Sun Life Presents – The IFA Workshop

1 CE Credit CLICK HERE TO REGISTER  Sun Life is pleased to invite you to the Immediate Financing Arrangements (IFA) Workshop. This 2-hour workshop will commence with a 1-hour Presentation on “To leverage or not to leverage” Presented by: Mark Davis, MFin, CFA, Director of Professional Insights, Sun Life. IFAs offer an attractive opportunity for the right client, but they’re ...

RBC DI Summer School, Part 1

                  CLICK TO REGISTER 1 CE credit Prospecting in the Blue/Grey Collar Marketplace + RBC’s Exclusive Construction Program for IDC WIN  

RBC DI Summer School, Part 2

CLICK TO REGISTER 1 CE credit Disability Insurance Deep Dive – Know Before You Sell!

Canada Life: Behavioural Finance 2.0

 Edmond So, Regional Sales Manager - Wealth CLICK TO REGISTER 1 CE credit Learn about the second generation of behavioural finance, where investors use three lenses to make financial decisions. Having an understanding of these new principles can provide greater clarity into how clients make decisions and help guide them to better ones, all while helping to create more successful ...

IDC WIN & Equitable Bank Mortgage Referral Program: National Launch

CLICK TO REGISTER No CE credits are available EQUITABLE BANK WELCOMES CLIENT MORTGAGE REFERRALS FROM IDC WIN-CONTRACTED ADVISORS Canada's Challenger Bank™ has residential solutions that go beyond your traditional T4 clients. A leader in key specialized client segments, including advisors’ personally-held mortgages. Segments include: • Business owners – small to large, registered / not registered • Sole proprietors, partnerships, corporations ...

Equitable Life: “If I was down to my last dollar, I still wouldn’t buy life insurance”

Brent Swatuk, CHS, CLU, CPCA, EPC, Advanced Case Consultant CLICK TO REGISTER 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 ...

IDC WIN Workplace Solutions: INKBLOT – Changing the conversation on mental health

  Marni Hefner, Business Development Executive CLICK TO REGISTER 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."  ...

RBC Insurance: Successfully understanding the corporate-owned disability insurance market

CLICK TO REGISTER 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 ...

IDC WIN Banking | Equitable Bank | BC, ON, QC advisors only

CLICK TO REGISTER 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 ...

IDC WIN Fall Education Days: Mississauga

  Are you ready?  Registration is now open Yes, we are back, live and in person! You are invited to join us for the IDC WIN 2022 Fall Education Day for some in-class learning.   We, along with our Carrier partners, aim to help you surface opportunities and ideas that support your business growth and professional development. CLICK TO VIEW AGENDA CLICK ...

IDC WIN Fall Education Days: Montreal

Are you ready?  Registration is now open Yes, we are back, live and in person! You are invited to join us for the IDC WIN 2022 Fall Education Day for some in-class learning.   We, along with our Carrier partners, aim to help you surface opportunities and ideas that support your business growth and professional development. We can’t wait to see you ...