IDC WIN BIG | Business Innovation and Growth

Empire Life - TRIIPSS webinar - The Advisor's guide to life insurance liquidity
2026-03-30 14:00 - 15:00 (America/Toronto)
CLICK HERE TO REGISTER
Life insurance is a highly flexible financial tool, yet many clients and advisors view it solely through the lens of a death benefit. In a landscape where marginal tax rates often exceed 50%, exempt life insurance can help clients manage the annual “grind” of taxation on investment income.
This webinar explains how to strategically access policy cash values to provide liquidity when clients need it most. We will cover the mechanics of Adjusted Cost Basis (ACB) and the impact of the Net Cost of Pure Insurance (NCPI), alongside a comparative analysis of withdrawals, policy loans, and third-party collateral loans. Join us to explore advanced strategies like Immediate Financing Arrangements (IFAs) and corporate leveraging, including considerations for when and how these strategies may be used to access capital for retirement, reinvestment, or estate preservation.
Presenter: Mitch J. Singer, B.Sc., LL.B
CE credits: Pending
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.
CE credit offer available until March 31, 2027.
THIS WEBINAR IS NOT IDC WIN HOSTED

The Desjardins Executive Health Plan – Business Owner CI
2026-04-02 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Do any of your business owner clients need a tax-efficient CI strategy to compliment their retirement plans? While also protecting themselves and their business?
Join us for an insightful session geared toward successful business owners looking to safeguard the future of their companies. We’ll explore how critical illness insurance can play a powerful role in ensuring business continuity—protecting cash flows, covering shareholder risk, and providing financial stability during unexpected health challenges.
1 CE credit (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

ivari - Accessing cash from your life insurance policy
2026-04-20 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
The Accessing Cash from Your Life Insurance Policy presentation equips advisors with practical, real world strategies to help clients unlock the value within their permanent life insurance. It explores the most common ways to access cash, including an overview of the exempt test, the tax treatment of cash value withdrawals and policy loans, the use of living benefits, and collateral loans. The presentation also reinforces advisor best practices, helping advisors confidently position life insurance as a flexible financial asset while supporting informed, compliant, and well documented client decisions.
1 CE credit (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

IDC WIN Spring Education Days - Halifax
2026-04-21 08:45 - 15:00 (America/Halifax) | Best Western Plus Dartmouth Hotel & Suites, 15 Spectacle Lake Dr, Dartmouth, Nova Scotia, B3B 1X7, Canada
CLICK HERE TO REGISTER
With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success.
This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — real challenges, real opportunities and real solutions that help move your business forward.

Learning credits

We know that Continuing Education (CE) credits are important to you. Please note that participating carriers will issue CE certificates where applicable.

Photography and videography

Please be advised that photographs and videos will be taken during this event. By attending, you consent to being photographed and/or filmed and grant the event organizers the right to use your image, likeness and voice for promotional and marketing purposes, including but not limited to social media, websites and future event material.

IDC WIN Spring Education Days - Mississauga
2026-04-22 08:45 - 15:00 (America/Toronto) | Mississauga Convention Centre, 75 Derry Road West, Mississauga, Ontario, L5W 1N5, Canada

IDC WIN Spring Education Days - Edmonton
2026-04-27 08:45 - 15:00 (America/Edmonton) | The Royal Glenora, 11160 River Valley Road NW, Edmonton, Alberta, T5J 2G7, Canada

IDC WIN Spring Education Days - Calgary
2026-04-28 08:45 - 15:00 (America/Edmonton) | Calgary Winter Club, 4611-14 St. NW, Calgary, Alberta, T2K 1J7, Canada

IDC WIN Spring Education Days - Montreal
2026-04-28 09:00 - 15:00 (America/Toronto) | Hilton Garden Inn Montreal Midtown, 6939, boul. Décarie, Montréal, Quebec, H3W 3E4, Canada

IDC WIN Spring Education Days - Vancouver
2026-04-30 08:45 - 15:00 (America/Vancouver) | Delta hotels burnaby, 4331 Dominion Street, Burnaby, British Columbia, V5G 4L7, Canada

IDC WIN Spring Education Days - Quebec City
2026-05-06 08:30 - 16:00 (America/Toronto) | Hotel Chateau Bonne Entente, 3400 Chemin Sainte-Foy, Quebec City, Quebec, G1X1S6, Canada
