IDC WIN BIG | Business Innovation and Growth

Circle of Wealth - Financial GPS: Guiding clients to where they want to be
2023-06-29 13:00 - 14:00 (America/Toronto)
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For IDC WIN Financial Professionals

Do you know the four most important financial questions we all face? Financial GPS answers these questions and guides your clients to want to plan and save for their financial future.

No CE Credits

Desjardins - Protection For What Matters Most
2023-06-28 13:00 - 14:00
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Presenter: Aris Christodoulou | Regional Sales Director, CIM | Desjardins Insurance
Exploring unique CI and Life solutions that provide for a future full of possibilities
1 CE credit – PDU to be confirmed
(You must stay on for the full presentation to receive your credit)

Specialty Life - Evolution Powered to Insure Children
2023-06-27 13:00 - 14:00
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Presenter: Varshni Nimal | Internal Wholesaler (ON)
Speciality Life provides life and C.I coverage for children with and without medical conditions. Our unique underwriting approach makes it easy to secure coverage for loved ones.
1 CE credit

Conquest’s Introductory Showcase
2023-06-22 13:00 - 14:00
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Presenter: Rosie Jurgutis | Manager, Customer Success | Conquest
Based on advisor feedback, we are revamping our Conquest offering to accommodate your growing needs. Starting Monday, June 19, both our plan types and our plan packages will be simplified, making it easier for you to provide valuable financial strategies to your clients. Our next session can help you understand the platform and pricing changes.
Join us on June 22, 2023 for Conquest’s Introductory Showcase with Rosie Jurgutis, Manager, Customer Success at Conquest Planning, who will do a beginners walkthrough of the Conquest Planning software and answer your questions.
No CE Credits, No PDUs

Humania - "This is Kids' Stuff" - Children's Insurance: Because we care too
2023-06-21 13:00 - 14:00
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Presenter: Simon Ioia | Sales Representative | Ontario, Manitoba | Humania Assurance
This presentation is meant to remind and inspire that financial planning is ‘wholistic’ work. Helping families ‘plan for the best but prepare for the worst’ is the very reason for the advisor role. If Children are a part of that plan, then they are a part of the ‘whole’. Let’s count them in. Because they count.
1 CE credit

iA Financial Group - RESPs, Wealth Transfer and Child Whole life concepts
2023-06-20 13:00 - 14:00
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Presenter: Fraser Grimes | Inside Sales Associate, Investments | Individual Investment & Retirement Products, Ontario
The presentation will encompass the following topics:

RESPs
Generational Wealth Transfer for minor beneficiaries
Child Whole Life Policy

1 CE credit

IDC WIN Workplace Solutions - Symposium 2023: Changing the Conversation
2023-06-14 11:00 - 16:00
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The theme of “Humanizing Benefits” is on-going and ever changing.
This years Symposium is dedicated to changing the conversation..
We are at an inflection point. We need to deliver to the diversity of the workforce in new ways. We need to find ways to “reach the people where they are at”… be they advisors, employers, plan members or suppliers. We have to reach beyond the old language of our business which is constrained by products, processes and practices of a different time. We need to learn new words, new ways of thinking and find new products and solutions to provide 21st century value to those we serve. AND THAT IS HARD. CHANGE IS NOT EASY. It requires deliberate disciplined effort to be present to be considerate of the circumstance at hand and not revert to the platitudes of “this-is-the-way-it’s-done”.
Join us as we engage thought leaders to have fireside chats on where the industry is going, why we need to be in “discovery” mode with our prospects and clients. What offerings are being asked or needed to cover off the total rewards packages for employees. How mental health is still and will continue to be a human element that needs solutions and resources.. and much more.
A SPECIAL THANK YOU TO OUR SPONSORS

INKBLOT
EQUITABLE LIFE
DESJARDINS
RWAM
GROUPSOURCE
MYHSA
WAWANESA
RBC INSURANCE
SUNLIFE

This is a Zoom Event and will be recorded.

RBC Growth Insurance for Juveniles: Growing Children, Growing Values
2023-06-13 13:00 - 14:00
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1 CE credit pending
Presenter: Anna Tsepelis, CLU, CHS | Senior Sales Consultant | RBC Insurance
Set children up for success with RBC Growth Insurance participating whole life for juveniles. From protecting their future with our industry-first approach to guaranteed insurability benefits to tax-effective transfers of wealth with the Waterfall Concept, we’ll discuss how juvenile par whole life for children benefits families not just today, but for generations to come.

Sun Life - Sun CII for Children
2023-06-08 13:00 - 14:00
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Presenter: Yusudan Ren, CFA, CFP, CLU, Pl. Fin., Regional Sales Director, Central North East Region
Appreciate the need of CII for children.

Identify the benefits of purchasing a CII plan for young children.
Understand the insurance solution, how it works and what options that are available the tailor the plan for the client.
Explain how to build a plan that protects the child through their lifetime and answer key question that might come up during the sales process.

1 CE credit | PDU

Equitable Life - Next Generation Planning with the Power of Story-selling
2023-06-07 13:00 - 14:00
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Presenter: Katherine Hill, Regional Sales Manager, Individual Life & Health
Learn how to tell the story of participating whole life and how valuable it can be in giving the next generation a head start in life. Tap into the power of story-selling and learn how to have conversations that appeal to the client’s CORE VALUES, the driving force behind every decision an individual makes.
1 CE Credit | PDU

Empire Life - The Kid Start Strategy
2023-06-06 13:00 - 14:00
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Presenter: Mark Murano
If you have clients who are at that stage in their life where they are enjoying financial security, and want to help their grandchildren get an early start on the way to a financially secure future, purchasing a Participating Whole Life Insurance policy on their grandchild’s life may be the right approach. We’ll dive deep into Empire Life’s client focused marketing, ‘the Kid Start Program’.
1 CE Credit

Beneva - Protecting Children's Insurability
2023-06-01 13:00 - 14:00
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Presenter: Jeny Yeung, CFP, EPC Senior Director, Business Development, Individual Life Products
What better day than International Children’s day to discuss insurance for children. Every parent has been the bandaid and Kleenex provider for all those scraps and bruises, cheering squad and biggest fan at all the sporting events. We know children are a gift. Let’s protect that gift with insurance. Protecting their insurability now since we know life has its own bump and bruises along the way.
1 CE credit | PDU

UV Insurance - Simplified Issue at standard rates
2023-05-31 13:00 - 14:00
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Speaker: Chantal Marquis, Director, Business Development | Individual Insurance and Investment & Retirement
1 CE Credit available

Desjardins - Top 10 Reasons to do Business with Desjardins
2023-05-30 13:00 - 14:00
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Speaker: Petra Ross, Regional Sales Director, Individual Insurance and Health, Western Canada
Top 10 Reasons to do Business with Desjardins:
There are many reasons why you should do business with Desjardins Insurance. Join us and learn about unique product features like the contractual Association Option provided in our term life portfolio, market leading Teladoc Medical Experts (formerly Best Doctors), our suite of unique advisor tools like Executive Health Plan and more. Discover our Top 10 reasons that make Desjardins unique amongst our competitors.
Petra started her career in the Financial Services Industry after completing her Bachelor of Commerce degree from UBC. She spent six years with Great-West Life and rose to the position of Advanced Sales Manager of Living Benefits. She spent the next 10 years gaining experience working for insurance companies and MGA’s training and helping independent Financial Advisors grow their practice. She is a Certified Health Specialist (CHS) and is working towards her Certified Financial Planner (CFP) designation
1 CE Credit, NO PDU for Quebec

Life Design Analysis Inc (LDA) - Importing your block of business, and using LDA Leadgen to drive business over the summer and beyond
2023-05-25 13:00 - 14:00
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1 CE credit BC, ON
Work the top and bottom funnels to drive client engagement. Identify opportunities by importing your book of business, then target those clients with an email to fill out their needs analysis through the LDA Leadgen.

The Edge Benefits - No Medical CI
2023-05-24 13:00 - 14:00
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1 CE credit
EDGE Benefits will be hosting an online presentation for IDC advisors to provide an overview of how our guaranteed issue Critical Illness solution can help “keep the fence” around your clients. A great option if you have received a “decline” from your Critical Illness underwriter, your client does not want to go through the full medical underwriting process or have already delivered a CI cheque to a client.

Equisoft - Social Media and Search Advertising for the Financial Advisor
2023-05-23 13:00 - 14:00
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Speaker: Ryan Webb, Marketing Manager for Equisoft’s Advisor Business and Founder of AppIntent.com
Cohost: Eric Wachtel, Chief Compliance Officer | IDC Worldsource Insurance Network
Ryan has been helping small businesses advertise online for nearly 2 decades. Tune in to this webinar to learn tips and tricks specific to financial advisors to help maximize your returns on advertising spend, build your sales funnel, and help grow your book of business.
No CE Credits

Banking Update with Vic Raye
2023-05-18 13:00 - 14:00
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Join Vic Raye, IDC WIN’s National Director, Banking Services and hear about the latest banking updates.
CE credits to be confirmed

Canada Life - My par gift
2023-05-17 13:00 - 14:00
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Cohost: Nitin Bansal, FSA, FCIA | Director, Actuarial Support, IDC Worldsource Insurance Network
1 CE Credit

IDC WIN Compliance - 2023 Compliance Check with Eric Wachtel
2023-05-16 13:00 - 14:00
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Join 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
CE Credit available

Foresters Advantage: NEW Term and permanent
2023-05-15 13:00 - 14:00
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Presenter: Zainab Sheikh, Vice President, ON
Effective May 1, 2023, we’re taking some important steps to help you and your clients counter inflation.

We’re discounting the rates of Foresters term life insurance submitted between May 1 to July 31, 2023 with individual coverage over $500,000.
We’ve fine-tuned the ratios on the Enhanced Dividend Option for our Advantage Plus 20 Pay
Making 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.
We 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!

CE Credits under review, not available in QC

Connecting with Clients - Emily Miszk
2023-05-11 13:00 - 14:00
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Join Emily Miszk and hear about Connecting with Clients through social media.
Join 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!

Beneva Virtual Road Show
2023-05-10 13:30 - 16:00
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Putting 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.
Learn from a number of incredible industry speakers and our Sales & Management Team.

Keith Leech, CFP, CLU, CHC, CHS, President of Context Planning
Drummond Brodeur, MBA, CFA, Senior Vice President & Global Strategist, CI Global Asset Management
Jos Herman, BComm, CPA, CA, CFP, TEP, Client Focused Leader

And an opportunity to win 1 of 5 $100.00 Visa gift cards and a grand prize of a $500.00 Visa gift card.
CE Credits available

Assumption Life - The 2% Solution What to do in times of budget pressures
2023-05-09 13:00 - 14:00
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With 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.
Hear from Assumption Life Business Development Executives:

Shirley Su- BC/Prairies
Jennifer Koshul – Ontario
Youssef Lahlou – Quebec
Mehdi Saghir – Atlantic

1 CE Credit, under review in QC

Empire Life: TRIIPSS: Generating lifetime income: Part 2 - Some principles to employ
2023-05-03 14:00 - 15:00
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Our 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.

CE credits: Pending
To 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.

IDC WIN Workplace Solutions: Offer Group Savings Plans with ease and confidence - even if you haven't before
2023-05-02 13:00 - 14:00
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Discover 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!
No CE credits

Empire Life TRIIPSS: Generating lifetime income Part 1 - The planning process
2023-04-19 14:00 - 15:30
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This 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:

Some of the myths and realities concerning retirement
How and why assumptions and factors used to save for retirement may not work or work differently when spending through the phases of retirement
Walk away with some concepts and tactics that are better attuned to the aging marketplace.

Attendees will gain a new appreciation for how retirement planning is so different from retirement income planning.
CE credits: Pending
To 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.

Beneva - Transforming Financial Professionals through Practice Management
2023-04-18 13:30 - 14:30
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Speakers:

Grant Hicks
Gordon Chan

Grant 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.
This webinar will explore how elite Advisors:

are acquiring ideal clients and avoiding mistakes Advisors make on client acquisition
deliver more value to ideal clients by offering value-added conversations and advice processes
use strategies to build and manage ideal capacity, and why less is more

Come join us for this unique opportunity to kick start your spring!
No CE credits

Conquest phase 2 live demo - Data aggregation & client portal
2023-04-11 13:00 - 14:00
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Speakers:

Rosie Jurgutis
Johnny Chiello
Brenda Yee

This session will provide a live walkthrough of the most recent Conquest enhancements – Data Aggregation and a robust Client Portal.
No CE credits

IDC WIN Advanced Estate Planning Team-Meet the Experts!
2023-04-06 13:00 - 14:00
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CE Credits under review
Hosted by: Don Hart, VP, Training and Development
Speakers:

Brad Hyde, Director, Tax and Estate Planning
Chris Britton, Director, Tax and Estate Planning
Frank Abate, National Director, Tax and Estate Planning
Nitin Bansal, Director, Actuarial Support
Beverly Krzmarcik, Co-owner Oasis Wealth Design Group Inc.

Join the IDC WIN Advanced Estate Planning team for an informative webinar and panel discussion on:

Discover the opportunities with the advanced Estate Planning team.
IFAs or Not IFAs are they still popular?
RCAs are they worth it?
Reactions to the 2023 Budget
“The Advisor Experience” with Beverly Krzmarcik

“Ask the Expert” panel discussion and pose your questions live to our in-house Estate Planning experts!
