IDC WIN BIG | Business Innovation and Growth

IDC WIN's second annual Women's Day Event - Celebrating the Trailblazers
2022-03-08 13:00 - 14:00 (America/Toronto)
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No CE Credits
IDC WIN is pleased to invite you to our second annual Women’s Day Event, Celebrating the Trailblazers. You will join a group of dynamic women for a thought-provoking conversation focused on attracting, engaging with and converting possibilities into opportunities for life and career. Our speakers are each inspiring leaders in their respective fields and have blazed a path towards a bias-free world.
Join us and let’s celebrate the power of women, in honour of International Women’s Day #BreaktheBias 2022, which this year asks us to value our differences, embrace our diversity and be free of bias.
Host:
Henriette Bichai, Regional Vice President, Quebec Operations
Panelists:
Jamie Wolfe, Regional Manager, Sales and Delivery Operations, Tesla Canada
Donna Carbell, SVP, Individual Insurance, Equitable Life of Canada
Karlee Vukets, Founder & Lead Planner, Karlee Vukets & Co.
Oricia Smith, President, SLGI Asset Management,Senior VP Investment Solutions, Sun Life Canada

IDC WIN Compliance: Important updates to AML and Privacy
2022-03-03 13:00 - 14:00
Eric Wachtel Chief Compliance Officer IDC Worldsource Insurance Network Inc.
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Currently being accredited across Canada
IDC WIN has updated the Anti-Money Laundering and Anti-Terrorist Financing course. Join Eric Wachtel as he hosts a one hour webinar to go through the AML course and highlight updated areas of the legislation.

The Foresters Advantage - Growing your business and making a positive impact
2022-03-02 13:00 - 14:00
Ayal Alalouf, Regional Vice President, ON
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1 CE Credit except QC
Do you want to fit in or stand out amongst your peers?
You don’t want to miss how Foresters allows you to grow your business AND make a positive impact in your clients’ lives & communities.
Learn how to leverage the unique value adds that we bring to the table to help you grow your business.

iA Group of Companies: IRP and shared ownership CI
2022-03-01 13:00 - 14:00
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1 CE credit (BC, SK, MB,) Under review in other jurisdictions
PRESENTERS:
Pierre-Philip Garneau, Legal Advisor & Tax Specialist, Advanced Financial Solutions
Ross Cook, Director Large Cases
Martin Pepin, Senior Vice-President, Portfolio Management, General Funds
Join the advanced case specialists from iA and learn about these concepts, tax implications and the structure and management of the Par fund.
Topics:

Concepts, tax implications, the structure and management of the Par fund
Shared Ownership CI & Estate Bond
Showcasing new tools at iA Financial to present these concepts/strategies

SLi - Intro to Evolution, powered by Jenie
2022-02-24 13:00 - 15:00
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2 CE Credits | 1.5 SK
Join Nicola Burton from SLi as she introduces their true non medical Life insurance products.
– Instant issue
– Coverage as high as 1 Million
– Policy issue and compensation paid same or next day

Sun Life: How to tell your brand story in 10 seconds
2022-02-23 13:00 - 14:00
Angelo Parziale, CFP, CIM, Director, Business Develoment, Eastern Canada
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1 CE Credit (except SK)
Sun Life is pleased to invite you to the How to tell your brand story in 10 seconds presentation.
A clear brand story is a proven solution to the struggle advisors face when talking about their businesses. This presentation will give you the ultimate competitive advantage, revealing the secret to helping prospects see the value of your services—quickly.
Learn to construct a 10-second brand story and forever transform the way you talk about who you are and what you do.​

Group Services - Greenshield health and dental programs: Zone and Link
2022-02-22 13:00 - 14:00
Presenters:
Domenic Servideo, National Account Executive – Individual & Association Sales
Chris Hannon, Senior Client Service Representative – Individual & Association Sales
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1 CE (BC, AB, MB, ON)
As advisors these programs are key for employees leaving a current carrier plan, or clients that are looking at getting their health and dental covered. Join us for an in depth discussion on adding this to your repertoire and product line.
TOPICS:

Health Assist – Green Shield Canada’s (GSC) Individual Health and Dental Program high level overview
Health Assist Advantages (beyond the copays and maximums)
Demo of Advisor URL
Health Assist advisor toolkit
Q&A

Manulife Insurance - Vitality: Experience and Insights
2022-02-17 13:00 - 14:00
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1 CE Credit
In this session Michael will talk about why Manulife launched Manulife Vitality and share the experience and important insights as they brought this new kind of insurance to the Canadian market.

ExamOne-Understanding the Paramedical Process
2022-02-16 13:00 - 14:00
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1 CE Credit (ON, BC, AB and MB)

Presenter: Rhonda Wrong, Business Development Executive, ExamOne
Hosted by: IDC WIN – Emily Sorensen, Business Development Executive (Calgary)
Rhonda Wrong will walk you through the entire paramedical process and how truly valuable collaboration is to help ensure a smooth and seamless process for both you and your clients.

COVID-19 service updates and how it impacts clients
ExamOne’s unique advantages
How advisors role helps ensure a smoother application process
Preparing clients for their paramedical appointment
Pre-booking appointments with clients
What bodily fluids are required and why
What you need to know about MIB and how it’s used
APS and why clients might need one
Bodily fluids are collected and what happens after your clients medical
Examiners and your clients and how Covid impacts their appointment
Online Lab results and who participates

Building on Record Advisor Demand: BMO Mortgage Referrals in Your 2022 Business Plan
2022-02-15 13:00 - 14:00
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Presenter: Nader Salameh, VP of Lending Referral Partnerships, BMO Bank of Montreal
Hosted by: IDC WIN – Vic Raye, National Director, Banking Services
Are your clients aware that bankers are reaching out to you, competing for your business? Just by letting them know, demand + revenue will come.
Mortgage referrals can be a smart service for independent advisors, to help give your clients an edge as they shop around in the current interest rate environment and real estate markets. In addition to the additional revenue, assisting with major borrowing needs such as mortgages for residential / recreational / investment properties are a common topic of conversation by many clients – with their friends, family and of course their realtors. For consumer-led financial services such as credit, word-of-mouth is still alive and well, even in the digital age- with referral potential back to you as the key connection in the process.
No CE Credits

Under the Hood with Manulife’s Corporate Insured Retirement Program
2022-02-10 13:00 - 14:30
CE Credits under review
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Join Bill MacMillan from Manulife for an in depth look at Corporate Insured Retirement Plan. This presentation will include an overview of our permanent product shelf including the newly revamped Manulife UL. From there we will review our Manulife Par product and discuss how this incorporates well into the CIRP concept. This is a great session to learn more about the details of the CIRP, but also take a deep dive on our Par fund. Get Bill’s expertise and insight into what separates our Par fund from the rest while helping you build out the concept to help supplement your client’s retirement income!

RBC Disability Deep Dive: Selling Living Benefits in the Pandemic Post-Pandemic Landscape
2022-02-09 13:00 - 14:30
CE Credits under review
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The last 2 years have been marked by uncertainty. Our clients have had to navigate changing work environments, new roles, changing incomes and evolving personal scenarios. As advisors, it is incumbent upon us to make sure that our client’s insurance has kept up with all of these changes! This session will discuss what advisors need to know when discussing disability insurance in this new environment as well as updates sales strategies for the pandemic and post-pandemic world. You don’t want to miss this important sales update!

IDC WIN - 4- LIFE - INDIVIDUAL INSURANCE IN THE WORKPLACE
2022-02-08 13:00 - 14:00
Marni Hefner, IDC WIN Group
No CE Credits
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IDC WIN Group recognizes that there is a wallet of opportunity for Advisors when implementing a Group Benefits program. Not only is your corporate client under your protection, but you now have access to each employee with the opportunity to make them your individual clients as well. We are pleased to offer a program called IDC WIN 4 LIFE, where you can offer a suite of individual insurance, paid for by the employee, and have full engagement with them. The product suite offers Optional Life, AD&D and Critical Illness. We can’t wait to share this with you.

Launch of Equitable Bank's NEW Immediate Financing Arrangement (IFA)
2022-02-03 13:00 - 14:00
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Michael Pilz, Head, National Sales, CSV/IFA Lending
Innovative No Additional Collateral Option – Michael will highlight the finer details of this ground-breaking IFA solution, with real life examples.
As one of the pinnacle insurance strategies for HNW business owners and professionals, your IFA cases may now benefit from EQB’s lending leadership.
Read More about Equitable Bank CSV/IFA Lines of Credits HERE
75 min – CE Credits under review

Empire Life - Multi-Strategy GIFs
2022-02-02 13:00 - 14:00
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IDC WIN session with Portfolio Manager Dave Paterson, CFA
Join portfolio manager Dave Paterson as he presents his follow up, deeper dive presentation to Launch 2022.
Read Dave Paterson’s Biography HERE
1 CE Credit

ATTRACT, ENGAGE, CONVERT - Launch 2022- Day 2
2022-01-26 12:00 - 16:00
CLICK TO REGISTER FOR DAY 2
At IDC WIN, we have always believed that Your Success is our Business. This year, we want to demonstrate more than ever that our focus is not just on growing your business, but supporting you with the tools to do it. With that in mind, we are extremely excited to announce our two-day, 2022 IDC WIN Launch Event. You’ll hear from carriers, members of your IDC WIN team and special keynote speakers on how to better attract, engage and convert in a new landscape.
January 25 Keynote Speaker

Brent Lemanski, AVP and Executive Director, LIMRA and LOMA Canada
New Directions and New Possibilities: Consumer behaviour post COVID-19
January 26 Keynote Speaker

Dr. Robyne Hanley-Dafoe, Expert on Resiliency and Workplace Wellness
Hope-Forward: Steadying Our Steps After a Challenging Season

ATTRACT, ENGAGE, CONVERT - Launch 2022- Day 1
2022-01-25 12:00 - 16:00
CLICK TO REGISTER FOR DAY 1
At IDC WIN, we have always believed that Your Success is our Business. This year, we want to demonstrate more than ever that our focus is not just on growing your business, but supporting you with the tools to do it. With that in mind, we are extremely excited to announce our two-day, 2022 IDC WIN Launch Event. You’ll hear from carriers, members of your IDC WIN team and special keynote speakers on how to better attract, engage and convert in a new landscape.
January 25 Keynote Speaker

Brent Lemanski, AVP and Executive Director, LIMRA and LOMA Canada
New Directions and New Possibilities: Consumer behaviour post COVID-19
January 26 Keynote Speaker

Dr. Robyne Hanley-Dafoe, Expert on Resiliency and Workplace Wellness
Hope-Forward: Steadying Our Steps After a Challenging Season

IDC WIN Wealth & Banking RRSP Season - let's top them up!
2022-01-19 13:00 - 14:00
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Alex Chan, RHU, CHS, CFP, CPCA, EPC, CFSB, CLU Regional Wealth Leader Western Canada
Vic Raye, National Director, Banking Services
Graeme Allan, Regional Wealth Leader, East
Join your IDC WIN Wealth and Banking team for this highly informative session:

Wealth to par case studies
RRSP loan program
A guide to the RRSP tools found on IDC WIN BIG
Q&A

No CE Credits

Group Services - 2022 Jump Start
2022-01-18 13:00 - 14:00
REGISTER/CREATE ACCOUNT
No CE Credits
A quick session for advisors to jump start your 2022 benefits production.
1. Knowledge is power – come learn more about how we can help you market data and comparative analytics for your group clients. We will demonstrate our:
– benefits benchmarking reports (personalized for client)
– benefits attraction and retention reports (personalized by client)
2. Unlock the power of efficiency – we provide the key with our Simplified Underwriting Programs
– Updates for 2022

IDC WIN Wealth Business Planning for 2022
2022-01-12 13:00 - 14:00
Graeme Allan,
Regional Wealth Leader, East
IDC WIN
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CE Credits under review
It is a well known fact that advisors who do planning out perform those who do not.
Join Graeme Allan for his 2022 business planning workshop to set up your year for success.

RESCHEDULED - Wayne Cotton: Model Methods for Exponential Growth Masterclass
2021-12-20 13:00 - 14:00
Wayne Cotton, CLU | Growth Guide for Advisors
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No CE Credits
Work Less. Make More. Love Life.
Wayne has developed several processes and techniques to help you see how you can experience exponential growth, starting right way.
These are model methods that you can apply, regardless of your current level of growth and success.

Win Succession - Retirement Planning for Advisors
2021-12-15 13:00 - 14:00
Don Hart – VP Training and Development Michael Gau – CEO, Win Succession Inc.
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No CE Credit
Join Don Hart and Michael Gau to discover why retirement planning for advisors matters now, more than ever. The answer is Black and White! In this webinar Michael and Don will discuss the realities of advisor succession in this new, ever changing financial services landscape.

Group Services - Ringing in 2022
2021-12-09 13:00 - 14:00
CLICK TO REGISTER/CREATE ACCOUNT
Click on Create Account button (top right on screen) or log in if you already have an account.
No CE Credits
2021 is drawing to a close… Time to review our greatest hits of the year and look forward to what’s ahead in 2022. Join Marni Hefner and David Emanuel as they share:

a sneak peak at our 2022 Group Benefits Symposium
how to make the G.E.A.R. UP Annual Group Advisory Model work for you in 2022
new partnerships we’re excited to offer you and your clients
and more…

Empire Life: The Family Cottage
2021-12-08 13:00 - 14:00
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1.5 CE Credits, under review in QC
If clients want to pass on the family vacation property to their children one day, the cost of transfer may come as a considerable cost to them. Join Peter Wouters for an informative webinar that will cover the importance of preparing for tax implications that a vacation property transfer can bring.

Exclusive to IDC WIN: Wayne Cotton presents - A proven formula for exponential growth
2021-12-07 13:00 - 14:00
Wayne Cotton, CLU
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No CE Credits
Wayne Cotton guides coachable financial professionals to much higher levels of money and time freedom without working any harder, even if they think that’s impossible! Regardless of your age, stage or phase in the business this IDC WIN sponsored event delivers excellent value along with Wayne’s uncommon common sense.

Equisoft - Marketing: create and use email templates
2021-12-02 13:00 - 14:00
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No CE Credits
During this training session, you will learn how to create and use email templates in Equisoft/connect to streamline your client communication.
1. Review Key points​ – Use client data​ – Use filters to search​
2. Email template overview​ – Database settings​ – Default, Duplicate, Customize​
3. Create templates​ – From scratch​ – Formatting overview​ – Tips and Tricks​​
4. Ready to send​ – Launch an email campaign using your new templates​

IDC Worldsource Q4 2021 and Q1 2022 Investment Opportunities and Pitfalls
2021-11-24 13:00 - 14:00
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No CE Credits
Join Alex Chan, Graeme Allan (IDC WIN Investments Team) and Vic Raye (IDC WIN Banking) as they discuss:
1. Avoiding unnecessary fund distributions on non-registered investments
2. Repvision Demo – easily mine your client database to uncover opportunities
3. Why seg funds are ideal products for RRSP loans *RRSP/TFSA loan highlights
4. A five-minute recap on the corporate retained earnings presentation
5. Seg fund carrier opportunities that include:
*DFS calendar year CB rules *Identify clients close to HNW pricing (maybe an RRSP loan to obtain HNW pricing makes sense) *Identify clients that are approaching the deadline to purchase 100% DB guarantees *Seg fund opportunities many advisors might not be aware of *Dollar-cost averaging into the market with lump sums.

FSB | AdvisorStream | Eric Wachtel - Compliance and Marketing can be Friends
2021-11-23 13:00 - 14:00
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No CE Credits
Looking to get more from your marketing? Join Roneen Shaffer from FSB Content Marketing and Bryan Muir from AdvisorStream for an informative session exploring how to create a scroll-stopping marketing presence that drives growth without the extra workload. You will learn how to:

Adapt to the changing demands of your audience
Communicate with prospects, COI’s and clients with minimal time commitment
Use FSB’s insurance focused content to spark meaningful conversations
Customize newsletters and marketing templates
Add your own content to the platform
Uncover opportunities by better understanding your clients
Save time by automating your digital marketing efforts

We look forward to seeing you on November 23rd where we will answer the much asked question; What’s the difference between Advisorstream and FSB Powered by Advisorstream?

RBC Insurance - Participating Whole Life in Action
2021-11-18 13:00 - 14:00
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CE accreditation under review
In this presentation, Anna Tsepelis of RBC Insurance, will look at four concepts where we see RBC Growth Insurance in Action. We will introduce our Term Partial Conversion and Carryover feature and how we can extend its accessibility and flexibility when coupled with our Additional Deposit Option. We’ll also examine a case study on how to use the Waterfall Concept to pass on wealth between family generations in a tax-efficient way and model how a juvenile whole life policy grows meaningfully over time, creating a powerful wealth transfer solution. Finally, we feature our Juvenile Guaranteed Insurability Benefit and how an industry first feature unique to RBC Insurance provides a solid insurance foundation for young people that can benefit and protect them for years to come.

SSQ + La Capitale - Build your business with beneficiary planning
2021-11-17 13:00 - 14:00
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Speaker: Dan Sims
Agenda
There are several situations where your clients will be responsible for naming beneficiaries—to a retirement account, an annuity contract, or a life insurance policy. Learn how to provide trusted service to your current clients and potentially work with heirs as new clients by implementing the beneficiary review strategy.
