IDC WIN BIG | Business Innovation and Growth

Desjardins, The Discovery Series: Prioritizing Your Health - Critical Illness Insurance
2023-11-21 13:00 - 14:00 (America/Toronto)
Embark on a dedicated 60-minute Master Class tailored for advisors seeking mastery in Desjardins’ renowned critical illness insurance, “Health Priorities” — recognized as one of the most comprehensive cancer and cardiovascular disease plans in Canada.
Topics covered: product positioning, claims, underwriting.
1 CE Credit
* CE Certification: CE credits are available. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certificate right away, should you meet the qualifying criteria
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iA Financial Group - Investment Opportunities and Taxation within a corporation
2023-11-22 13:00 - 13:45
*This webinar does not yield any CE credits*
CLICK HERE TO REGISTER
Join us to discover what our Large Case Solutions team has in store to accompany advisors and ensure the implementation of strategies fully tailored to the specific needs of their affluent clients, professionals or business owners. We will present how customized, simple, high-performance solutions will enable you to meet the specific needs of these clients.
Amin Njonkou Kouandou, Tax Expert, will discuss complex financial strategies, sales concepts and tax optimisation of individual insurance and savings products.
IDC WIN is promoting this webinar, it is not hosted by IDC WIN

Sun Life - Sun Retirement Health Assist (Sun RHA): A long-term care insurance solution
2023-11-23 13:00 - 14:00
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Presenter: Angela Wang | Insurance Sales Representative, Central North East Region, Independent Insurance Distribution
Description:

Helping you understand the key features of Sun RHA and how they can be of value to Clients so that we can help your grow your business. The Sun RHA helps your Clients plan for health risks associated with late retirement and the realities of aging.
1 CE credit – all provinces
(You must stay on for the full presentation to receive your credit)
*Quebec licensed advisors will need to complete a quiz at the end of the webinar*
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

IDC WIN Workplace Solutions: Group 101 - Session 4: Communication and employee engagement
2023-11-27 13:00 - 14:00
1 CE Credit | can only claim once per calendar year
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IDC 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.
Sessions:

Prospecting and the importance of KYC
Request to quote process and group underwriting
The Marketing Proposal and Implementation process
Communication and employee engagement

Empire Life Investments - Year-End wrap up with Ashley Misquitta and Paul Holba
2023-11-28 13:00 - 14:00
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Summary:

Paul Holba – High Level Overview of Investment Universe
Ashley Misquitta – 2023 Year End Wrap Up
Q & A moderated by Ian Kerr with parting sales ideas

CE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR

The Desjardins Estate Needs Calculator – A new concept tool to help grow your practice
2023-11-29 13:00 - 14:00
An easy to navigate estate tool designed to project an individual’s estate needs at life expectancy. The concept tool provides a customized and clear snapshot of the costs that apply to a client’s estate which helps get these important conversations started. The client presentation reports are designed to be simple and easy to explain while providing a great opportunity to position the need for permanent life insurance.
1 CE Credit
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Discover the new Payment Insurance Accident and Sickness from Humania Assurance (Humania hosted)
2023-12-01 13:00 - 14:00
Training for any representative who wishes to make disability insurance for payments in the event of an accident or illness. How disability works and the market comparison, what is covered by this protection (personal, business and overhead debts), We will discuss pricing, definitions of disability, benefits included, clauses and endorsements.
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1 CE credit: 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 gradeof 60%.

iA Financial Group - First Home Savings Account Plan (iA Financial hosted)
2023-12-06 13:00 - 14:00
No CE Credits
Let’s Learn – Introducing the new First Home Savings Account plan for first-time home buyers
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The Canadian Government has introduced the Tax-Free First Home Savings Account (FHSA) which gives first-time home buyers the ability to save funds towards a home purchase. Join our webinar to find out all the ins and outs of FHSA account, and how to best utilize it to help your clients reach their home ownership goals.
(iA FINANCIAL HOSTED)

Serenia Life: The Importance of an effective Discovery Process (Serenia Hosted)
2023-12-12 13:00 - 14:00
Join us for an engaging webinar where we highlight last months Business Planning process and the importance of creating a plan and uncover the power of conducting an effective client discovery process. This session is designed to equip you with insights and strategies, helping elevate your business as you close out 2023 and look forward to 2024!

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1 CE credit, except QC

Beneva - Tips, Traps & Considerations of Beneficiary Designations (Beneva hosted)
2023-12-12 13:30 - 14:30
1 CE Credit
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A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption. Jos Herman will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations.
(Beneva hosted webinar)

BMO Insurance - The benefits of the updated SmartApp platform & SmartDelivery (BMO hosted)
2023-12-14 13:00 - 14:00
No CE credits
CLICK HERE TO REGISTER
Agenda:
Sabrina Morin, Business Development Specialist, will be hosting this webinar to detail the benefits of SmartApp & SmartDelivery

(BMO hosted webinar)

IDC WIN Launch 2024 - Day 1
2024-01-17 12:00 - 15:30
Registration is now open for the IDC WIN Launch – January 17-18, 2024
SECURE YOUR SPOT – REGISTER NOW
Join us for a kick-off filled with insights and an exploration into our theme:
Evolving for the Future – Technology Enabled | Value-Driven
At Launch 2024, you will hear from members of your IDC WIN team and special keynote speakers.
Check out the full list of speakers and agenda here!
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 Launch 2024 - Day 2
2024-01-18 12:00 - 16:00

Workplace Solutions presents CompareHealth - a new individual health and dental comparison tool
2024-01-30 13:00 - 14:00
A new comparison tool for advisors with the largest discount ever offered for IDC advisors (40% off)

No CE credits
CLICK TO REGISTER

Selling personal health insurance (PHI) is likely not a priority in your business. You sell it because you have to (and you don’t want to lose the business or a client).

Why?

Simple: it’s a complicated product that confuses clients (and advisors!) with little commissions to show for your work.

CompareHealth makes your life easier when these opportunities present themselves. Input your client details and preferences, and CompareHealth will show health plans that match those requirements. Streamline the sales process by embedding a lead-gen form on your website and gain access to a library of social media graphics (upgrade required).

Join Evan for a short demo of the platform and Q&A and see why advisors sell more personal health insurance using CompareHealth in their practice (~45 minutes).

IDC WIN Workplace Solutions - New Year New Opportunities!
2024-02-06 13:00 - 14:00
No CE Credits
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Whether you are new to group insurance or have written group before – are you ready to take your business to the next level?
Join us to meet our growing business development team (support now across the country) With Workplace Solutions support, you can easily add innovative solutions to your practice or receive support in your current practice. Our team is dedicated to making it easy for you to provide your clients with the best possible service and solutions.
Don’t miss out on this opportunity to take your business to the next level with IDC WIN Workplace Solutions.

Empire Life - Leveraging Technology in Today's Market!
2024-02-07 13:00 - 14:00
1 CE Credit under review
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A review of the digital technology Empire Life has to offer to add efficiency and value. Smart, simple, easy digital solutions at your fingertips.
Presented by Ian Kerr, Account Executive, Investments

Equisoft - Specialize to Win: How To Find The Ideal Niche for Your Practice
2024-02-08 13:00 - 14:00
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Focusing on a specific niche enables you to specialize your skillset and develop a deep expertise. This in turn allows you to deepen your understanding of client needs in that market, increasing your ability to create great client experiences and set yourself apart from competitors.
This CE-credited webinar will guide you through the strategic process of identifying and thriving within your perfect niche. In today’s competitive landscape, specialization is the key to surviving and excelling as a financial advisor.
1 CE credit (Except QC)

Life Design Analysis - Beyond the Sale: Leveraging Tech to Enhance the Policy Lifecycle
2024-02-14 13:00 - 14:00
The customer journey with any advisor only begins with the first signatures of the policy paperwork. In this session, Jonathan Jarvie will showcase how you can leverage cutting-edge technology, particularly Life Design Analysis, in order to reshape every facet of the life insurance journey. From redefining sales strategies to optimizing policy management, cross-selling, and conversion, this session offers a comprehensive exploration of data-driven insights that propel the industry forward.
Together, Jon will talk about how you can:

Uncover innovative, data-driven strategies that transcend traditional sales approaches.
Explore seamless integration of technology into the client’s life cycle for enhanced policy management.
Navigate cross-selling opportunities and conversion techniques to unlock the full potential of each policy.

NO CE Credits
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IDC WIN Women’s Day 2024
2024-03-07 13:00 - 14:00 | Zoom Events
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No CE Credits
Join us as we celebrate International Women’s Day by exploring the true essence of inclusion. Learn proven business practices that drive business growth and inspire a more inclusive financial landscape.

Life Design Analysis-Unlocking client value
2024-04-03 13:00 - 14:00
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Unlocking Client Value, Strategies for Time-saving, and Cross-selling Success
Join Senior Account Executive Jonathan Jarvie from LDA to showcase a real-life case study highlighting the power of time-saving techniques, client benefits, and cross-selling opportunities post-initial sale with LDA. Drawing from his rich experience, Jonathan will unveil actionable strategies for optimizing workflow efficiency, nurturing client relationships, and maximizing revenue potential.
No CE Credits

RBC - Spring DI School - April 5 - Session 1 of 7
2024-04-05 11:30 - 13:30
CLICK HERE TO REGISTER
The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend signing up for our other sessions. Please see the detailed agenda for each session and their host(s) on the next pages.
We will visit everything DI, from the why and how, to the nitty gritty, from simple to more complex sales concepts. From software, to application, to underwriting, we will leave no stones unturned and questions unanswered.
See you in the Spring for a series of sessions you won’t want to miss!
CE Credit: 2 CE per session (14 in total!)
Not IDC WIN Hosted

IDC WIN Spring Education Days - Calgary April 8
2024-04-08 08:30 - 15:30
IDC WIN Spring Education Days are here!
Technology Enabled | Value Driven
We invite you to the IDC WIN Spring Education Days, where we will explore the dynamic intersection of technology and client-centric approaches.
Detailed agenda’s now available!
Click for full details and to register

IDC WIN Spring Education Days - Edmonton April 9
2024-04-09 08:15 - 15:30

Desjardins Webcasts - The Discovery Series
2024-04-09 13:00 - 14:00
CLICK HERE TO REGISTER
The Discovery Series: Beyond Average – The multidisciplinary team approach
Speakers:
Christopher J. Burton | Financial Security Advisor, Burton Financial Group

Rehan Bhanji CFP, CLU | National Best Practice Leader, Desjardins

Embark on a transformative journey with Christopher J. Burton, Founder of Burton Financial Group. In this CE accredited session, we’ll delve into how everyday family discussions can evolve into remarkable life and health insurance opportunities with Executive Health Plan & CI for Kids.

1 CE Credit

NOT IDC WIN HOSTED

IDC WIN Spring Education Days - Vancouver April 11
2024-04-11 08:30 - 16:00

RBC - Spring DI School - April 12 - Session 2 of 7
2024-04-12 11:30 - 13:30

IDC WIN Spring Education Days - Halifax April 16
2024-04-16 08:30 - 15:15

IDC WIN Spring Education Days - Mississauga April 18
2024-04-18 08:15 - 15:30

RBC - Spring DI School - April 19 - Session 3 of 7
2024-04-19 11:30 - 13:30

Empire Life - TRIIPSS Webinar: Transferring a family business to the next generation
2024-04-23 14:00 - 15:00
CLICK HERE TO REGISTER
Tax rules have historically made it much less appealing for business owners to sell the shares of their company to a company owned by one of their children than to a third party. That is not true anymore. This presentation will provide an overview of the new intergenerational business transfer tax rules, the issues they solve for business owners and the opportunities they provide.
Through case studies, this presentation will also review a strategy that allows for tax-efficient business transfers called “estate freeze”. Attendees will learn how the flexibility provided by this strategy can be used to meet a variety of clients’ objectives.
After attending this presentation, attendees will better understand how life insurance can be a key component of a successful business transfer and which choice of products could best meet clients’ needs.
This webinar is also available in French on April 24, 2024, at 10:00 am.
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.
NOT IDC WIN HOSTED
