IDC WIN BIG | Business Innovation and Growth

IA Investments: Estate Planning Case Studies
2021-08-26 13:00 - 14:00 (America/Toronto)
Click Here to Register
1 CE Credit
Join this webinar to be introduced to key reasons to choose IA for client’s Estate planning needs. I will reference how to structure your contracts keeping in mind Estate Planning concepts and highlight our e-tools to help you to place business quickly and efficiently. I also will touch on efficient time saving tips within the Advisor Center.
Topics explored:
• Key Estate Planning concepts
• Advice on navigating IA’s Advisor Center & Business Tracker and other e-tools
• A toolbox to help you plan your client’s retirement savings
After registering, you will receive a confirmation email containing information about joining the meeting.

IDC WIN/ Manulife/RBC: Living Benefits Panel Discussion
2021-08-25 13:00 - 14:30 (America/Toronto)
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No CE Credits
Join The IDC WIN BDE team, Gary Steen, Manulife & Jonathan Lee, RBC for a panel discussion about Living benefits. The approach, the fact find, the sale and the close.
Have you ever wondered why some people sell lots of Living benefit products and you can’t seem to break into the market. How about over coming underwriting challenges? Then there are the cross selling opportunities and hard to underwrite DI sales. All of your questions answered on this 90 min webinar. If you want to sell more Critical Illness and Disability insurance – you won’t want to miss this. We guarantee it.

Group Services - Know your Group Client in the 2021 Era of Benefits
2021-08-19 13:00 - 14:00 (America/Toronto)
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CE Accreditation Under Review
In 2021 benefits are being looked at in a completely different way. In our quest for Humanizing Benefits, its important to know your client from a whole health benefits perspective. Join us to dive deep into the questions, and the context when meeting perspective clients.

Propel your prospecting with Equisoft /connect
2021-08-18 13:00 - 14:00 (America/Toronto)
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No CE Credit
During this training session, you will learn how to use the Equisoft/connect Opportunity module to track your sales and renewals. You will be able to track the number of sales and expected income, but also identify the cross-selling opportunities by using the data available in your CRM!

iA Financial Group - Why Universal Life?
2021-08-17 13:00 - 14:00 (America/Toronto)
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1 CE Credit
Please join Alex Lekas, as he delves in to Universal Life and the potential benefits that exist for your clients. He will be discussing level cost, as well as, YRT options and features that are unique to the IA product.

SLI- Intro to Evolution, Powered by Jenie
2021-08-12 13:00 - 14:00 (America/Toronto)
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1 CE Credit
Join Specialty Life Insurance and discover our newest Evolution 2.0 portfolio. Safest No Medical Life Insurance, with the highest face amounts (up to $1M) and no medical requirements, even for average health or older applicants.
Please join us to meet Jenie & Jenie assist:

Real-time virtual underwriter
Maximizes honest disclosure!
Safest No Medical Life insurance plans
Individually tailored risk-assessment sequences
Combination of Behavioral & Detailed questions
Speech technology
An instant decision every time

EDGE Benefits - Small Business Benefits Solutions
2021-08-11 13:00 - 14:00 (America/Toronto)
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1 CE Credit
EDGE Benefits will be hosting a Webinar for IDC WIN advisors to provide an overview of how our Health and Dental Multi-Life Solution has changed the way Small Businesses have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions.

LDA & Empire - Mastering the Asset Transfer Concept (Case Study)
2021-08-10 13:00 - 14:00 (America/Toronto)
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CE Credits Under Review
This case study will focus on the Estate Bond Concept utilizing Empire Life’s Optimax product and 10 year PUA’s in order to maximize the value to the sample client.

IDC WIN - Life Insurance Panel Discussion
2021-08-05 13:00 - 14:00 (America/Toronto)
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No CE Credits
The IDC WIN life insurance panel will share ideas, concepts and strategies to drive your life insurance sales.These are tried and true concepts that guarantee results.If you’re looking to increase your life insurance sales you won’t want to miss this event.

BMO Insurance - The Ultimate Estate planning Tool
2021-07-29 13:00 - 14:00 (America/Toronto)
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1 CE Credit
The Ultimate Estate planning Tool: Estate costs like taxes and fees can’t be avoided, but they can be planned for and financed in such a way that they have a minimal impact on one’s estate.

Assumption Life launches New funds, New guarantees & New comp & 2 New Simplified issue products
2021-07-28 13:00 - 14:00 (America/Toronto)
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No CE Credits
Two new simplified issue products and on the investment side new funds, new guarantees and new compensation. Doing business with Assumption Life is easy!

RBC Insurance - Medical Student Offer & Student Savings Program
2021-07-27 13:00 - 14:00 (America/Toronto)
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CE accreditation under review
RBC Insurance, along with Dave Pike, BDE, IDC WIN, will discuss the opportunity within the summer season for the Medical Student Offer as well as the Student Savings Program for newly established professionals who have recently graduated or are in their final years of education. The programs give the opportunity for advisors to offer deep discounts, waived premiums, as well as no medical underwriting* (for MSO).

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)
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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
