IDC WIN BIG | Business Innovation and Growth

IDC WIN Workplace Solutions - New Year New Opportunities!
2024-02-06 13:00 - 14:00 (America/Toronto)
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.

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
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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 Launch 2024 - Day 2
2024-01-18 12:00 - 16:00
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 1
2024-01-17 12:00 - 15:30

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)

Beneva - Tips, Traps & Considerations of Beneficiary Designations (Beneva hosted)
2023-12-12 13:30 - 14:30
1 CE Credit
CLICK HERE TO REGISTER
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)

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

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
CLICK HERE TO REGISTER
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)

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.
CLICK TO REGISTER
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%.

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

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

Sun Life - Sun Retirement Health Assist (Sun RHA): A long-term care insurance solution
2023-11-23 13:00 - 14:00
CLICK HERE TO REGISTER

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.**

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

Desjardins, The Discovery Series: Prioritizing Your Health - Critical Illness Insurance
2023-11-21 13:00 - 14:00
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
CLICK TO REGISTER

IDC WIN Workplace Solutions: Group 101 - Session 3: The marketing proposal and implementation process
2023-11-20 13:00 - 14:00

Desjardins Wealth Management - Untap new client opportunities using Guarantee Advantage
2023-11-16 13:00 - 14:00
CLICK HERE TO REGISTER
SPEAKERS:

Alejandro (Alex) Ayala FMA | Regional Sales Director | Desjardins Wealth Management
Benjamin Sylvester CIM | Regional Sales Director | Desjardins Wealth Management

SUMMARY:
Guarantee Advantage Note ®  is a market-linked term investment that provides you with a guaranteed minimum return at maturity. It also has the potential to provide you with a higher rate that falls within a pre-determined range. That means you can’t lose any money and you have the potential to earn more than you would with a fixed-interest term investment. • Guaranteed minimum return means you won’t lose any money • Potentially higher returns than a fixed-term investment • Your principal is 100% guaranteed in the event of death and quickly paid to the named beneficiary • No management fees • Eligible for registered savings plans, including TFSAs We will explore the opportunity via 3 case studies.
1 CE credit

“SUCCESSION PLANNING” for the FINANCIAL ADVISOR
2023-11-15 13:00 - 14:00
1 CE credit: AB, BC, ON, ATL
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Join Alex Chan and Eric Wachtel as they discuss:
Succession Planning for the Financial Advisor…How to I sell My Business and What is it Worth?
From the last 25 advisor book valuations with the majority resulting in a buy sell…I have discovered 13 key valuation criteria for evaluating and coming up with a valuation for an advisor’s practice. To apply an average industry multiple without in depth analysis and due diligence may not produce the best results. After all I have seen businesses with little or no value to exceptionally run and structured businesses that can fetch up to 5 times re-occurring revenue. During this webinar we will explore these 13 general categories of due diligence. You will also have the opportunity to think about your own book of business and apply a rough valuation formula yourself. This presentation was delivered at VP Conference West resulting in very positive feedback and further interest. Hope to see you there!

Desjardins, The Discovery Series: Big Time Heart
2023-11-14 13:00 - 14:00
Discover the inspiring journey and unique insights of Rohan Smith, life and health insurance advisor, MDRT member, and one of Canada’s only deaf advisors. Gain strategies for engaging the deaf community, specialized knowledge on RDSPs (Registered Disability Savings Plans), and insights on effective communication and client engagement strategies.
Topics covered: RDSPs, deaf community, communication & client engagement strategies, client impact story, industry best practices.
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
CLICK TO REGISTER

Circle of Wealth: Life Insurance Playbook
2023-11-14 13:00 - 14:00
CLICK FOR MORE DETAILS AND TO REGISTER
No CE Credits
Come learn how the Circle of Wealth® helps advisors and clients understand the countless benefits of life insurance – term and permanent. Learn more & register – Nov 14th at 1pm Eastern.
During the webinar, one of MoneyTrax‘s executive coaches, Starr Barnum, will introduce you to the presentations and scripts he uses every day to talk about life insurance with his own clients and prospects:

Overcome the ROR objection
How to move from needs-based selling to wants-based advising
The benefits of access to capital
A permission slip to spend other assets in retirement
How life insurance can mitigate a rising income tax rate environment
And more

There is no cost to attend but you must pre-register. Registered attendees will receive the Zoom link to attend live and the webinar replay via email.

IDC WIN Workplace Solutions: Group 101 - Session 2: Request to quote process and group underwriting
2023-11-13 13:00 - 14:00

IDC WIN Banking and Manulife Bank - TWO superb bank account special offers!
2023-11-07 13:00 - 14:00
CLICK HERE TO REGISTER
Presenters:
– Pamela Crugnale | Product Manager, Deposits | Manulife Bank
– Vic Raye | National Director, Banking Services | IDC Worldsource Insurance Network Inc.
Summary:
If the key to success as an advisor is getting in front of people with cash, it does not get any better than this session – truly a marketing magnet for our industry.
CE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR

IDC WIN Workplace Solutions: Group 101 - The reasons you need to know how to sell group insurance and Workplace Solutions
2023-11-06 13:00 - 14:00

RBC Insurance Wealth Webinar-Back to bonds-Discover the benefits
2023-11-02 13:30 - 14:45
CLICK HERE TO REGISTER
Presenters:

Kaileigh Gonsalves | Portfolio Specialist | RBC Global Asset Management
Stephen Pitts | Vice President, Portfolio Specialist | RBC Global Asset Management
Summary:
Your clients come to you for reassurance, especially when the economic and market outlook is uncertain. In today’s rate environment, fixed income markets are well-positioned to deliver their traditional benefits: income, stability, and equity diversification. Join us for our next RBC Insurance® webinar, where you’ll hear from two specialists on the benefits bonds can play in your portfolio.
CE credit amounts to be confirmed
IDC WIN is promoting this event and is not IDC WIN hosted.

Manulife PAR – What if you thought to be true wasn't true...and when would you want to know?
2023-10-24 13:00 - 14:00
1 CE Credit under review
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Join Catherine Larouche the creator of Manulife PAR and Vanessa Scott National LB consultant as they discuss several key ideas and features of Manulife PAR. These will include ideas that will help gain an in depth knowledge to items that resonate with Canadians including the relationship between adding a term rider and MTAR, the Disability benefit, child protection rider and the Guaranteed Insurability rider.

iA Financial Group - Leveraging segregated funds for estate planning
2023-10-19 13:00 - 14:00
CLICK HERE TO REGISTER
Presenters:

Paul Kagan, Sales Director
Jess Thorgeirson, Sales Director

Agenda:

Segregated funds, a financial planning tool to: – simplify the estate settlement – protect assets from creditors -To maximize estate value – consolidate and strengthen retirement income – maximize RESPs
iA’s PER iAG – All the features of our offer
Our tools designed to simplify your life

NO CE CREDITS
IDC WIN is promoting this event and is not IDC WIN hosted.

Empire Life - Small business owners and positioning life insurance policies
2023-10-18 14:00 - 15:15
CLICK HERE TO REGISTER
Speaker: Alex Papale
Description:
Transferring the interest in a life insurance policy happens often and it can seem complicated. Questions frequently arise around this topic, particularly in corporate situations. This session will cover the key elements of policy transfers between small business owners and their companies, including:

What happens with various scenarios involving the transfer of an interest in a life insurance policy.
Sample calculations, considerations and some opportunities for clients.

Attendees will explore these topics and come away better equipped to guide clients through the deliberations and decisions involved in transferring an interest in a life insurance policy.
IDC WIN is promoting this event and is not IDC WIN hosted.

Manulife: 2-part Synergy School – Part 2 (Various times)
2023-10-18 09:00 - 15:00
CLICK HERE TO REGISTER
Join Vanessa Scott, National Living Benefits Consultant, for a 60-minute webinar. This online series is a great opportunity to learn or refresh your knowledge and understanding of the Synergy Insurance market. We will start with the basics but quickly move onto more detailed topics. You are welcome to join both sessions or select to attend a single session, totally up to you and your schedule.
The calendar of our on-line School is below and regardless of the timing of the session, we will focus not just on the nuts and bolts of product but repeatable language and positioning and we hope to have you join us.
There are four times available, pick one only upon registration.

This is a repeat of the April Synergy School.
Please watch for the two part CE presentation code during the live webinar, as it cannot be sent afterwards.

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

Workplace Solutions - The ABC's and 123's of a proper group insurance contract and admin guidelines
2023-10-17 13:00 - 14:00
CLICK HERE TO REGISTER
Presenter: Marni Hefner, Business Development Executive, Workplace Solutions
Description: The ABC’s and 123’s of a proper group insurance contract and administrative guideline to a successful sale

Beneva Canada Virtual Roadshow
2023-10-11 13:00 - 15:30
CLICK HERE TO REGISTER
Canada Virtual Roadshow- Tailored Financial Solutions for Every Individual
Description:
At Beneva we understand that each client is unique. That is why we offer valuable and complete financial guidance tailored to your clients’ specific needs. By attending our virtual event, you will gain insights on how Beneva can support you and help you grow your business. You will hear from Industry leaders, Senior Management, our Underwriting and Sales Teams. These presentations are eligible for CE credits. Prize giveaways also await you!
2 CE credits for attending the entire event
IDC WIN is promoting this event and is not IDC WIN hosted.
