CLICK HERE TO REGISTER As an advisor, you play a key role in helping employers navigate the challenges of workforce retention and recruitment. This webinar is designed to equip you with insights and strategies to position group benefits and group retirement & savings solutions as essential tools in your clients’ talent strategy. Learn how Co-operators integrated workplace solutions can help ...
CLICK HERE TO REGISTER Take Your Sales to the Max: Masterclass 1 – Retirement Planning with Life Insurance Unlock the full potential of life insurance in retirement planning with our expert-led masterclass designed to elevate your sales strategies and client outcomes. What you’ll learn in this session: How to leverage Participating Whole Life (PAR) policies focusing in early cash values ...
CLICK HERE TO REGISTER By asking the right questions and using powerful visuals, the Circle of Wealth® system helps you cut through confusion, uncover new opportunities, and serve clients with greater clarity. Join Don Blanton, Founder of MoneyTrax and creator of the Circle of Wealth® system, and Don Hart, VP Training & Development ...
CLICK HERE TO REGISTER Ready to turn workplace benefits into a powerful sales funnel? Join us for a fresh look at CRISP—an exclusive IDC WIN Workplace Solutions program designed to help you build credibility with small business clients and convert employee engagement into individual sales. Why CRISP? • Perfect for small business clients looking for value-add solutions • Easy-issue options ...
CLICK HERE TO REGISTER FOR THE UPCOMING WEBINARS The Sun Life CE Series is a dynamic set of monthly 2.5-hour virtual sessions. Industry experts present on topics ranging from Estate & Financial Planning and practice management to insurance, wealth and broader industry insights. The CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge. ...
SAVE THE DATE! Bookmark your calendars to join Wayne Cotton's session on Wednesday, October 15, 2025 @ 1:30 p.m. ET Registration link to follow soon!
CLICK HERE TO REGISTER Join us Tuesday, October 21 and Wednesday, October 22, 2025 for our virtual Fall Education Days. This year, we’re going Beyond the conversation by bringing together leading voices from IDC WIN and our partners. We will be sharing valuable insights, practical solutions and proven strategies to help you take action. We look forward to seeing you online! ...
CLICK HERE TO REGISTER Join us Tuesday, October 21 and Wednesday, October 22, 2025 for our virtual Fall Education Days. This year, we’re going Beyond the conversation by bringing together leading voices from IDC WIN and our partners. We will be sharing valuable insights, practical solutions and proven strategies to help you take action. We look forward to seeing you online! ...
CLICK HERE TO REGISTER Segregated fund contracts and payout annuities can play a valuable role in a client’s tax and estate planning. This presentation looks at 4 different case studies where these products can be used to meet specific client needs, including: Segregated funds case studies 1. Investing in segregated fund contracts with guarantees for elderly clients over age 80 ...
CLICK HERE TO REGISTER FOR THE UPCOMING WEBINARS The Sun Life CE Series is a dynamic set of monthly 2.5-hour virtual sessions. Industry experts present on topics ranging from Estate & Financial Planning and practice management to insurance, wealth and broader industry insights. The CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge. ...
CLICK HERE TO REGISTER Did you know that fewer than 50% of small businesses in Canada offer any retirement plan? That’s a massive gap—and a golden opportunity for advisors. Join Workplace Solutions for a high-impact webinar on how Group Savings Plans (GSPs) can help you: ✅ Understand why GSP's are essential in today's economic climate ✅ Fill a critical gap ...
CLICK HERE TO REGISTER Join IDC WIN × PsyVitaliti to explore why investing in the right mental health solution matters—and how Cognitive Behavioural Therapy (CBT) can transform outcomes across your workforce. You’ll learn how to: - Fix the EAP utilization gap and strengthen renewals using CBT - Understand why the gap persists—and what advisors can do about it - See ...
