00
Description:
Its one thing to sell group benefit packages to a client, it is another to match their needs, understand their culture, how they trend, and what their history is in order to be effective.
Join us October 25 at 1 p.m. EST to find out how.
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No CE credits are available

IDC WIN Workplace Solutions - Bitcoin - What advisors need to know!
2022-11-02 13:00 - 14:00
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Special guest speaker: Greg Foss
Join Greg for an educational session on Bitcoin
No CE credits are available

UV Insurance - Taking the right steps to secure identities
2022-11-08 13:00 - 14:00
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Speakers:
Dominic Villeneuve, Director, Cybersecurity and Infrastructure | Technology & Innovation
Guillaume Fauteux, Vice President, Business Development and Marketing | Individual Insurance and Investment & Retirement
Description:
This unique session aims at training advisors on how to protect confidential data for both clients and business records and will empower them to with skills to avoid identity theft with tips and tricks
1 CE credit

RBC Investments - Building confidence in turbulent times
2022-11-09 11:30 - 12:45
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We are excited to invite you to join us virtually at the next RBC Insurance® wealth webinar where you’ll hear from our special guest, Eric Lascelles, Chief Economist at RBC GAM.

As Chief Economist at RBC GAM, Eric Lascelles maintains the firm’s global economic forecast and advises its Portfolio Managers on key themes and risks. He will share his outlook for inflation and explore the likelihood of recession throughout the developed world – all designed to provide you with valuable insights to help you in your discussions with clients.

You will also hear from Santo Filice, Senior Sales Consultant, RBC Insurance, who will discuss the value of RBC Guaranteed Investments Funds and how they can protect your clients’ investments during market downturns. Learn about strategies that can help reduce the impact of market volatility and how we are here to support you!
This event will be held in English. CE accreditation for this webinar is pending approval.

RBC DI and Construction Workers (exclusive to IDC WIN)
2022-11-09 13:00 - 14:00
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1 CE Credit
RBC Disability Insurance and Construction Workers
Presenting an exciting disability insurance program that is EXCLUSIVE TO IDC Worldsource advisors. This session will walk you through this exciting offer, while providing prospecting tips and tricks to break into and dig deeper into this exciting market opportunity!

IDC WIN and Equisoft - Compliance, sales and practice management
2022-11-15 13:00 - 14:00
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Join Eric Wachtel, our Chief Compliance officer along with Equisoft and hear how Equisoft can help you improve productivity, sales and compliance within your practice.
No CE credits are available

Guardian Capital and IDC WIN - Conquest Planning peer discussion
2022-11-16 13:00 - 14:00
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Join us on November 16, 2022 to hear directly from your industry peers about how they are continually enhancing their digital capabilities to compete in today’s fast-changing industry and helping their clients.
No CE credits are available

IDC WIN Investments & Banking: Year-end financial planning tips
2022-11-29 13:00 - 14:00
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CE credits under review

iA Financial Group - Why iA Par?— 其核心功能和灵活性 - Mandarin only
2022-11-30 11:00 - 12:00
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Speaker: Angelina Liu, B.B.A.(ctb), CFP, EPC | Marketing Associate, Life, ON | Industrial Alliance
Moderator: Samuel Chan, Vice President, Asian Market | IDC Worldsource Insurance Network Inc.
1 CE credit – Ontario only

Beneva and IDC WIN present Jos Herman - Tips, Traps & Considerations in Beneficiary Designations
2022-11-30 13:00 - 14:00
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Description:
Jos Herman will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations.
1 CE credit with the exception of QC

IDC WIN Wealth and Empire Investments - Guaranteed Income for Life - Everyone needs it and we have the solution
2022-12-01 13:00 - 14:00
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Presenter: Walter Kordiuk – RVP Distribution Retail for Ontario and Atlantic | Empire Life
Co Host: Graeme Allan, Regional Wealth Leader-East Canada | IDC Worldsource Insurance Network Inc.
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.**

Win Succession and Equitable Life present Rod Burylo: Ethics in succession
2022-12-08 13:00 - 14:00
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Presenters:

Rod Burylo, Associate Portfolio Manager | Business Development Manager, Western Canada | Manager of ESG Integration
Dean Erickson, Vice President, Individual Insurance Sales, Mga (West) – Equitable Life
Eric Wachtel, Chief Compliance Officer., IDC Worldsource Insurance Network Inc.

Host & Introductions:

Michael Gau, CEO, Win Succession Inc.

Description:
Rod Burylo`s session will address the importance of succession and business disruption planning for advisors, with a focus on the professional obligations and ethical considerations. Burylo will discuss best practices based upon accepted standards of behaviour. Burylo has over 35 years of industry experience, is a Canadian Advisor of the Year Award winner, international speaker, author and media contributor. This session can provide one hour of continuing education for the topic of ethics and practice management.
1 CE Credit

Beneva - RRSP Toolkit - Investment Accounts
2022-12-13 13:00 - 14:00
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RRSP season is fast approaching…
Beneva’s ‘Same Fund…Same MER’ with 100% death benefit guarantee Investment Account platform is a unique way to drive performance and protect beneficiaries while keeping costs down. We will also be addressing current market volatility, handling client objections and how the Beneva sales team can work with you to help onboard new clients and close prospects.
1 CE Credit

Empire Life - TRIIPSS Webinar: Taking a deep dive into the TFSA
2022-12-20 14:00 - 15:30
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Speaker: Alexandre Papale | Manager, Tax Retirement & Estate Planning Services | Empire Life
The Tax-free savings account program began in 2009. While the contribution room for the first year was $5,000, it will be $88,000 in 2023 (for someone who was 18 or older in 2009).
What was initially a small component of financial and tax planning for clients has now become an essential planning tool. In this presentation, we will go further than looking at the basic aspects of TFSAs. We’ll also look at optimizing tax efficiency for couples, positioning assets and estate planning using TFSAs. We’ll look at these various aspects through case studies, making it easier for advisors to guide and advise clients.
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 viewing the webinar.

ModernAdvisor - Leveraging Digital Advice in a Future-Ready Practice
2023-01-11 13:00 - 14:00
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The world of financial advice is evolving faster than ever. Clients are demanding a closer relationship with their investments and advisors are constantly being asked to spend more time on compliance and regulatory functions. Join Tom Chipman from ModernAdvisor as he explores the challenges and opportunities available to advisors looking to build a future-ready practice. This session will introduce and discuss the concept of hybrid advice, highlight research showing what the next generation of investors expect from their advisor and investments, investor behaviour challenges, active vs passive investment and the importance of fees.
CE Credits are under review

IDC WIN Launch 2023 - Stories that sell!
2023-01-18 12:00 - 2023-01-19 16:00
CLICK HERE TO VIEW AGENDA AND REGISTER
Tell the story | Market the idea | Make the sale
IDC WIN invites you to attend Launch 2023 virtual meetings for Stories that Sell. Join us to gain insights, marketing tools and ideas that you can convert into successful sales strategies to meet the specific needs of your clients.
We are presenting the IDC WIN Launch 2023 meetings through the Zoom Events platform.
2 Day Event: January 18 – 12:00 – 4:00 p.m. | January 19 – 12:00 – 4:00 p.m.
Continuing Education Credits:
CE credits are under review, and not all presentations will qualify. To be eligible to receive CE credits, advisors must attend a full presentation to obtain a half CE credit.
Please note: As per CSF rules, half credits are not available in Quebec. Therefore, each day is considered one event. Quebec advisors are required to attend the entire event each day (12 – 4 p.m.) and answer six multiple-choice questions per accredited webinar hour.

Sun Life - Behaviour focused advice: a must for today's advisor
2023-01-24 13:00 - 14:00
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Most advisors spend the bulk of their time trying to minimize their clients’ behavioural mistakes, especially during times of uncertainty. Although influencing human behaviour isn’t always easy, research shows it’s one of the greatest values you provide. Join this session to understand the impact of emotional decision-making, your value as a human advisor, and how to overcome common investor biases.
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.**
