IDC WIN BIG | Business Innovation and Growth

Humania Assurance - Insurance without Medical Exam, and it's many benefits
2022-04-07 13:00 - 14:00 (America/Toronto)
James O’ConnellRegional Sales ManagerHumania Assurance
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1 CE credit
We all come across challenging cases where finding an insurance solution is difficult, and Humania’s simplified platform is here is help! Learn where we fit in the market place as well as how we have improved the platform to help more clients get coverage.
Read James’ biography HERE

SSQ Insurance: Demographics and Defining the Future of Financial Planning
2022-04-06 13:00 - 14:00
Sam Alves

1 CE credit
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Presenter: Sam Alves
Clients’ needs change throughout their lives, and so do their attitudes and preferences. Although advisors tend to gravitate towards their own generation, awareness of the dynamics within and between generations has never been more important. Based on a multitude of evidence there’s an increasing need for intergenerational planning and conversations. This session will demonstrate on how to build an enduring practice by engaging the whole family and not just the primary wealth creator.

iA Financial Group - Growing your digital presence and driving business
2022-04-05 13:00 - 14:00
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Presenter: Gabrielle Elliott | Promotion and Web Marketing Advisor | iA Financial Group
As technology drives ahead, many turned to digital channels to keep customers engaged. The training will introduce you to ways to build an engaging and profitable social media presence for your business and use the power of social media to your benefit; it will also give you tools that can make generating business easier. The trainer will also share some expert tips to help advisors make the best of the digital world.
1 CE credit

IDC WIN Wealth presents: Responsible investing and ESG investing with Beneva, BMO and Manulife
2022-03-31 12:30 - 14:00
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HOSTS:
Alex Chan, RHU,CHS,CFP,CPCA,EPC,CFSB,CLU | Regional Wealth Leader Western Canada | IDC Worldsource Insurance Network Inc.Graeme Allan | Regional Wealth Leader-East | IDC Worldsource Insurance Network Inc.
PRESENTERS:
Rose Nguyen, CFP |Senior Business Development Manager, Segregated Funds (Western Canada) | BMO InsuranceJennifer So | Vice-President, Portfolio Manager | BMO Asset Management Inc.Ryan Armstrong, CIM | Vice-President, Regional Sales | Intermediaries | BMO Global Asset Management
Martin-Charles Ranallo, CFA | Directeur régional des ventes / Regional Sales Director | Réseau courtage / Brokerage Channel | benevaMatthew To, CFA | Director, Business Development for Investments | La Capitale & SSQ Insurance
Don Sutton | District Vice President | Wealth Sales | Retail Markets | ManulifePatrick Blais, CFA, FSA | Head of Fundamental Equity Team, Senior Managing Director and Senior Portfolio Manager at Manulife Investment ManagementSophia Lee | Business Development Manager | Wealth Sales | Retail Markets | Manulife Investment Management
AGENDA:
• EGS Investing & Analysis…2 CFA’s from Beneva• Manulife Climate Action Fund with the PM• BMO Global Asset Management…early adopters of ESG Investing
CE credits under review

Empire Life: 13 biggest investment mistakes by retirees
2022-03-29 13:00 - 14:00
Peter A. Wouters, RFG,AIAA,ARP,TEP, FLMI, RHU,CFP,CLU,CHFC,ACS, ALHC,CPCA,CHS,EPC,AFSI Director, Tax, Retirement & Estate Planning Services – WealthEmpire Life
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1 CE credit
Read Peter’s biography HERE

Sun Life: Evolution of UL
2022-03-24 13:00 - 14:00
Mark Davis, Mfin, CFA Director of Professional InsightsSun Life
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1 CE credit
Some Universal Life (UL) products have experienced price increases in response to declining interest rates, while others have become more affordable. We highlight these trends by showing you areas of opportunity and how UL can be the most flexible permanent insurance solution for your Clients. You’ll discover why UL deserves a closer look.
Read Mark’s biography HERE

SSQ Insurance: In Defence of Professional Financial Advice
2022-03-23 13:00 - 14:00
Andrew Gardiner
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1 CE credit
Regulators, media outlets and digital competitors have challenged the costs associated with professional financial advice. We know better, research shows that having one’s financial affairs professionally managed produces results. This session will focus on how brokers can set themselves apart from the crowded marketplace and deliver value that is both requested and appreciated by Canadians.

IDC WIN Group Services - Sun Life working hard to engage employers and employees with robust health benefits
2022-03-22 13:00 - 14:00
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Co-host: Marni Hefner | Business Development Executive | IDC Worldsource Insurance Network
Sun Life has explored the inner workings of their EAP powered by Dialogue AND Stress Management & Well Being Powered by Dialogue. Join us on March 22 at 1 p.m. ET to hear all about it.
CE credits unavailable for this presentation

RBC Insurance - 5 reasons advisors choose RBCI seg funds
2022-03-17 13:00 - 14:00
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Co Host: Graeme Allan | Regional Wealth Leader-East | IDC Worldsource Insurance Network Inc.
Presenters:
Rhealynne Ries | Senior Sales Consultant – Wealth Solutions | RBC Insurance
Read Rhealynne’s bio HERE
Charu Mathur | Senior Sales Consultant – Wealth Solutions | RBC Insurance
Overview:
RBC Insurance is one of the fastest growing seg fund providers in the country. We will share the Top 5 reasons Advisors have used RBCI to help growth their Wealth Business.
1 CE credit

Equitable Life - The anatomy of a dividend
2022-03-16 13:00 - 14:00
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Co Host: Don Hart | VP Training and Development | IDC Worldsource Insurance Network Inc
Presenters:
Brent Swatuk CLU, CHS | Advanced Case Consultant | Equitable LifeRead Brent’s biography HERE
David Irwin | Director, Portfolio Management and Client Relations | Equitable LifeRead David’s biography HERE
Overview:
The purpose of this presentation is to build a detailed understanding of what dividends are as they relate to participating whole life insurance and the factors that are used in calculating them. We’ll review each of these factors and the impact they have on the dividend scale calculation. We’ll also discuss how they are distributed and the impact of a change to the dividend scale to the life insurance policy.
In addition, David Irwin will speak about our PAR Investment approach and what makes us unique.
1 CE credit – ON, BC, AB, MB, QC

IDC WIN Group Services: Benefits of Benecaid
2022-03-09 13:00 - 14:00
Marni Hefner Business Development Executive-GroupIDC Worldsource Insurance Network Inc.
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Our cost-effective and sustainable solutions create loyalty. Over 95% of our customers remain with Benecaid for the long term. We’re the health benefits company that big insurance companies don’t want you to know about.
No CE credits

IDC WIN's second annual Women's Day Event - Celebrating the Trailblazers
2022-03-08 13:00 - 14:00
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No CE Credits
IDC WIN is pleased to invite you to our second annual Women’s Day Event, Celebrating the Trailblazers. You will join a group of dynamic women for a thought-provoking conversation focused on attracting, engaging with and converting possibilities into opportunities for life and career. Our speakers are each inspiring leaders in their respective fields and have blazed a path towards a bias-free world.
Join us and let’s celebrate the power of women, in honour of International Women’s Day #BreaktheBias 2022, which this year asks us to value our differences, embrace our diversity and be free of bias.
Host:
Henriette Bichai, Regional Vice President, Quebec Operations
Panelists:
Jamie Wolfe, Regional Manager, Sales and Delivery Operations, Tesla Canada
Donna Carbell, SVP, Individual Insurance, Equitable Life of Canada
Karlee Vukets, Founder & Lead Planner, Karlee Vukets & Co.
Oricia Smith, President, SLGI Asset Management,Senior VP Investment Solutions, Sun Life Canada

IDC WIN Compliance: Important updates to AML and Privacy
2022-03-03 13:00 - 14:00
Eric Wachtel Chief Compliance Officer IDC Worldsource Insurance Network Inc.
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Currently being accredited across Canada
IDC WIN has updated the Anti-Money Laundering and Anti-Terrorist Financing course. Join Eric Wachtel as he hosts a one hour webinar to go through the AML course and highlight updated areas of the legislation.

The Foresters Advantage - Growing your business and making a positive impact
2022-03-02 13:00 - 14:00
Ayal Alalouf, Regional Vice President, ON
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1 CE Credit except QC
Do you want to fit in or stand out amongst your peers?
You don’t want to miss how Foresters allows you to grow your business AND make a positive impact in your clients’ lives & communities.
Learn how to leverage the unique value adds that we bring to the table to help you grow your business.

iA Group of Companies: IRP and shared ownership CI
2022-03-01 13:00 - 14:00
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1 CE credit (BC, SK, MB,) Under review in other jurisdictions
PRESENTERS:
Pierre-Philip Garneau, Legal Advisor & Tax Specialist, Advanced Financial Solutions
Ross Cook, Director Large Cases
Martin Pepin, Senior Vice-President, Portfolio Management, General Funds
Join the advanced case specialists from iA and learn about these concepts, tax implications and the structure and management of the Par fund.
Topics:

Concepts, tax implications, the structure and management of the Par fund
Shared Ownership CI & Estate Bond
Showcasing new tools at iA Financial to present these concepts/strategies

SLi - Intro to Evolution, powered by Jenie
2022-02-24 13:00 - 15:00
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2 CE Credits | 1.5 SK
Join Nicola Burton from SLi as she introduces their true non medical Life insurance products.
– Instant issue
– Coverage as high as 1 Million
– Policy issue and compensation paid same or next day

Sun Life: How to tell your brand story in 10 seconds
2022-02-23 13:00 - 14:00
Angelo Parziale, CFP, CIM, Director, Business Develoment, Eastern Canada
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1 CE Credit (except SK)
Sun Life is pleased to invite you to the How to tell your brand story in 10 seconds presentation.
A clear brand story is a proven solution to the struggle advisors face when talking about their businesses. This presentation will give you the ultimate competitive advantage, revealing the secret to helping prospects see the value of your services—quickly.
Learn to construct a 10-second brand story and forever transform the way you talk about who you are and what you do.​

Group Services - Greenshield health and dental programs: Zone and Link
2022-02-22 13:00 - 14:00
Presenters:
Domenic Servideo, National Account Executive – Individual & Association Sales
Chris Hannon, Senior Client Service Representative – Individual & Association Sales
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1 CE (BC, AB, MB, ON)
As advisors these programs are key for employees leaving a current carrier plan, or clients that are looking at getting their health and dental covered. Join us for an in depth discussion on adding this to your repertoire and product line.
TOPICS:

Health Assist – Green Shield Canada’s (GSC) Individual Health and Dental Program high level overview
Health Assist Advantages (beyond the copays and maximums)
Demo of Advisor URL
Health Assist advisor toolkit
Q&A

Manulife Insurance - Vitality: Experience and Insights
2022-02-17 13:00 - 14:00
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1 CE Credit
In this session Michael will talk about why Manulife launched Manulife Vitality and share the experience and important insights as they brought this new kind of insurance to the Canadian market.

ExamOne-Understanding the Paramedical Process
2022-02-16 13:00 - 14:00
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1 CE Credit (ON, BC, AB and MB)

Presenter: Rhonda Wrong, Business Development Executive, ExamOne
Hosted by: IDC WIN – Emily Sorensen, Business Development Executive (Calgary)
Rhonda Wrong will walk you through the entire paramedical process and how truly valuable collaboration is to help ensure a smooth and seamless process for both you and your clients.

COVID-19 service updates and how it impacts clients
ExamOne’s unique advantages
How advisors role helps ensure a smoother application process
Preparing clients for their paramedical appointment
Pre-booking appointments with clients
What bodily fluids are required and why
What you need to know about MIB and how it’s used
APS and why clients might need one
Bodily fluids are collected and what happens after your clients medical
Examiners and your clients and how Covid impacts their appointment
Online Lab results and who participates

Building on Record Advisor Demand: BMO Mortgage Referrals in Your 2022 Business Plan
2022-02-15 13:00 - 14:00
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Presenter: Nader Salameh, VP of Lending Referral Partnerships, BMO Bank of Montreal
Hosted by: IDC WIN – Vic Raye, National Director, Banking Services
Are your clients aware that bankers are reaching out to you, competing for your business? Just by letting them know, demand + revenue will come.
Mortgage referrals can be a smart service for independent advisors, to help give your clients an edge as they shop around in the current interest rate environment and real estate markets. In addition to the additional revenue, assisting with major borrowing needs such as mortgages for residential / recreational / investment properties are a common topic of conversation by many clients – with their friends, family and of course their realtors. For consumer-led financial services such as credit, word-of-mouth is still alive and well, even in the digital age- with referral potential back to you as the key connection in the process.
No CE Credits

Under the Hood with Manulife’s Corporate Insured Retirement Program
2022-02-10 13:00 - 14:30
CE Credits under review
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Join Bill MacMillan from Manulife for an in depth look at Corporate Insured Retirement Plan. This presentation will include an overview of our permanent product shelf including the newly revamped Manulife UL. From there we will review our Manulife Par product and discuss how this incorporates well into the CIRP concept. This is a great session to learn more about the details of the CIRP, but also take a deep dive on our Par fund. Get Bill’s expertise and insight into what separates our Par fund from the rest while helping you build out the concept to help supplement your client’s retirement income!

RBC Disability Deep Dive: Selling Living Benefits in the Pandemic Post-Pandemic Landscape
2022-02-09 13:00 - 14:30
CE Credits under review
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The last 2 years have been marked by uncertainty. Our clients have had to navigate changing work environments, new roles, changing incomes and evolving personal scenarios. As advisors, it is incumbent upon us to make sure that our client’s insurance has kept up with all of these changes! This session will discuss what advisors need to know when discussing disability insurance in this new environment as well as updates sales strategies for the pandemic and post-pandemic world. You don’t want to miss this important sales update!

IDC WIN - 4- LIFE - INDIVIDUAL INSURANCE IN THE WORKPLACE
2022-02-08 13:00 - 14:00
Marni Hefner, IDC WIN Group
No CE Credits
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IDC WIN Group recognizes that there is a wallet of opportunity for Advisors when implementing a Group Benefits program. Not only is your corporate client under your protection, but you now have access to each employee with the opportunity to make them your individual clients as well. We are pleased to offer a program called IDC WIN 4 LIFE, where you can offer a suite of individual insurance, paid for by the employee, and have full engagement with them. The product suite offers Optional Life, AD&D and Critical Illness. We can’t wait to share this with you.

Launch of Equitable Bank's NEW Immediate Financing Arrangement (IFA)
2022-02-03 13:00 - 14:00
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Michael Pilz, Head, National Sales, CSV/IFA Lending
Innovative No Additional Collateral Option – Michael will highlight the finer details of this ground-breaking IFA solution, with real life examples.
As one of the pinnacle insurance strategies for HNW business owners and professionals, your IFA cases may now benefit from EQB’s lending leadership.
Read More about Equitable Bank CSV/IFA Lines of Credits HERE
75 min – CE Credits under review

Empire Life - Multi-Strategy GIFs
2022-02-02 13:00 - 14:00
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IDC WIN session with Portfolio Manager Dave Paterson, CFA
Join portfolio manager Dave Paterson as he presents his follow up, deeper dive presentation to Launch 2022.
Read Dave Paterson’s Biography HERE
1 CE Credit

ATTRACT, ENGAGE, CONVERT - Launch 2022- Day 2
2022-01-26 12:00 - 16:00
CLICK TO REGISTER FOR DAY 2
At IDC WIN, we have always believed that Your Success is our Business. This year, we want to demonstrate more than ever that our focus is not just on growing your business, but supporting you with the tools to do it. With that in mind, we are extremely excited to announce our two-day, 2022 IDC WIN Launch Event. You’ll hear from carriers, members of your IDC WIN team and special keynote speakers on how to better attract, engage and convert in a new landscape.
January 25 Keynote Speaker

Brent Lemanski, AVP and Executive Director, LIMRA and LOMA Canada
New Directions and New Possibilities: Consumer behaviour post COVID-19
January 26 Keynote Speaker

Dr. Robyne Hanley-Dafoe, Expert on Resiliency and Workplace Wellness
Hope-Forward: Steadying Our Steps After a Challenging Season

ATTRACT, ENGAGE, CONVERT - Launch 2022- Day 1
2022-01-25 12:00 - 16:00
CLICK TO REGISTER FOR DAY 1
At IDC WIN, we have always believed that Your Success is our Business. This year, we want to demonstrate more than ever that our focus is not just on growing your business, but supporting you with the tools to do it. With that in mind, we are extremely excited to announce our two-day, 2022 IDC WIN Launch Event. You’ll hear from carriers, members of your IDC WIN team and special keynote speakers on how to better attract, engage and convert in a new landscape.
January 25 Keynote Speaker

Brent Lemanski, AVP and Executive Director, LIMRA and LOMA Canada
New Directions and New Possibilities: Consumer behaviour post COVID-19
January 26 Keynote Speaker

Dr. Robyne Hanley-Dafoe, Expert on Resiliency and Workplace Wellness
Hope-Forward: Steadying Our Steps After a Challenging Season

IDC WIN Wealth & Banking RRSP Season - let's top them up!
2022-01-19 13:00 - 14:00
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Alex Chan, RHU, CHS, CFP, CPCA, EPC, CFSB, CLU Regional Wealth Leader Western Canada
Vic Raye, National Director, Banking Services
Graeme Allan, Regional Wealth Leader, East
Join your IDC WIN Wealth and Banking team for this highly informative session:

Wealth to par case studies
RRSP loan program
A guide to the RRSP tools found on IDC WIN BIG
Q&A

No CE Credits

Group Services - 2022 Jump Start
2022-01-18 13:00 - 14:00
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No CE Credits
A quick session for advisors to jump start your 2022 benefits production.
1. Knowledge is power – come learn more about how we can help you market data and comparative analytics for your group clients. We will demonstrate our:
– benefits benchmarking reports (personalized for client)
– benefits attraction and retention reports (personalized by client)
2. Unlock the power of efficiency – we provide the key with our Simplified Underwriting Programs
– Updates for 2022
