IDC WIN BIG | Business Innovation and Growth

Empire: TRIIPSS Webinar: Insurance based investments: case studies from the library and archives
2023-07-26 14:00 - 15:00 (America/Toronto)
This session will go through a number of previously published articles to explain and reinforce strategies and opportunities focusing on investments. A variety of case studies will showcase challenges that may arise and preferred strategies to consider.
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.
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RBC Insurance: RBCCI Summer Series - Wage Loss Replacement Plan
2023-07-27 11:30 - 12:30
Unfortunately, of the 1.2 million businesses in Canada, 75% lack group benefits. These businesses employ 50% of
the Canadian workforce, with 60% of employees preferring a benefits package over a $10,000 salary increase.
Without a group benefits program in place, candidates are likely to look elsewhere for a job, signifying the
importance for business owners to acquire a WLRP. Join us to learn how the employee, employer, & you ( the
advisor) can reap the numerous benefits from WLRP solutions.
1 CE Credit pending
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AdvisorStream Live Demo
2023-08-09 13:00 - 14:00
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AdvisorStream is an industry-leading automated marketing platform that helps advisors drive client engagement and build business. The platform allows advisors to leverage credible and engaging content and share it through automated multichannel communications. This demo will showcase how this platform can help you with your marketing efforts.
NO CE Credits

RBC Insurance: RBCCI Summer Series - Critical Illness and Long Term Care
2023-08-10 11:30 - 12:30
1 in 3 Canadians suffers a disability that lasts 90 days or longer during their working career. When the unexpected
hits, it is critical to have coverage that supports your loved ones in the event of a stroke, heart attack, cancer, or
other major illness. Our medical advances have made it easier to recover from these treatments, with Canada’s
senior population expected to grow by 68% over the next 20 years. Demand will inevitably increase for services
that financially protect those who are unable to care for themselves. In this session, you will learn about the
importance of having CI & LTC insurance, as well as how to convert your policy from CI to LTC when your needs
change with RBCI.
1 CE Credit pending
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IDC WIN Workplace Solutions: IDC WIN Hybrid + myHSA
2023-08-15 13:00 - 14:00
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Flexibility for business owners and their employees – why this concept is more important than ever to promote and understand.
1 CE Credit under review

Circle of Wealth - The Ten Minute Lesson on Life Insurance
2023-08-21 15:00 - 16:00
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We invite you to an upcoming webinar that can help you sell more life insurance by utilizing the Circle of Wealth®’s 10-Minute Lesson. This lesson has proven to be highly effective in engaging and communicating with clients, ultimately leading to more business growth.
You must pre register to attend. Registered attendees will receive the Zoom link to attend live and the webinar replay via email.

Sun Life Global Investments - Proven Practices of Leading Advisors with Katie Grauer
2023-08-22 13:00 - 14:00
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What makes leading advisors so successful? In early 2022, we commissioned a study through Environics Research to answer that question.
This session will provide an in-depth look at emerging trends and business practices among top advisors. You’ll leave with key tools and take-aways to help you identify opportunities and close any gaps within your business. You’ll leave with an understanding of how to create a process that wins clients for life.
Credits: .75 Credit IIROC, 1 Credit FP Canada, 1 Credit MFDA
IDC WIN is promoting this event and is not IDC WIN hosted.

Beneva with CI Global Asset Management: Embracing Technology - adopting a modern advisory practice
2023-08-22 13:30 - 14:30
In the recent years, advisors and investors alike have had to rely on technology to do business more than ever before. Now, advisors have the unique opportunity to strategically lean into a hybrid environment, where they can leverage technology to systematize their business, provide better client service, and grow an efficient practice. In this presentation, you will learn:

Why it is so critical to embrace technology.
3 key business areas to modernize.
Best practices on implementing new technologies in your practice.

Today, investors expect a modern approach to their investment advice. Join CI Advisor Consulting to learn more on how technology can carry your business into the future.
1 CE Credit
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RBC Insurance: RBCCI Summer Series - High Net-Worth, Business Owners and Professionals
2023-08-24 11:30 - 12:30
Did you know that in Canada, most small businesses do not offer health coverage to their employees? With eight
million Canadians comprising small companies, it is evident that there is an opening for numerous sales
opportunities in this underserved market. Another group that RBCI is concentrating on is high net-worth clients,
who face unique financial challenges to preserve their wealth. Their current insurance coverage may be outdated
& in need of a renewal that supports their accumulated affluence. We will have an open discussion regarding the
various solutions that RBCI offers businesses & high net-worth professionals as well as how to get these
conversations started.
1 CE Credit pending
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CPP | Foresters - Critical Illness: Common questions and challenges
2023-09-07 13:00 - 14:00
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Description:
Learn about Critical Illness solutions with Canada Protection Plan and Foresters Financial. Find out how easy it is to get your clients covered. We showcase the versatility of the products through a number of exciting case studies Including complimentary member benefits available with each plan.

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.**

RBC Insurance: Fall Disability Insurance School-BONUS SESSION - Fundamental Series
2023-09-08 11:30 - 12:30
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Description:
Before beginning DI School, Jonathan will introduce the most “stripped down” disability product that covers the broadest market segment: The Fundamental Series. It is the backbone for RBC’s more intricate products and can be easily incorporated to serve your clients.
IDC WIN is promoting this event and is not IDC WIN hosted.

iA Financial: Optimizing business owner retirement income
2023-09-13 13:30 - 14:30
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Description:
Our experts will show you how to optimize the financial situations of business owners by maximizing their sources of retirement income. Don’t miss this opportunity to develop the key skills you can offer this highly coveted clientele!

1 CE credit

IDC WIN is promoting this event and is not IDC WIN hosted.

Manulife travel insurance: ensuring your clients are covered
2023-09-14 13:00 - 14:00
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Description:
Winter is fast approaching clients are looking to travel. One third of the Canadian Population and 93% of Canadians 55+ plan to take out a travel insurance for future trips outside of Canada*
Join Xiomara Cundari and Michelle Schroeder, Affinity Wholesalers, as they provide an overview of Manulife Travel Insurance products and address the most common Frequently Asked Questions around insuring your clients when traveling south this winter.
Important Notice:
• Capacity is limited. We will only be able to accommodate the first 500 attendees who register and log into Zoom.
• This presentation will be submitted for CE accreditation, but credits are not guaranteed and dependent on the approval of the governing bodies
IDC WIN is promoting this event and is not IDC WIN hosted.

Beneva and Keith Leech - Keep that objection out of my meeting
2023-09-19 13:30 - 14:30
1 CE Credit
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This session provides tips and strategies to pre-address or overcome the most common insurance objections.
Keith will address the following and more :
• This insurance is expensive
• I am healthy and don’t need this
• I can use my own money/I’m wealthy
• I can get this cheaper
• I think I will wait
• I don’t believe in insurance
You will leave this session ready with ideas to avoid and address objections going forward.

Empire Life - TRIIPSS Webinar - Getting paid for the value you provide
2023-09-20 14:00 - 15:00
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Speaker: Peter A. Wouters | Director, Tax, Retirement & Estate Planning Services | Empire Life
Description:
Regulations and product changes drive how advisors get paid for what they do.
However, the biggest drivers of change are changing client behaviours, expectations and priorities. Client experiences are the most prominent factor impacting many of the changes we see today. Their preferences for services and relationships can help advisors understand how to position or refine their service offerings and value propositions.
In this webinar, we will look at this and how advisors get paid and can get paid for the value they provide, as defined from the customer or client’s perspective.
CE Credits pending
IDC WIN is promoting this event and is not IDC WIN hosted.

IDC WIN Fall Education Days 2023
2023-09-26 11:00 - 2023-09-28 15:00 | Zoom Events
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Sept 26 – 28, 2023
CE Credits available

Humania - Discover the new Payment Insurance – Accident and Sickness
2023-10-03 13:00 - 14:00
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Presenter: Simon Ioia
Description: Join Simon Ioia and hear about a new and innovative product that addresses the need of more disability coverage for most Canadians.
1 CE Credit – all provinces

Equitable Life - The Launch of the Equitable Life FHSA
2023-10-10 13:00 - 14:00
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Description:
Giuliano Savini, Regional Sales Manager for Equitable Life will discuss and introduce the Equitable FHSA platform as launched by the govt recently, and explain details of how to work with your younger clients to take advantage of it. Equitable Life is currently running a promotion to help clients establish this account, details of which will also be provided.
1 CE credit (You must stay on for the full presentation to receive your credit)

Manulife: 2-part Synergy School - Part 1 (Various times)
2023-10-11 09:00 - 15:00
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Join Vanessa Scott, National Living Benefits Consultant, for a 60-minute webinar. This online series is a great opportunity to learn or refresh your knowledge and understanding of the Synergy Insurance market. We will start with the basics but quickly move onto more detailed topics. You are welcome to join both sessions or select to attend a single session, totally up to you and your schedule.
The calendar of our on-line School is below and regardless of the timing of the session, we will focus not just on the nuts and bolts of product but repeatable language and positioning and we hope to have you join us.
There are four times available, pick one only upon registration.

This is a repeat of the April Synergy School.
Please watch for the two part CE presentation code during the live webinar, as it cannot be sent afterwards.

IDC WIN is promoting this event and is not IDC WIN hosted.

Beneva Canada Virtual Roadshow
2023-10-11 13:00 - 15:30
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Canada Virtual Roadshow- Tailored Financial Solutions for Every Individual
Description:
At Beneva we understand that each client is unique. That is why we offer valuable and complete financial guidance tailored to your clients’ specific needs. By attending our virtual event, you will gain insights on how Beneva can support you and help you grow your business. You will hear from Industry leaders, Senior Management, our Underwriting and Sales Teams. These presentations are eligible for CE credits. Prize giveaways also await you!
2 CE credits for attending the entire event
IDC WIN is promoting this event and is not IDC WIN hosted.

Workplace Solutions - The ABC's and 123's of a proper group insurance contract and admin guidelines
2023-10-17 13:00 - 14:00
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Presenter: Marni Hefner, Business Development Executive, Workplace Solutions
Description: The ABC’s and 123’s of a proper group insurance contract and administrative guideline to a successful sale

Manulife: 2-part Synergy School – Part 2 (Various times)
2023-10-18 09:00 - 15:00

Empire Life - Small business owners and positioning life insurance policies
2023-10-18 14:00 - 15:15
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Speaker: Alex Papale
Description:
Transferring the interest in a life insurance policy happens often and it can seem complicated. Questions frequently arise around this topic, particularly in corporate situations. This session will cover the key elements of policy transfers between small business owners and their companies, including:

What happens with various scenarios involving the transfer of an interest in a life insurance policy.
Sample calculations, considerations and some opportunities for clients.

Attendees will explore these topics and come away better equipped to guide clients through the deliberations and decisions involved in transferring an interest in a life insurance policy.
IDC WIN is promoting this event and is not IDC WIN hosted.

iA Financial Group - Leveraging segregated funds for estate planning
2023-10-19 13:00 - 14:00
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Presenters:

Paul Kagan, Sales Director
Jess Thorgeirson, Sales Director

Agenda:

Segregated funds, a financial planning tool to: – simplify the estate settlement – protect assets from creditors -To maximize estate value – consolidate and strengthen retirement income – maximize RESPs
iA’s PER iAG – All the features of our offer
Our tools designed to simplify your life

NO CE CREDITS
IDC WIN is promoting this event and is not IDC WIN hosted.

Manulife PAR – What if you thought to be true wasn't true...and when would you want to know?
2023-10-24 13:00 - 14:00
1 CE Credit under review
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Join Catherine Larouche the creator of Manulife PAR and Vanessa Scott National LB consultant as they discuss several key ideas and features of Manulife PAR. These will include ideas that will help gain an in depth knowledge to items that resonate with Canadians including the relationship between adding a term rider and MTAR, the Disability benefit, child protection rider and the Guaranteed Insurability rider.

RBC Insurance Wealth Webinar-Back to bonds-Discover the benefits
2023-11-02 13:30 - 14:45
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Presenters:

Kaileigh Gonsalves | Portfolio Specialist | RBC Global Asset Management
Stephen Pitts | Vice President, Portfolio Specialist | RBC Global Asset Management
Summary:
Your clients come to you for reassurance, especially when the economic and market outlook is uncertain. In today’s rate environment, fixed income markets are well-positioned to deliver their traditional benefits: income, stability, and equity diversification. Join us for our next RBC Insurance® webinar, where you’ll hear from two specialists on the benefits bonds can play in your portfolio.
CE credit amounts to be confirmed
IDC WIN is promoting this event and is not IDC WIN hosted.

IDC WIN Workplace Solutions: Group 101 - The reasons you need to know how to sell group insurance and Workplace Solutions
2023-11-06 13:00 - 14:00
1 CE Credit | can only claim once per calendar year
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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.
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 Banking and Manulife Bank - TWO superb bank account special offers!
2023-11-07 13:00 - 14:00
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Presenters:
– Pamela Crugnale | Product Manager, Deposits | Manulife Bank
– Vic Raye | National Director, Banking Services | IDC Worldsource Insurance Network Inc.
Summary:
If the key to success as an advisor is getting in front of people with cash, it does not get any better than this session – truly a marketing magnet for our industry.
CE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR

IDC WIN Workplace Solutions: Group 101 - Session 2: Request to quote process and group underwriting
2023-11-13 13:00 - 14:00

Circle of Wealth: Life Insurance Playbook
2023-11-14 13:00 - 14:00
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No CE Credits
Come learn how the Circle of Wealth® helps advisors and clients understand the countless benefits of life insurance – term and permanent. Learn more & register – Nov 14th at 1pm Eastern.
During the webinar, one of MoneyTrax‘s executive coaches, Starr Barnum, will introduce you to the presentations and scripts he uses every day to talk about life insurance with his own clients and prospects:

Overcome the ROR objection
How to move from needs-based selling to wants-based advising
The benefits of access to capital
A permission slip to spend other assets in retirement
How life insurance can mitigate a rising income tax rate environment
And more

There is no cost to attend but you must pre-register. Registered attendees will receive the Zoom link to attend live and the webinar replay via email.
