IDC WIN BIG | Business Innovation and Growth

ivari - Cybersecurity: Essential knowledge for insurance advisors
2025-01-30 15:00 - 16:00 (America/Toronto)
CLICK HERE TO REGISTER
Join our very first Spark webinar with Craig Peppard, ivari’s VP and Chief Information Security Officer. In this fascinating session, Craig will provide an in-depth look at various cybersecurity threats and their implications for advisors. He’ll offer some insight into what you can do today to better protect yourself, while looking into future trends that are just around the corner. With our ever-increasing online presence, this is a webinar you are not going to want to miss!
No CE Credits
THIS IS NOT AN IDC WIN HOSTED WEBINAR

Equitable Life: Navigating Segregated Fund Contracts & PAR Enhancements: Key Updates and Insights
2025-02-11 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Join Sadaf Chowdhury, Director of Investment Sales, as he takes you through an informative session on Segregated Fund Contracts, exploring the key players and features that make them unique. Then, Philippa Cowie, Director of Insurance Sales, will highlight the latest PAR (Participating Account) enhancements and share general updates that can help you stay ahead of the curve. This webinar is designed to provide a comprehensive understanding of these important topics and equip you with the knowledge to navigate the evolving landscape of investment options.
1 CE credit (EXCEPT QC) (You must stay on for the full presentation to receive your credit)

IDC WIN Workplace Solutions: Building Success Together: Leveraging Workplace Solutions to Grow, Expand, and Thrive
2025-02-12 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
In today’s rapidly evolving benefits landscape, the ability to adapt and grow is essential for financial advisors. Whether you’re just starting to explore group benefits or you’re already deeply embedded in the group market, there are vast opportunities to expand your offerings, streamline your processes, and better serve your clients. Learn how other advisors are utilizing our services to take a holistic approach to their clients and leveraging our team to ensure their clients are happy and healthy.
NO CE CREDITS

IDC WIN Compliance - The Reason Why Letter Leads To All Things Good
2025-02-18 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Join us for an insightful webinar on the “Reason Why Letter,” hosted by Eric Wachtel and Don Hart. In this session, we’ll dive into the significance of clear, transparent communication in compliance practices. You’ll learn how crafting a well-structured “Reason Why Letter” and discovery agreement can:

Improve decision-making
Boost sales
Create cross-selling opportunities
Reduce risks
Ensure accountability

Don’t miss this valuable opportunity to enhance your understanding of effective compliance communication strategies!
CE Credit pending approval

Desjardins: Generational Legacy Plan - Nurturing Dreams, Building Wealth
2025-02-20 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Join us for Generational Legacy Plan: Nurturing Dreams, Building Wealth, presented by Petra Ross, Regional Sales Director for Desjardins. Petra will delve into the critical aspects of wealth transfer planning and its profound impact on securing a prosperous future for your family. This comprehensive session will cover essential topics, including the importance of wealth transfer planning, effective strategies, the benefits of the concept, and real-life case studies.
This webinar is ideal if you have clients who are interested in preserving their wealth and looking to create a legacy for future generations.
1 CE credit

Empire Life - Beyond the Transaction: Life Insurance in Business Succession Planning
2025-02-25 14:00 - 15:00 (America/Toronto)
CLICK HERE TO REGISTER
Elevate your expertise in business succession planning with our ‘Beyond the Transaction’ presentation. Through case studies, gain the knowledge and tools to help identify optimal solutions, navigate potential pitfalls, and secure lasting legacies for your clients. Solidifying your role as a trusted advisor.
Join the webinar:
Tuesday, February 25, 2025, from 2:00 pm to 3:00 pm ET
This webinar is also available in French on February 26, 2025, from 10:00 am to 11:00 am ET.
THIS WEBINAR IS NOT IDC WIN HOSTED
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 viewing the webinar.

IDC WIN Workplace Solutions and RBC Insurance: Individual Disability Compliments to Traditional Group Insurance
2025-02-26 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Canadian employers today are faced with unique challenges and changing employee needs! RBC Insurance strives to stay ahead of the curve with our innovative approach to integrating individual and group solutions in a way that more adequately addresses the individualized needs of key employees.
This session will review the opportunities for supplementing traditional group insurance with tailored individual products that address important gaps for our executive clients! We will learn about unique approaches that offer funding flexibility and employer cost stability these opportunities and take the first step in growing your business in this lucrative market.
1 CE credit (except QC) (You must stay on for the full presentation to receive your credit)

IDC WIN Workplace Solutions - Building Blocks of Success - a 4-Part Series
2025-03-03 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
BACK BY POPULAR DEMAND
Revamped, revitalized and for advisors who haven’t yet attended or would like a refresher:
This 4-part series is designed for advisors looking to develop, enhance or expand their group insurance services.
This comprehensive 4-part series covers the essential steps in growing a successful group insurance practice. Whether you’re just getting started or looking to refine your approach, this series will provide the fundamental tools and strategies to help you succeed and grow your business.
You can choose to attend one or more of the following webinars:

March 3
March 10
March 17
March 24

1 CE credit/session (You must stay on for the full presentation to receive your credit)

IDC WIN - International Women's Day
2025-03-06 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
ACCELERATE ACTION: CELEBRATING INTERNATIONAL WOMEN’S DAY 2025
Thursday, March 6, 2025 | 1 p.m. ET | Online Event (Zoom)
In celebration of International Women’s Day 2025, we invite you to join us for an exclusive discussion centered on this year’s theme: #AccelerateAction.
Through dynamic interviews with two influential industry leaders, we’ll explore actionable strategies for fostering leadership, breaking barriers and creating lasting impact in the financial sector.
Join our thought-provoking conversations with:

Jennifer Publicover, Group Head, RBC Insurance Interviewed by Phil Marsillo
Tammy Buss, Founder, BlueRoots Consulting Interviewed by Emily Sorensen

NO CE CREDITS

IDC WIN Workplace Solutions – Building Blocks of Success – a 4-Part Series
2025-03-10 13:00 - 14:00, 2025-03-17 13:00 - 14:00, 2025-03-24 13:00 - 14:00 (America/Toronto)

BMO Insurance - Joint-Last-to-Die Insurance: The ultimate estate planning tool
2025-03-18 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Insurance is an essential element of any estate plan as it can simplify the process and create greater financial value when death arises.
This presentation will focus on Joint Last to Die insurance and the many ways it can be used to enhance an estate plan. Case studies will focus on two specific opportunities, funding estate costs and equalization.
1 CE credit – This presentation is accredited in QC, ON, BC, AB. (You must stay on for the full presentation to receive your credit)

RBC Insurance - What's Under the hood?
2025-03-26 14:00 - 15:00 (America/Toronto)
CLICK HERE TO REGISTER
Hear about RBC Insurance Participating Whole Life Insurance.
(THIS WEBINAR IS NOT IDC WIN HOSTED)

IDC WIN - Spring Education Days 2025 - Vancouver
2025-04-02 08:15 - 16:00 (America/Vancouver) | Delta hotels burnaby, 4331 Dominion Street, Burnaby, British Columbia, V5G 4L7, Canada
CLICK HERE TO VIEW LANDING PAGE, AGENDAS AND REGISTRATION
Drive deeper connections
It’s time to focus on Conversations that matter at IDC WIN’s Spring Education Days 2025. Relationships are at the heart of our industry, and meaningful conversations are the building blocks of those relationships.
Join us as we explore how different solutions and strategies can help you facilitate valuable conversations that create meaningful engagement, drive deeper connections and enhance your client outcomes.
Delta Hotels Burnaby
4331 Dominion Street, Burnaby, British Columbia

Empire Life - Market update with Empire Life investments team
2025-04-03 14:30 - 15:30 (America/Toronto)
CLICK HERE TO REGISTER
No CE Credits
THIS WEBINAR IS NOT IDC WIN HOSTED

Desjardins - Flexibility for your client: Additional Deposit Option
2025-04-08 13:00 - 14:30 (America/Toronto)
CLICK HERE TO REGISTER
Join us for this exclusive webinar introducing Desjardins Insurance’s Additional Deposit Option (ADO), where we’ll highlight its value and flexibility.
In this session, hosts Brent Swatuk, Reh Bhanji, and David Lee will share their insights and market experience with the Additional Deposit Option—and how this feature can benefit your clients.
Advisors will gain valuable insights into why Desjardins Insurance is not only a trusted insurer but also part of the largest financial cooperative group in North America. Viewers will also explore Desjardins’ cooperative values, market strength, and Participating Life investment strategy. Additionally, you’ll discover opportunities where the Additional Deposit Option can be effectively used, along with the support systems available to assist you.
CE Accreditation: This webinar is currently awaiting accreditation Once approved it will allow you to obtain 1 CE credit.
THIS WEBINAR IS NOT IDC WIN HOSTED

IDC WIN - Spring Education Days 2025 - Halifax
2025-04-16 08:30 - 14:30 (America/Halifax) | Best Western Plus Dartmouth Hotel & Suites, 15 Spectacle Lake Dr, Dartmouth, Nova Scotia, B3B 1X7, Canada
CLICK HERE TO VIEW LANDING PAGE, AGENDAS AND REGISTRATION
Drive deeper connections
It’s time to focus on Conversations that matter at IDC WIN’s Spring Education Days 2025. Relationships are at the heart of our industry, and meaningful conversations are the building blocks of those relationships.
Join us as we explore how different solutions and strategies can help you facilitate valuable conversations that create meaningful engagement, drive deeper connections and enhance your client outcomes.
Best Western Plus Dartmouth Hotel & Suites
15 Spectacle Lake Dr, Dartmouth, NS B3B 1X7

IDC WIN - Spring Education Days 2025 - Mississauga
2025-04-22 08:15 - 15:00 (America/Toronto) | Mississauga Convention Centre, 75 Derry Road West, Mississauga, Ontario, L5W 1N5, Canada
CLICK HERE TO VIEW LANDING PAGE, AGENDAS AND REGISTRATION
Drive deeper connections
It’s time to focus on Conversations that matter at IDC WIN’s Spring Education Days 2025. Relationships are at the heart of our industry, and meaningful conversations are the building blocks of those relationships.
Join us as we explore how different solutions and strategies can help you facilitate valuable conversations that create meaningful engagement, drive deeper connections and enhance your client outcomes.
Mississauga Convention Centre
75 Derry Road West, Mississauga, Ontario

Desjardins - Discovery Series Webcast- Limitless Potential: Actuarial Strategies for Par Life Growth
2025-04-22 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Webcast Summary (Pre-recorded)
Join Nitin Bansal for an eye-opening session that goes beyond numbers and charts to reveal the true potential of Participating Whole Life Insurance. In Limitless Potential: Actuarial Strategies for Par Life Growth, Nitin simplifies complex actuarial concepts and provides advisors with practical tools to help clients maximize the growth and efficiency of their par life policies.
Drawing from his personal journey and professional expertise, Nitin will explore how actuarial science can be applied to create tax-efficient solutions, overcome client objections, and build long-term value for corporate business owners. This session will cover everything from Additional Deposit Options to leveraging Desjardins’ $25 million internal capacity for optimized client outcomes.
CE Certification: CE credits are available.
To qualify, you must attend at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certification right away, should you meet the qualifying criteria.

IAFE/Advocis/ICS: 1.0 until Jan 8, 2027
ICM: 1.0 until Jan 8, 2027
AIC: 1.0 until Jan 8, 2027 (Life Insurance)
MFDA: 1.0 until Jan 8, 2027

IDC WIN Workplace Solutions - Maximizing Success with Group Savings Plans
2025-04-23 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Join us for an insightful webinar focused on Group Savings Plans.
We will explore key aspects of prospecting for group savings plan products and understand what employers seek from these plans. Gain valuable knowledge on crafting compelling proposals, review sample group plan reporting, and dive into investment fund offerings within a group plan. Additionally, we’ll discuss the new proposal requirements that can make your offerings more competitive and appealing to employers.
Whether you’re new to group savings plans or looking to refine your approach, this session is designed to provide you with the tools and strategies to succeed in this space.
1 CE credit under review (except QC) (You must sign in on time and stay logged in 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 2025 – Montreal
2025-04-24 09:00 - 16:00 (America/Toronto) | Hilton Garden Inn Montreal Midtown, 6939, boul. Décarie, Montréal, Quebec, H3W 3E4, Canada
CLICK HERE TO VIEW LANDING PAGE, AGENDAS AND REGISTRATION
Drive deeper connections
It’s time to focus on Conversations that matter at IDC WIN’s Spring Education Days 2025. Relationships are at the heart of our industry, and meaningful conversations are the building blocks of those relationships.
Join us as we explore how different solutions and strategies can help you facilitate valuable conversations that create meaningful engagement, drive deeper connections and enhance your client outcomes.
Hilton Garden Inn Montréal Midtown
6939, boul. Décarie, Montréal, Quebec

IDC WIN - Spring Education Days 2025 - Edmonton
2025-04-28 08:15 - 15:00 (America/Toronto) | The Royal Glenora, 11160 River Valley Road NW, Edmonton, Alberta, T5J 2G7, Canada
CLICK HERE TO VIEW LANDING PAGE, AGENDAS AND REGISTRATION
Drive deeper connections
It’s time to focus on Conversations that matter at IDC WIN’s Spring Education Days 2025. Relationships are at the heart of our industry, and meaningful conversations are the building blocks of those relationships.
Join us as we explore how different solutions and strategies can help you facilitate valuable conversations that create meaningful engagement, drive deeper connections and enhance your client outcomes.
The Royal Glenora
11160 River Valley Road NW, Edmonton, Alberta

IDC WIN - Spring Education Days 2025 - Calgary
2025-04-29 08:15 - 15:00 (America/Toronto) | Calgary Winter Club, 4611-14 St. NW, Calgary, Alberta, T2K 1J7, Canada
CLICK HERE TO VIEW LANDING PAGE, AGENDAS AND REGISTRATION
Drive deeper connections
It’s time to focus on Conversations that matter at IDC WIN’s Spring Education Days 2025. Relationships are at the heart of our industry, and meaningful conversations are the building blocks of those relationships.
Join us as we explore how different solutions and strategies can help you facilitate valuable conversations that create meaningful engagement, drive deeper connections and enhance your client outcomes.
Calgary Winter Club
4611 – 14 St. NW, Calgary, Alberta

Allianz Global Assistance - Emergency Medical for Canadians
2025-04-30 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Join Jordan Henry, Business Development Manager at Allianz Partners in this training session to explore how Allianz Emergency Medical Travel Insurance can be a cornerstone in your advisory services, strengthening client relationships and boosting your business growth.
1 Credit including QC

CPP Foresters - The Estate Enhancement Option
2025-05-07 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Presenter: Zainab Sheikh Regional Vice President, Ontario
Canada is going to experience the largest wave of inter-generational transfers over the next 10 years. Life insurance may provide affordable solutions that can contribute to tax-efficient estate planning. This presentation is designed to show advisors the essentials of proper estate planning and how life insurance can play a key role. First, it outlines current economic and social trends in Canada. Second, key features of Foresters Advantage Plus Par. Whole Life are highlighted to show how it is uniquely positioned to help meet the needs of this growing market. Various case studies illustrate the how Advantage Plus can be integrated into a comprehensive estate plan.
Topics covered in the presentation include:
• The current situation
• The basics of estate planning
• Product features for Foresters Advantage Plus
• Competitive analysis
• First case study
• Advantage Plus built-in features
• Optional riders
• Second case study
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 Workplace Solutions: RBC - Beyond Basics, Rethinking group benefits for a new era
2025-05-15 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
As the needs of today’s workforce evolve, the demands for innovative solutions and forward-thinking leadership grows.
This webinar, RBC will dive into:

The history of insurance and how benefits have evolved
Challenges the Canadian healthcare system is currently facing
Current trends and employee preferences in drug management
Opportunities for the future

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.**

Tammy Buss - Power of three in family business
2025-05-20 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Join us for an insightful seminar led by Tammy Buss, founder of BlueRoots, that explores the three-circle model for family business advisors. This interactive seminar delves into the dynamics and complexities that often come with family-run enterprises. You’ll learn how to create alignment, enhance business resilience and improve decision-making.
When: Tuesday, May 20, 2025
Time: 1:00 p.m.-2:00 p.m ET / 10:00 a.m.-11:00 a.m. PT
Don’t miss this opportunity to gain valuable perspectives and help lead your clients to multi-generational success.
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 Workplace Solutions: - Equitable - EZBenefits: A better benefits experience for small business
2025-05-27 13:00 - 14:00 (America/Toronto)
CLICK HERE TO REGISTER
Equitable’s EZBenefits™ solution delivers everything a small business wants in a group benefits plan. It’s affordable, sustainable, and easy for plan members to use and administrators to manage.
Learn how EZBenefits can help support your small-business clients – companies with two to 25 employees. Join us for this virtual session where we’ll explore this unique group benefits solution and its features:

Plan design options for various needs and budgets
Embedded health and wellness services
Built-in HR support services
‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
Dedicated advisor concierge service

1 CE credit 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.**

Edge Benefits: Small Business Grouped Benefits
2025-05-29 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. Please join us to learn about all the unique advantages we offer with our SBB plan options. A great door opener to generate additional leads for your 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.**
