IDC WIN BIG | Business Innovation and Growth

Empire Life TRIIPSS: Generating lifetime income Part 1 - The planning process
2023-04-19 14:00 - 15:30 (America/Toronto)
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This first of a two-part session explores the unique aspects of planning for an income that is designed to support the lifestyle individuals and clients envisage as they approach or embark on the journey of financial independence. Attendees will be exposed to:

Some of the myths and realities concerning retirement
How and why assumptions and factors used to save for retirement may not work or work differently when spending through the phases of retirement
Walk away with some concepts and tactics that are better attuned to the aging marketplace.

Attendees will gain a new appreciation for how retirement planning is so different from retirement income planning.
CE credits: Pending
To receive their CE credit, attendees of each event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

Beneva - Transforming Financial Professionals through Practice Management
2023-04-18 13:30 - 14:30
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Speakers:

Grant Hicks
Gordon Chan

Grant Hicks is President of Advisor Practice Management, a Financial Advisor coaching and training company, with over 30 years of unique experience in the financial services industry.
This webinar will explore how elite Advisors:

are acquiring ideal clients and avoiding mistakes Advisors make on client acquisition
deliver more value to ideal clients by offering value-added conversations and advice processes
use strategies to build and manage ideal capacity, and why less is more

Come join us for this unique opportunity to kick start your spring!
No CE credits

Conquest phase 2 live demo - Data aggregation & client portal
2023-04-11 13:00 - 14:00
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Speakers:

Rosie Jurgutis
Johnny Chiello
Brenda Yee

This session will provide a live walkthrough of the most recent Conquest enhancements – Data Aggregation and a robust Client Portal.
No CE credits

IDC WIN Advanced Estate Planning Team-Meet the Experts!
2023-04-06 13:00 - 14:00
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CE Credits under review
Hosted by: Don Hart, VP, Training and Development
Speakers:

Brad Hyde, Director, Tax and Estate Planning
Chris Britton, Director, Tax and Estate Planning
Frank Abate, National Director, Tax and Estate Planning
Nitin Bansal, Director, Actuarial Support
Beverly Krzmarcik, Co-owner Oasis Wealth Design Group Inc.

Join the IDC WIN Advanced Estate Planning team for an informative webinar and panel discussion on:

Discover the opportunities with the advanced Estate Planning team.
IFAs or Not IFAs are they still popular?
RCAs are they worth it?
Reactions to the 2023 Budget
“The Advisor Experience” with Beverly Krzmarcik

“Ask the Expert” panel discussion and pose your questions live to our in-house Estate Planning experts!

EDGE Benefits - Small business "group" benefit solutions
2023-04-05 13:00 - 14:00
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1 CE credit, except in Quebec
Presenter: Markaysa Sinnamon, Sales Director
Your Sales Director at The Edge Benefits, Markaysa Sinnamon has put together a unique and IDC Exclusive Webinar for you in 2023. You are invited to join this CE accredited training that will support the growth of your Living Benefit Business. The EDGE’s Health and Dental Multi-Life Solution has changed the way Small Business have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions and how it will open doors for you to sell your other lines of business!

Beneva - Reviewing the Beneva Playbook
2023-03-30 13:00 - 14:00
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1 CE Credit
Presenter: Barry Rubin, Director, Business Development
At Beneva, we understand your clients need to protect and plan for their financial future. Our Beneva Advisor Playbook will showcase some specific examples to help you and your clients understand the value that Beneva can offer.

CPP/Foresters - A+ Protection Participating Whole Life with your clients' wellness in mind
2023-03-29 13:00 - 14:00
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1 CE credit, except in QC
(You must stay on for the full presentation to receive your credit)
Presenter: Zainab Sheikh, Regional Vice President, Ontario
This presentation provides advisors with sales strategies for Foresters Advantage Plus Participating Whole Life product. Advisors will learn about product features and built-in benefits as well as flexible options to help meet a wide variety of client needs. Case studies will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Amazing Member Benefits. Don’t miss out!

Sun Life - Twists on corporate strategies
2023-03-28 13:00 - 14:00
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1 CE credit | 1 PDU
Presenter: Helen Chow, BSc, FSA AVP, Professional Insights & Marketing Actuary | Sun Life Consulting
Description: Variations of corporate insurance strategies and how they can be modeled to win over clients and accountants.

RBC Insurance - Discovering insurance needs from a business owner's will
2023-03-22 13:00 - 14:00
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1 CE Credit|1 PDU
Presenter: Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance
Discovering Insurance Needs From a Business Owner’s Will – how asking the right questions uncovers life insurance needs
Asking business owner clients the right questions about their will and estate planning can open the door to valuable conversations about their priorities and needs, uncovering opportunities for personalized life insurance solutions.

Sun Life Sweet Spots: Focusing on CI and Term
2023-03-21 13:00 - 14:00
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1 CE credit

Speakers:

Introduction: Yusudan Ren, CFA, CFP, CLU, Pl.Fin., Regional Sales Director
Presentation Conducted by: Frank Lapierre, CFP, CLU, Life Insurance Product Manager and Alex Maus, Product Manager

Sweet Spots at Sun Life provides an overview of our life and CI 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.

Workplace Solutions - IDC WIN and Common Wealth make it easy...
2023-03-14 13:00 - 14:00
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Group savings is one of the fastest-growing business lines for advisors. And IDC WIN’s partnership with Common Wealth enables your access to the opportunity!
Common Wealth elevates the group savings experience for you and your clients – with a smart platform, incredible service, and a library of polished sales materials for advisors.
Don’t miss this exciting opportunity to better understand what’s driving the client demand for group retirement services and how IDC WIN and Common Wealth can help you begin, or grow, your group savings business.
No CE credit

Manulife - Tax & Estate Planning in Action
2023-03-07 13:00 - 14:00
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1 CE Credit, except in QC
Presenter: John Natale, Head of Tax, Retirement & Estate Planning Services, Wealth
Tax & Estate Planning in Action – Lessons Learned Using a Case Study Approach
“By Failing to prepare, you are preparing to fail.” (Benjamin Franklin). “Someone’s sitting in the shade today because someone planted a tree a long time ago.” (Warren Buffett). Two of the most famous planning expressions that are so often true. John Natale will discuss several real life examples which demonstrate the consequences from a tax and estate planning perspective of not listening to Mr. Franklin. John will review the mistakes made and discuss different alternatives and solutions so that your clients reflect the wisdom of Mr. Buffett and by doing so ensure your clients aren’t the next case study!!!”

iA Financial Group - Follow up to IDC WIN Launch session
2023-03-01 13:00 - 14:00
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Agenda:
Family Wealth Transfer with Dani Ginther, CLU:
Dani will talk about opportunities in the market place and the importance of building the relationship not only with your clients but their kids and grandkids.
.5 Credit AB only
iA Advantage with Rishu Bains, CHS:
Underwriting can be the difference maker when looking at getting a client insured. Rishu will speak on iA’s Underwriting Advantage, Ease of Business with EVO, Competitive Immigrant Guidelines and why you might want to take a second look at iA.
.25 Credit BC only
Alex Lekas, CFP, BA Econ:
Stories that will elevate your practice: Choosing the right product to fit the need.
.5 CE credit ON only

Sun Life: Helen’s Models – you’ll like their figures.
2023-02-28 13:00 - 14:00
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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.**
