IDC WIN BIG | Business Innovation and Growth

Don Hart - The Art of Questioning
2021-07-22 13:00 - 14:00 (America/Toronto)
Click Here to Register
CE accreditation under review
It takes certain set of skills to be a successful interviewer, skills few of us are born with. Most good interviewers have consciously learned and refined their art.
This webinar will introduce you to the beginning of your new journey as an excellent interviewer or (Fact-finder). The art of fact finding and discovery is a learned art. The better you are at conveying empathy the quicker you will be the “Trusted Advisor“ of your clients and referrals. We all know asking good questions is the best way to discover customers’ unique problems or challenges.
Join us on July 22 at 1pm et. To continue your journey

Group Services - Win with WINjet
2021-07-21 13:00 - 14:00 (America/Toronto)
Click Here to Register
No CE Credits
WINjet is not your traditional group insurance plan … it is so much more! So how do you communicate this value to your clients? Marni Hefner, IDC WIN Group Business Development Executive, will speak with Manulife account managers about presenting the benefits of WINjet to new group prospects.

Midyear compliance check with Eric Wachtel
2021-07-20 13:00 - 14:00 (America/Toronto)
Click Here to Register
CE Credits Under Review

Make sure you are up to date on the latest compliance issues affecting your business and hear about compliant methods to grow your sales

Corporate Life Insurance – Opportunity Spotting
2021-07-15 13:00 - 14:00 UTC
Brad Hyde: Corporate Life Insurance – Opportunity Spotting (Click to Register)

CE credits under review
Many advisors want to work with business clients for a variety of reasons, but many lack the experience to spot opportunities in the business market past the basic planning that gets done to cover debt or key person planning.

We will explore a number of more common planning opportunities and a number of less common planning opportunities. The focus will be on what the opportunity is, and how to spot it. Once identified, the opportunities are open to the Life Insurance planning that resolves these issues.

Simplify Compliance
2021-07-14 13:00 - 14:00 UTC
Equisoft: Simplify Compliance (Click to Register)

No CE Credits
During this training session, you will learn how to use Equisoft/connect to manage your activities, your notes, your documents and your emails efficiently and simplify compliance. You will see how easy it is to keep and protect your work!

Power Your Practice with Responsible Invesment
2021-07-13 13:00 - 14:00 UTC
Desjardins : Power Your Practice with Responsible Investment (click to register)

CE Accredited
In 2020, Responsible Investment (RI) fund assets grew by 55%—5 times the overall fund industry.¹ 64% of investors say they want to include RI products in their portfolio, but only 16% of advisors are talking to them about it. ²

This is a chance for you to stand out!
Join us for this exclusive IDC webcast with Desjardins’s RI specialist Deborah Debas and Katie Davis, your regional sales director. Get insight on one of the fastest growing segments in the investment market and see how RI strategies can add value to your book, and to your clients’ portfolios.

Insurance Lending Solutions for Financial Professionals
2021-07-08 13:00 - 14:00 UTC
Manulife Bank: Insurance Lending Solutions for Financial Professionals (Click to Register)
Manulife updates global brand, marking significant milestone in its business transformation. (CNW Group/Manulife Financial Corporation)

No CE Credits
Please join Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales for a turnkey-style presentation showing advisors why & how CSV credit strategies help them grow.
In this session we will review case studies, where strategic CSV insurance lending has allowed clients to protect their wealth, their family, and their legacy
Both simple (advisor can do it all) and Specialized (local Manulife Bank support needed) applications for in-force policies and to assist with new policies, using Manulife and non-Manulife carriers

Option One Travel – Website Launch
2021-07-07 13:00 - 14:00 UTC
Option One Travel (Click to Register)

No CE Credits
As Canada and the World gets ready for Adventure and Touring, we are now launching a website dedicated solely to Travel Insurance. Option One Travel Insurance will be introducing their new Website dedicated to all forms of Travel Insurance on Wednesday, July 7th 1:00 pm EST. This will be a chance to get educated on the changes due to the Pandemic and get back in or start in the Travel Insurance Market.

Life Insurance in the age of COVID-19
2021-07-06 13:00 - 17:00 UTC
Ivari
Life Insurance in the age of COVID-19
1:00 PM ET
1 CE Credit
