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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
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TZID:America/Toronto
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DTSTART:20220313T070000
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DTSTART:20221106T060000
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DTSTART:20230312T070000
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DTSTART:20231105T060000
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20221129T130000
DTEND;TZID=America/Toronto:20221129T140000
DTSTAMP:20260403T192751
CREATED:20221104T222638Z
LAST-MODIFIED:20221104T222810Z
UID:5961-1669726800-1669730400@idcwinbig.ca
SUMMARY:IDC WIN Investments & Banking: Year-end financial planning tips
DESCRIPTION:CLICK TO REGISTER\nCE credits under review
URL:https://idcwinbig.ca/event/idc-win-investments-banking-year-end-financial-planning-tips/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20221130T110000
DTEND;TZID=America/Toronto:20221130T120000
DTSTAMP:20260403T192751
CREATED:20221117T201128Z
LAST-MODIFIED:20221117T223726Z
UID:5977-1669806000-1669809600@idcwinbig.ca
SUMMARY:iA Financial Group - Why iA Par?— 其核心功能和灵活性 - Mandarin only
DESCRIPTION:CLICK HERE TO REGISTER\nSpeaker: Angelina Liu\, B.B.A.(ctb)\, CFP\, EPC | Marketing Associate\, Life\, ON | Industrial Alliance \nModerator:  Samuel Chan\, Vice President\, Asian Market | IDC Worldsource Insurance Network Inc. \n1 CE credit – Ontario only
URL:https://idcwinbig.ca/event/ia-financial-group-why-ia-par-%e5%85%b6%e6%a0%b8%e5%bf%83%e5%8a%9f%e8%83%bd%e5%92%8c%e7%81%b5%e6%b4%bb%e6%80%a7/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20221130T130000
DTEND;TZID=America/Toronto:20221130T140000
DTSTAMP:20260403T192751
CREATED:20221117T203646Z
LAST-MODIFIED:20221117T203646Z
UID:5981-1669813200-1669816800@idcwinbig.ca
SUMMARY:Beneva and IDC WIN present Jos Herman - Tips\, Traps & Considerations in Beneficiary Designations
DESCRIPTION:           \n  \nCLICK HERE TO REGISTER\nDescription:\nJos Herman will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations. \n1 CE credit with the exception of QC
URL:https://idcwinbig.ca/event/beneva-and-idc-win-present-jos-herman-tips-traps-considerations-in-beneficiary-designations/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20221201T130000
DTEND;TZID=America/Toronto:20221201T140000
DTSTAMP:20260403T192751
CREATED:20221117T210641Z
LAST-MODIFIED:20221117T210641Z
UID:5983-1669899600-1669903200@idcwinbig.ca
SUMMARY:IDC WIN Wealth and Empire Investments - Guaranteed Income for Life - Everyone needs it and we have the solution
DESCRIPTION:  \nCLICK HERE TO REGISTER\nPresenter: Walter Kordiuk – RVP Distribution Retail for Ontario and Atlantic | Empire Life \nCo Host:  Graeme Allan\, Regional Wealth Leader-East Canada | IDC Worldsource Insurance Network Inc. \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/idc-win-wealth-and-empire-investments-guaranteed-income-for-life-everyone-needs-it-and-we-have-the-solution/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20221208T130000
DTEND;TZID=America/Toronto:20221208T140000
DTSTAMP:20260403T192751
CREATED:20221117T221218Z
LAST-MODIFIED:20221117T224447Z
UID:5987-1670504400-1670508000@idcwinbig.ca
SUMMARY:Win Succession and Equitable Life present Rod Burylo: Ethics in succession
DESCRIPTION:    \nCLICK HERE TO REGISTER\nPresenters:  \n\nRod Burylo\, Associate Portfolio Manager | Business Development Manager\, Western Canada | Manager of ESG Integration\nDean Erickson\, Vice President\, Individual Insurance Sales\, Mga (West) – Equitable Life\nEric Wachtel\, Chief Compliance Officer.\, IDC Worldsource Insurance Network Inc.\n\nHost & Introductions: \n\nMichael Gau\, CEO\, Win Succession Inc.\n\nDescription:  \nRod Burylo`s session will address the importance of succession and business disruption planning for advisors\, with a focus on the professional obligations and ethical considerations. Burylo will discuss best practices based upon accepted standards of behaviour. Burylo has over 35 years of industry experience\, is a Canadian Advisor of the Year Award winner\, international speaker\, author and media contributor. This session can provide one hour of continuing education for the topic of ethics and practice management. \n1 CE Credit
URL:https://idcwinbig.ca/event/equitable-life-and-win-succession-ethics-in-succession/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20221213T130000
DTEND;TZID=America/Toronto:20221213T140000
DTSTAMP:20260403T192751
CREATED:20221213T165643Z
LAST-MODIFIED:20221213T165643Z
UID:6015-1670936400-1670940000@idcwinbig.ca
SUMMARY:Beneva - RRSP Toolkit - Investment Accounts
DESCRIPTION:CLICK HERE TO REGISTER\nRRSP season is fast approaching… \nBeneva’s ‘Same Fund…Same MER’ with 100% death benefit guarantee Investment Account platform is a unique way to drive performance and protect beneficiaries while keeping costs down. We will also be addressing current market volatility\, handling client objections and how the Beneva sales team can work with you to help onboard new clients and close prospects.  \n1 CE Credit
URL:https://idcwinbig.ca/event/beneva-rrsp-toolkit-investment-accounts/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20221220T140000
DTEND;TZID=America/Toronto:20221220T153000
DTSTAMP:20260403T192751
CREATED:20221213T170305Z
LAST-MODIFIED:20221213T170305Z
UID:6017-1671544800-1671550200@idcwinbig.ca
SUMMARY:Empire Life - TRIIPSS Webinar: Taking a deep dive into the TFSA
DESCRIPTION:  \nCLICK HERE TO REGISTER\nSpeaker:  Alexandre Papale | Manager\, Tax Retirement & Estate Planning Services | Empire Life \nThe Tax-free savings account program began in 2009. While the contribution room for the first year was $5\,000\, it will be $88\,000 in 2023 (for someone who was 18 or older in 2009). \nWhat was initially a small component of financial and tax planning for clients has now become an essential planning tool. In this presentation\, we will go further than looking at the basic aspects of TFSAs. We’ll also look at optimizing tax efficiency for couples\, positioning assets and estate planning using TFSAs. We’ll look at these various aspects through case studies\, making it easier for advisors to guide and advise clients. \nCE credits pending \nTo receive their CE credit\, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.
URL:https://idcwinbig.ca/event/empire-life-triipss-webinar-taking-a-deep-dive-into-the-tfsa/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230111T130000
DTEND;TZID=America/Toronto:20230111T140000
DTSTAMP:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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:20260403T192751
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
END:VCALENDAR