IDC WIN BIG | Business Innovation and Growth

IDC WIN Workplace Solutions – Building Blocks of Success – a 4-Part Series
2025-03-24 13:00 - 14:00, 2025-03-17 13:00 - 14:00, 2025-03-10 13:00 - 14:00 (America/Toronto)
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BACK BY POPULAR DEMAND
Revamped, revitalized and for advisors who haven’t yet attended or would like a refresher:
This 4-part series is designed for advisors looking to develop, enhance or expand their group insurance services.
This comprehensive 4-part series covers the essential steps in growing a successful group insurance practice. Whether you’re just getting started or looking to refine your approach, this series will provide the fundamental tools and strategies to help you succeed and grow your business.
You can choose to attend one or more of the following webinars:

March 3
March 10
March 17
March 24

1 CE credit/session (You must stay on for the full presentation to receive your credit)

BMO Insurance - Joint-Last-to-Die Insurance: The ultimate estate planning tool
2025-03-18 13:00 - 14:00
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Insurance is an essential element of any estate plan as it can simplify the process and create greater financial value when death arises.
This presentation will focus on Joint Last to Die insurance and the many ways it can be used to enhance an estate plan. Case studies will focus on two specific opportunities, funding estate costs and equalization.
1 CE credit – This presentation is accredited in QC, ON, BC, AB. (You must stay on for the full presentation to receive your credit)

IDC WIN - International Women's Day
2025-03-06 13:00 - 14:00
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ACCELERATE ACTION: CELEBRATING INTERNATIONAL WOMEN’S DAY 2025
Thursday, March 6, 2025 | 1 p.m. ET | Online Event (Zoom)
In celebration of International Women’s Day 2025, we invite you to join us for an exclusive discussion centered on this year’s theme: #AccelerateAction.
Through dynamic interviews with two influential industry leaders, we’ll explore actionable strategies for fostering leadership, breaking barriers and creating lasting impact in the financial sector.
Join our thought-provoking conversations with:

Jennifer Publicover, Group Head, RBC Insurance Interviewed by Phil Marsillo
Tammy Buss, Founder, BlueRoots Consulting Interviewed by Emily Sorensen

NO CE CREDITS

IDC WIN Workplace Solutions - Building Blocks of Success - a 4-Part Series
2025-03-03 13:00 - 14:00

IDC WIN Workplace Solutions and RBC Insurance: Individual Disability Compliments to Traditional Group Insurance
2025-02-26 13:00 - 14:00
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Canadian employers today are faced with unique challenges and changing employee needs! RBC Insurance strives to stay ahead of the curve with our innovative approach to integrating individual and group solutions in a way that more adequately addresses the individualized needs of key employees.
This session will review the opportunities for supplementing traditional group insurance with tailored individual products that address important gaps for our executive clients! We will learn about unique approaches that offer funding flexibility and employer cost stability these opportunities and take the first step in growing your business in this lucrative market.
1 CE credit (except QC) (You must stay on for the full presentation to receive your credit)

Empire Life - Beyond the Transaction: Life Insurance in Business Succession Planning
2025-02-25 14:00 - 15:00
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Elevate your expertise in business succession planning with our ‘Beyond the Transaction’ presentation. Through case studies, gain the knowledge and tools to help identify optimal solutions, navigate potential pitfalls, and secure lasting legacies for your clients. Solidifying your role as a trusted advisor.
Join the webinar:
Tuesday, February 25, 2025, from 2:00 pm to 3:00 pm ET
This webinar is also available in French on February 26, 2025, from 10:00 am to 11:00 am ET.
THIS WEBINAR IS NOT IDC WIN HOSTED
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.

Desjardins: Generational Legacy Plan - Nurturing Dreams, Building Wealth
2025-02-20 13:00 - 14:00
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Join us for Generational Legacy Plan: Nurturing Dreams, Building Wealth, presented by Petra Ross, Regional Sales Director for Desjardins. Petra will delve into the critical aspects of wealth transfer planning and its profound impact on securing a prosperous future for your family. This comprehensive session will cover essential topics, including the importance of wealth transfer planning, effective strategies, the benefits of the concept, and real-life case studies.
This webinar is ideal if you have clients who are interested in preserving their wealth and looking to create a legacy for future generations.
1 CE credit

IDC WIN Compliance - The Reason Why Letter Leads To All Things Good
2025-02-18 13:00 - 14:00
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Join us for an insightful webinar on the “Reason Why Letter,” hosted by Eric Wachtel and Don Hart. In this session, we’ll dive into the significance of clear, transparent communication in compliance practices. You’ll learn how crafting a well-structured “Reason Why Letter” and discovery agreement can:

Improve decision-making
Boost sales
Create cross-selling opportunities
Reduce risks
Ensure accountability

Don’t miss this valuable opportunity to enhance your understanding of effective compliance communication strategies!
CE Credit pending approval

IDC WIN Workplace Solutions: Building Success Together: Leveraging Workplace Solutions to Grow, Expand, and Thrive
2025-02-12 13:00 - 14:00
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In today’s rapidly evolving benefits landscape, the ability to adapt and grow is essential for financial advisors. Whether you’re just starting to explore group benefits or you’re already deeply embedded in the group market, there are vast opportunities to expand your offerings, streamline your processes, and better serve your clients. Learn how other advisors are utilizing our services to take a holistic approach to their clients and leveraging our team to ensure their clients are happy and healthy.
NO CE CREDITS

Equitable Life: Navigating Segregated Fund Contracts & PAR Enhancements: Key Updates and Insights
2025-02-11 13:00 - 14:00
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Join Sadaf Chowdhury, Director of Investment Sales, as he takes you through an informative session on Segregated Fund Contracts, exploring the key players and features that make them unique. Then, Philippa Cowie, Director of Insurance Sales, will highlight the latest PAR (Participating Account) enhancements and share general updates that can help you stay ahead of the curve. This webinar is designed to provide a comprehensive understanding of these important topics and equip you with the knowledge to navigate the evolving landscape of investment options.
1 CE credit (EXCEPT QC) (You must stay on for the full presentation to receive your credit)

ivari - Cybersecurity: Essential knowledge for insurance advisors
2025-01-30 15:00 - 16:00
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Join our very first Spark webinar with Craig Peppard, ivari’s VP and Chief Information Security Officer. In this fascinating session, Craig will provide an in-depth look at various cybersecurity threats and their implications for advisors. He’ll offer some insight into what you can do today to better protect yourself, while looking into future trends that are just around the corner. With our ever-increasing online presence, this is a webinar you are not going to want to miss!
No CE Credits
THIS IS NOT AN IDC WIN HOSTED WEBINAR

Empire Life - Segregated Funds: Passing assets or proceeds
2025-01-28 14:00 - 15:00
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Segregated funds allow for the naming of beneficiaries. Is that the only option? Is it always the best option?

This session will use a case study approach to cover off a handful of topics relating to insurance-based investments including pitfalls, unintended consequences and remedies or options to avoid missteps.
THIS WEBINAR IS NOT IDC WIN HOSTED
EMPIRE LIFE WILL ISSUE THE CE CERTIFICATES

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 the webinar has been viewed.
CE credit offer available until April 23, 2025

IDC WIN Workplace Solutions - Selling Group Savings is Not Scary
2025-01-28 13:00 - 14:00
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Selling Group Savings Is Not Scary: Common Wealth’s Easy Path to Group Savings Success
Join us for this webinar to see how Common Wealth makes group retirement straightforward and profitable.
Learn how to confidently incorporate group savings plans into your offerings, strengthen client relationships, and take full advantage of the new Capital Accumulation Plan (CAP) guidelines, which outline best practices for managing savings plans.
Perfect for advisors ready to explore new business opportunities!
1 CE Credit under review (Except Quebec)
(You must stay on for the full presentation to receive your credit)

IDC WIN LAUNCH 2025 - 2 DAY VIRTUAL EVENT
2025-01-22 11:30 - 2025-01-23 16:30
REGISTER NOW
Join us for IDC WIN’s Launch 2025 – Focused on what matters to you!
Dive into a dynamic program featuring sessions on recent advancements affecting the insurance industry, such as new AI tools, developments in underwriting and strategies for transforming group benefits.
Garner insights that are tailored to your business goals as you join our keynote sessions with professional speaker, Thomas Deans, author of The Happy Inheritor and founder of the Willing Wisdom IndexTM, as well as, Karen Cutler, Head of Underwriting and Claims, Chief Underwriter Individual Insurance at Manulife.
Don’t miss this opportunity to strengthen your path to success in 2025!
For a full list of speakers and sessions, please visit our event agenda.
We know that Continuing Education (CE) and Professional Development Units (PDU) are important to you, not all sessions will qualify for credits. Each day is being accredited as a whole, not per session, therefore, you must attend the full day to obtain credits.

IDC WIN RRSP and Wealth Team Launch
2025-01-08 13:00 - 15:00
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You’re invited to an insightful and dynamic webinar on January 8, 2025, from 1:00 p.m. – 3:00 p.m. ET. Join industry experts Alex Chan (RHU, CHS, EPC, CPCA, CFSB, CFP, CLU) and Graeme Allan, Regional Wealth Leaders, and three prominent insurance carriers as they provide valuable market updates, outlooks, and strategies to help you succeed in the year ahead.
Don’t miss this opportunity to stay ahead of the curve and arm yourself with the tools and knowledge to thrive in 2025.
CE credit (PENDING)

ivari - A year in review with your Advisor Experience team
2024-12-12 15:00 - 16:00
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Join us for the final ivari presents of 2024! In this special webinar, we will take a look back at the past year with your Advisor Experience team and discuss everything you need to know to prepare for a successful 2025. Don’t miss this opportunity to gain valuable insights and prepare for the year ahead.
NO CE CREDITS
NOT IDC WIN HOSTED

Beneva - Ease of doing business with Beneva – Top 10 reasons
2024-12-11 13:00 - 14:00
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Join us for an insightful webinar where we delve into what sets Beneva apart in the insurance landscape. Discover our imbedded product features that make us unique. In this session, we will showcase our sweet spots—key underwriting strengths that differentiate us from competitors. Don’t miss the opportunity to see why choosing Beneva means choosing a partner dedicated to your success. Register now to secure your spot!
NO CE CREDITS
NOT IDC WIN HOSTED

ivari - Closing and handling objections
2024-12-05 15:00 - 16:00
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Join Paul Binnendyk for an exciting webinar to help you enhance your client experience. This session will cover essential skills and best practices to help you move forward with your clients.
This not-to-miss session will focus on communication skills and best practice ideas that will help you to confidently ask for the business and effectively handle objections when advising your clients.
No CE credits
NOT IDC WIN HOSTED

IDC WIN Workplace Solutions and Equitable Life - Disability claims management: It's more than income replacement
2024-12-04 13:00 - 14:00
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Speaker: Meredith Wheldon | Director of Group Life and Disability | Equitable Life
Join us for an insightful webinar where we delve into the foundational elements of a disability case management program. Discover the current trends shaping the disability landscape and learn why effective case management goes beyond merely replacing a plan member’s income.
In this engaging session, we’ll explore how our strategic vendor partnerships and claims interventions play a crucial role in enhancing the lives of plan member’s facing disabilities.
1 CE credit (Except QC)
(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.**

Canada Protection Plan - Critical Illness - Commons Challenges & Solutions for Clients
2024-11-28 11:00 - 12:00
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Presenter: Zainab Shiekh | Regional Vice President , Ontario

Zainab will be presenting CI Insurance Common Challenges & Solutions for our clients.

Did you know:

42% of working Canadians have not heard of critical illness insurance​
90% of Canadians do not have personal critical illness or personal long-term care insurance
74% of Canadians have not reviewed their insurance needs in the last year.

1 CE Credit (A&S)
Your CE credit will be issued by CPP.
*NOT IDC WIN HOSTED*

RBC Insurance - Matters of Estate: Transfer, Protect, Advise
2024-11-21 13:00 - 14:00
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Speakers:
Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance
Santo Filice, CHS Senior Sales Consultant Wealth & Retirement Solutions | RBC Insurance
Join RBC for an insightful presentation on the critical role estate planning plays in preserving and growing your wealth for future generations. We will explore how life insurance and wealth solutions can serve as powerful tools to not only protect your estate but also ensure a smooth transition of assets to your loved ones. Learn how these strategies can provide financial security, tax efficiency, and peace of mind for both you and your beneficiaries. Whether you’re starting your estate plan or refining it, this presentation will equip you with practical solutions for building a lasting legacy.
1 CE Credit

Workplace Solutions - The micro group market-are you missing opportunities?
2024-11-20 13:00 - 14:00
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Speaker:
Marni Hefner, Director, IDC WIN Workplace Solutions, Business Development (ON/MB)
In today’s evolving workplace landscape, businesses with small teams (2-15 employees) are often overlooked, but they represent a hidden opportunity for growth.
This webinar will explore how you can unlock the value of group insurance plans tailored to the unique needs of micro groups. By understanding how to effectively promote and sell to this market, you’ll gain the tools to expand your client base and increase your sales.
Why Attend?:
Whether you’re new to the micro group market or looking to enhance your existing strategy, this session will provide actionable insights to help you tap into this lucrative, but often underserved, market segment.
Register Now to Uncover Key Opportunities!
1 CE credit (except Quebec)
Must stay on for entire session to receive credit

Life Design Analysis (LDA) - Harnessing technology to reclaim your valuable time
2024-11-19 13:00 - 14:00
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Speaker: Jonathan Jarvie | Director, Customer Success
The role of an advisor requires you to wear many different hats. Due to your role and responsibilities, time is a valuable commodity that most lack. Thankfully, there are ways technology can help, especially with your Life Insurance business. Jon Jarvie from Life Design Analysis will show you the top 5 ways that LDA can pay you back not only in FYC but in time by eliminating redundancies.
*NO CE CREDITS*

Empire Life - Something wicked this way comes
2024-11-18 13:00 - 14:00
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Presenters:

Ashley Misquitta, CFA – Empire Life
Ian Kerr, Empire Life
Nick Pirraglia, Empire Life
Graeme Allan, IDC WIN (co host)

Something Wicked This Way Comes introduces Empire Life’s investment team, philosophy, and approach. It continues with updates on the outlook of the economy and markets and highlights the secular tailwinds for the U.S. economy and equity markets, and lastly explains how the Empire American Value Fund is strategically positioned to benefit from these trends.
1 CE credit EXCEPT QUEBEC
(You must stay on for the full presentation to receive your credit)

Sun Life: Post-Mortem Planning and Life Insurance
2024-11-14 13:00 - 14:00
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Presenter: Stuart Dollar M.A., LL.B, CFP®, CLU®, ChFC®, TEP
Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario.
The presentation discusses the double tax problem when a business owner dies, then moves to two post-mortem planning options, loss-carryback and pipeline. It then briefly discusses some modifications to those strategies, because either one can be appropriate, depending on the deceased’s and beneficiaries’ circumstances. Lastly, it compares the two options with and without life insurance.
NO CE CREDITS AVAILABLE FOR THIS WEBINAR

IDC WIN Workplace Solutions - Empowering success: Why women's health matters...
2024-11-06 13:00 - 14:00
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Understanding the impact of women’s health on organizational success is not just a personal concern—it’s a business necessity. This first webinar in our Health series focuses on menopause.
Unmanaged menopause symptoms result in approximately 540,000 lost workdays, costing employers approximately $237m annually.
Why attend our health series? Being well-informed about the impact of health issues on business enables you to provide comprehensive advice that will give your clients an edge.

Learn what impact these issues are having in the workforce
Know what questions to ask when conducting a proper discovery
Being on top of industry trends – separates you as an advisor and builds your credibility
Discover what plan designs may now be available moving into 2025.

Reserve your spot: Join us for this opportunity to elevate your expertise and establish yourself as a proactive, invaluable advisor, all while driving sales success.
NO CE CREDITS AVAILABLE FOR THIS SESSION

Manulife - Hidden Gems
2024-10-30 13:00 - 14:00
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Have you discovered the hidden gems within Manulife’s individual insurance product shelf? Do you want to upgrade your sales conversations, taking a fresh perspective on an old narrative? In this presentation you ill learn how to use Manulife’s dynamic life insurance and living benefits in a non-conventional way, while adding tremendous value to your clients’ lives. Let’s discuss the built-in features and benefits, aimed at serving every clients’ unique needs.
1 CE credit – PENDING APPROVAL

Equitable: Harness the power of participating whole life cash value
2024-10-29 13:00 - 14:00
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We know that clients and their families benefit from whole life plans that provide crucial coverage for an insured’s loved ones. However, the growth inside of these policies can also allow the policyowner to utilize the benefits of these plans while their living. Find out how to maximize the values of our Equimax whole life plans while also exploring the impact of the unique value proposition that a mutual life insurance company provides.
1 CE credit (You must stay on for the full presentation to receive your credit)
