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PRODID:-//IDC WIN BIG | Business Innovation and Growth - ECPv5.7.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
BEGIN:VTIMEZONE
TZID:America/Toronto
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
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TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230111T130000
DTEND;TZID=America/Toronto:20230111T140000
DTSTAMP:20260403T133717
CREATED:20221220T195104Z
LAST-MODIFIED:20221220T195104Z
UID:6029-1673442000-1673445600@idcwinbig.ca
SUMMARY:ModernAdvisor - Leveraging Digital Advice in a Future-Ready Practice
DESCRIPTION:Click to register\nThe world of financial advice is evolving faster than ever. Clients are demanding a closer relationship with their investments and advisors are constantly being asked to spend more time on compliance and regulatory functions. Join Tom Chipman from ModernAdvisor as he explores the challenges and opportunities available to advisors looking to build a future-ready practice. This session will introduce and discuss the concept of hybrid advice\, highlight research showing what the next generation of investors expect from their advisor and investments\, investor behaviour challenges\, active vs passive investment and the importance of fees. \nCE Credits are under review
URL:https://idcwinbig.ca/event/modernadvisor-leveraging-digital-advice-in-a-future-ready-practice/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230118T120000
DTEND;TZID=America/Toronto:20230119T160000
DTSTAMP:20260403T133717
CREATED:20221213T171451Z
LAST-MODIFIED:20221213T171451Z
UID:6019-1674043200-1674144000@idcwinbig.ca
SUMMARY:IDC WIN Launch 2023 - Stories that sell!
DESCRIPTION:CLICK HERE TO VIEW AGENDA AND REGISTER\nTell the story | Market the idea | Make the sale \nIDC WIN invites you to attend Launch 2023 virtual meetings for Stories that Sell. Join us to gain insights\, marketing tools and ideas that you can convert into successful sales strategies to meet the specific needs of your clients. \nWe are presenting the IDC WIN Launch 2023 meetings through the Zoom Events platform. \n2 Day Event:  January 18 – 12:00 – 4:00 p.m.  |  January 19 – 12:00 – 4:00 p.m. \nContinuing Education Credits:\nCE credits are under review\, and not all presentations will qualify. To be eligible to receive CE credits\, advisors must attend a full presentation to obtain a half CE credit. \nPlease note: As per CSF rules\, half credits are not available in Quebec. Therefore\, each day is considered one event. Quebec advisors are required to attend the entire event each day (12 – 4 p.m.) and answer six multiple-choice questions per accredited webinar hour.
URL:https://idcwinbig.ca/event/idc-win-launch-2023-stories-that-sell/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230124T130000
DTEND;TZID=America/Toronto:20230124T140000
DTSTAMP:20260403T133717
CREATED:20221220T194708Z
LAST-MODIFIED:20221220T194708Z
UID:6027-1674565200-1674568800@idcwinbig.ca
SUMMARY:Sun Life - Behaviour focused advice: a must for today's advisor
DESCRIPTION:Click to register\nMost advisors spend the bulk of their time trying to minimize their clients’ behavioural mistakes\, especially during times of uncertainty. Although influencing human behaviour isn’t always easy\, research shows it’s one of the greatest values you provide. Join this session to understand the impact of emotional decision-making\, your value as a human advisor\, and how to overcome common investor biases. \n1 CE credit\n(You must stay on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/sun-life-behaviour-focused-advice-a-must-for-todays-advisor/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230130T130000
DTEND;TZID=America/Toronto:20230130T140000
DTSTAMP:20260403T133717
CREATED:20230112T230140Z
LAST-MODIFIED:20230112T230140Z
UID:6040-1675083600-1675087200@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions:  Four-part series: Group 101 - The reasons why you need to know how to sell group insurance and Workplace Solutions
DESCRIPTION:CLICK TO REGISTER:  SESSIONS 1 – 3\nCLICK TO REGISTER:  SESSION 4\nCE credits under review \nIDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. \nSessions: \n\nProspecting and the importance of KYC\nRequest to quote process and group underwriting\nThe Marketing Proposal and Implementation process\nCommunication and employee engagement
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-four-part-series-group-101-the-reasons-why-you-need-to-know-how-to-sell-group-insurance-and-workplace-solutions/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230131T130000
DTEND;TZID=America/Toronto:20230131T140000
DTSTAMP:20260403T133717
CREATED:20221220T195415Z
LAST-MODIFIED:20221220T195415Z
UID:6033-1675170000-1675173600@idcwinbig.ca
SUMMARY:iA Financial Group:  RRSP Kick Off
DESCRIPTION:Click to register\nUnderstanding different options in helping your clients save for their retirement. \n1 CE credit for BC and ON only\n(You must stay on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.
URL:https://idcwinbig.ca/event/ia-financial-group-rrsp-kick-off/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230201T130000
DTEND;TZID=America/Toronto:20230201T140000
DTSTAMP:20260403T133717
CREATED:20230112T231038Z
LAST-MODIFIED:20230112T231038Z
UID:6049-1675256400-1675260000@idcwinbig.ca
SUMMARY:Manulife - Personal and Corporate Estate Bonds
DESCRIPTION:CLICK TO REGISTER\nNo CE credits \nJoin Manulife’s Dan D’Silva as he highlights cases that work with a personal estate bond. He’ll also take the time to review a Corporate Estate Bond case study and provide insight into how others are successfully positioning this strategy. In this ever changing market you can expect Dan to chat about product differences in this concept and even highlight how Manulife Vitality on Universal Life can have a positive impact on the Estate Bond Concept.
URL:https://idcwinbig.ca/event/manulife-personal-and-corporate-estate-bonds/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230202T130000
DTEND;TZID=America/Toronto:20230202T140000
DTSTAMP:20260403T133717
CREATED:20230119T225155Z
LAST-MODIFIED:20230120T144759Z
UID:6068-1675342800-1675346400@idcwinbig.ca
SUMMARY:Canada Life - Showcasing Canada Life’s High-Net-Worth and Estate Protection Series
DESCRIPTION:CLICK TO REGISTER\n1 CE Credit \nJoin us as we detail our high-net-worth offering and capabilities in the investment space and discuss the opportunities associated with our popular Estate Protection product.
URL:https://idcwinbig.ca/event/canada-life-investments/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230206T130000
DTEND;TZID=America/Toronto:20230206T140000
DTSTAMP:20260403T133717
CREATED:20230112T230306Z
LAST-MODIFIED:20230112T230331Z
UID:6042-1675688400-1675692000@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions:  Four-part series: Group 101 Session 2
DESCRIPTION:CLICK TO REGISTER:  SESSIONS 1 – 3\nCLICK TO REGISTER:  SESSION 4\nCE credits under review \nIDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. \nSessions: \n\nProspecting and the importance of KYC\nRequest to quote process and group underwriting\nThe Marketing Proposal and Implementation process\nCommunication and employee engagement
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-four-part-series-group-101-the-reasons-why-you-need-to-know-how-to-sell-group-insurance-and-workplace-solutions-2/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230208T130000
DTEND;TZID=America/Toronto:20230208T140000
DTSTAMP:20260403T133717
CREATED:20230119T225527Z
LAST-MODIFIED:20230119T225527Z
UID:6070-1675861200-1675864800@idcwinbig.ca
SUMMARY:Beneva - In todays world of Inflation and Shrinkflation\, Beneva Advisors are standing out by adding EXTRA VALUE
DESCRIPTION:CLICK TO REGISTER\nNo CE credits are available \nJoin Chris as he takes a detailed look at 3 key insurance ideas: \n1 – Guaranteed Income Enhancer – today’s version of the “Insured annuity”.  Using pricing arbitrage to provide retirees the equivalent of 5-8% cashflow on a fully guaranteed basis\, with less taxable income than a bond or GIC. \n2 – CashBack Term – don’t treat term insurance like a commodity.  You can still offer extra value\, and even some guaranteed cash value for no extra cost.  See where this idea fits. \n3 – Critical Illness coverage – little known secrets in the Beneva CI portfolio that make it easier to implement with your clients.
URL:https://idcwinbig.ca/event/beneva-in-todays-world-of-inflation-and-shrinkflation-beneva-advisors-are-standing-out-by-adding-extra-value/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230209T130000
DTEND;TZID=America/Toronto:20230209T140000
DTSTAMP:20260403T133717
CREATED:20230120T150938Z
LAST-MODIFIED:20230206T175209Z
UID:6074-1675947600-1675951200@idcwinbig.ca
SUMMARY:Canada Life - Getting you and your large-case business the support you need
DESCRIPTION:CLICK TO REGISTER\n1 CE Credit \nDo you have clients in the affluent market? Join us as Jonathan Dunne\, Regional Sales Manager\, details the high-net-worth insurance offering at Canada Life and how we can help elevate your next client experience with the incredible resources we have available.
URL:https://idcwinbig.ca/event/canada-life-getting-you-and-your-large-case-business-the-support-you-need/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230213T130000
DTEND;TZID=America/Toronto:20230213T140000
DTSTAMP:20260403T133717
CREATED:20230112T230447Z
LAST-MODIFIED:20230112T230447Z
UID:6045-1676293200-1676296800@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions:  Four-part series: Group 101 Session 3
DESCRIPTION:CLICK TO REGISTER:  SESSIONS 1 – 3\nCLICK TO REGISTER:  SESSION 4\nCE credits under review \nIDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. \nSessions: \n\nProspecting and the importance of KYC\nRequest to quote process and group underwriting\nThe Marketing Proposal and Implementation process\nCommunication and employee engagement
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-four-part-series-group-101-session-3/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230213T130000
DTEND;TZID=America/Toronto:20230213T140000
DTSTAMP:20260403T133717
CREATED:20230112T230536Z
LAST-MODIFIED:20230112T230536Z
UID:6047-1676293200-1676296800@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions:  Four-part series: Group 101 Session 4
DESCRIPTION:CLICK TO REGISTER:  SESSION 4\nCE credits under review \nIDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. \nSessions: \n\nProspecting and the importance of KYC\nRequest to quote process and group underwriting\nThe Marketing Proposal and Implementation process\nCommunication and employee engagement
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-four-part-series-group-101-session-4/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230214T130000
DTEND;TZID=America/Toronto:20230214T140000
DTSTAMP:20260403T133717
CREATED:20230207T205637Z
LAST-MODIFIED:20230214T145837Z
UID:6080-1676379600-1676383200@idcwinbig.ca
SUMMARY:Empire Life - Discover how Empire's Seg funds and Empire's Class Plus 3.0 contract can aid in covering off the 4 risks in retirement
DESCRIPTION:  \nCLICK TO REGISTER\n1 CE credit (Except Quebec) \nPresenter:  Ian Kerr\, Account Executive\, Investments \nDiscover how Empire’s Seg funds and Empire’s Class Plus 3.0 contract can aid greatly in covering off the 4 Risks in retirement…..Longevity\, Inflation\, Market Performance\, and Sequence of returns risk.
URL:https://idcwinbig.ca/event/empire-life-discover-how-empires-seg-funds-and-empires-class-plus-3-0-contract-can-aid-in-covering-off-the-4-risks-in-retirement/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230215T130000
DTEND;TZID=America/Toronto:20230215T140000
DTSTAMP:20260403T133717
CREATED:20230207T210455Z
LAST-MODIFIED:20230207T210455Z
UID:6084-1676466000-1676469600@idcwinbig.ca
SUMMARY:Equitable Life - Levelize the Tax for Corporate Clients & Seg Funds and business owners
DESCRIPTION:CLICK TO REGISTER\n1 CE credit \nBrent Swatuk Presents: Levelize the Tax for Corporate Clients – Bolstering the corporate balance sheet with participating whole life and how to share ideas for ensuring wealth that would typically be lost to taxes remains within your portfolio\, while retaining liquidity\, access\, and control\, and ultimately creating a more efficient and meaningful estate for your heirs. \nThe Second Half – Giuliano Savini\, Regional Investment Sales Manager\, will present on: Seg Funds and Business Owners – how to structure corporately owned seg funds\, and all considerations\, as well as making a suitable sale with all the proper documentation
URL:https://idcwinbig.ca/event/equitable-life-levelize-the-tax-for-corporate-clients-seg-funds-and-business-owners/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230221T130000
DTEND;TZID=America/Toronto:20230221T140000
DTSTAMP:20260403T133717
CREATED:20230203T202621Z
LAST-MODIFIED:20230214T140047Z
UID:6101-1676984400-1676988000@idcwinbig.ca
SUMMARY:BMO Insurance - The BMO Insurance Advantage
DESCRIPTION:CLICK TO REGISTER\n1 CE Credit (except Quebec) \nPresenter:  Zack Friedmann\, Business Development Manager\, Ontario Region\, BMO Insurance \nZack will dive into the unique offerings from BMO Insurance that can help in the large case market. Speaking to real case studies on our Whole Life and Universal Life will show you where we can fit in your practice.
URL:https://idcwinbig.ca/event/bmo-insurance-the-bmo-insurance-advantage/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230222T130000
DTEND;TZID=America/Toronto:20230222T140000
DTSTAMP:20260403T133717
CREATED:20230214T150253Z
LAST-MODIFIED:20230214T150253Z
UID:6086-1677070800-1677074400@idcwinbig.ca
SUMMARY:Empire Life - Keeping the Family Cottage
DESCRIPTION:  \nCLICK TO REGISTER\n1 CE Credit (Except Quebec) \nPresenter:  Laura Madsen\, Account Executive\, Retail Insurance Distribution \nThe Keep the Cottage in the family strategy provides your clients the opportunity to redistribute some of their taxable investments\, particularly their bond or GIC portfolios\, into a participating whole life insurance policy to take advantage of tax-deferred savings and a tax-free death benefit that can be used to preserve and enhance the clients estate by covering the capital gains taxes owing on the family cottage when they pass away.
URL:https://idcwinbig.ca/event/empire-life-keeping-the-family-cottage/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230223T130000
DTEND;TZID=America/Toronto:20230223T140000
DTSTAMP:20260403T133717
CREATED:20230217T172459Z
LAST-MODIFIED:20230217T172459Z
UID:6163-1677157200-1677160800@idcwinbig.ca
SUMMARY:Sun Life's sweet spots focussing on Non-Par\, UL and Sun Perm
DESCRIPTION:  \nCLICK TO REGISTER\n1 CE Credit \nPresenters:   Neil Kellock\, Regional Sales Director and Frank Lapierre\, CFP\, CLU Life Insurance Project Manager \nThe webinar provides an overview of Sun Life’s life insurance product shelf. It highlights pricing competitiveness\, unique product features and positioning\, sales strategies and sales tools. It also gives an overview of key marketing materials\, no-fluid underwriting\, and current new business turnaround times.
URL:https://idcwinbig.ca/event/sun-lifes-sweet-spots-focussing-on-non-par-ul-and-sun-perm/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230227T130000
DTEND;TZID=America/Toronto:20230227T140000
DTSTAMP:20260403T133717
CREATED:20230217T173241Z
LAST-MODIFIED:20230217T173241Z
UID:6165-1677502800-1677506400@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions: Four-part series: Group 101 Final Session 4
DESCRIPTION:CLICK TO REGISTER\nCE credits under review \nPresenter:  Marni Hefner \nIDC WIN Workplace Solutions is pleased to offer a four-part training program for all of our advisors who are currently offering or interested in adding group insurance to their repertoire and business services. \n\nPart 4: Communication and employee engagement
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-four-part-series-group-101-final-session-4/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230228T130000
DTEND;TZID=America/Toronto:20230228T140000
DTSTAMP:20260403T133717
CREATED:20230217T174019Z
LAST-MODIFIED:20230217T174019Z
UID:6168-1677589200-1677592800@idcwinbig.ca
SUMMARY:Sun Life: Helen’s Models – you’ll like their figures.
DESCRIPTION:CLICK TO REGISTER\n1 CE credit \nNote: Quebec licensed advisors will need to answer multiple choice questions at the end of the presentation and pass with 60% in order to obtain their PDU for this session \nIntroduction: Yusudan Ren\, CFA\, CFP\, CLU\, Pl.Fin.\, Regional Sales Director \nPresentation Conducted by: Helen Chow\, FSA\, AVP\, Strategic Business Development & Marketing Actuary \nTopic: Helen’s Models: Complexity is your enemy. Helen’s Excel models can help advisors and their clients understand insurance concepts and see the benefits insurance offers in a simple manner. \n 
URL:https://idcwinbig.ca/event/sun-life-helens-models-youll-like-their-figures/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230301T130000
DTEND;TZID=America/Toronto:20230301T140000
DTSTAMP:20260403T133717
CREATED:20230228T201425Z
LAST-MODIFIED:20230228T201425Z
UID:6207-1677675600-1677679200@idcwinbig.ca
SUMMARY:iA Financial Group - Follow up to IDC WIN Launch session
DESCRIPTION:CLICK TO REGISTER\nAgenda: \nFamily Wealth Transfer with Dani Ginther\, CLU:\nDani will talk about opportunities in the market place and the importance of building the relationship not only with your clients but their kids and grandkids.\n.5 Credit AB only \niA Advantage with Rishu Bains\, CHS:\nUnderwriting can be the difference maker when looking at getting a client insured. Rishu will speak on iA’s Underwriting Advantage\, Ease of Business with EVO\, Competitive Immigrant Guidelines and why you might want to take a second look at iA.\n.25 Credit BC only \nAlex Lekas\, CFP\, BA Econ:\nStories that will elevate your practice: Choosing the right product to fit the need.\n.5 CE credit ON only
URL:https://idcwinbig.ca/event/ia-financial-group-follow-up-to-idc-win-launch-session/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230307T130000
DTEND;TZID=America/Toronto:20230307T140000
DTSTAMP:20260403T133717
CREATED:20230228T201943Z
LAST-MODIFIED:20230228T201943Z
UID:6173-1678194000-1678197600@idcwinbig.ca
SUMMARY:Manulife - Tax & Estate Planning in Action
DESCRIPTION:  \nCLICK TO REGISTER\n1 CE Credit\, except in QC \nPresenter:  John Natale\, Head of Tax\, Retirement & Estate Planning Services\, Wealth \nTax & Estate Planning in Action – Lessons Learned Using a Case Study Approach \n“By Failing to prepare\, you are preparing to fail.” (Benjamin Franklin). “Someone’s sitting in the shade today because someone planted a tree a long time ago.” (Warren Buffett). Two of the most famous planning expressions that are so often true. John Natale will discuss several real life examples which demonstrate the consequences from a tax and estate planning perspective of not listening to Mr. Franklin. John will review the mistakes made and discuss different alternatives and solutions so that your clients reflect the wisdom of Mr. Buffett and by doing so ensure your clients aren’t the next case study!!!”
URL:https://idcwinbig.ca/event/manulife-tax-estate-planning-in-action/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230314T130000
DTEND;TZID=America/Toronto:20230314T140000
DTSTAMP:20260403T133717
CREATED:20230228T202310Z
LAST-MODIFIED:20230228T202310Z
UID:6210-1678798800-1678802400@idcwinbig.ca
SUMMARY:Workplace Solutions - IDC WIN and Common Wealth make it easy...
DESCRIPTION:CLICK TO REGISTER\nGroup savings is one of the fastest-growing business lines for advisors. And IDC WIN’s partnership with Common Wealth enables your access to the opportunity! \nCommon Wealth elevates the group savings experience for you and your clients – with a smart platform\, incredible service\, and a library of polished sales materials for advisors. \nDon’t miss this exciting opportunity to better understand what’s driving the client demand for group retirement services and how IDC WIN and Common Wealth can help you begin\, or grow\, your group savings business. \nNo CE credit
URL:https://idcwinbig.ca/event/workplace-solutions-idc-win-and-common-wealth-make-it-easy/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230321T130000
DTEND;TZID=America/Toronto:20230321T140000
DTSTAMP:20260403T133717
CREATED:20230228T203049Z
LAST-MODIFIED:20230310T202319Z
UID:6213-1679403600-1679407200@idcwinbig.ca
SUMMARY:Sun Life Sweet Spots: Focusing on CI and Term
DESCRIPTION:CLICK TO REGISTER\n1 CE credit \n\nSpeakers: \n\nIntroduction: Yusudan Ren\, CFA\, CFP\, CLU\, Pl.Fin.\, Regional Sales Director\nPresentation Conducted by: Frank Lapierre\, CFP\, CLU\, Life Insurance Product Manager and Alex Maus\, Product Manager\n\n\n\nSweet Spots at Sun Life provides an overview of our life and CI insurance product shelf. It highlights pricing competitiveness\, unique product features and positioning\, sales strategies and sales tools. It also gives an overview of key marketing materials\, no-fluid underwriting\, and current new business turnaround times.
URL:https://idcwinbig.ca/event/sun-life-sweet-spots-focusing-on-ci-and-term/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230322T130000
DTEND;TZID=America/Toronto:20230322T140000
DTSTAMP:20260403T133717
CREATED:20230307T205551Z
LAST-MODIFIED:20230307T205551Z
UID:6227-1679490000-1679493600@idcwinbig.ca
SUMMARY:RBC Insurance - Discovering insurance needs from a business owner's will
DESCRIPTION:  \nCLICK TO REGISTER\n1 CE Credit|1 PDU \nPresenter: Anna Tsepelis\, CLU\, CHS | Senior Sales Consultant\, Life | RBC Insurance \nDiscovering Insurance Needs From a Business Owner’s Will – how asking the right questions uncovers life insurance needs\nAsking business owner clients the right questions about their will and estate planning can open the door to valuable conversations about their priorities and needs\, uncovering opportunities for personalized life insurance solutions.
URL:https://idcwinbig.ca/event/rbc-insurance-discovering-insurance-needs-from-a-business-owners-will/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230328T130000
DTEND;TZID=America/Toronto:20230328T140000
DTSTAMP:20260403T133717
CREATED:20230307T210207Z
LAST-MODIFIED:20230307T210207Z
UID:6229-1680008400-1680012000@idcwinbig.ca
SUMMARY:Sun Life - Twists on corporate strategies
DESCRIPTION:CLICK TO REGISTER\n1 CE credit | 1 PDU \nPresenter:  Helen Chow\, BSc\, FSA  AVP\, Professional Insights & Marketing Actuary | Sun Life Consulting \nDescription: Variations of corporate insurance strategies and how they can be modeled to win over clients and accountants. \n 
URL:https://idcwinbig.ca/event/sun-life-twists-on-corporate-strategies/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230329T130000
DTEND;TZID=America/Toronto:20230329T140000
DTSTAMP:20260403T133718
CREATED:20230314T165027Z
LAST-MODIFIED:20230314T165027Z
UID:6249-1680094800-1680098400@idcwinbig.ca
SUMMARY:CPP/Foresters - A+ Protection Participating Whole Life with your clients' wellness in mind
DESCRIPTION:CLICK TO REGISTER\n1 CE credit\, except in QC\n(You must stay on for the full presentation to receive your credit) \nPresenter:  Zainab Sheikh\, Regional Vice President\, Ontario \nThis presentation provides advisors with sales strategies for Foresters Advantage Plus Participating Whole Life product. Advisors will learn about product features and built-in benefits as well as flexible options to help meet a wide variety of client needs. Case studies will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Amazing Member Benefits. Don’t miss out!
URL:https://idcwinbig.ca/event/cpp-foresters-a-protection-participating-whole-life-with-your-clients-wellness-in-mind/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230330T130000
DTEND;TZID=America/Toronto:20230330T140000
DTSTAMP:20260403T133718
CREATED:20230307T210940Z
LAST-MODIFIED:20230328T135843Z
UID:6232-1680181200-1680184800@idcwinbig.ca
SUMMARY:Beneva - Reviewing the Beneva Playbook
DESCRIPTION:CLICK TO REGISTER\n1 CE Credit \nPresenter:  Barry Rubin\, Director\, Business Development \nAt Beneva\, we understand your clients need to protect and plan for their financial future. Our Beneva Advisor Playbook will showcase some specific examples to help you and your clients understand the value that Beneva can offer.
URL:https://idcwinbig.ca/event/beneva-reviewing-the-beneva-playbook/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230405T130000
DTEND;TZID=America/Toronto:20230405T140000
DTSTAMP:20260403T133718
CREATED:20230328T192816Z
LAST-MODIFIED:20230328T192816Z
UID:6278-1680699600-1680703200@idcwinbig.ca
SUMMARY:EDGE Benefits - Small business "group" benefit solutions
DESCRIPTION:CLICK TO REGISTER\n1 CE credit\, except in Quebec \nPresenter: Markaysa Sinnamon\, Sales Director \nYour Sales Director at The Edge Benefits\, Markaysa Sinnamon has put together a unique and IDC Exclusive Webinar for you in 2023. You are invited to join this CE accredited training that will support the growth of your Living Benefit Business. The EDGE’s Health and Dental Multi-Life Solution has changed the way Small Business have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions and how it will open doors for you to sell your other lines of business!
URL:https://idcwinbig.ca/event/edge-benefits-small-business-group-benefit-solutions/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230406T130000
DTEND;TZID=America/Toronto:20230406T140000
DTSTAMP:20260403T133718
CREATED:20230316T221538Z
LAST-MODIFIED:20230316T221538Z
UID:6254-1680786000-1680789600@idcwinbig.ca
SUMMARY:IDC WIN Advanced Estate Planning Team-Meet the Experts!
DESCRIPTION:CLICK TO REGISTER\nCE Credits under review \nHosted by:  Don Hart\, VP\, Training and Development \nSpeakers: \n\nBrad Hyde\, Director\, Tax and Estate Planning\nChris Britton\, Director\, Tax and Estate Planning\nFrank Abate\, National Director\, Tax and Estate Planning\nNitin Bansal\, Director\, Actuarial Support\nBeverly Krzmarcik\, Co-owner Oasis Wealth Design Group Inc.\n\nJoin the IDC WIN Advanced Estate Planning team for an informative webinar and panel discussion on: \n\nDiscover the opportunities with the advanced Estate Planning team.\nIFAs or Not IFAs are they still popular?\nRCAs are they worth it?\nReactions to the 2023 Budget\n“The Advisor Experience” with Beverly Krzmarcik\n\n“Ask the Expert” panel discussion and pose your questions live to our in-house Estate Planning experts!
URL:https://idcwinbig.ca/event/idc-win-advanced-estate-planning-team-meet-the-experts/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230411T130000
DTEND;TZID=America/Toronto:20230411T140000
DTSTAMP:20260403T133718
CREATED:20230404T185801Z
LAST-MODIFIED:20230404T185801Z
UID:6284-1681218000-1681221600@idcwinbig.ca
SUMMARY:Conquest phase 2 live demo - Data aggregation & client portal
DESCRIPTION:  \nCLICK TO REGISTER\nSpeakers: \n\nRosie Jurgutis\nJohnny Chiello\nBrenda Yee\n\nThis session will provide a live walkthrough of the most recent Conquest enhancements – Data Aggregation and a robust Client Portal. \nNo CE credits
URL:https://idcwinbig.ca/event/conquest-phase-2-live-demo-data-aggregation-client-portal/
CATEGORIES:Webinar
END:VEVENT
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