IDC WIN BIG | Business Innovation and Growth

IDC WIN Tax and Estate Planning - High Net Worth Market with Brad Hyde
2022-10-20 13:00 - 14:00 (America/Toronto)
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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

Equitable Bank - Residential solutions that go beyond your traditional T4 clients and decumulation using home equity lending
2022-10-18 13:00 - 14:00
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

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IDC WIN invites you to an exclusive webinar brought to you by Equitable Bank, as our third and newest core lending partner continues to add more solutions focusing on their lending expertise.
CE credits are not available for this webinar

Equisoft - Drop-in Question and Answer session
2022-10-17 13:00 - 14:00
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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 client’s financial plan – no question is too big or small.
Equisoft looks forward to showing you how its solutions can best be used to save you time and stay compliant.
No CE credits are available

SSQ Insurance - Maximizing your retirement with critical illness insurance
2022-10-13 13:00 - 14:00
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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 a retirement plan.
You will learn about the issues future retirees are facing and the financial impacts a critical illness diagnosis can have. After this webinar, you will have all the tools you need to have this important conversation with your clients.
1 CE Credit

BMO - The simple solution of BMO Whole Life to help group your business
2022-10-05 13:00 - 14:00
Presenter: Zack Friedmann, Business Development Manager
Read Zack’s biography HERE
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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

IDC WIN Fall Education Days: Halifax
2022-10-04
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
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CE credits available

iA Investments - Reliable income regardless of market conditions
2022-09-29 13:00 - 14:00
Presenter: Angelina Basra, Director of Sales, Individual Investment and Retirement Products

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Join Angelina Basra as she discusses how to ensure reliable income regardless of market conditions using the Income Stage of our FORLIFE Guaranteed Maximum Income Fund.
1 PDU for QC, pending approval for rest of Canada

Workplace Solutions Introduces group savings
2022-09-28 13:00 - 14:00
Presenter: Marni Hefner, Business Development Executive
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Group Savings and Retirement Plans are are key driver in retaining and attracting new employees and formulating a total rewards package. Join us to see what we are doing and our new team to help and support our advisors.
No CE credits available

ivari - Family Wealth Transfer Strategy
2022-09-27 13:00 - 14:00
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A presentation to help advisors discuss the options available to transfer their client’s wealth to their children and families. The presentation also discusses the advantages of using such a strategy before, during and after the transfer.
1 CE credit except for SK

CPP/Foresters - Critical path to sales success
2022-09-21 13:00 - 14:00
Presenter: David Talbot, RHU, FIC | Assistant Vice President, Business Development

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Life insurance sales are an important cornerstone of our business for providing protection to our clients. However, with the fact that Canadians are living longer than ever before, there is an increase in life expectancy thus the risk of surviving a critical illness is greater than death. Please join David Talbot, Assistant VP, Business Development, to review the “Critical Path to Sales Success”, demo the illustration software, Foresters Financial critical illness coverage in detail and of course review our unique member benefits.
1 CE credits available in all provinces except Quebec.
For Alberta this will be 1 A&S credit

IDC WIN Fall Education Days: Vancouver
2022-09-15

IDC WIN Fall Education Days: Edmonton
2022-09-13

IDC WIN Fall Education Days: Calgary
2022-09-12

IDC WIN Fall Education Days: Montreal
2022-09-08
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 at our 2022 Fall Education Day!
VIEW AGENDA
CLICK TO REGISTER
CE credits available

IDC WIN Fall Education Days: Mississauga
2022-09-07

IDC WIN Banking | Equitable Bank | BC, ON, QC advisors only
2022-08-25 13:00 - 14:00
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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 to turbocharge your 2022 business plan by simply building client awareness?
Opening remarks – Vic Raye, National Director, Banking Services, IDC WIN

RBC Insurance: Successfully understanding the corporate-owned disability insurance market
2022-08-24 10:00 - 11:30
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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 Caitlin Bowie, Garrick MacBride and Jamie Kendrick offer specific and useful guidance to help financial advisors serve the business market more effectively. You’ll learn more about:

What is a Wage-Loss Replacement Plan
What are the benefits to businesses, their employees and to advisors
What are the different structures of a Wage-Loss Replacement Plan
Prospecting ideas and concepts to help you bring this opportunity to your business clients

This interactive session is a must-attend for advisors who want to work more effectively with business owners.

IDC WIN Workplace Solutions: INKBLOT - Changing the conversation on mental health
2022-08-23 13:00 - 14:00
Marni Hefner, Business Development Executive
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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.” INKBLOT – Who we are

Equitable Life: "If I was down to my last dollar, I still wouldn't buy life insurance"
2022-08-16 13:00 - 14:00
Brent Swatuk, CHS, CLU, CPCA, EPC, Advanced Case Consultant
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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 effective in this marketspace.

IDC WIN & Equitable Bank Mortgage Referral Program: National Launch
2022-08-10 13:00 - 14:00
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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
• Real estate investors
• New to Canada
• Good or imperfect credit
• Properties – principal, recreational, investment
IDC WIN invites you to an exclusive webinar brought to you by Equitable Bank, our third and newest core lending partner.

Canada Life: Behavioural Finance 2.0
2022-08-09 13:00 - 14:00
Edmond So, Regional Sales Manager – Wealth
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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 and deeper client relationships.

RBC DI Summer School, Part 2
2022-07-27 11:30 - 13:30
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1 CE credit
Disability Insurance Deep Dive – Know Before You Sell!

RBC DI Summer School, Part 1
2022-07-20 11:30 - 13:30
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1 CE credit
Prospecting in the Blue/Grey Collar Marketplace + RBC’s Exclusive Construction Program for IDC WIN

Empire Life TRIIPS Webinar: Small business owners and positioning life insurance policies
2022-07-19 14:00 - 15:30
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CE credits: Up to 1 credit.
To 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.
Once 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.
This session will look at:

What are some of the elements that should be considered when positioning a life insurance policy?
Are there differences when a corporate structure includes a holding company?
For professionals who are not yet incorporated, should they create their professional corporation now?

This webinar will explore those common topics and will provide you with tools to feel more comfortable discussing life insurance with small business owners.

Sun Life Presents - The IFA Workshop
2022-07-14 13:00 - 15:00
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 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.

Mark Davis’ presentation will be followed by a 1-hour Panel Discussion with:
Lino Puzzuoli, MBA – Director, Insurance Tax Solutions, Sun Life
Jay Sankoff, BSc. AALU, ALMI – AVP, High Net Worth Solutions Centre & Field Underwriting, Sun Life
Randy Cutting – Vice President Sales, Specialized Lending, DUCA Financial Services
Jean Turcotte – Director, Tax, Insurance and Wealth Management Group, Sun Life

Note: 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

SSQ Insurance: Pulling back the curtain...Insights from the claims department
2022-07-12 13:30 - 14:30
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1 CE credit
Submitting 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.
Our Assistant Director of Claims, Mathieu Côté will discuss topics on frequently asked questions to provide us with valuable insight on:
• how the terms of contestability are handled
• impacts of late claim submissions
• impacts of denying a claim
• the role the Adjudicator and the Advisor
• COVID and claims

Option One Travel Insurance - Website Launch
2022-06-30 13:00 - 14:00
Ron Madzia, President
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No CE Credits
Ron 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.

New carriers
New travel-related products
Training on website registration
Training on completing quotes

UV Insurance presents Juvenile insurance
2022-06-29 13:00 - 14:00
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1 CE Credit (BC, AB, ON, QC)
Join me, Chantal Marquis and learn about the juvenile insurance product lineup available at UV Insurance.
Everything 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

SSQ Insurance: Protecting Seniors and Vulnerable Clients
2022-06-28 13:00 - 14:00
Shawn Redford, Senior Director, Business Development Individual Insurance and Investments
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1 CE Credit
Canadians 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.

Empire Life: Why Par?
2022-06-27 13:00 - 14:00
Tammy Couillard, ACS, AIAA, CHS
Account Executive, Retail Insurance Distribution

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CE Credits under review
Effective ways to position Permanent Life Insurance with your clients.
