Graeme Allan, Regional Wealth Leader, East IDC WIN CLICK TO REGISTER 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.
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) ...
CLICK TO REGISTER 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 ...
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 ...
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 ...
CLICK TO REGISTER 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
CLICK TO REGISTER 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. ...
Marni Hefner, IDC WIN Group No CE Credits CLICK TO REGISTER 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 ...
CE Credits under review CLICK TO REGISTER 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 ...
CE Credits under review CLICK TO REGISTER 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 ...
CLICK TO REGISTER 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, ...
CLICK TO REGISTER 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 ...
