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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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TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
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TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230213T130000
DTEND;TZID=America/Toronto:20230213T140000
DTSTAMP:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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:20260403T185118
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
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230322T130000
DTEND;TZID=America/Toronto:20230322T140000
DTSTAMP:20260403T185118
CREATED:20230307T205551Z
LAST-MODIFIED:20230307T205551Z
UID:6227-1679490000-1679493600@idcwinbig.ca
SUMMARY:RBC Insurance - Discovering insurance needs from a business owner's will
DESCRIPTION:  \nCLICK TO REGISTER\n1 CE Credit|1 PDU \nPresenter: Anna Tsepelis\, CLU\, CHS | Senior Sales Consultant\, Life | RBC Insurance \nDiscovering Insurance Needs From a Business Owner’s Will – how asking the right questions uncovers life insurance needs\nAsking business owner clients the right questions about their will and estate planning can open the door to valuable conversations about their priorities and needs\, uncovering opportunities for personalized life insurance solutions.
URL:https://idcwinbig.ca/event/rbc-insurance-discovering-insurance-needs-from-a-business-owners-will/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230328T130000
DTEND;TZID=America/Toronto:20230328T140000
DTSTAMP:20260403T185118
CREATED:20230307T210207Z
LAST-MODIFIED:20230307T210207Z
UID:6229-1680008400-1680012000@idcwinbig.ca
SUMMARY:Sun Life - Twists on corporate strategies
DESCRIPTION:CLICK TO REGISTER\n1 CE credit | 1 PDU \nPresenter:  Helen Chow\, BSc\, FSA  AVP\, Professional Insights & Marketing Actuary | Sun Life Consulting \nDescription: Variations of corporate insurance strategies and how they can be modeled to win over clients and accountants. \n 
URL:https://idcwinbig.ca/event/sun-life-twists-on-corporate-strategies/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230329T130000
DTEND;TZID=America/Toronto:20230329T140000
DTSTAMP:20260403T185118
CREATED:20230314T165027Z
LAST-MODIFIED:20230314T165027Z
UID:6249-1680094800-1680098400@idcwinbig.ca
SUMMARY:CPP/Foresters - A+ Protection Participating Whole Life with your clients' wellness in mind
DESCRIPTION:CLICK TO REGISTER\n1 CE credit\, except in QC\n(You must stay on for the full presentation to receive your credit) \nPresenter:  Zainab Sheikh\, Regional Vice President\, Ontario \nThis presentation provides advisors with sales strategies for Foresters Advantage Plus Participating Whole Life product. Advisors will learn about product features and built-in benefits as well as flexible options to help meet a wide variety of client needs. Case studies will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Amazing Member Benefits. Don’t miss out!
URL:https://idcwinbig.ca/event/cpp-foresters-a-protection-participating-whole-life-with-your-clients-wellness-in-mind/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230330T130000
DTEND;TZID=America/Toronto:20230330T140000
DTSTAMP:20260403T185118
CREATED:20230307T210940Z
LAST-MODIFIED:20230328T135843Z
UID:6232-1680181200-1680184800@idcwinbig.ca
SUMMARY:Beneva - Reviewing the Beneva Playbook
DESCRIPTION:CLICK TO REGISTER\n1 CE Credit \nPresenter:  Barry Rubin\, Director\, Business Development \nAt Beneva\, we understand your clients need to protect and plan for their financial future. Our Beneva Advisor Playbook will showcase some specific examples to help you and your clients understand the value that Beneva can offer.
URL:https://idcwinbig.ca/event/beneva-reviewing-the-beneva-playbook/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230405T130000
DTEND;TZID=America/Toronto:20230405T140000
DTSTAMP:20260403T185118
CREATED:20230328T192816Z
LAST-MODIFIED:20230328T192816Z
UID:6278-1680699600-1680703200@idcwinbig.ca
SUMMARY:EDGE Benefits - Small business "group" benefit solutions
DESCRIPTION:CLICK TO REGISTER\n1 CE credit\, except in Quebec \nPresenter: Markaysa Sinnamon\, Sales Director \nYour Sales Director at The Edge Benefits\, Markaysa Sinnamon has put together a unique and IDC Exclusive Webinar for you in 2023. You are invited to join this CE accredited training that will support the growth of your Living Benefit Business. The EDGE’s Health and Dental Multi-Life Solution has changed the way Small Business have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions and how it will open doors for you to sell your other lines of business!
URL:https://idcwinbig.ca/event/edge-benefits-small-business-group-benefit-solutions/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230406T130000
DTEND;TZID=America/Toronto:20230406T140000
DTSTAMP:20260403T185118
CREATED:20230316T221538Z
LAST-MODIFIED:20230316T221538Z
UID:6254-1680786000-1680789600@idcwinbig.ca
SUMMARY:IDC WIN Advanced Estate Planning Team-Meet the Experts!
DESCRIPTION:CLICK TO REGISTER\nCE Credits under review \nHosted by:  Don Hart\, VP\, Training and Development \nSpeakers: \n\nBrad Hyde\, Director\, Tax and Estate Planning\nChris Britton\, Director\, Tax and Estate Planning\nFrank Abate\, National Director\, Tax and Estate Planning\nNitin Bansal\, Director\, Actuarial Support\nBeverly Krzmarcik\, Co-owner Oasis Wealth Design Group Inc.\n\nJoin the IDC WIN Advanced Estate Planning team for an informative webinar and panel discussion on: \n\nDiscover the opportunities with the advanced Estate Planning team.\nIFAs or Not IFAs are they still popular?\nRCAs are they worth it?\nReactions to the 2023 Budget\n“The Advisor Experience” with Beverly Krzmarcik\n\n“Ask the Expert” panel discussion and pose your questions live to our in-house Estate Planning experts!
URL:https://idcwinbig.ca/event/idc-win-advanced-estate-planning-team-meet-the-experts/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230411T130000
DTEND;TZID=America/Toronto:20230411T140000
DTSTAMP:20260403T185118
CREATED:20230404T185801Z
LAST-MODIFIED:20230404T185801Z
UID:6284-1681218000-1681221600@idcwinbig.ca
SUMMARY:Conquest phase 2 live demo - Data aggregation & client portal
DESCRIPTION:  \nCLICK TO REGISTER\nSpeakers: \n\nRosie Jurgutis\nJohnny Chiello\nBrenda Yee\n\nThis session will provide a live walkthrough of the most recent Conquest enhancements – Data Aggregation and a robust Client Portal. \nNo CE credits
URL:https://idcwinbig.ca/event/conquest-phase-2-live-demo-data-aggregation-client-portal/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230418T133000
DTEND;TZID=America/Toronto:20230418T143000
DTSTAMP:20260403T185118
CREATED:20230404T190515Z
LAST-MODIFIED:20230404T190515Z
UID:6288-1681824600-1681828200@idcwinbig.ca
SUMMARY:Beneva - Transforming Financial Professionals through Practice Management
DESCRIPTION:CLICK TO REGISTER\nSpeakers:\n\nGrant Hicks\nGordon Chan\n\n\nGrant Hicks is President of Advisor Practice Management\, a Financial Advisor coaching and training company\, with over 30 years of unique experience in the financial services industry. \nThis webinar will explore how elite Advisors: \n\n\n are acquiring ideal clients and avoiding mistakes Advisors make on client acquisition\n deliver more value to ideal clients by offering value-added conversations and advice processes\nuse strategies to build and manage ideal capacity\, and why less is more\n\nCome join us for this unique opportunity to kick start your spring! \nNo CE credits
URL:https://idcwinbig.ca/event/beneva-transforming-financial-professionals-through-practice-management/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230419T140000
DTEND;TZID=America/Toronto:20230419T153000
DTSTAMP:20260403T185118
CREATED:20230414T182552Z
LAST-MODIFIED:20230414T182552Z
UID:6297-1681912800-1681918200@idcwinbig.ca
SUMMARY:Empire Life TRIIPSS: Generating lifetime income Part 1 - The planning process
DESCRIPTION:CLICK TO REGISTER\n  \nThis first of a two-part session explores the unique aspects of planning for an income that is designed to support the lifestyle individuals and clients envisage as they approach or embark on the journey of financial independence. Attendees will be exposed to: \n\nSome of the myths and realities concerning retirement\nHow and why assumptions and factors used to save for retirement may not work or work differently when spending through the phases of retirement\nWalk away with some concepts and tactics that are better attuned to the aging marketplace.\n\nAttendees will gain a new appreciation for how retirement planning is so different from retirement income planning. \nCE credits: Pending \nTo receive their CE credit\, attendees of each event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
URL:https://idcwinbig.ca/event/empire-life-triipss-generating-lifetime-income-part-1-the-planning-process/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230502T130000
DTEND;TZID=America/Toronto:20230502T140000
DTSTAMP:20260403T185118
CREATED:20230414T183805Z
LAST-MODIFIED:20230414T183805Z
UID:6301-1683032400-1683036000@idcwinbig.ca
SUMMARY:IDC WIN Workplace Solutions:  Offer Group Savings Plans with ease and confidence - even if you haven't before
DESCRIPTION:CLICK TO REGISTER\nDiscover the growth potential in group retirement benefits by joining IDC and Common Wealth for an informative webinar. Whether you’re new to selling GRS or looking to enhance your current offerings\, this session will help you understand what’s driving client demand and how our partnership can support your success. Elevate the group retirement experience for your clients and discover new opportunities to grow your business. Don’t miss out! \nNo CE credits
URL:https://idcwinbig.ca/event/idc-win-workplace-solutions-offer-group-savings-plans-with-ease-and-confidence-even-if-you-havent-before/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230503T140000
DTEND;TZID=America/Toronto:20230503T150000
DTSTAMP:20260403T185118
CREATED:20230414T184535Z
LAST-MODIFIED:20230414T184535Z
UID:6304-1683122400-1683126000@idcwinbig.ca
SUMMARY:Empire Life: TRIIPSS: Generating lifetime income: Part 2 - Some principles to employ
DESCRIPTION:  \nCLICK TO REGISTER\n\nOur last session focused on the views and expectations of aging Canadians and the retirement income planning process. One widely held concern is outliving one’s money and becoming a burden on family. This session looks at some key considerations that can impact how long money will last\, income generating strategies that can help with the ups and downs of the market\, options to address some rules of thumb that may not be sustainable and the significance of lifestyle planning. Attendees will walk away with tools\, processes and conversation starters\, all designed to better equip them with the task of working with aging clients to generate lifetime income.\n\n\n\n  \nCE credits: Pending \nTo receive their CE credit\, attendees of each event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
URL:https://idcwinbig.ca/event/empire-life-triipss-generating-lifetime-income-part-2-some-principles-to-employ/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230509T130000
DTEND;TZID=America/Toronto:20230509T140000
DTSTAMP:20260403T185118
CREATED:20230419T174449Z
LAST-MODIFIED:20230421T153303Z
UID:6310-1683637200-1683640800@idcwinbig.ca
SUMMARY:Assumption Life - The 2% Solution What to do in times of budget pressures
DESCRIPTION:CLICK TO REGISTER\nWith inflation at unprecedented levels (in recent memory)\, middle class is feeling the budget pressures and looking for ways to stretch the dollars.  Often choosing not to cover some of the risks they are exposed to could unduly jeopardize the financial integrity of the family unit. This concept presentation is looking to demonstrate how to avoid putting all your eggs in one basket\, or worst…  having no egg at all in the basket\, in order for the advisor to better position protection solutions in a budget friendly manner. \nHear from Assumption Life Business Development Executives: \n\nShirley Su- BC/Prairies\nJennifer Koshul – Ontario\nYoussef Lahlou – Quebec\nMehdi Saghir – Atlantic\n\n1 CE Credit\, under review in QC
URL:https://idcwinbig.ca/event/assumption-life/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230510T133000
DTEND;TZID=America/Toronto:20230510T160000
DTSTAMP:20260403T185118
CREATED:20230421T153448Z
LAST-MODIFIED:20230421T153448Z
UID:6318-1683725400-1683734400@idcwinbig.ca
SUMMARY:Beneva Virtual Road Show
DESCRIPTION:CLICK TO REGISTER\nPutting people first by returning to what insurance is meant to be about. We have a wide range of solutions to meet your clients’ Insurance and Investment needs through every stage of their lives. Joing us on May 10th to learn from a number of incredible industry speakers and our Sales & Management Team. \nLearn from a number of incredible industry speakers and our Sales & Management Team. \n\nKeith Leech\, CFP\, CLU\, CHC\, CHS\, President of Context Planning\nDrummond Brodeur\, MBA\, CFA\, Senior Vice President & Global Strategist\, CI Global Asset Management\nJos Herman\, BComm\, CPA\, CA\, CFP\, TEP\, Client Focused Leader\n\nAnd an opportunity to win 1 of 5 $100.00 Visa gift cards and a grand prize of a $500.00 Visa gift card. \nCE Credits available
URL:https://idcwinbig.ca/event/beneva-virtual-road-show/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230511T130000
DTEND;TZID=America/Toronto:20230511T140000
DTSTAMP:20260403T185118
CREATED:20230419T183353Z
LAST-MODIFIED:20230504T215528Z
UID:6313-1683810000-1683813600@idcwinbig.ca
SUMMARY:Connecting with Clients - Emily Miszk
DESCRIPTION:CLICK TO REGISTER\nJoin Emily Miszk and hear about Connecting with Clients through social media. \nJoin Emily Miszk\, the owner of Port Credit Mortgages for an insightful webinar on how she transformed her mortgage business to be 100% virtual well before the Covid-19 pandemic and subsequent lockdowns. Emily will share her expertise on how she leverages digital platforms to create a solid foundation of trust and connection with her clients and partners. By utilizing these platforms\, Emily has been able to establish a strong rapport with her audience\, which makes the advice and service piece seamless. This webinar is an opportunity to learn and engage with Emily and other participants as we strive to enhance our skills in building online communities. Make sure to join with your cameras for a fully interactive experience!
URL:https://idcwinbig.ca/event/connecting-with-clients-emily-miszk/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230515T130000
DTEND;TZID=America/Toronto:20230515T140000
DTSTAMP:20260403T185118
CREATED:20230515T160422Z
LAST-MODIFIED:20230515T160422Z
UID:6392-1684155600-1684159200@idcwinbig.ca
SUMMARY:Foresters Advantage: NEW Term and permanent
DESCRIPTION:CLICK TO REGISTER\nPresenter:  Zainab Sheikh\, Vice President\, ON \nEffective May 1\, 2023\, we’re taking some important steps to help you and your clients counter inflation. \n\nWe’re discounting the rates of Foresters term life insurance submitted between May 1 to July 31\, 2023 with individual coverage over $500\,000.\nWe’ve fine-tuned the ratios on the Enhanced Dividend Option for our Advantage Plus 20 Pay\nMaking the Foresters life insurance application process simpler for your clients. No initial paramedical or lab work will be required for life insurance up to $1\,000\,000 for ages up to 50 and $500\,000 from ages 51-55.\nWe launched a special promotion on May 1\, where you can earn as much as a 35% bonus on your Foresters Net First Year Commission. PLUS\, we have a sweetener for your clients too!\n\nCE Credits under review\, not available in QC
URL:https://idcwinbig.ca/event/foresters-advantage-new-term-and-permanent/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230516T130000
DTEND;TZID=America/Toronto:20230516T140000
DTSTAMP:20260403T185118
CREATED:20230419T190337Z
LAST-MODIFIED:20230420T131212Z
UID:6321-1684242000-1684245600@idcwinbig.ca
SUMMARY:IDC WIN Compliance - 2023 Compliance Check with Eric Wachtel
DESCRIPTION:CLICK TO REGISTER\nJoin Eric Wachtel\, IDC WIN’s Chief Compliance Officer talk about the 2023 Compliance check. A no nonsense presentation informing you of everything you need to be compliant and pass audits as an advisor \nCE Credit available
URL:https://idcwinbig.ca/event/idc-win-compliance-2023-compliance-check-with-eric-wachtel/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230517T130000
DTEND;TZID=America/Toronto:20230517T140000
DTSTAMP:20260403T185118
CREATED:20230419T190813Z
LAST-MODIFIED:20230419T190813Z
UID:6324-1684328400-1684332000@idcwinbig.ca
SUMMARY:Canada Life - My par gift
DESCRIPTION:CLICK TO REGISTER\nCohost: Nitin Bansal\, FSA\, FCIA | Director\, Actuarial Support\, IDC Worldsource Insurance Network \n1 CE Credit
URL:https://idcwinbig.ca/event/canada-life-my-par-gift/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230518T130000
DTEND;TZID=America/Toronto:20230518T140000
DTSTAMP:20260403T185118
CREATED:20230419T191451Z
LAST-MODIFIED:20230419T191451Z
UID:6327-1684414800-1684418400@idcwinbig.ca
SUMMARY:Banking Update with Vic Raye
DESCRIPTION:CLICK TO REGISTER\nJoin Vic Raye\, IDC WIN’s National Director\, Banking Services and hear about the latest banking updates. \nCE credits to be confirmed
URL:https://idcwinbig.ca/event/banking-update-with-vic-raye/
CATEGORIES:Webinar
END:VEVENT
END:VCALENDAR