IDC WIN Fall Education Days: Halifax

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 TO REGISTER ...

BMO – The simple solution of BMO Whole Life to help group your business

Presenter: Zack Friedmann, Business Development Manager Read Zack's biography HERE CLICK TO REGISTER 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

CLICK TO REGISTER 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 ...

Equisoft – Drop-in Question and Answer session

CLICK HERE TO REGISTER 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 ...

Equitable Bank – Residential solutions that go beyond your traditional T4 clients and decumulation using home equity lending

      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 CLICK TO REGISTER IDC WIN invites you to an exclusive webinar brought to you by Equitable Bank, as our third and newest core lending partner continues ...

IDC WIN Tax and Estate Planning – High Net Worth Market with Brad Hyde

CLICK HERE TO REGISTER 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

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. CLICK HERE TO REGISTER No CE credits are available

UV Insurance – Taking the right steps to secure identities

CLICK HERE TO REGISTER 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 ...

RBC Investments – Building confidence in turbulent times

CLICK HERE TO REGISTER   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 ...

RBC DI and Construction Workers (exclusive to IDC WIN)

CLICK TO REGISTER 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

          CLICK HERE TO REGISTER 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