IDC WIN BIG | Business Innovation and Growth

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 (America/Toronto)
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.

Desjardins, The Discovery Series: Big Time Heart
2023-11-14 13:00 - 14:00
Discover the inspiring journey and unique insights of Rohan Smith, life and health insurance advisor, MDRT member, and one of Canada’s only deaf advisors. Gain strategies for engaging the deaf community, specialized knowledge on RDSPs (Registered Disability Savings Plans), and insights on effective communication and client engagement strategies.
Topics covered: RDSPs, deaf community, communication & client engagement strategies, client impact story, industry best practices.
1 CE Credit
* CE Certification: CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certificate right away, should you meet the qualifying criteria
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“SUCCESSION PLANNING” for the FINANCIAL ADVISOR
2023-11-15 13:00 - 14:00
1 CE credit: AB, BC, ON, ATL
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Join Alex Chan and Eric Wachtel as they discuss:
Succession Planning for the Financial Advisor…How to I sell My Business and What is it Worth?
From the last 25 advisor book valuations with the majority resulting in a buy sell…I have discovered 13 key valuation criteria for evaluating and coming up with a valuation for an advisor’s practice. To apply an average industry multiple without in depth analysis and due diligence may not produce the best results. After all I have seen businesses with little or no value to exceptionally run and structured businesses that can fetch up to 5 times re-occurring revenue. During this webinar we will explore these 13 general categories of due diligence. You will also have the opportunity to think about your own book of business and apply a rough valuation formula yourself. This presentation was delivered at VP Conference West resulting in very positive feedback and further interest. Hope to see you there!

Desjardins Wealth Management - Untap new client opportunities using Guarantee Advantage
2023-11-16 13:00 - 14:00
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SPEAKERS:

Alejandro (Alex) Ayala FMA | Regional Sales Director | Desjardins Wealth Management
Benjamin Sylvester CIM | Regional Sales Director | Desjardins Wealth Management

SUMMARY:
Guarantee Advantage Note ®  is a market-linked term investment that provides you with a guaranteed minimum return at maturity. It also has the potential to provide you with a higher rate that falls within a pre-determined range. That means you can’t lose any money and you have the potential to earn more than you would with a fixed-interest term investment. • Guaranteed minimum return means you won’t lose any money • Potentially higher returns than a fixed-term investment • Your principal is 100% guaranteed in the event of death and quickly paid to the named beneficiary • No management fees • Eligible for registered savings plans, including TFSAs We will explore the opportunity via 3 case studies.
1 CE credit

IDC WIN Workplace Solutions: Group 101 - Session 3: The marketing proposal and implementation process
2023-11-20 13:00 - 14:00

Desjardins, The Discovery Series: Prioritizing Your Health - Critical Illness Insurance
2023-11-21 13:00 - 14:00
Embark on a dedicated 60-minute Master Class tailored for advisors seeking mastery in Desjardins’ renowned critical illness insurance, “Health Priorities” — recognized as one of the most comprehensive cancer and cardiovascular disease plans in Canada.
Topics covered: product positioning, claims, underwriting.
1 CE Credit
* CE Certification: CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certificate right away, should you meet the qualifying criteria
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iA Financial Group - Investment Opportunities and Taxation within a corporation
2023-11-22 13:00 - 13:45
*This webinar does not yield any CE credits*
CLICK HERE TO REGISTER
Join us to discover what our Large Case Solutions team has in store to accompany advisors and ensure the implementation of strategies fully tailored to the specific needs of their affluent clients, professionals or business owners. We will present how customized, simple, high-performance solutions will enable you to meet the specific needs of these clients.
Amin Njonkou Kouandou, Tax Expert, will discuss complex financial strategies, sales concepts and tax optimisation of individual insurance and savings products.
IDC WIN is promoting this webinar, it is not hosted by IDC WIN

Sun Life - Sun Retirement Health Assist (Sun RHA): A long-term care insurance solution
2023-11-23 13:00 - 14:00
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Presenter: Angela Wang | Insurance Sales Representative, Central North East Region, Independent Insurance Distribution
Description:

Helping you understand the key features of Sun RHA and how they can be of value to Clients so that we can help your grow your business. The Sun RHA helps your Clients plan for health risks associated with late retirement and the realities of aging.
1 CE credit – all provinces
(You must stay on for the full presentation to receive your credit)
*Quebec licensed advisors will need to complete a quiz at the end of the webinar*
**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: Group 101 - Session 4: Communication and employee engagement
2023-11-27 13:00 - 14:00

Empire Life Investments - Year-End wrap up with Ashley Misquitta and Paul Holba
2023-11-28 13:00 - 14:00
CLICK HERE TO REGISTER
Summary:

Paul Holba – High Level Overview of Investment Universe
Ashley Misquitta – 2023 Year End Wrap Up
Q & A moderated by Ian Kerr with parting sales ideas

CE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR

The Desjardins Estate Needs Calculator – A new concept tool to help grow your practice
2023-11-29 13:00 - 14:00
An easy to navigate estate tool designed to project an individual’s estate needs at life expectancy. The concept tool provides a customized and clear snapshot of the costs that apply to a client’s estate which helps get these important conversations started. The client presentation reports are designed to be simple and easy to explain while providing a great opportunity to position the need for permanent life insurance.
1 CE Credit
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Discover the new Payment Insurance Accident and Sickness from Humania Assurance (Humania hosted)
2023-12-01 13:00 - 14:00
Training for any representative who wishes to make disability insurance for payments in the event of an accident or illness. How disability works and the market comparison, what is covered by this protection (personal, business and overhead debts), We will discuss pricing, definitions of disability, benefits included, clauses and endorsements.
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1 CE credit: To obtain your PDU/CE Credit, you must be connected using a computer or mobile device, watch the visual presentation, complete the questionnaire that will be sent after the presentation and get the minimum gradeof 60%.

iA Financial Group - First Home Savings Account Plan (iA Financial hosted)
2023-12-06 13:00 - 14:00
No CE Credits
Let’s Learn – Introducing the new First Home Savings Account plan for first-time home buyers
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The Canadian Government has introduced the Tax-Free First Home Savings Account (FHSA) which gives first-time home buyers the ability to save funds towards a home purchase. Join our webinar to find out all the ins and outs of FHSA account, and how to best utilize it to help your clients reach their home ownership goals.
(iA FINANCIAL HOSTED)

Serenia Life: The Importance of an effective Discovery Process (Serenia Hosted)
2023-12-12 13:00 - 14:00
Join us for an engaging webinar where we highlight last months Business Planning process and the importance of creating a plan and uncover the power of conducting an effective client discovery process. This session is designed to equip you with insights and strategies, helping elevate your business as you close out 2023 and look forward to 2024!

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1 CE credit, except QC

Beneva - Tips, Traps & Considerations of Beneficiary Designations (Beneva hosted)
2023-12-12 13:30 - 14:30
1 CE Credit
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A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption. Jos Herman will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations.
(Beneva hosted webinar)

BMO Insurance - The benefits of the updated SmartApp platform & SmartDelivery (BMO hosted)
2023-12-14 13:00 - 14:00
No CE credits
CLICK HERE TO REGISTER
Agenda:
Sabrina Morin, Business Development Specialist, will be hosting this webinar to detail the benefits of SmartApp & SmartDelivery

(BMO hosted webinar)

IDC WIN Launch 2024 - Day 1
2024-01-17 12:00 - 15:30
Registration is now open for the IDC WIN Launch – January 17-18, 2024
SECURE YOUR SPOT – REGISTER NOW
Join us for a kick-off filled with insights and an exploration into our theme:
Evolving for the Future – Technology Enabled | Value-Driven
At Launch 2024, you will hear from members of your IDC WIN team and special keynote speakers.
Check out the full list of speakers and agenda here!
Not all sessions will qualify for credits. Each day is being accredited as a whole, not per session, therefore, you must attend the full day to obtain credits.

IDC WIN Launch 2024 - Day 2
2024-01-18 12:00 - 16:00

Workplace Solutions presents CompareHealth - a new individual health and dental comparison tool
2024-01-30 13:00 - 14:00
A new comparison tool for advisors with the largest discount ever offered for IDC advisors (40% off)

No CE credits
CLICK TO REGISTER

Selling personal health insurance (PHI) is likely not a priority in your business. You sell it because you have to (and you don’t want to lose the business or a client).

Why?

Simple: it’s a complicated product that confuses clients (and advisors!) with little commissions to show for your work.

CompareHealth makes your life easier when these opportunities present themselves. Input your client details and preferences, and CompareHealth will show health plans that match those requirements. Streamline the sales process by embedding a lead-gen form on your website and gain access to a library of social media graphics (upgrade required).

Join Evan for a short demo of the platform and Q&A and see why advisors sell more personal health insurance using CompareHealth in their practice (~45 minutes).

IDC WIN Workplace Solutions - New Year New Opportunities!
2024-02-06 13:00 - 14:00
No CE Credits
CLICK TO REGISTER
Whether you are new to group insurance or have written group before – are you ready to take your business to the next level?
Join us to meet our growing business development team (support now across the country) With Workplace Solutions support, you can easily add innovative solutions to your practice or receive support in your current practice. Our team is dedicated to making it easy for you to provide your clients with the best possible service and solutions.
Don’t miss out on this opportunity to take your business to the next level with IDC WIN Workplace Solutions.

Empire Life - Leveraging Technology in Today's Market!
2024-02-07 13:00 - 14:00
1 CE Credit under review
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A review of the digital technology Empire Life has to offer to add efficiency and value. Smart, simple, easy digital solutions at your fingertips.
Presented by Ian Kerr, Account Executive, Investments

Equisoft - Specialize to Win: How To Find The Ideal Niche for Your Practice
2024-02-08 13:00 - 14:00
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Focusing on a specific niche enables you to specialize your skillset and develop a deep expertise. This in turn allows you to deepen your understanding of client needs in that market, increasing your ability to create great client experiences and set yourself apart from competitors.
This CE-credited webinar will guide you through the strategic process of identifying and thriving within your perfect niche. In today’s competitive landscape, specialization is the key to surviving and excelling as a financial advisor.
1 CE credit (Except QC)

Life Design Analysis - Beyond the Sale: Leveraging Tech to Enhance the Policy Lifecycle
2024-02-14 13:00 - 14:00
The customer journey with any advisor only begins with the first signatures of the policy paperwork. In this session, Jonathan Jarvie will showcase how you can leverage cutting-edge technology, particularly Life Design Analysis, in order to reshape every facet of the life insurance journey. From redefining sales strategies to optimizing policy management, cross-selling, and conversion, this session offers a comprehensive exploration of data-driven insights that propel the industry forward.
Together, Jon will talk about how you can:

Uncover innovative, data-driven strategies that transcend traditional sales approaches.
Explore seamless integration of technology into the client’s life cycle for enhanced policy management.
Navigate cross-selling opportunities and conversion techniques to unlock the full potential of each policy.

NO CE Credits
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IDC WIN Women’s Day 2024
2024-03-07 13:00 - 14:00 | Zoom Events
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No CE Credits
Join us as we celebrate International Women’s Day by exploring the true essence of inclusion. Learn proven business practices that drive business growth and inspire a more inclusive financial landscape.

Life Design Analysis-Unlocking client value
2024-04-03 13:00 - 14:00
CLICK HERE TO REGISTER
Unlocking Client Value, Strategies for Time-saving, and Cross-selling Success
Join Senior Account Executive Jonathan Jarvie from LDA to showcase a real-life case study highlighting the power of time-saving techniques, client benefits, and cross-selling opportunities post-initial sale with LDA. Drawing from his rich experience, Jonathan will unveil actionable strategies for optimizing workflow efficiency, nurturing client relationships, and maximizing revenue potential.
No CE Credits
