IDC WIN BIG | Business Innovation and Growth

Sun Life: Helen’s Models – you’ll like their figures.
2023-02-28 13:00 - 14:00 (America/Toronto)
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1 CE credit
Note: Quebec licensed advisors will need to answer multiple choice questions at the end of the presentation and pass with 60% in order to obtain their PDU for this session
Introduction: Yusudan Ren, CFA, CFP, CLU, Pl.Fin., Regional Sales Director
Presentation Conducted by: Helen Chow, FSA, AVP, Strategic Business Development & Marketing Actuary
Topic: Helen’s Models: Complexity is your enemy. Helen’s Excel models can help advisors and their clients understand insurance concepts and see the benefits insurance offers in a simple manner.

IDC WIN Workplace Solutions: Four-part series: Group 101 Final Session 4
2023-02-27 13:00 - 14:00
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CE credits under review
Presenter: Marni Hefner
IDC WIN Workplace Solutions is pleased to offer a four-part training program for all of our advisors who are currently offering or interested in adding group insurance to their repertoire and business services.

Part 4: Communication and employee engagement

Sun Life's sweet spots focussing on Non-Par, UL and Sun Perm
2023-02-23 13:00 - 14:00
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1 CE Credit
Presenters: Neil Kellock, Regional Sales Director and Frank Lapierre, CFP, CLU Life Insurance Project Manager
The webinar provides an overview of Sun Life’s life insurance product shelf. It highlights pricing competitiveness, unique product features and positioning, sales strategies and sales tools. It also gives an overview of key marketing materials, no-fluid underwriting, and current new business turnaround times.

Empire Life - Keeping the Family Cottage
2023-02-22 13:00 - 14:00
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1 CE Credit (Except Quebec)
Presenter: Laura Madsen, Account Executive, Retail Insurance Distribution
The Keep the Cottage in the family strategy provides your clients the opportunity to redistribute some of their taxable investments, particularly their bond or GIC portfolios, into a participating whole life insurance policy to take advantage of tax-deferred savings and a tax-free death benefit that can be used to preserve and enhance the clients estate by covering the capital gains taxes owing on the family cottage when they pass away.

BMO Insurance - The BMO Insurance Advantage
2023-02-21 13:00 - 14:00
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1 CE Credit (except Quebec)
Presenter: Zack Friedmann, Business Development Manager, Ontario Region, BMO Insurance
Zack will dive into the unique offerings from BMO Insurance that can help in the large case market. Speaking to real case studies on our Whole Life and Universal Life will show you where we can fit in your practice.

Equitable Life - Levelize the Tax for Corporate Clients & Seg Funds and business owners
2023-02-15 13:00 - 14:00
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1 CE credit
Brent Swatuk Presents: Levelize the Tax for Corporate Clients – Bolstering the corporate balance sheet with participating whole life and how to share ideas for ensuring wealth that would typically be lost to taxes remains within your portfolio, while retaining liquidity, access, and control, and ultimately creating a more efficient and meaningful estate for your heirs.
The Second Half – Giuliano Savini, Regional Investment Sales Manager, will present on: Seg Funds and Business Owners – how to structure corporately owned seg funds, and all considerations, as well as making a suitable sale with all the proper documentation

Empire Life - Discover how Empire's Seg funds and Empire's Class Plus 3.0 contract can aid in covering off the 4 risks in retirement
2023-02-14 13:00 - 14:00
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1 CE credit (Except Quebec)
Presenter: Ian Kerr, Account Executive, Investments
Discover how Empire’s Seg funds and Empire’s Class Plus 3.0 contract can aid greatly in covering off the 4 Risks in retirement…..Longevity, Inflation, Market Performance, and Sequence of returns risk.

IDC WIN Workplace Solutions: Four-part series: Group 101 Session 4
2023-02-13 13:00 - 14:00
CLICK TO REGISTER: SESSION 4
CE credits under review
IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering.
Sessions:

Prospecting and the importance of KYC
Request to quote process and group underwriting
The Marketing Proposal and Implementation process
Communication and employee engagement

IDC WIN Workplace Solutions: Four-part series: Group 101 Session 3
2023-02-13 13:00 - 14:00
CLICK TO REGISTER: SESSIONS 1 – 3
CLICK TO REGISTER: SESSION 4
CE credits under review
IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering.
Sessions:

Prospecting and the importance of KYC
Request to quote process and group underwriting
The Marketing Proposal and Implementation process
Communication and employee engagement

Canada Life - Getting you and your large-case business the support you need
2023-02-09 13:00 - 14:00
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1 CE Credit
Do you have clients in the affluent market? Join us as Jonathan Dunne, Regional Sales Manager, details the high-net-worth insurance offering at Canada Life and how we can help elevate your next client experience with the incredible resources we have available.

Beneva - In todays world of Inflation and Shrinkflation, Beneva Advisors are standing out by adding EXTRA VALUE
2023-02-08 13:00 - 14:00
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No CE credits are available
Join Chris as he takes a detailed look at 3 key insurance ideas:
1 – Guaranteed Income Enhancer – today’s version of the “Insured annuity”. Using pricing arbitrage to provide retirees the equivalent of 5-8% cashflow on a fully guaranteed basis, with less taxable income than a bond or GIC.
2 – CashBack Term – don’t treat term insurance like a commodity. You can still offer extra value, and even some guaranteed cash value for no extra cost. See where this idea fits.
3 – Critical Illness coverage – little known secrets in the Beneva CI portfolio that make it easier to implement with your clients.

IDC WIN Workplace Solutions: Four-part series: Group 101 Session 2
2023-02-06 13:00 - 14:00

Canada Life - Showcasing Canada Life’s High-Net-Worth and Estate Protection Series
2023-02-02 13:00 - 14:00
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1 CE Credit
Join us as we detail our high-net-worth offering and capabilities in the investment space and discuss the opportunities associated with our popular Estate Protection product.

Manulife - Personal and Corporate Estate Bonds
2023-02-01 13:00 - 14:00
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No CE credits
Join Manulife’s Dan D’Silva as he highlights cases that work with a personal estate bond. He’ll also take the time to review a Corporate Estate Bond case study and provide insight into how others are successfully positioning this strategy. In this ever changing market you can expect Dan to chat about product differences in this concept and even highlight how Manulife Vitality on Universal Life can have a positive impact on the Estate Bond Concept.

iA Financial Group: RRSP Kick Off
2023-01-31 13:00 - 14:00
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Understanding different options in helping your clients save for their retirement.
1 CE credit for BC and ON only
(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 Workplace Solutions: Four-part series: Group 101 - The reasons why you need to know how to sell group insurance and Workplace Solutions
2023-01-30 13:00 - 14:00

Sun Life - Behaviour focused advice: a must for today's advisor
2023-01-24 13:00 - 14:00
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Most advisors spend the bulk of their time trying to minimize their clients’ behavioural mistakes, especially during times of uncertainty. Although influencing human behaviour isn’t always easy, research shows it’s one of the greatest values you provide. Join this session to understand the impact of emotional decision-making, your value as a human advisor, and how to overcome common investor biases.
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 Launch 2023 - Stories that sell!
2023-01-18 12:00 - 2023-01-19 16:00
CLICK HERE TO VIEW AGENDA AND REGISTER
Tell the story | Market the idea | Make the sale
IDC WIN invites you to attend Launch 2023 virtual meetings for Stories that Sell. Join us to gain insights, marketing tools and ideas that you can convert into successful sales strategies to meet the specific needs of your clients.
We are presenting the IDC WIN Launch 2023 meetings through the Zoom Events platform.
2 Day Event: January 18 – 12:00 – 4:00 p.m. | January 19 – 12:00 – 4:00 p.m.
Continuing Education Credits:
CE credits are under review, and not all presentations will qualify. To be eligible to receive CE credits, advisors must attend a full presentation to obtain a half CE credit.
Please note: As per CSF rules, half credits are not available in Quebec. Therefore, each day is considered one event. Quebec advisors are required to attend the entire event each day (12 – 4 p.m.) and answer six multiple-choice questions per accredited webinar hour.

ModernAdvisor - Leveraging Digital Advice in a Future-Ready Practice
2023-01-11 13:00 - 14:00
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The world of financial advice is evolving faster than ever. Clients are demanding a closer relationship with their investments and advisors are constantly being asked to spend more time on compliance and regulatory functions. Join Tom Chipman from ModernAdvisor as he explores the challenges and opportunities available to advisors looking to build a future-ready practice. This session will introduce and discuss the concept of hybrid advice, highlight research showing what the next generation of investors expect from their advisor and investments, investor behaviour challenges, active vs passive investment and the importance of fees.
CE Credits are under review

Empire Life - TRIIPSS Webinar: Taking a deep dive into the TFSA
2022-12-20 14:00 - 15:30
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Speaker: Alexandre Papale | Manager, Tax Retirement & Estate Planning Services | Empire Life
The Tax-free savings account program began in 2009. While the contribution room for the first year was $5,000, it will be $88,000 in 2023 (for someone who was 18 or older in 2009).
What was initially a small component of financial and tax planning for clients has now become an essential planning tool. In this presentation, we will go further than looking at the basic aspects of TFSAs. We’ll also look at optimizing tax efficiency for couples, positioning assets and estate planning using TFSAs. We’ll look at these various aspects through case studies, making it easier for advisors to guide and advise clients.
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 viewing the webinar.

Beneva - RRSP Toolkit - Investment Accounts
2022-12-13 13:00 - 14:00
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RRSP season is fast approaching…
Beneva’s ‘Same Fund…Same MER’ with 100% death benefit guarantee Investment Account platform is a unique way to drive performance and protect beneficiaries while keeping costs down. We will also be addressing current market volatility, handling client objections and how the Beneva sales team can work with you to help onboard new clients and close prospects.
1 CE Credit

Win Succession and Equitable Life present Rod Burylo: Ethics in succession
2022-12-08 13:00 - 14:00
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Presenters:

Rod Burylo, Associate Portfolio Manager | Business Development Manager, Western Canada | Manager of ESG Integration
Dean Erickson, Vice President, Individual Insurance Sales, Mga (West) – Equitable Life
Eric Wachtel, Chief Compliance Officer., IDC Worldsource Insurance Network Inc.

Host & Introductions:

Michael Gau, CEO, Win Succession Inc.

Description:
Rod Burylo`s session will address the importance of succession and business disruption planning for advisors, with a focus on the professional obligations and ethical considerations. Burylo will discuss best practices based upon accepted standards of behaviour. Burylo has over 35 years of industry experience, is a Canadian Advisor of the Year Award winner, international speaker, author and media contributor. This session can provide one hour of continuing education for the topic of ethics and practice management.
1 CE Credit

IDC WIN Wealth and Empire Investments - Guaranteed Income for Life - Everyone needs it and we have the solution
2022-12-01 13:00 - 14:00
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Presenter: Walter Kordiuk – RVP Distribution Retail for Ontario and Atlantic | Empire Life
Co Host: Graeme Allan, Regional Wealth Leader-East Canada | IDC Worldsource Insurance Network Inc.
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.**

Beneva and IDC WIN present Jos Herman - Tips, Traps & Considerations in Beneficiary Designations
2022-11-30 13:00 - 14:00
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Description:
Jos Herman will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations.
1 CE credit with the exception of QC

iA Financial Group - Why iA Par?— 其核心功能和灵活性 - Mandarin only
2022-11-30 11:00 - 12:00
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Speaker: Angelina Liu, B.B.A.(ctb), CFP, EPC | Marketing Associate, Life, ON | Industrial Alliance
Moderator: Samuel Chan, Vice President, Asian Market | IDC Worldsource Insurance Network Inc.
1 CE credit – Ontario only

IDC WIN Investments & Banking: Year-end financial planning tips
2022-11-29 13:00 - 14:00
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CE credits under review

Guardian Capital and IDC WIN - Conquest Planning peer discussion
2022-11-16 13:00 - 14:00
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Join us on November 16, 2022 to hear directly from your industry peers about how they are continually enhancing their digital capabilities to compete in today’s fast-changing industry and helping their clients.
No CE credits are available

IDC WIN and Equisoft - Compliance, sales and practice management
2022-11-15 13:00 - 14:00
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Join Eric Wachtel, our Chief Compliance officer along with Equisoft and hear how Equisoft can help you improve productivity, sales and compliance within your practice.
No CE credits are available

RBC DI and Construction Workers (exclusive to IDC WIN)
2022-11-09 13:00 - 14:00
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1 CE Credit
RBC Disability Insurance and Construction Workers
Presenting an exciting disability insurance program that is EXCLUSIVE TO IDC Worldsource advisors. This session will walk you through this exciting offer, while providing prospecting tips and tricks to break into and dig deeper into this exciting market opportunity!

RBC Investments - Building confidence in turbulent times
2022-11-09 11:30 - 12:45
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We are excited to invite you to join us virtually at the next RBC Insurance® wealth webinar where you’ll hear from our special guest, Eric Lascelles, Chief Economist at RBC GAM.

As Chief Economist at RBC GAM, Eric Lascelles maintains the firm’s global economic forecast and advises its Portfolio Managers on key themes and risks. He will share his outlook for inflation and explore the likelihood of recession throughout the developed world – all designed to provide you with valuable insights to help you in your discussions with clients.

You will also hear from Santo Filice, Senior Sales Consultant, RBC Insurance, who will discuss the value of RBC Guaranteed Investments Funds and how they can protect your clients’ investments during market downturns. Learn about strategies that can help reduce the impact of market volatility and how we are here to support you!
This event will be held in English. CE accreditation for this webinar is pending approval.
