IDC WIN BIG | Business Innovation and Growth

CPP Foresters: Take your sales to the Max, Masterclass 1-Retirement planning with life insurance
2025-10-07 13:00 - 14:00 (America/Toronto)
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Take Your Sales to the Max: Masterclass 1 – Retirement Planning with Life Insurance
Unlock the full potential of life insurance in retirement planning with our expert-led masterclass designed to elevate your sales strategies and client outcomes.
What you’ll learn in this session:

How to leverage Participating Whole Life (PAR) policies focusing in early cash values and later death benefits
Crafting effective Personal Insured Retirement strategies that maximize tax efficiency
Advanced insights into Estate Transfer and Estate Planning to preserve and grow client wealth
Capitalizing on the Juvenile Market for long-term client relationships

Plus, key updates to boost your competitive edge:

Introduction to the NEW JLTD product
Benefit from a higher Dividend Scale Interest Rate (DSIR) now at 6.25%
Take advantage of increased APO maximums for greater flexibility
Access Complimentary Member Benefits that add value for your clients
Earn compensation 10-20% higher than competitors
Unlock an extra 15% bonus with All Star qualification

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 and Circle of Wealth: Powerful Visuals. Key Questions. Proven Results
2025-10-08 13:00 - 14:00
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By asking the right questions and using powerful visuals, the Circle of Wealth® system helps you cut through confusion, uncover new opportunities, and serve clients with greater clarity.
Join Don Blanton, Founder of MoneyTrax and creator of the Circle of Wealth® system, and Don Hart, VP Training & Development at IDC WIN, for a high-impact, one-hour webinar that will show you how to:

Use a practical framework to guide client conversations that build trust and inspire action
Apply time-tested strategies to reinforce the value of the products you recommend
See the Canadian version of the Circle of Wealth® software in action during a live demonstration

Whether you want to deepen existing client relationships or open the door to new ones, you’ll walk away with proven tools you can put to work immediately.
Live via Zoom (link provided upon registration)
THERE ARE NO CE CREDITS AVAILABLE FOR THIS WEBINAR

IDC WIN Workplace Solutions: CRISP: A Whole Health Approach for your small business clients
2025-10-09 13:00 - 14:00
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Ready to turn workplace benefits into a powerful sales funnel?
Join us for a fresh look at CRISP—an exclusive IDC WIN Workplace Solutions program designed to help you build credibility with small business clients and convert employee engagement into individual sales.
Why CRISP?
• Perfect for small business clients looking for value-add solutions
• Easy-issue options make closing simple
• Use health & dental as your entry point
• Host seminars and 1:1s to uncover additional financial needs
CRISP makes it easy to start conversations, build trust—and close more business.
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.**

Sun Life CE Series
2025-10-14 12:00 - 14:30, 2025-11-04 12:00 - 14:30, 2025-12-09 12:00 - 14:30
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

Wayne Cotton - Save the date: The Formula for Exponential Growth
2025-10-15 13:30 - 14:30
SAVE THE DATE!
Bookmark your calendars to join Wayne Cotton’s session on Wednesday, October 15, 2025 @ 1:30 p.m. ET
Registration link to follow soon!

IDC WIN Fall Education Days - 2 Day virtual event - Day 1
2025-10-21 11:00 - 15:30
CLICK HERE TO REGISTER
Join us Tuesday, October 21 and Wednesday, October 22, 2025 for our virtual Fall Education Days.
This year, we’re going Beyond the conversation by bringing together leading voices from IDC WIN and our partners.
We will be sharing valuable insights, practical solutions and proven strategies to help you take action.
We look forward to seeing you online!
AGENDA
We know that Continuing Education (CE) and Professional Development Units (PDU) are important to you, 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.
The total number of CE credits per day are under review at this time.

IDC WIN Fall Education Days - 2 Day virtual event - Day 2
2025-10-22 11:00 - 16:00

Sun Life Wealth - Tax & Estate Planning with segregated funds and annuities
2025-10-30 13:00 - 14:00
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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.**

IDC WIN Workplace Solutions - Unlock the power of Group Savings Plans this RSP Season
2025-11-13 13:00 - 14:00
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
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
