IDC WIN BIG | Business Innovation and Growth

IDC WIN & CMHC Canadian Housing Market Outlook Webinar
2021-11-02 11:00 - 12:00 (America/Toronto)
CLICK HERE TO REGISTER
Speaker: Ted Tsiakopoulos | Canada Mortgage & Housing Corporation | Senior Economist, Specialist Housing Markets Policy
Co-Presenter: Andy Wong | Vice President Mortgage Specialist | SSG-York East
Moderator: Samuel Chan | Vice President, Asian Market | IDC Worldsource | Markham ON
Sponsored by BMO Mortgage specialists team
Agenda:
Is inflation in the economy and housing market a demand problem, supply problem or both?
How persistent will inflation be and where is the housing market headed? Ted will provide his research and insight for you.

NO CE CREDITS

Part 2: Dancing with the Drug Plans – Choreographing the steps in understanding your clients’ drugs plans
2021-10-28 13:00 - 14:00
CLICK HERE TO REGISTER/CREATE ACCOUNT
Barbara A. Martinez, National Practice Leader, Drug Solutions Toronto Consultant, Canada Life
Join as Barbara discusses drug plan design and its influence on member behavior; how to manage drug spending; participate in strategy session and case studies
No CE Credits

Equisoft: Create email templates for marketing campaigns
2021-10-26 15:00 - 16:00
CLICK TO REGISTER
No CE Credits
During this training session, you will learn how to use Equisoft/connect to streamline your client communication. You’ll be able to create new email templates that can be used for targeted mass emailing during peak seasons in the industry.

Guardian Capital's David Onyett-Jeffries: 20/22 Vision
2021-10-21 13:00 - 14:00
CLICK TO REGISTER
After nearly two years of living through unprecedented times, the outlook suggests that a return to something that resembles “normal” could well be in the offing. Of course, the road from here to there is littered with risks that carry implications for financial markets. The presentation will try to provide some insights into the path ahead as the global economy shifts gears and moves toward a new phase of the cycle in the year ahead.

Desjardins - Passive Income and how it poses a challenge for business owners
2021-10-20 13:00 - 14:00
CLICK HERE TO REGISTER
Did you know that in 2019 the rules regarding small business deductions (SBDs) on passive income changed? This had a significant impact on small businesses. Join the conversation with Tara and Kathy and learn more about Passive Income and how it poses a challenge for business owners. Tara and Kathy will also discuss Desjardins’ Passive Investment Income Impact Calculator (PIIIC), a unique advisor tool to help you identify with your client the tax and financial implications of the Passive Income tax rules, creating the opportunity to help your client save on taxes and for you to grow your business as an advisor.

NEW iA Par Wealth - Launch Event
2021-10-19 13:00 - 14:00
CLICK TO REGISTER
Accelerate the growth of your clients’ wealth
Come join the launch of iA PAR Wealth: a new addition to our participating life insurance product to meet the high expectations of your affluent clients and corporations.

Part 1: Dancing with the Drug Plans - Choreographing the steps in understanding your clients' drugs plans
2021-10-14 13:00 - 14:00
CLICK HERE TO REGISTER/CREATE ACCOUNT
Guest Speaker: Barbara A. Martinez, National Practice Leader, Drug Solutions Toronto Consultant, Canada Life
No CE Credits

Executive Health Plans with Desjardins
2021-10-12 13:00 - 14:00
CLICK TO REGISTER
1 CE Credit
Presenters: Aris Christodoulou & Laurent Poirier

Dynacare - Heart Health Series: Part 2
2021-10-07 13:00 - 14:00
Click Here to Register
1.5 CE credits all provinces except Quebec = 1 PDU
Agenda – Lindsay Beal – Presenter
Explore the symptoms, causes, and risk factors of Arrhythmias, Valvular Disease, and Cardiomyopathy. Gain the knowledge of what information an underwriter requires when they assess an application of a client with a heart condition.

IDC WIN Presents: Hard to Issue Symposium
2021-10-06 12:30 - 16:30
Click Here to Register/Create Account

Empire Life - Guarantee Income in Uncertain Times
2021-10-05 13:00 - 14:00
CLICK HERE TO REGISTER
1 CE Credit
This webinar will look into how Empire Life’s Class Plus Guaranteed Withdrawal Benefit or GWB solution for clients who are nearing, or may be on the cusp of retirement, addressing common retirement concerns like:

Guaranteed Income
Flexibility
Estate Planning
Tax Efficiency

Class Plus 3.0 is one of the few true GWB solutions in the marketplace. Guaranteed retirement income for life is what you clients want and with Class Plus 3.0 you can give them an income they cannot outlive.

Fall University Webinar Series - Day 3 of 3 Day Event
2021-09-30 12:00 - 15:30
Featured Speaker: Professor Moshe A. Milevsky – Chief Retirement Architect, Guardian Capital
CLICK TO REGISTER/CREATE ACCOUNT

Fall University Webinar Series - Day 2 of 3 Day Event
2021-09-29 12:00 - 15:30
Featured Speaker: Jos Herman, Director of Financial Planning and Analysis, Resources & Solutions Professional Corporation
CLICK TO REGISTER/CREATE ACCOUNT

Fall University Webinar Series - Day 1 of 3 Day Event
2021-09-28 12:00 - 15:30
Featured Speaker: Dominic Villeneuve – Director, Cybersecurity and Infrastructure, UV Insurance
CLICK TO REGISTER/CREATE ACCOUNT

Emerging trends in investment advice - La Capitale & SSQ Insurance
2021-09-23 13:00 - 14:00
Click Here to Register
1 CE Credit
Presenter: Mathew To
If you are actively selling segregated funds, or even if you aren’t, you’ll want to attend this webinar as we dive into insights and research aligned with our product solutions that will help you prepare for the upcoming six months enabling you to develop key strategies and plans of attack in terms of how you’ll approach clients to engage in conversations and address their real concerns in order to capture some of the growth that we’re seeing in the segregated fund market with Canadians.

Help Business Owners Make The Most of Their Retained Earnings
2021-09-22 13:00 - 14:00
CLICK TO REGISTER
No CE Credits
Many business owners have built up significant retained earnings in their corporations and are looking for ways to pull those earnings out. There’s a simple strategy available that moves earnings out of the company to finance a segregated fund investment loan in a tax-efficient way.
This session will show how it works, step-by-step, so you can achieve more success by better serving your business owner clients and prospects.
Please note, this session will be of most benefit to advisors with high income/HNW business owner clients and prospects.
Opening / Closing Remarks
Vic Raye National Director, Banking Services
Graeme Allan Regional Wealth Leader – East
Alex Chan RHU CHS CFP CPCA EPC CFSB CLU Regional Wealth Leader – West
Guest Presenters
Jon Hreljac CPA CMA CFP TEP AVP Regional Tax, Retirement & Estate Planning – Wealth Manulife Financial
Joanne Martire Regional Director, National Accounts Manulife Bank

10 Steps to Protect Your Business from Ransomware
2021-09-21 13:00 - 14:00
Click Here to Register
No CE Credits
Presenters: Larry Keating with guest Darren Mar
Ransomware has become a second pandemic affecting one-person offices to multinational corporations, leaving businesses devastated with financial loss, legal consequences, reputational damage, and even loss of business. With attacks happening daily in Canada, not doing anything is no longer an option.Prevention is by far the best strategy to avoid the cost and damages from an attack. From steps you can take today such as enforcing stronger passwords or backing up your data, to steps that will require a bit more strategy and planning such as building a comprehensive incident response plan, this webinar will prepare you for ransomware attacks and help you develop a cybersecurity plan to protect your business.

IDC WIN Group Benefits Superstore
2021-09-20 13:00 - 14:00
CLICK TO REGISTER/CREATE ACCOUNT
No CE Credits
Join Marni Hefner, Business Development Executive, for a tour of the IDCWIN Group Superstore. This virtual facility will help Advisors get a better understanding of the products we offer and how we help you assemble the perfect plan for your prospects – creating a deliverable that will set you apart in the marketplace. The tour includes:

Simplified underwriting products
Regular underwriting products
Products for specialty groups
Specialty affinity products and value-added solutions

IDC WIN Presents: Fall 2021 Women's Day
2021-09-15 13:00 - 14:00
Click to Register
No CE Credits
What does it take to be a successful Advisor in todays world? Find out from four top advisors with IDC WIN. These women will share what it took to get to where they are today – their stories, their struggles and how they overcame them to be IDC WIN conference Qualifiers.
Join Henriette Bichai, VP Quebec Operations as she leads these four dynamic women in a lively discussion: Farah Jahed (Ontario), Marie Dean (Alberta), Wendy Brookhouse (Nova Scotia) and Suzanne Durnan (Kania) (BC)

Dynacare - Heart Health Series: Part 1
2021-09-09 13:00 - 14:00
Click Here to Register
1.5 CE Credits all provinces except Quebec = 1 PDU
Agenda – Lindsay Beal – Presenter
Explore the symptoms, causes, and risk factors of Angina, Heart Attack, Coronary Heart Disease, and Heart Failure. Gain the knowledge of what information an underwriter requires when they assess an application of a client with a heart condition.

Part 2 to follow on October 7th.

IDC WIN - IFAs: Teamwork Works Best
2021-09-08 13:00 - 14:00
Click Here to Register
No CE Credits
We believe the key to placing an Immediate Financing Arrangement, perhaps your first one for many of you, is… Teamwork. Please note, this session will be of most benefit to advisors with high income/HNW business owner and professional clients and prospects. An IFA is a custom permanent life insurance-tax-estate-banking solution. Most cases require the use of both internal IDC WIN and external partner resources which our panel will cover, including:

Summary of institutions & lending offerings
Illustrations
Working with clients’ tax & estate advisors

Panel
Vic Raye, National Director, Banking Services
Ken Poniatowski CFP, Business Development Executive
Chris Britton CPA CA, Director, Tax & Estate Planning
Guest Panelist
Irvin Lim, Senior Private Banker, Bank of Montreal

Take Advantage of Special Markets with Humania Assurance!
2021-08-31 13:00 - 14:00
Click to Register
1 CE Credit
Explore Humania’s web based solutions! Humania Assurance has been working hard to build many simple web based solutions to meet the needs of your client’s unique insurance needs. From babies to baby boomers, Humania has simple and online living benefit insurance solutions that can be sold in as little as 15 minutes. Join Roberta Lust, National Sales Director as she shows you where Humania shines in the living benefits marketplace. To obtain your CE Credit, you must be connected using a computer or mobile device, watch the visual presentation, complete the questionnaire that will be sent after the presentation and get the minimum grade of 60%.
After registering, you will receive a confirmation email containing information about joining the webinar.
View System Requirements

IA Investments: Estate Planning Case Studies
2021-08-26 13:00 - 14:00
Click Here to Register
1 CE Credit
Join this webinar to be introduced to key reasons to choose IA for client’s Estate planning needs. I will reference how to structure your contracts keeping in mind Estate Planning concepts and highlight our e-tools to help you to place business quickly and efficiently. I also will touch on efficient time saving tips within the Advisor Center.
Topics explored:
• Key Estate Planning concepts
• Advice on navigating IA’s Advisor Center & Business Tracker and other e-tools
• A toolbox to help you plan your client’s retirement savings
After registering, you will receive a confirmation email containing information about joining the meeting.

IDC WIN/ Manulife/RBC: Living Benefits Panel Discussion
2021-08-25 13:00 - 14:30
Click Here to Register
No CE Credits
Join The IDC WIN BDE team, Gary Steen, Manulife & Jonathan Lee, RBC for a panel discussion about Living benefits. The approach, the fact find, the sale and the close.
Have you ever wondered why some people sell lots of Living benefit products and you can’t seem to break into the market. How about over coming underwriting challenges? Then there are the cross selling opportunities and hard to underwrite DI sales. All of your questions answered on this 90 min webinar. If you want to sell more Critical Illness and Disability insurance – you won’t want to miss this. We guarantee it.

Group Services - Know your Group Client in the 2021 Era of Benefits
2021-08-19 13:00 - 14:00
Click Here to Register
CE Accreditation Under Review
In 2021 benefits are being looked at in a completely different way. In our quest for Humanizing Benefits, its important to know your client from a whole health benefits perspective. Join us to dive deep into the questions, and the context when meeting perspective clients.

Propel your prospecting with Equisoft /connect
2021-08-18 13:00 - 14:00
Click Here to Register
No CE Credit
During this training session, you will learn how to use the Equisoft/connect Opportunity module to track your sales and renewals. You will be able to track the number of sales and expected income, but also identify the cross-selling opportunities by using the data available in your CRM!

iA Financial Group - Why Universal Life?
2021-08-17 13:00 - 14:00
Click Here to Register
1 CE Credit
Please join Alex Lekas, as he delves in to Universal Life and the potential benefits that exist for your clients. He will be discussing level cost, as well as, YRT options and features that are unique to the IA product.

SLI- Intro to Evolution, Powered by Jenie
2021-08-12 13:00 - 14:00
Click Here to Register
1 CE Credit
Join Specialty Life Insurance and discover our newest Evolution 2.0 portfolio. Safest No Medical Life Insurance, with the highest face amounts (up to $1M) and no medical requirements, even for average health or older applicants.
Please join us to meet Jenie & Jenie assist:

Real-time virtual underwriter
Maximizes honest disclosure!
Safest No Medical Life insurance plans
Individually tailored risk-assessment sequences
Combination of Behavioral & Detailed questions
Speech technology
An instant decision every time

EDGE Benefits - Small Business Benefits Solutions
2021-08-11 13:00 - 14:00
Click Here to Register
1 CE Credit
EDGE Benefits will be hosting a Webinar for IDC WIN advisors to provide an overview of how our Health and Dental Multi-Life Solution has changed the way Small Businesses have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions.

LDA & Empire - Mastering the Asset Transfer Concept (Case Study)
2021-08-10 13:00 - 14:00
Click Here to Register
CE Credits Under Review
This case study will focus on the Estate Bond Concept utilizing Empire Life’s Optimax product and 10 year PUA’s in order to maximize the value to the sample client.
