IDC WIN BIG | Business Innovation and Growth

IDC WIN Fall Education Days 2023
2023-09-26 11:00 - 2023-09-28 15:00 (America/Toronto) | Zoom Events
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Sept 26 – 28, 2023
CE Credits available

Empire Life - TRIIPSS Webinar - Getting paid for the value you provide
2023-09-20 14:00 - 15:00
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Speaker: Peter A. Wouters | Director, Tax, Retirement & Estate Planning Services | Empire Life
Description:
Regulations and product changes drive how advisors get paid for what they do.
However, the biggest drivers of change are changing client behaviours, expectations and priorities. Client experiences are the most prominent factor impacting many of the changes we see today. Their preferences for services and relationships can help advisors understand how to position or refine their service offerings and value propositions.
In this webinar, we will look at this and how advisors get paid and can get paid for the value they provide, as defined from the customer or client’s perspective.
CE Credits pending
IDC WIN is promoting this event and is not IDC WIN hosted.

Beneva and Keith Leech - Keep that objection out of my meeting
2023-09-19 13:30 - 14:30
1 CE Credit
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This session provides tips and strategies to pre-address or overcome the most common insurance objections.
Keith will address the following and more :
• This insurance is expensive
• I am healthy and don’t need this
• I can use my own money/I’m wealthy
• I can get this cheaper
• I think I will wait
• I don’t believe in insurance
You will leave this session ready with ideas to avoid and address objections going forward.

Manulife travel insurance: ensuring your clients are covered
2023-09-14 13:00 - 14:00
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Description:
Winter is fast approaching clients are looking to travel. One third of the Canadian Population and 93% of Canadians 55+ plan to take out a travel insurance for future trips outside of Canada*
Join Xiomara Cundari and Michelle Schroeder, Affinity Wholesalers, as they provide an overview of Manulife Travel Insurance products and address the most common Frequently Asked Questions around insuring your clients when traveling south this winter.
Important Notice:
• Capacity is limited. We will only be able to accommodate the first 500 attendees who register and log into Zoom.
• This presentation will be submitted for CE accreditation, but credits are not guaranteed and dependent on the approval of the governing bodies
IDC WIN is promoting this event and is not IDC WIN hosted.

iA Financial: Optimizing business owner retirement income
2023-09-13 13:30 - 14:30
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Description:
Our experts will show you how to optimize the financial situations of business owners by maximizing their sources of retirement income. Don’t miss this opportunity to develop the key skills you can offer this highly coveted clientele!

1 CE credit

IDC WIN is promoting this event and is not IDC WIN hosted.

RBC Insurance: Fall Disability Insurance School-BONUS SESSION - Fundamental Series
2023-09-08 11:30 - 12:30
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Description:
Before beginning DI School, Jonathan will introduce the most “stripped down” disability product that covers the broadest market segment: The Fundamental Series. It is the backbone for RBC’s more intricate products and can be easily incorporated to serve your clients.
IDC WIN is promoting this event and is not IDC WIN hosted.

CPP | Foresters - Critical Illness: Common questions and challenges
2023-09-07 13:00 - 14:00
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Description:
Learn about Critical Illness solutions with Canada Protection Plan and Foresters Financial. Find out how easy it is to get your clients covered. We showcase the versatility of the products through a number of exciting case studies Including complimentary member benefits available with each plan.

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.**

RBC Insurance: RBCCI Summer Series - High Net-Worth, Business Owners and Professionals
2023-08-24 11:30 - 12:30
Did you know that in Canada, most small businesses do not offer health coverage to their employees? With eight
million Canadians comprising small companies, it is evident that there is an opening for numerous sales
opportunities in this underserved market. Another group that RBCI is concentrating on is high net-worth clients,
who face unique financial challenges to preserve their wealth. Their current insurance coverage may be outdated
& in need of a renewal that supports their accumulated affluence. We will have an open discussion regarding the
various solutions that RBCI offers businesses & high net-worth professionals as well as how to get these
conversations started.
1 CE Credit pending
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Beneva with CI Global Asset Management: Embracing Technology - adopting a modern advisory practice
2023-08-22 13:30 - 14:30
In the recent years, advisors and investors alike have had to rely on technology to do business more than ever before. Now, advisors have the unique opportunity to strategically lean into a hybrid environment, where they can leverage technology to systematize their business, provide better client service, and grow an efficient practice. In this presentation, you will learn:

Why it is so critical to embrace technology.
3 key business areas to modernize.
Best practices on implementing new technologies in your practice.

Today, investors expect a modern approach to their investment advice. Join CI Advisor Consulting to learn more on how technology can carry your business into the future.
1 CE Credit
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Sun Life Global Investments - Proven Practices of Leading Advisors with Katie Grauer
2023-08-22 13:00 - 14:00
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What makes leading advisors so successful? In early 2022, we commissioned a study through Environics Research to answer that question.
This session will provide an in-depth look at emerging trends and business practices among top advisors. You’ll leave with key tools and take-aways to help you identify opportunities and close any gaps within your business. You’ll leave with an understanding of how to create a process that wins clients for life.
Credits: .75 Credit IIROC, 1 Credit FP Canada, 1 Credit MFDA
IDC WIN is promoting this event and is not IDC WIN hosted.

Circle of Wealth - The Ten Minute Lesson on Life Insurance
2023-08-21 15:00 - 16:00
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We invite you to an upcoming webinar that can help you sell more life insurance by utilizing the Circle of Wealth®’s 10-Minute Lesson. This lesson has proven to be highly effective in engaging and communicating with clients, ultimately leading to more business growth.
You must pre register to attend. Registered attendees will receive the Zoom link to attend live and the webinar replay via email.

IDC WIN Workplace Solutions: IDC WIN Hybrid + myHSA
2023-08-15 13:00 - 14:00
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Flexibility for business owners and their employees – why this concept is more important than ever to promote and understand.
1 CE Credit under review

RBC Insurance: RBCCI Summer Series - Critical Illness and Long Term Care
2023-08-10 11:30 - 12:30
1 in 3 Canadians suffers a disability that lasts 90 days or longer during their working career. When the unexpected
hits, it is critical to have coverage that supports your loved ones in the event of a stroke, heart attack, cancer, or
other major illness. Our medical advances have made it easier to recover from these treatments, with Canada’s
senior population expected to grow by 68% over the next 20 years. Demand will inevitably increase for services
that financially protect those who are unable to care for themselves. In this session, you will learn about the
importance of having CI & LTC insurance, as well as how to convert your policy from CI to LTC when your needs
change with RBCI.
1 CE Credit pending
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AdvisorStream Live Demo
2023-08-09 13:00 - 14:00
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AdvisorStream is an industry-leading automated marketing platform that helps advisors drive client engagement and build business. The platform allows advisors to leverage credible and engaging content and share it through automated multichannel communications. This demo will showcase how this platform can help you with your marketing efforts.
NO CE Credits

RBC Insurance: RBCCI Summer Series - Wage Loss Replacement Plan
2023-07-27 11:30 - 12:30
Unfortunately, of the 1.2 million businesses in Canada, 75% lack group benefits. These businesses employ 50% of
the Canadian workforce, with 60% of employees preferring a benefits package over a $10,000 salary increase.
Without a group benefits program in place, candidates are likely to look elsewhere for a job, signifying the
importance for business owners to acquire a WLRP. Join us to learn how the employee, employer, & you ( the
advisor) can reap the numerous benefits from WLRP solutions.
1 CE Credit pending
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Empire: TRIIPSS Webinar: Insurance based investments: case studies from the library and archives
2023-07-26 14:00 - 15:00
This session will go through a number of previously published articles to explain and reinforce strategies and opportunities focusing on investments. A variety of case studies will showcase challenges that may arise and preferred strategies to consider.
CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.
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Serenia Life: Engage your clients effectively - The Power of conducting a thorough fact-find
2023-07-25 13:00 - 14:00
Join us for an engaging and informative training session designed specifically for advisors seeking to enhance client engagement and maximize their potential for success. In this session, we will delve into the crucial aspects of the qualification process and the importance of conducting a comprehensive fact-find.
1 CE Credit
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Desjardins Insurance - Critical Illness for Children
2023-07-19 13:00 - 14:00
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1 CE credit
Health Priorities – Child, pays a tax-free lump-sum benefit to your client, if the insured child is diagnosed with any of the 29 critical illnesses and conditions covered, including 3 childhood diseases. It also offers return of premium options and no survival period for cancer
Speakers:
Bailey Bews-Luykx | Regional Sales Consultant | Desjardins
Petra Ross | Regional Sales Director | Desjardins
IDC WIN is promoting this event and is not IDC WIN hosted.

Beneva - Digital Dividends: Growing Your Business Through Online Presence
2023-07-18 13:30 - 14:30
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1 CE credit
After more than a decade of favourable market conditions and the unprecedented challenges posed by the pandemic, many advisors have discovered that relying on in-person networking is no longer a reliable source of growth. Instead, advisors need to adapt their practice to have a digital marketing component in order to ensure that they are achieving their prospecting potential. This presentation will discuss:

How the prospecting blueprint has changed
Prospecting power boosters: driving growth in any market condition
High tech, high reach: getting an audience with the clients you want

The new realities shouldn’t impact your ability to convert a prospect into a client. CI Advisor Consulting’s Practice Management team will show you the strategies to improve your prospect pool, providing more choice and control of who you ultimately bring into your client group.
IDC WIN is promoting this event and is not IDC WIN hosted.

Canada Life - 2023 Mid-Year market outlook
2023-07-13 13:00 - 14:15
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CE accreditation for this streaming event is pending approval
Volatility, inflation and banking risks have put a damper on the outlook for growth. But could there be a silver lining for investors as we move into the second half of the year?
The global investment managers on our shelf see an evolving set of opportunities for active managers across asset classes. We’re here to help you and your clients prepare for what’s next.
​Join us Thursday, July 13 from 1 to 2:15 p.m. ET to learn how the investment landscape could change over the next half of the year from investment managers across the Canada Life™ shelf.
IDC WIN is promoting this event and is not IDC WIN hosted.

RBC Insurance - Session 1 - Life and Disability, Flexibility to meet your client's needs
2023-07-13 11:30 - 12:30
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CE credits pending – BC
The demand for insurance has never been greater, yet more than half of Canadians overestimate its cost or assume they won’t need it. Furthermore, 1 in 3 families admits a financial disaster would happen within a month if the primary income earner were to pass away. This presents an opportunity for advisors to educate the general population & expand their clientele.
Join us on July 13th for a discussion on how to close the knowledge gap to close the insurance gap & offering flexible solutions that match the needs of our clients.
IDC WIN is promoting this event and is not IDC WIN hosted.

Specialty Life - No-med life insurance products Q & A session
2023-07-11 13:00 - 14:00
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Join the SLi Team for this FREE webinar!

When? Jul 11, 2023 at 01:00 PM Eastern Time (US and Canada)
Why? To learn more about the highest no-med life insurance products, guaranteed issue critical illness products and much more!
Questions are welcomed at the end of the session.
No CE credits

IDC WIN is promoting this event and is not IDC WIN hosted.

Humania - 15 points to analyze in a disabililty insurance contract
2023-07-07 13:00 - 14:00
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1 CE credit

You will learn more about the important points to analyze in a disability insurance product, understand the terms and definitions relating to this type of protection and further your reflection on the types of products and the guarantees available to your clients.
To obtain your PDU/CE Credit, you must be connected using a computer or mobile device, watch the visual presentation, complete the questionnaire that will be sent after the presentation and get the minimum grade of 60%.
IDC WIN is promoting this webinar and is not IDC WIN hosted.

IDC WIN and Manulife Bank - The greatest cash-gathering magnet in the industry
2023-07-06 13:00 - 14:00
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National Webinar – IDC WIN and Manulife Bank
The greatest cash-gathering magnet in the industry:
5%* Advantage Account rate promo
+
Personal advisor URL that Manulife Bank creates for you linked to your Manulife selling code to send to clients and prospects
+
Cash balance reporting via My Clients
If the key to success as an advisor is getting in front of people with cash, it does not get any better than this – truly a marketing gift to our industry
Opening and Closing Remarks
Vic Raye, National Director, Banking Services, IDC WIN
Special Guest Presenter
Pamela Crugnale, Product Manager, Deposits

Circle of Wealth - Financial GPS: Guiding clients to where they want to be
2023-06-29 13:00 - 14:00
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For IDC WIN Financial Professionals

Do you know the four most important financial questions we all face? Financial GPS answers these questions and guides your clients to want to plan and save for their financial future.

No CE Credits

Desjardins - Protection For What Matters Most
2023-06-28 13:00 - 14:00
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Presenter: Aris Christodoulou | Regional Sales Director, CIM | Desjardins Insurance
Exploring unique CI and Life solutions that provide for a future full of possibilities
1 CE credit – PDU to be confirmed
(You must stay on for the full presentation to receive your credit)

Specialty Life - Evolution Powered to Insure Children
2023-06-27 13:00 - 14:00
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Presenter: Varshni Nimal | Internal Wholesaler (ON)
Speciality Life provides life and C.I coverage for children with and without medical conditions. Our unique underwriting approach makes it easy to secure coverage for loved ones.
1 CE credit

Conquest’s Introductory Showcase
2023-06-22 13:00 - 14:00
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Presenter: Rosie Jurgutis | Manager, Customer Success | Conquest
Based on advisor feedback, we are revamping our Conquest offering to accommodate your growing needs. Starting Monday, June 19, both our plan types and our plan packages will be simplified, making it easier for you to provide valuable financial strategies to your clients. Our next session can help you understand the platform and pricing changes.
Join us on June 22, 2023 for Conquest’s Introductory Showcase with Rosie Jurgutis, Manager, Customer Success at Conquest Planning, who will do a beginners walkthrough of the Conquest Planning software and answer your questions.
No CE Credits, No PDUs

Humania - "This is Kids' Stuff" - Children's Insurance: Because we care too
2023-06-21 13:00 - 14:00
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Presenter: Simon Ioia | Sales Representative | Ontario, Manitoba | Humania Assurance
This presentation is meant to remind and inspire that financial planning is ‘wholistic’ work. Helping families ‘plan for the best but prepare for the worst’ is the very reason for the advisor role. If Children are a part of that plan, then they are a part of the ‘whole’. Let’s count them in. Because they count.
1 CE credit

iA Financial Group - RESPs, Wealth Transfer and Child Whole life concepts
2023-06-20 13:00 - 14:00
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Presenter: Fraser Grimes | Inside Sales Associate, Investments | Individual Investment & Retirement Products, Ontario
The presentation will encompass the following topics:

RESPs
Generational Wealth Transfer for minor beneficiaries
Child Whole Life Policy

1 CE credit
