IDC WIN BIG | Business Innovation and Growth

Desjardins - Helping Business Owners Build, Value and Sell with Confidence
2026-04-14 13:00 - 14:00 (America/Toronto)
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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)
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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.**
