IDC WIN BIG | Business Innovation and Growth

Sun Life Wealth - Tax & Estate Planning with segregated funds and annuities
2025-10-30 13:00 - 14:00 (America/Toronto)
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 (“Borrow a life” strategy)
2. Gifting during lifetime while maintaining control (“Inter-vivos proxy” strategy)
Payout annuity case studies
1. Creating Eligible Pension Income
2. Avoiding Old Age Security (OAS) clawback while boosting cashflow
1 CE credit – Pending approval (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Sun Life CE Series
2025-11-04 12:00 - 14:30, 2025-12-09 12:00 - 14:30 (America/Toronto)
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.
Advisors have the chance to earn up to two CE credits per session! Note: You must pass a mandatory quiz for each session to qualify for this incentive.
If you can’t participate in the live events, a recording will be available. You still can earn CE credits upon completing the quiz.
THESE WEBINARS ARE NOT HOSTED BY IDC WIN. CE CREDITS WILL BE ISSUED BY SUN LIFE DIRECTLY

IDC WIN Workplace Solutions - Unlock the power of Group Savings Plans this RSP Season
2025-11-13 13:00 - 14:00 (America/Toronto)
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 in the market
✅ Position yourself as a trusted advisor to small and mid-sized businesses
✅ Build a recurring revenue stream through scalable compensation models
✅ Deepen client relationships and expand your service offering
This webinar is your chance to learn how to turn seasonal opportunity into long-term success.
CE credit under review – EXCEPT IN QUEBEC
(You must sign in on time and stay logged on for the full presentation to receive your credit)
**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: Discover how Cognitive Behavioural Therapy (CBT) can transform client wellness—and your advisory practice.
2025-11-20 13:00 - 14:00 (America/Toronto)
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 how PsyVitaliti’s unique booking model removes barriers to care
– Access exclusive discounts available only to IDC members
PsyVitaliti is a CBT clinic with a large, trusted network offering fast, easy online booking, no waitlists, and real human support 24/7—so employees actually access the care they need.
Let’s talk about Mental Health That Works—for your clients, their employees, and your business.
NO CE CREDITS FOR THIS SESSION

IDC WIN Advisor Kick off - Momentum 2026 (online)
2026-01-15 13:00 - 16:00 (America/Toronto)
CLICK HERE TO REGISTER
Kickoff your year with Momentum!
Expert insights on health, wealth and technology trends in 2026
Kickoff the year with three thought leaders who will help you navigate the trends shaping client priorities and market strategies. This webinar is your opportunity to gain actionable insights on both demographic and economic forces that matter most in 2026 and beyond.
We know that Continuing Education (CE) and Professional Development Units (PDU) are important to you, not all sessions will qualify for credits. The event is being accredited as a whole, not per session, therefore, you must attend the full event to obtain credits.
VIEW AGENDA HERE

Desjardins - 2026 Economic Outlook | Shifts, Risks and Opportunities
2026-01-20 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Canada’s economy is expected to grow by 1.3% in 2026, while global real GDP is projected to rise by 2.9%1.
How will these trends impact financial markets and your clients?
Why attend?
Join us for this live webinar with Randall Bartlett, Deputy Chief Economist at Desjardins, and get insights on:

Canada’s strategy to navigate global uncertainty and maintain fiscal sustainability
Economic shifts and growth prospects
Global crosscurrents: Geopolitical risk and trade dynamics
Consumer spending trends and financial markets outlook

CE Certification:
CE credits are pending approval (including Life & Health). To qualify, you must attend for at least 55 minutes AND pass the CE quiz (70% or higher).
NOT IDC WIN HOSTED

Empire Life - TRIIPSS webinar: The Foundation of Estate Planning - WIlls, trusts and insurance
2026-01-27 14:00 - 15:00 (America/Toronto)
CLICK HERE TO REGISTER
Presenter: Mitchell J. Singer, B.Sc., LL.B.
Estate planning is about getting your clients’ possessions to whom they wish with as little hassle and as little tax as possible. This webinar examines the core pillars of estate planning—wills, trusts and insurance—while exploring the strategic duties of executors and the tax implications of asset disposition.
We will highlight advanced methods for minimizing probate and taxes through spousal trusts, double wills, and strategic life insurance structures. Join us to gain the expertise needed to safeguard wealth, maximize tax-free rollovers, and deliver the peace of mind of a perfectly executed estate plan.
CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
*NOT IDC WORLDSOURCE INSURANCE NETWORK HOSTED*

IDC WIN Workplace Solutions & Commonwealth - Group Savings made simple and profitable
2026-02-04 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
See how Common Wealth + IDC WIN help you add group savings with confidence.
In this session, we show how Common Wealth helps make group savings plans straightforward and profitable—for you and your clients. You’ll learn how to confidently add group savings to your offerings and see how partnering with IDC WIN enhances the Group Savings experience while opening new business opportunities.
1 CE credit (You must sign in on time and stay logged on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.*

BMO Insurance - LifeFWD Webinars - Keeping Pace with AI
2026-02-05 13:30 - 14:30 (America/Toronto)
CLICK HERE TO REGISTER

As AI transforms how organizations operate and compete, advisors need to move past the headlines. Understanding real‑world applications, emerging capabilities, and the impact on decision‑making, client engagement, and long‑term value.

Hosted by BMO Insurance’s Gregory Young, Vice‑President, Business Development – Life Products and and Chandni Azrot, Business Development Manager this webinar brings together industry leaders Aaqib Azeem, AI & Machine Learning Customer Engineer – Country SME, Google Cloud and Jessica Lewis, Partner, PwC to explore how AI is shaping organizations today and what it means for the future of insurance.
CE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR
THIS WEBINAR IS NOT IDC WIN HOSTED

IDC WIN Workplace Solutions - 2026 Kick Off: Navigating Change, Delivering Value
2026-02-18 13:00 - 14:30 (America/Toronto)
CLICK HERE TO REGISTER
Let’s start the year strong together! Join our virtual kickoff where we will explore the reasons why a discovery based on your clients’ specific needs can help you to turn insights into more effective benefit strategies.
We will also be introducing our partnership with BeniPlus, a new health spending account platform that allows for flexible spending, as well as, insurance and executive benefits.
In a fast‑moving market, we’re here to help you navigate change, humanize benefits and deliver measurable value.
CE credits under review (You must sign in on time and stay logged on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Desjardins Insurance - MasterClass: Family Estate Planning
2026-02-24 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
MasterClass: Family Estate Planning – Anticipate Tax Implications and Plan an Effective Wealth Transfer
Join this MasterClass to discover how proactive estate planning can protect family wealth, reduce the tax impact at death, and enable a structured transfer to future generations. You will also learn how the life and critical illness insurance solutions offered by Desjardins Insurance can serve as effective and strategic tools to meet immediate protection needs while supporting long-term, tax‑efficient estate planning.
Accreditation: This webinar is pending accreditation and may allow you to earn 1 CE credit in life insurance.
THIS WEBINAR IS NOT IDC WIN HOSTED

Empire Life - TRIIPSS webinar- Locked-In Retirement Accounts
2026-02-24 14:00 - 15:00 (America/Toronto)
CLICK HERE TO REGISTER
Locked-in retirement accounts (LIRAs) are often misunderstood, yet they play an important role in retirement income planning when clients leave an employer, go through a marital breakdown, or receive pension assets as a survivor. This webinar explains how LIRAs work, how they differ from RRSPs, and the rules around access, withdrawals, and conversion at retirement.
We will cover practical planning strategies including LIRA-to-LIF (Life Income Fund) conversions, provincial unlocking rules, income minimums and maximums, and investment solutions such as segregated funds and annuities. Join us to gain clarity on complex regulations and confidently guide clients through decisions that affect cash flow, taxes, and estate outcomes.
CE credits: pending
To receive their CE credit, attendees of this event will be required to watch the entire webinar and pass the quiz after the webinar has been viewed.
THIS WEBINAR IS NOT IDC WIN HOSTED

IDC WIN Workplace Solutions Prairies + RBC Insurance - Power up your group benefits strategy
2026-03-10 11:00 - 12:00 (America/Toronto)
CLICK HERE TO REGISTER

1 CE credit (You must sign in on time and stay logged on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Foresters Financial: Retirement planning with Life insurance
2026-03-10 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Join us for a dynamic webinar where we’ll delve into Foresters Advantage Max, our newest PAR whole life designed to significantly have increased cash values starting year 10, increased death benefits starting year 1, and highest FYC in the market! This will unlock powerful client strategies, and open new markets for your business.
It’s packed with real-world case studies, insightful sales tips, and practical guidance. You’ll learn how to capture your clients’ minds and hearts, ultimately securing their business. Imagine the growth potential!
Don’t miss this chance to sharpen your skills and expand your sales potential. Join us for this transformative session and take your sales game to the next level.
1 CE credit (You must stay on for the full presentation to receive your credit)
*Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Edge Benefits: Small Business Grouped Benefits
2026-03-17 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER

An overview of how our Health and Dental SBB solution has changed the way small business owners have purchased benefits for their employees. Our 100% nationally pooled program has been a huge benefit in maintaining costs for small business owners. Please join us to learn about all the unique advantages we offer with our SBB plan options. For many EDGE advisors this has been a great door opener to generate additional leads for their core products (Life, Investments, etc.).

1 CE credit (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Circle of Wealth - The four questions that instantly change financial conversations
2026-03-26 14:00 - 15:00 (America/Toronto)
CLICK HERE TO REGISTER

The Four Questions That Instantly Change Financial Conversations

Open your financial conversations with prospects by helping them discover money they may be losing unknowingly and unnecessarily.
​​​​​​​In this live demonstration, Circle of Wealth® executive coach Starr Barnum will show how financial professionals use the Circle of Wealth® framework to guide prospects through the four most important questions anyone serious about their finances should know the answers to. These questions act as powerful door openers that naturally lead to deeper financial planning conversations—without starting with products or sales pressure.
During this webinar, you’ll learn:

The Four Questions that quickly engage prospects in meaningful financial discussions
How Circle of Wealth® helps uncover hidden financial inefficiencies
A simple door opener framework advisors use to start better prospect conversations
How the visual Circle of Wealth® tools help prospects see opportunities they may be missing

Join us and see how this simple framework can help you start better financial conversations with prospects.

THIS WEBINAR IS NOT IDC WIN HOSTED
NO CE CREDITS AVAILABLE FOR THIS WEBINAR

Empire Life - TRIIPSS webinar - The Advisor's guide to life insurance liquidity
2026-03-30 14:00 - 15:00 (America/Toronto)
CLICK HERE TO REGISTER
Life insurance is a highly flexible financial tool, yet many clients and advisors view it solely through the lens of a death benefit. In a landscape where marginal tax rates often exceed 50%, exempt life insurance can help clients manage the annual “grind” of taxation on investment income.
This webinar explains how to strategically access policy cash values to provide liquidity when clients need it most. We will cover the mechanics of Adjusted Cost Basis (ACB) and the impact of the Net Cost of Pure Insurance (NCPI), alongside a comparative analysis of withdrawals, policy loans, and third-party collateral loans. Join us to explore advanced strategies like Immediate Financing Arrangements (IFAs) and corporate leveraging, including considerations for when and how these strategies may be used to access capital for retirement, reinvestment, or estate preservation.
Presenter: Mitch J. Singer, B.Sc., LL.B
CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
CE credit offer available until March 31, 2027.
THIS WEBINAR IS NOT IDC WIN HOSTED

The Desjardins Executive Health Plan – Business Owner CI
2026-04-02 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Do any of your business owner clients need a tax-efficient CI strategy to compliment their retirement plans? While also protecting themselves and their business?
Join us for an insightful session geared toward successful business owners looking to safeguard the future of their companies. We’ll explore how critical illness insurance can play a powerful role in ensuring business continuity—protecting cash flows, covering shareholder risk, and providing financial stability during unexpected health challenges.
1 CE credit (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

iA Financial - Maximizing shareholders' estate value: tax strategies and life insurance
2026-04-09 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
On April 9, learn how to increase your clients’ estate value by combining tax strategies and life insurance.
In this web series, we present a case study on how an integrated approach can generate flexible retirement income while increasing shareholders’ net estate value.
iA Webseries: Expertise that drives growth
THIS WEBINAR IS NOT IDC WIN HOSTED.
1 CE CREDIT – WILL BE ISSUED BY iA FINANCIAL

Desjardins - Helping Business Owners Build, Value and Sell with Confidence
2026-04-14 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER

Why attend?
Many entrepreneurs spend decades building their businesses—but surprisingly few have a clear strategy for how they will eventually step away.
For advisors, this creates a powerful opportunity: helping business-owner clients move from building wealth inside their company to converting that value into personal financial freedom.
In this Discovery Series webcast, Wendy Brookhouse, EMBA, CHS, CFP™, CSC—Financial Advisor, Money Coach, and Founder of Black Star Wealth™, shares a practical framework advisors can use to guide clients through the full journey of business ownership – from growth and value creation to a confident and well-planned exit.
Drawing on her experience working with entrepreneurs, Wendy will walk through the three phases of business ownership—Build, Optimize, and Exit—and introduce tools such as the One Number Solution™, the Total Wealth Blueprint™, and the Retire on Fire™ framework to help clients align personal lifestyle goals with the long-term value of their business.
You’ll also explore how Participating whole life insurance strategies and Immediate Financing Arrangements (IFA) can support liquidity, tax efficiency, and succession planning for incorporated business owners.
What you’ll learn

How to start meaningful exit planning conversations earlier with business-owner clients
A practical framework to help clients build, grow, and transition their businesses with confidence
How strategies like Participating whole life insurance and IFA can support liquidity, succession planning, and tax-efficient retirement income

Who should attend?

This session is ideal for advisors who work with—or want to work with—incorporated business owners, professionals, and early-stage entrepreneurs. The session will help advisors strengthen their approach to business protection, living benefits, and long-term planning.
CE Certification: CE credits are available. To qualify, you must attend at least 90% of the session and pass a quiz (60% or higher). Certificates will be available for download immediately upon completion.
CE Credits Available:
• IAFE / Advocis / ICS: 1.0 (until Jan 1, 2028)
• ICM: 1.0 (until Jan 1, 2028)
• AIC: 1.0 / Class: Life Insurance (until Jan 1, 2028)
• FP Canada: 1.0 (until Jan 01, 2027)
• MFDA: 1.0 / Class: Professional Development (until Jan 1, 2028)
THIS WEBINAR IS NOT IDC WIN HOSTED. CREDITS WILL BE ISSUED BY DESJARDINS

ivari - Accessing cash from your life insurance policy
2026-04-20 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
The Accessing Cash from Your Life Insurance Policy presentation equips advisors with practical, real world strategies to help clients unlock the value within their permanent life insurance. It explores the most common ways to access cash, including an overview of the exempt test, the tax treatment of cash value withdrawals and policy loans, the use of living benefits, and collateral loans. The presentation also reinforces advisor best practices, helping advisors confidently position life insurance as a flexible financial asset while supporting informed, compliant, and well documented client decisions.
1 CE credit (You must stay on for the full presentation to receive your credit)
**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 Spring Education Days - Halifax
2026-04-21 08:45 - 15:00 (America/Halifax) | Best Western Plus Dartmouth Hotel & Suites, 15 Spectacle Lake Dr, Dartmouth, Nova Scotia, B3B 1X7, Canada
CLICK HERE TO REGISTER
With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success.
This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — real challenges, real opportunities and real solutions that help move your business forward.

Learning credits

We know that Continuing Education (CE) credits are important to you. Please note that participating carriers will issue CE certificates where applicable.

Photography and videography

Please be advised that photographs and videos will be taken during this event. By attending, you consent to being photographed and/or filmed and grant the event organizers the right to use your image, likeness and voice for promotional and marketing purposes, including but not limited to social media, websites and future event material.

IDC WIN Spring Education Days - Mississauga
2026-04-22 08:45 - 15:00 (America/Toronto) | Mississauga Convention Centre, 75 Derry Road West, Mississauga, Ontario, L5W 1N5, Canada

IDC WIN Spring Education Days - Edmonton
2026-04-27 08:45 - 15:00 (America/Edmonton) | The Royal Glenora, 11160 River Valley Road NW, Edmonton, Alberta, T5J 2G7, Canada

IDC WIN Spring Education Days - Calgary
2026-04-28 08:45 - 15:00 (America/Edmonton) | Calgary Winter Club, 4611-14 St. NW, Calgary, Alberta, T2K 1J7, Canada

IDC WIN Spring Education Days - Montreal
2026-04-28 09:00 - 15:00 (America/Toronto) | Hilton Garden Inn Montreal Midtown, 6939, boul. Décarie, Montréal, Quebec, H3W 3E4, Canada

IDC WIN Spring Education Days - Vancouver
2026-04-30 08:45 - 15:00 (America/Vancouver) | Delta hotels burnaby, 4331 Dominion Street, Burnaby, British Columbia, V5G 4L7, Canada

IDC WIN Spring Education Days - Quebec City
2026-05-06 08:30 - 16:00 (America/Toronto) | Hotel Chateau Bonne Entente, 3400 Chemin Sainte-Foy, Quebec City, Quebec, G1X1S6, Canada

Equitable Life: Building a Stronger Investment Portfolio with Participating Whole Life
2026-05-12 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
In this CE credited presentation, we’ll take a deeper look at how Equimax® participating whole life insurance can complement traditional investments by enhancing tax efficiency, increasing retirement income flexibility, and delivering a more efficient estate transfer. Advisors will walk away with a clearer, more strategic framework for positioning whole life insurance in advanced planning conversations.
Speaker: Judy Wood CFP, CLU, CHS | Director – Insurance Sales
1 CE credit (except QC) (You must stay on for the full presentation to receive your credit) CE certificate will be issued by Equitable Life
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
