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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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TZID:America/Toronto
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
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TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220810T130000
DTEND;TZID=America/Toronto:20220810T140000
DTSTAMP:20260403T142223
CREATED:20220727T144220Z
LAST-MODIFIED:20220727T144220Z
UID:4603-1660136400-1660140000@idcwinbig.ca
SUMMARY:IDC WIN & Equitable Bank Mortgage Referral Program: National Launch
DESCRIPTION:CLICK TO REGISTER\nNo CE credits are available \nEQUITABLE BANK WELCOMES CLIENT MORTGAGE REFERRALS FROM IDC WIN-CONTRACTED ADVISORS Canada’s Challenger Bank™ has residential solutions that go beyond your traditional T4 clients. \nA leader in key specialized client segments\, including advisors’ personally-held mortgages. Segments include: \n• Business owners – small to large\, registered / not registered \n• Sole proprietors\, partnerships\, corporations \n• Real estate investors \n• New to Canada \n• Good or imperfect credit \n• Properties – principal\, recreational\, investment \nIDC WIN invites you to an exclusive webinar brought to you by Equitable Bank\, our third and newest core lending partner.
URL:https://idcwinbig.ca/event/idc-win-equitable-bank-mortgage-referral-program-national-launch/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220809T130000
DTEND;TZID=America/Toronto:20220809T140000
DTSTAMP:20260403T142223
CREATED:20220722T151650Z
LAST-MODIFIED:20220722T151650Z
UID:4589-1660050000-1660053600@idcwinbig.ca
SUMMARY:Canada Life:  Behavioural Finance 2.0
DESCRIPTION: Edmond So\, Regional Sales Manager – Wealth \nCLICK TO REGISTER\n1 CE credit \nLearn 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 and deeper client relationships.
URL:https://idcwinbig.ca/event/canada-life-behavioural-finance-2-0/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220727T113000
DTEND;TZID=America/Toronto:20220727T133000
DTSTAMP:20260403T142223
CREATED:20220704T174118Z
LAST-MODIFIED:20220704T174118Z
UID:4561-1658921400-1658928600@idcwinbig.ca
SUMMARY:RBC DI Summer School\, Part 2
DESCRIPTION:CLICK TO REGISTER\n1 CE credit \nDisability Insurance Deep Dive – Know Before You Sell!
URL:https://idcwinbig.ca/event/rbc-di-summer-school-part-2/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220720T113000
DTEND;TZID=America/Toronto:20220720T133000
DTSTAMP:20260403T142223
CREATED:20220704T173758Z
LAST-MODIFIED:20220704T173758Z
UID:4556-1658316600-1658323800@idcwinbig.ca
SUMMARY:RBC DI Summer School\, Part 1
DESCRIPTION:            \n \n \n \nCLICK TO REGISTER\n1 CE credit \nProspecting in the Blue/Grey Collar Marketplace + RBC’s Exclusive Construction Program for IDC WIN  
URL:https://idcwinbig.ca/event/rbc-di-summer-school-part-1/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220719T140000
DTEND;TZID=America/Toronto:20220719T153000
DTSTAMP:20260403T142223
CREATED:20220705T162224Z
LAST-MODIFIED:20220705T162224Z
UID:4566-1658239200-1658244600@idcwinbig.ca
SUMMARY:Empire Life TRIIPS Webinar:  Small business owners and positioning life insurance policies
DESCRIPTION:CLICK TO REGISTER\nCE credits: Up to 1 credit. \nTo receive their CE credit\, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed. \nOnce a small business owner has decided to buy life insurance\, they have a lot more to consider. Each of your client’s situations is different\, but there are common themes to consider when positioning their life insurance policy. \nThis session will look at: \n\nWhat are some of the elements that should be considered when positioning a life insurance policy?\nAre there differences when a corporate structure includes a holding company?\nFor professionals who are not yet incorporated\, should they create their professional corporation now?\n\nThis webinar will explore those common topics and will provide you with tools to feel more comfortable discussing life insurance with small business owners.
URL:https://idcwinbig.ca/event/empire-life-triips-webinar-small-business-owners-and-positioning-life-insurance-policies/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220714T130000
DTEND;TZID=America/Toronto:20220714T150000
DTSTAMP:20260403T142223
CREATED:20220601T153317Z
LAST-MODIFIED:20220601T153317Z
UID:4464-1657803600-1657810800@idcwinbig.ca
SUMMARY:Sun Life Presents - The IFA Workshop
DESCRIPTION:1 CE Credit \nCLICK HERE TO REGISTER \nSun 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 not for everyone. They add complexity and risks. This one-hour overview explains the common pitfalls that should be well understood before recommending an IFA to a client. \n\nMark Davis’ presentation will be followed by a 1-hour Panel Discussion with:\nLino Puzzuoli\, MBA – Director\, Insurance Tax Solutions\, Sun Life\nJay Sankoff\, BSc. AALU\, ALMI – AVP\, High Net Worth Solutions Centre & Field Underwriting\, Sun Life\nRandy Cutting – Vice President Sales\, Specialized Lending\, DUCA Financial Services\nJean Turcotte – Director\, Tax\, Insurance and Wealth Management Group\, Sun Life\n\nNote: This 2-hour workshop is available for 1 CE credit. Attendees must attend the entire session to be granted CE. For advisors licensed under La Chambre de la sécurité financière (CSF)\, as of May 1st\, individuals that are licensed and residing in Quebec are required to complete a questionnaire at the end of the live webinar. To qualify for CE credits\, a score of at least 60% is required to successfully complete the evaluation. A link will be sent to you after the session is completed
URL:https://idcwinbig.ca/event/sun-life-presents-the-ifa-workshop/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220712T133000
DTEND;TZID=America/Toronto:20220712T143000
DTSTAMP:20260403T142223
CREATED:20220628T163539Z
LAST-MODIFIED:20220628T163539Z
UID:4519-1657632600-1657636200@idcwinbig.ca
SUMMARY:SSQ Insurance:  Pulling back the curtain...Insights from the claims department
DESCRIPTION:CLICK TO REGISTER\n1 CE credit \nSubmitting a claim for life\, disability or critical illness benefit is a critical moment in the life of the insured/beneficiary as well as the insurance contract.  Insurers and Advisors must work together to make the claim experience positive during a challenging time. Join us as we pull back the curtains with our Claims Department to learn about how individual insurance claims are managed at Beneva.  \nOur Assistant Director of Claims\, Mathieu Côté will discuss topics on frequently asked questions to provide us with valuable insight on: \n• how the terms of contestability are handled \n• impacts of late claim submissions \n• impacts of denying a claim \n• the role the Adjudicator and the Advisor \n• COVID and claims
URL:https://idcwinbig.ca/event/ssq-insurance-pulling-back-the-curtain-insights-from-the-claims-department/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220630T130000
DTEND;TZID=America/Toronto:20220630T140000
DTSTAMP:20260403T142223
CREATED:20220607T155028Z
LAST-MODIFIED:20220607T155028Z
UID:4475-1656594000-1656597600@idcwinbig.ca
SUMMARY:Option One Travel Insurance - Website Launch
DESCRIPTION:Ron Madzia\, President \nCLICK TO REGISTER\nNo CE Credits \nRon Madzia President at Option One Travel Insurance Inc. is pleased to announce the launch of their quotation and information website for travel insurance. Sign up to hear some of the exciting benefits and services Option One will provide for people interested in selling Travel Insurance. \n\nNew carriers\nNew travel-related products\nTraining on website registration\nTraining on completing quotes
URL:https://idcwinbig.ca/event/option-one-travel-insurance-website-launch/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220629T130000
DTEND;TZID=America/Toronto:20220629T140000
DTSTAMP:20260403T142223
CREATED:20220525T223146Z
LAST-MODIFIED:20220525T223146Z
UID:4412-1656507600-1656511200@idcwinbig.ca
SUMMARY:UV Insurance presents Juvenile insurance
DESCRIPTION:               \nCLICK TO REGISTER\n1 CE Credit (BC\, AB\, ON\, QC) \nJoin me\, Chantal Marquis and learn about the juvenile insurance product lineup available at UV Insurance.  \nEverything you need to know about UV Insurance and our children insurance – UV insurance simplified issue sweet spots for children – CI for children – free accidental coverage
URL:https://idcwinbig.ca/event/uv-insurance-presents-juvenile-insurance/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220628T130000
DTEND;TZID=America/Toronto:20220628T140000
DTSTAMP:20260403T142223
CREATED:20220525T224116Z
LAST-MODIFIED:20220526T210810Z
UID:4440-1656421200-1656424800@idcwinbig.ca
SUMMARY:SSQ Insurance:  Protecting Seniors and Vulnerable Clients
DESCRIPTION:Shawn Redford\, Senior Director\, Business Development Individual Insurance and Investments \nCLICK TO REGISTER\n1 CE Credit \nCanadians are living longer than ever before\, and older Canadians are increasingly making up a greater proportion of the total population.  Seniors are at a heightened risk of losing money due to financial mistreatment\, undue influence\, diminished mental capacity and financial literacy.  Advisors are increasingly faced with issues relating to seniors or vulnerable clients. This webinar will shed light on how to properly serve this clientele and protect their interests.
URL:https://idcwinbig.ca/event/ssq-insurance-protecting-seniors-and-vulnerable-clients/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220627T130000
DTEND;TZID=America/Toronto:20220627T140000
DTSTAMP:20260403T142223
CREATED:20220607T203530Z
LAST-MODIFIED:20220607T203530Z
UID:4482-1656334800-1656338400@idcwinbig.ca
SUMMARY:Empire Life:  Why Par?
DESCRIPTION:Tammy Couillard\, ACS\, AIAA\, CHS \nAccount Executive\, Retail Insurance Distribution \n  \nCLICK TO REGISTER\nCE Credits under review \nEffective ways to position Permanent Life Insurance with your clients. \n 
URL:https://idcwinbig.ca/event/empire-life-why-par/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220623T130000
DTEND;TZID=America/Toronto:20220623T140000
DTSTAMP:20260403T142223
CREATED:20220525T222713Z
LAST-MODIFIED:20220525T222713Z
UID:4430-1655989200-1655992800@idcwinbig.ca
SUMMARY:Sun Life:  Intergenerational Wealth Transfer
DESCRIPTION:Samara Charters\, Director\, Advice & Stewardship\, Sun Life Consulting \nCLICK TO REGISTER\n1 CE Credit \nSun Life is pleased to invite you to the Intergenerational Wealth Planning presentation. Watch this short introduction video to learn more. \nGetting in front of the next generation is critical to both the success of your business and clients’ legacies. As much as 66 per cent of children who inherit wealth leave their parents’ advisor. As the advisor to multiple generations\, taking the lead and engaging families in legacy planning discussions can avoid a communication breakdown between family members and it could mean the difference between failed and successful wealth transfers. Learn more about the opportunity and process for you to initiate these important conversations with clients and their families.
URL:https://idcwinbig.ca/event/sun-life-intergenerational-wealth-transfer/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220622T130000
DTEND;TZID=America/Toronto:20220622T140000
DTSTAMP:20260403T142223
CREATED:20220520T190208Z
LAST-MODIFIED:20220525T221919Z
UID:4401-1655902800-1655906400@idcwinbig.ca
SUMMARY:Empire Life - The Kid Start Strategy with PAR Whole Life
DESCRIPTION:   Empire Life Account Executive \nCLICK HERE TO REGISTER\n1 CE Credit (except in QC) \nDescription: Delving into getting Kids started with Insurance while they are young and healthy and not having to worry about insurability in the future.
URL:https://idcwinbig.ca/event/empire-life-the-kid-start-strategy-with-par-whole-life/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220621T130000
DTEND;TZID=America/Toronto:20220621T140000
DTSTAMP:20260403T142223
CREATED:20220531T163011Z
LAST-MODIFIED:20220531T163011Z
UID:4454-1655816400-1655820000@idcwinbig.ca
SUMMARY:iA Financial Group:  Help clients make the most out of their RESP
DESCRIPTION:                        \n  \nAngelina Basra                                     Rose Marcello \nDirector of Sales\, Investments         Senior Director\, Client Portfolio Manager \nCLICK TO REGISTER\n1 CE Credit \nRESPs can be a great way to save for your child’s education. Money invested in an RESP can grow tax-deferred\, and the best part? The government can contribute up to $7\,200. Join us for a discussion about Registered Education Savings Plans (RESP) at iA Financial Group and learn how to help your clients set aside money for a child’s post-secondary education. We also have a special guest\, Rose Marcello\, who will introduce the iA’s investment team and their expertise.
URL:https://idcwinbig.ca/event/ia-financial-group-help-clients-make-the-most-out-of-their-resp/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220615T130000
DTEND;TZID=America/Toronto:20220615T140000
DTSTAMP:20260403T142223
CREATED:20220613T162243Z
LAST-MODIFIED:20220613T162243Z
UID:4488-1655298000-1655301600@idcwinbig.ca
SUMMARY:Allianz - Visitors to Canada
DESCRIPTION:Jordan Henry\, Business Development Manager \nCLICK TO REGISTER\n1 CE Credit   \n\nUnderstand who your Visitors to Canada customers are.\nOutline the features and benefits of our Visitors to Canada insurance for your clients.\nUnderstand how to use our 4-step sales process.\nLearn more about our support for you.
URL:https://idcwinbig.ca/event/allianz-visitors-to-canada/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220614T130000
DTEND;TZID=America/Toronto:20220614T140000
DTSTAMP:20260403T142223
CREATED:20220525T221349Z
LAST-MODIFIED:20220527T164857Z
UID:4423-1655211600-1655215200@idcwinbig.ca
SUMMARY:CPP Foresters - Insurance for Children
DESCRIPTION:CLICK TO REGISTER\nCE credits under review \nLearn about Foresters Par WL and LiveWell Plus CI.  Discover how they fit for the family but also the options and unique features that apply to children.  Lets not forget member benefits and how they can be of significant value to the children of your clients.”
URL:https://idcwinbig.ca/event/cpp-foresters-insurance-for-children/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220608T110000
DTEND;TZID=America/Toronto:20220608T160000
DTSTAMP:20260403T142223
CREATED:20220520T184133Z
LAST-MODIFIED:20220520T184209Z
UID:4392-1654686000-1654704000@idcwinbig.ca
SUMMARY:Inflections 2022 - Workplace Solutions - Day 2 of 2
DESCRIPTION:CLICK TO REGISTER\nEvent description: \nJoin thought leaders and industry representatives to share big ideas and practical information and solutions to help advisors: \n\nSurface relevant information from the noise\nStay tuned to the needs of the employers and plan members we serve\nHarness innovation to be more empowered as human beings and more effective in our work and daily lives
URL:https://idcwinbig.ca/event/inflections-2022-workplace-solutions-2/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220607T130000
DTEND;TZID=America/Toronto:20220607T140000
DTSTAMP:20260403T142223
CREATED:20220502T162555Z
LAST-MODIFIED:20220502T165752Z
UID:4334-1654606800-1654610400@idcwinbig.ca
SUMMARY:Assumption Life: Part 3-How to get started writing investment business!
DESCRIPTION:          \nInvestment knowledge series Part 3 of 3\n                                                                                \nClaudette Richard                                                                             Daniel Audet\, MBANational Director\, Investment and Retirement                       Associate Vice-President\, Individual Insurance and Investments Read Claudette’s bio HERE                                                           Read Daniel’s bio HERE  \nCLICK TO REGISTER\nCE Credits under review \nAgenda:  \nIn the final investment knowledge series Assumption Life will: \n\nShow you easy\, fast\, and quick investment solutions and how to efficiently write investment business.\nReview our electronic investment platform that makes selling investments so much easier.\nShow you the difference between our Segregated Funds vs. the Registered Investment Account (our low fee option account).\nGo over the different portfolio options:  Traditional\, Smart Series\, and Select Portfolios which make selling investments even easier.\nWe will review our compensation\, so what’s in it for you as the advisor during your career and then for your retirement years!\nHelp you fill your briefcase with marketing one pagers that help you sell investments to your clients.   \nShow you the benefit of how growing your investment book not only secures your clients to stay with you but how it builds wealth for your financial plan.
URL:https://idcwinbig.ca/event/assumption-life-how-to-get-started-writing-investment-business/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220602T130000
DTEND;TZID=America/Toronto:20220602T140000
DTSTAMP:20260403T142223
CREATED:20220525T221002Z
LAST-MODIFIED:20220525T221439Z
UID:4418-1654174800-1654178400@idcwinbig.ca
SUMMARY:IDC WIN Banking:  Equitable Bank Mortgage Referral Program (ON only)
DESCRIPTION:CLICK TO REGISTER\nNo CE Credits \nEquitable Bank\, in partnership with IDC WIN\, is proud to announce the launch of the new Equitable Bank Mortgage Referral program. Please join Joe Flor\, AVP National Partner Relations EQB\, to hear how IDC WIN Advisors will now be able to refer potential mortgage clients to Equitable Bank that go beyond traditional T4 clients. Equitable Bank’s Alt and Prime Insured Mortgages will appeal to: \n\nBusiness Owners – small to large\, registered/ not registered\nSole proprietors\, partnerships\, corporations\nReal estate investors\nNew to Canada
URL:https://idcwinbig.ca/event/idc-win-banking-and-equitable-bank-equitable-bank-mortgage-referral-program-on-only/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220601T110000
DTEND;TZID=America/Toronto:20220601T160000
DTSTAMP:20260403T142223
CREATED:20220520T183735Z
LAST-MODIFIED:20220520T184234Z
UID:4386-1654081200-1654099200@idcwinbig.ca
SUMMARY:Inflections 2022 - Workplace Solutions - Day 1 of 2
DESCRIPTION:CLICK TO REGISTER\nEvent description: \nJoin thought leaders and industry representatives to share big ideas and practical information and solutions to help advisors: \n\nSurface relevant information from the noise\nStay tuned to the needs of the employers and plan members we serve\nHarness innovation to be more empowered as human beings and more effective in our work and daily lives
URL:https://idcwinbig.ca/event/inflections-2022-workplace-solutions/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220531T130000
DTEND;TZID=America/Toronto:20220531T140000
DTSTAMP:20260403T142223
CREATED:20220502T162346Z
LAST-MODIFIED:20220502T165809Z
UID:4331-1654002000-1654005600@idcwinbig.ca
SUMMARY:Assumption Life: Part 2-Learning the investment basics to gain confidence in addressing all the financial needs of your clients.
DESCRIPTION:          \nInvestment knowledge series Part 2 of 3\n                                                                                \nClaudette Richard                                                                             Daniel Audet\, MBANational Director\, Investment and Retirement                       Associate Vice-President\, Individual Insurance and InvestmentsRead Claudette’s bio HERE                                                           Read Daniel’s bio HERE \nCLICK TO REGISTER\nCE Credits under review \nAgenda:  \nIn our second series\, Assumption Life will be reviewing: \n\nSecurities such as stocks\, bonds\, guaranteed investments and annuities.\nVarious investment accounts that you can choose from such as RRSP\, TFSA\, LIRA etc.\nHow to choose the asset allocation or portfolio solutions within your client’s investment accounts.\nFee structures and guarantee options that are available for your clients. \n\nThis knowledge will enable you to have a holistic approach all while servicing your existing clients.  Learning to cross sell investments to your existing life insurance clients is easy and financially rewarding! \nDon’t forget to register for the final webinar in this 3 Part series with Assumption Life. \nPart 3 – June 7\, 2022
URL:https://idcwinbig.ca/event/assumption-life-learning-the-investment-basics-to-gain-confidence-in-addressing-all-the-financial-needs-of-your-clients/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220526T130000
DTEND;TZID=America/Toronto:20220526T140000
DTSTAMP:20260403T142223
CREATED:20220505T223045Z
LAST-MODIFIED:20220505T223045Z
UID:4371-1653570000-1653573600@idcwinbig.ca
SUMMARY:Desjardins:  Make inflation your ally with the Helios2 contract
DESCRIPTION:  Deborah Debas\, Responsible Investment Specialist \nJeff Farquhar\, Regional Sales Director \n1 CE Credit\, except for SK \nCLICK TO REGISTER\nInflation is on the rise in North America and so is the cost of living1. This rise in living expenses could significantly reduce the value of your clients’ estates. For anyone planning to leave money to loved ones\, not being able to leave enough may be cause for concern. \nWith its unique protection linked to inflation2\, the Helios2 – 75/100 i Contract can put your clients’ minds at ease. Join us on May 26 for an IDC Worldsource exclusive webcast with our experts. We’ll provide in-depth information on this solution and explain why you should consider including responsible investment (RI) in your offer. Topics covered will include: 
URL:https://idcwinbig.ca/event/desjardins-make-inflation-your-ally-with-the-helios2-contract/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220525T130000
DTEND;TZID=America/Toronto:20220525T140000
DTSTAMP:20260403T142223
CREATED:20220502T161917Z
LAST-MODIFIED:20220502T165830Z
UID:4311-1653483600-1653487200@idcwinbig.ca
SUMMARY:Assumption Life: Part 1-A holistic approach for your clients-Cross Selling Investments to your life insurance clients\, while creating wealth for you the advisor!
DESCRIPTION:          \nInvestment knowledge series Part 1 of 3\n                                                                                \nClaudette Richard                                                                             Daniel Audet\, MBANational Director\, Investment and Retirement                       Associate Vice-President\, Individual Insurance and InvestmentsRead Claudette’s bio HERE                                                           Read Daniel’s bio HERE \nCLICK TO REGISTER\nCE Credits under review \nAgenda:  \nAssumption Life will show you how easy it is to learn about investments and sell investments all while servicing your existing life insurance clients.  We will show you the revenue potential of growing your investment book during your career and selling your investment book when you retire\, adding a large lump sum to your financial plan for retirement.  Cross selling is a good holistic approach to financial planning and retaining your clients over the long term.  We will review a client’s life cycle and uncover your client’s needs by asking open ended questions.  We will review the benefits of open ended questions\, having great listening skills and the benefits of using a CRM all for the success of your business.  When you ask the right questions and you prioritize your time it is a easy as 1\, 2\, 3\, let investments change your retirement plans!   \nDon’t forget to register for Parts 2 & 3 to complete the Assumption investment knowledge 3 part series! \nPart 2 – May 31\, 2022Part 3 – June 7\, 2022
URL:https://idcwinbig.ca/event/assumption-life-a-holistic-approach-for-your-clients-cross-selling-investments-to-your-life-insurance-clients-while-creating-wealth-for-you-the-advisor/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220524T110000
DTEND;TZID=America/Toronto:20220524T130000
DTSTAMP:20260403T142223
CREATED:20220505T221146Z
LAST-MODIFIED:20220505T221146Z
UID:4365-1653390000-1653397200@idcwinbig.ca
SUMMARY:Mandarin Webinar:  The Foresters Advantage\, Why Foresters?
DESCRIPTION:Regional Vice President\, Asian Markets – Eastern Canada \n1 CE Credit\, except for SK \nCLICK TO REGISTER\nPart 1:  Forester PAR wholelife product introduction \nPart 2:  Member benefits \nPart 3:  9 companies PAR wholelife competition comparison
URL:https://idcwinbig.ca/event/mandarin-webinar-the-foresters-advantage-why-foresters/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220519T130000
DTEND;TZID=America/Toronto:20220519T140000
DTSTAMP:20260403T142223
CREATED:20220407T221211Z
LAST-MODIFIED:20220421T211857Z
UID:4255-1652965200-1652968800@idcwinbig.ca
SUMMARY:Manulife:  Ideas Worth Stealing
DESCRIPTION:Vanessa Scott\, National Living Benefits Sales Consultant \nCLICK TO REGISTER\n1 CE Credit \nThis session will be jammed packed with positioning\, sales language\, sales tools that will assist you in having conversations and making sales of Disability\, Critical Illness and even Long Term Care solutions!
URL:https://idcwinbig.ca/event/manulife-ideas-worth-stealing/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220517T110000
DTEND;TZID=America/Toronto:20220517T133000
DTSTAMP:20260403T142223
CREATED:20220505T220116Z
LAST-MODIFIED:20220505T220116Z
UID:4360-1652785200-1652794200@idcwinbig.ca
SUMMARY:Mandarin Webinar:  Desjardins Insurance Product Sweet Spot
DESCRIPTION:Shouli Ma\, MBA\, CFP\, Regional Sales Director\, Individual Life Insurance \nNo CE Credits \nCLICK TO REGISTER\nPlease join us for an exclusive Mandarin session on “Desjardins Insurance Product Sweet Spot\,” showcasing the most competitive age groups and face amounts for Desjardins insurance products\, and the features that make Desjardins insurance products stand out among the competitors.  
URL:https://idcwinbig.ca/event/mandarin-webinar-desjardins-insurance-product-sweet-spot/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220512T130000
DTEND;TZID=America/Toronto:20220512T140000
DTSTAMP:20260403T142223
CREATED:20220426T192935Z
LAST-MODIFIED:20220426T192935Z
UID:4305-1652360400-1652364000@idcwinbig.ca
SUMMARY:IDC WIN Estate Team\, Frank Abate - Paying it forward:  using a death benefit to help multiple generations through a personal IFA
DESCRIPTION:Frank Abate\, CPA\, CA\, CFP\, TEP\,  IDC WIN Estate Planning \nCE credits under review \nCLICK TO REGISTER\nThe presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit\, using it to purchase a new life insurance policy\, and then borrowing against the CSV to purchase an investment (Personal IFA).
URL:https://idcwinbig.ca/event/idc-win-estate-team-frank-abate-paying-it-forward-using-a-death-benefit-to-help-multiple-generations-through-a-personal-ifa/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220511T130000
DTEND;TZID=America/Toronto:20220511T140000
DTSTAMP:20260403T142223
CREATED:20220413T143839Z
LAST-MODIFIED:20220413T204959Z
UID:4278-1652274000-1652277600@idcwinbig.ca
SUMMARY:RBC Insurance - Estate planning...Planning for the unexpected & expected! Tips and traps with seg funds/annuities
DESCRIPTION:         \nPresented by: \nCharu Mathur\, Senior Sales Consultant – Wealth RBC Insurance – Read bio HERE \nRhealynne Ries\, Senior Sales Consultant – Wealth RBC Insurance – Read bio HERE \nCLICK TO REGISTER\nEVENT PASSWORD: rbc1 \nRBC Insurance is one of the fastest growing Seg fund providers in the country.  We will be discussing the importance of Estate Planning and review some key strategies/concepts as: \n\nOver age 90 market\nAnnuity Settlement Option\nImportance of all designations\, especially in Non registered contracts – difference between successor vs primary\nGIFs + Annuity Combo VS GMWB\n\n1 CE Credit
URL:https://idcwinbig.ca/event/rbc-insurance-estate-planning-planning-for-the-unexpected-expected-tips-and-traps-with-seg-funds-annuities/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220505T130000
DTEND;TZID=America/Toronto:20220505T140000
DTSTAMP:20260403T142223
CREATED:20220412T202353Z
LAST-MODIFIED:20220429T201408Z
UID:4269-1651755600-1651759200@idcwinbig.ca
SUMMARY:RBC Insurance - Business Overhead Expense Protection for your Business Owners
DESCRIPTION:  \n      \nMelanie GalkaSenior Sales Consultant\, Life & Living Benefits \nCLICK TO REGISTER\n1 A&S Credit \nDo you work with business owners or would you like to? These individuals are critical to the day to day operations of their business. Learn how to enhance the conversation with your business owners and how to use Business Overhead Expense coverage to open the door.
URL:https://idcwinbig.ca/event/rbc-insurance-business-overhead-expense-protection-for-your-business-owners/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20220427T130000
DTEND;TZID=America/Toronto:20220427T140000
DTSTAMP:20260403T142223
CREATED:20220407T222022Z
LAST-MODIFIED:20220426T192545Z
UID:4260-1651064400-1651068000@idcwinbig.ca
SUMMARY:DATE CHANGED to May 12-----IDC WIN Estate Team\, Frank Abate - Paying it forward:  using a death benefit to help multiple generations through a personal IFA
DESCRIPTION:Frank Abate\, CPA\, CA\, CFP\, TEP\,  IDC WIN Estate Planning \nCLICK TO REGISTER\nCE Credit are not available   \nThe presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit\, using it to purchase a new life insurance policy\, and then borrowing against the CSV to purchase an investment (Personal IFA).
URL:https://idcwinbig.ca/event/idc-win-estate-team-frank-abate-paying-it-forward-using-a-death-beneift-to-help-multiple-generations-through-a-personal-ifa/
CATEGORIES:Webinar
END:VEVENT
END:VCALENDAR