IDC WIN BIG | Business Innovation and Growth

Empire Life: Why Par?
2022-06-27 13:00 - 14:00 (America/Toronto)
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.

Sun Life: Intergenerational Wealth Transfer
2022-06-23 13:00 - 14:00
Samara Charters, Director, Advice & Stewardship, Sun Life Consulting
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1 CE Credit
Sun Life is pleased to invite you to the Intergenerational Wealth Planning presentation. Watch this short introduction video to learn more.
Getting in front of the next generation is critical to both the success of your business and clients’ legacies. As much as 66 per cent of children who inherit wealth leave their parents’ advisor. As the advisor to multiple generations, taking the lead and engaging families in legacy planning discussions can avoid a communication breakdown between family members and it could mean the difference between failed and successful wealth transfers. Learn more about the opportunity and process for you to initiate these important conversations with clients and their families.

Empire Life - The Kid Start Strategy with PAR Whole Life
2022-06-22 13:00 - 14:00
Empire Life Account Executive
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1 CE Credit (except in QC)
Description: Delving into getting Kids started with Insurance while they are young and healthy and not having to worry about insurability in the future.

iA Financial Group: Help clients make the most out of their RESP
2022-06-21 13:00 - 14:00
Angelina Basra Rose Marcello
Director of Sales, Investments Senior Director, Client Portfolio Manager
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1 CE Credit
RESPs can be a great way to save for your child’s education. Money invested in an RESP can grow tax-deferred, and the best part? The government can contribute up to $7,200. Join us for a discussion about Registered Education Savings Plans (RESP) at iA Financial Group and learn how to help your clients set aside money for a child’s post-secondary education. We also have a special guest, Rose Marcello, who will introduce the iA’s investment team and their expertise.

Allianz - Visitors to Canada
2022-06-15 13:00 - 14:00
Jordan Henry, Business Development Manager
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1 CE Credit

Understand who your Visitors to Canada customers are.
Outline the features and benefits of our Visitors to Canada insurance for your clients.
Understand how to use our 4-step sales process.
Learn more about our support for you.

CPP Foresters - Insurance for Children
2022-06-14 13:00 - 14:00
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CE credits under review
Learn about Foresters Par WL and LiveWell Plus CI. Discover how they fit for the family but also the options and unique features that apply to children. Lets not forget member benefits and how they can be of significant value to the children of your clients.”

Inflections 2022 - Workplace Solutions - Day 2 of 2
2022-06-08 11:00 - 16:00
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Event description:
Join thought leaders and industry representatives to share big ideas and practical information and solutions to help advisors:

Surface relevant information from the noise
Stay tuned to the needs of the employers and plan members we serve
Harness innovation to be more empowered as human beings and more effective in our work and daily lives

Assumption Life: Part 3-How to get started writing investment business!
2022-06-07 13:00 - 14:00
Investment knowledge series Part 3 of 3

Claudette Richard Daniel Audet, MBANational Director, Investment and Retirement Associate Vice-President, Individual Insurance and Investments Read Claudette’s bio HERE Read Daniel’s bio HERE
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CE Credits under review
Agenda:
In the final investment knowledge series Assumption Life will:

Show you easy, fast, and quick investment solutions and how to efficiently write investment business.
Review our electronic investment platform that makes selling investments so much easier.
Show you the difference between our Segregated Funds vs. the Registered Investment Account (our low fee option account).
Go over the different portfolio options: Traditional, Smart Series, and Select Portfolios which make selling investments even easier.
We will review our compensation, so what’s in it for you as the advisor during your career and then for your retirement years!
Help you fill your briefcase with marketing one pagers that help you sell investments to your clients.
Show you the benefit of how growing your investment book not only secures your clients to stay with you but how it builds wealth for your financial plan.

IDC WIN Banking: Equitable Bank Mortgage Referral Program (ON only)
2022-06-02 13:00 - 14:00
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No CE Credits
Equitable Bank, in partnership with IDC WIN, is proud to announce the launch of the new Equitable Bank Mortgage Referral program. Please join Joe Flor, AVP National Partner Relations EQB, to hear how IDC WIN Advisors will now be able to refer potential mortgage clients to Equitable Bank that go beyond traditional T4 clients. Equitable Bank’s Alt and Prime Insured Mortgages will appeal to:

Business Owners – small to large, registered/ not registered
Sole proprietors, partnerships, corporations
Real estate investors
New to Canada

Inflections 2022 - Workplace Solutions - Day 1 of 2
2022-06-01 11:00 - 16:00

Assumption Life: Part 2-Learning the investment basics to gain confidence in addressing all the financial needs of your clients.
2022-05-31 13:00 - 14:00
Investment knowledge series Part 2 of 3

Claudette Richard Daniel Audet, MBANational Director, Investment and Retirement Associate Vice-President, Individual Insurance and InvestmentsRead Claudette’s bio HERE Read Daniel’s bio HERE
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CE Credits under review
Agenda:
In our second series, Assumption Life will be reviewing:

Securities such as stocks, bonds, guaranteed investments and annuities.
Various investment accounts that you can choose from such as RRSP, TFSA, LIRA etc.
How to choose the asset allocation or portfolio solutions within your client’s investment accounts.
Fee structures and guarantee options that are available for your clients.

This knowledge will enable you to have a holistic approach all while servicing your existing clients. Learning to cross sell investments to your existing life insurance clients is easy and financially rewarding!
Don’t forget to register for the final webinar in this 3 Part series with Assumption Life.
Part 3 – June 7, 2022

Desjardins: Make inflation your ally with the Helios2 contract
2022-05-26 13:00 - 14:00
Deborah Debas, Responsible Investment Specialist
Jeff Farquhar, Regional Sales Director
1 CE Credit, except for SK
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Inflation is on the rise in North America and so is the cost of living1. This rise in living expenses could significantly reduce the value of your clients’ estates. For anyone planning to leave money to loved ones, not being able to leave enough may be cause for concern.
With its unique protection linked to inflation2, the Helios2 – 75/100 i Contract can put your clients’ minds at ease. Join us on May 26 for an IDC Worldsource exclusive webcast with our experts. We’ll provide in-depth information on this solution and explain why you should consider including responsible investment (RI) in your offer. Topics covered will include:

Assumption Life: Part 1-A holistic approach for your clients-Cross Selling Investments to your life insurance clients, while creating wealth for you the advisor!
2022-05-25 13:00 - 14:00
Investment knowledge series Part 1 of 3

Claudette Richard Daniel Audet, MBANational Director, Investment and Retirement Associate Vice-President, Individual Insurance and InvestmentsRead Claudette’s bio HERE Read Daniel’s bio HERE
CLICK TO REGISTER
CE Credits under review
Agenda:
Assumption Life will show you how easy it is to learn about investments and sell investments all while servicing your existing life insurance clients. We will show you the revenue potential of growing your investment book during your career and selling your investment book when you retire, adding a large lump sum to your financial plan for retirement. Cross selling is a good holistic approach to financial planning and retaining your clients over the long term. We will review a client’s life cycle and uncover your client’s needs by asking open ended questions. We will review the benefits of open ended questions, having great listening skills and the benefits of using a CRM all for the success of your business. When you ask the right questions and you prioritize your time it is a easy as 1, 2, 3, let investments change your retirement plans!
Don’t forget to register for Parts 2 & 3 to complete the Assumption investment knowledge 3 part series!
Part 2 – May 31, 2022Part 3 – June 7, 2022

Mandarin Webinar: The Foresters Advantage, Why Foresters?
2022-05-24 11:00 - 13:00
Regional Vice President, Asian Markets – Eastern Canada
1 CE Credit, except for SK
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Part 1: Forester PAR wholelife product introduction
Part 2: Member benefits
Part 3: 9 companies PAR wholelife competition comparison

Manulife: Ideas Worth Stealing
2022-05-19 13:00 - 14:00
Vanessa Scott, National Living Benefits Sales Consultant
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1 CE Credit
This session will be jammed packed with positioning, sales language, sales tools that will assist you in having conversations and making sales of Disability, Critical Illness and even Long Term Care solutions!

Mandarin Webinar: Desjardins Insurance Product Sweet Spot
2022-05-17 11:00 - 13:30
Shouli Ma, MBA, CFP, Regional Sales Director, Individual Life Insurance
No CE Credits
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Please join us for an exclusive Mandarin session on “Desjardins Insurance Product Sweet Spot,” showcasing the most competitive age groups and face amounts for Desjardins insurance products, and the features that make Desjardins insurance products stand out among the competitors.

IDC WIN Estate Team, Frank Abate - Paying it forward: using a death benefit to help multiple generations through a personal IFA
2022-05-12 13:00 - 14:00
Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning
CE credits under review
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The presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit, using it to purchase a new life insurance policy, and then borrowing against the CSV to purchase an investment (Personal IFA).

RBC Insurance - Estate planning...Planning for the unexpected & expected! Tips and traps with seg funds/annuities
2022-05-11 13:00 - 14:00
Presented by:
Charu Mathur, Senior Sales Consultant – Wealth RBC Insurance – Read bio HERE
Rhealynne Ries, Senior Sales Consultant – Wealth RBC Insurance – Read bio HERE
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EVENT PASSWORD: [REDACTED]
RBC Insurance is one of the fastest growing Seg fund providers in the country. We will be discussing the importance of Estate Planning and review some key strategies/concepts as:

Over age 90 market
Annuity Settlement Option
Importance of all designations, especially in Non registered contracts – difference between successor vs primary
GIFs + Annuity Combo VS GMWB

1 CE Credit

RBC Insurance - Business Overhead Expense Protection for your Business Owners
2022-05-05 13:00 - 14:00
Melanie GalkaSenior Sales Consultant, Life & Living Benefits
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1 A&S Credit
Do you work with business owners or would you like to? These individuals are critical to the day to day operations of their business. Learn how to enhance the conversation with your business owners and how to use Business Overhead Expense coverage to open the door.

DATE CHANGED to May 12-----IDC WIN Estate Team, Frank Abate - Paying it forward: using a death benefit to help multiple generations through a personal IFA
2022-04-27 13:00 - 14:00
Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning
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CE Credit are not available
The presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit, using it to purchase a new life insurance policy, and then borrowing against the CSV to purchase an investment (Personal IFA).

IDC WIN Spring University Day
2022-04-20 11:00 - 17:00
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Earn up to 4 CE credits
ATTRACT. ENGAGE. CONVERT.
Join us for an amazing and rewarding afternoon, featuring our flexible and interactive virtual event that puts you in control.
We are presenting IDC WIN Spring University Day through the Zoom Events platform, which offers an enhanced experience. Attendees will be required to use an active Zoom account to register. You can sign up for a free account here or use your existing Zoom credentials.
Once you have a Zoom account and are registered, you can enter our event lobby and choose the topics that work best for you and your business, as presented by 16 insurance carriers. Each hour offers you the choice of four different topics.

IDC WIN: The RRSP Bridge - Using whole life to reduce volatility and increase retirement income
2022-04-14 13:00 - 14:00
Don Hart, Vice-President Training and Development
Ken Poniatowski, Business Development Executive
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CE credit under review
Have you ever thought about what your clients retirement options are at that special time. The time when income from working has stopped – where is it going to come from? How much will I be able to spend ?
This webinar will explore

How to protect your money in a down market -Create a sustainable retirement plan
The potential to spend all they ever saved and never run out of money.
Pay less tax now and in the future

iA Financial Group: Why Critical Illness? Reframing the Discussion on CI
2022-04-13 13:00 - 14:00
Adela Thomas, Hons. BA, CHS, CLU Director of Sales, Living Benefits
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1 CE credit
Being diagnosed with a critical illness can have severe financial repercussions on the lifestyle of a client, their family and a serious impact on clients’ retirement savings and income plans. Join me to learn how reframe the discussion on critical illness, to show your clients how critical illness can be an integral part of helping to protect them, their families and their retirement from a life-changing event.

IDC WIN Group Services: Why sell group insurance? The Who, What, Where, Why and How of Workplace Solutions.
2022-04-12 13:00 - 14:00
Marni Hefner, David Emanuel
Business Development Executive Vice President – Group Services
IDC WIN Group Services
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No CE credits
Never say NO to a client who asks if you promote group insurance.. From prospecting tips, to products, services and solutions , IDC WIN group is giving you the tools and can help you every step of the way.

Humania Assurance - Insurance without Medical Exam, and it's many benefits
2022-04-07 13:00 - 14:00
James O’ConnellRegional Sales ManagerHumania Assurance
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1 CE credit
We all come across challenging cases where finding an insurance solution is difficult, and Humania’s simplified platform is here is help! Learn where we fit in the market place as well as how we have improved the platform to help more clients get coverage.
Read James’ biography HERE

SSQ Insurance: Demographics and Defining the Future of Financial Planning
2022-04-06 13:00 - 14:00
Sam Alves

1 CE credit
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Presenter: Sam Alves
Clients’ needs change throughout their lives, and so do their attitudes and preferences. Although advisors tend to gravitate towards their own generation, awareness of the dynamics within and between generations has never been more important. Based on a multitude of evidence there’s an increasing need for intergenerational planning and conversations. This session will demonstrate on how to build an enduring practice by engaging the whole family and not just the primary wealth creator.

iA Financial Group - Growing your digital presence and driving business
2022-04-05 13:00 - 14:00
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Presenter: Gabrielle Elliott | Promotion and Web Marketing Advisor | iA Financial Group
As technology drives ahead, many turned to digital channels to keep customers engaged. The training will introduce you to ways to build an engaging and profitable social media presence for your business and use the power of social media to your benefit; it will also give you tools that can make generating business easier. The trainer will also share some expert tips to help advisors make the best of the digital world.
1 CE credit

IDC WIN Wealth presents: Responsible investing and ESG investing with Beneva, BMO and Manulife
2022-03-31 12:30 - 14:00
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HOSTS:
Alex Chan, RHU,CHS,CFP,CPCA,EPC,CFSB,CLU | Regional Wealth Leader Western Canada | IDC Worldsource Insurance Network Inc.Graeme Allan | Regional Wealth Leader-East | IDC Worldsource Insurance Network Inc.
PRESENTERS:
Rose Nguyen, CFP |Senior Business Development Manager, Segregated Funds (Western Canada) | BMO InsuranceJennifer So | Vice-President, Portfolio Manager | BMO Asset Management Inc.Ryan Armstrong, CIM | Vice-President, Regional Sales | Intermediaries | BMO Global Asset Management
Martin-Charles Ranallo, CFA | Directeur régional des ventes / Regional Sales Director | Réseau courtage / Brokerage Channel | benevaMatthew To, CFA | Director, Business Development for Investments | La Capitale & SSQ Insurance
Don Sutton | District Vice President | Wealth Sales | Retail Markets | ManulifePatrick Blais, CFA, FSA | Head of Fundamental Equity Team, Senior Managing Director and Senior Portfolio Manager at Manulife Investment ManagementSophia Lee | Business Development Manager | Wealth Sales | Retail Markets | Manulife Investment Management
AGENDA:
• EGS Investing & Analysis…2 CFA’s from Beneva• Manulife Climate Action Fund with the PM• BMO Global Asset Management…early adopters of ESG Investing
CE credits under review

Empire Life: 13 biggest investment mistakes by retirees
2022-03-29 13:00 - 14:00
Peter A. Wouters, RFG,AIAA,ARP,TEP, FLMI, RHU,CFP,CLU,CHFC,ACS, ALHC,CPCA,CHS,EPC,AFSI Director, Tax, Retirement & Estate Planning Services – WealthEmpire Life
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1 CE credit
Read Peter’s biography HERE

Sun Life: Evolution of UL
2022-03-24 13:00 - 14:00
Mark Davis, Mfin, CFA Director of Professional InsightsSun Life
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1 CE credit
Some Universal Life (UL) products have experienced price increases in response to declining interest rates, while others have become more affordable. We highlight these trends by showing you areas of opportunity and how UL can be the most flexible permanent insurance solution for your Clients. You’ll discover why UL deserves a closer look.
Read Mark’s biography HERE
