IDC WIN BIG | Business Innovation and Growth

Canada Protection Plan - Critical Illness - Commons Challenges & Solutions for Clients
2024-11-28 11:00 - 12:00 (America/Toronto)
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Presenter: Zainab Shiekh | Regional Vice President , Ontario

Zainab will be presenting CI Insurance Common Challenges & Solutions for our clients.

Did you know:

42% of working Canadians have not heard of critical illness insurance​
90% of Canadians do not have personal critical illness or personal long-term care insurance
74% of Canadians have not reviewed their insurance needs in the last year.

1 CE Credit (A&S)
Your CE credit will be issued by CPP.
*NOT IDC WIN HOSTED*

RBC Insurance - Matters of Estate: Transfer, Protect, Advise
2024-11-21 13:00 - 14:00
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Speakers:
Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance
Santo Filice, CHS Senior Sales Consultant Wealth & Retirement Solutions | RBC Insurance
Join RBC for an insightful presentation on the critical role estate planning plays in preserving and growing your wealth for future generations. We will explore how life insurance and wealth solutions can serve as powerful tools to not only protect your estate but also ensure a smooth transition of assets to your loved ones. Learn how these strategies can provide financial security, tax efficiency, and peace of mind for both you and your beneficiaries. Whether you’re starting your estate plan or refining it, this presentation will equip you with practical solutions for building a lasting legacy.
1 CE Credit

Workplace Solutions - The micro group market-are you missing opportunities?
2024-11-20 13:00 - 14:00
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Speaker:
Marni Hefner, Director, IDC WIN Workplace Solutions, Business Development (ON/MB)
In today’s evolving workplace landscape, businesses with small teams (2-15 employees) are often overlooked, but they represent a hidden opportunity for growth.
This webinar will explore how you can unlock the value of group insurance plans tailored to the unique needs of micro groups. By understanding how to effectively promote and sell to this market, you’ll gain the tools to expand your client base and increase your sales.
Why Attend?:
Whether you’re new to the micro group market or looking to enhance your existing strategy, this session will provide actionable insights to help you tap into this lucrative, but often underserved, market segment.
Register Now to Uncover Key Opportunities!
1 CE credit (except Quebec)
Must stay on for entire session to receive credit

Life Design Analysis (LDA) - Harnessing technology to reclaim your valuable time
2024-11-19 13:00 - 14:00
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Speaker: Jonathan Jarvie | Director, Customer Success
The role of an advisor requires you to wear many different hats. Due to your role and responsibilities, time is a valuable commodity that most lack. Thankfully, there are ways technology can help, especially with your Life Insurance business. Jon Jarvie from Life Design Analysis will show you the top 5 ways that LDA can pay you back not only in FYC but in time by eliminating redundancies.
*NO CE CREDITS*

Empire Life - Something wicked this way comes
2024-11-18 13:00 - 14:00
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Presenters:

Ashley Misquitta, CFA – Empire Life
Ian Kerr, Empire Life
Nick Pirraglia, Empire Life
Graeme Allan, IDC WIN (co host)

Something Wicked This Way Comes introduces Empire Life’s investment team, philosophy, and approach. It continues with updates on the outlook of the economy and markets and highlights the secular tailwinds for the U.S. economy and equity markets, and lastly explains how the Empire American Value Fund is strategically positioned to benefit from these trends.
1 CE credit EXCEPT QUEBEC
(You must stay on for the full presentation to receive your credit)

Sun Life: Post-Mortem Planning and Life Insurance
2024-11-14 13:00 - 14:00
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Presenter: Stuart Dollar M.A., LL.B, CFP®, CLU®, ChFC®, TEP
Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario.
The presentation discusses the double tax problem when a business owner dies, then moves to two post-mortem planning options, loss-carryback and pipeline. It then briefly discusses some modifications to those strategies, because either one can be appropriate, depending on the deceased’s and beneficiaries’ circumstances. Lastly, it compares the two options with and without life insurance.
NO CE CREDITS AVAILABLE FOR THIS WEBINAR

IDC WIN Workplace Solutions - Empowering success: Why women's health matters...
2024-11-06 13:00 - 14:00
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Understanding the impact of women’s health on organizational success is not just a personal concern—it’s a business necessity. This first webinar in our Health series focuses on menopause.
Unmanaged menopause symptoms result in approximately 540,000 lost workdays, costing employers approximately $237m annually.
Why attend our health series? Being well-informed about the impact of health issues on business enables you to provide comprehensive advice that will give your clients an edge.

Learn what impact these issues are having in the workforce
Know what questions to ask when conducting a proper discovery
Being on top of industry trends – separates you as an advisor and builds your credibility
Discover what plan designs may now be available moving into 2025.

Reserve your spot: Join us for this opportunity to elevate your expertise and establish yourself as a proactive, invaluable advisor, all while driving sales success.
NO CE CREDITS AVAILABLE FOR THIS SESSION

Manulife - Hidden Gems
2024-10-30 13:00 - 14:00
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Have you discovered the hidden gems within Manulife’s individual insurance product shelf? Do you want to upgrade your sales conversations, taking a fresh perspective on an old narrative? In this presentation you ill learn how to use Manulife’s dynamic life insurance and living benefits in a non-conventional way, while adding tremendous value to your clients’ lives. Let’s discuss the built-in features and benefits, aimed at serving every clients’ unique needs.
1 CE credit – PENDING APPROVAL

Equitable: Harness the power of participating whole life cash value
2024-10-29 13:00 - 14:00
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We know that clients and their families benefit from whole life plans that provide crucial coverage for an insured’s loved ones. However, the growth inside of these policies can also allow the policyowner to utilize the benefits of these plans while their living. Find out how to maximize the values of our Equimax whole life plans while also exploring the impact of the unique value proposition that a mutual life insurance company provides.
1 CE credit (You must stay on for the full presentation to receive your credit)

IDC WIN Workplace Solutions & Equitable: Communication is key
2024-10-23 13:00 - 14:00
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There are many ways that a benefits plan can support the physical and mental health of plan members and their families. But to get the most out of their plan, members need to know what coverage they have, how it can help and how to access those services. Communication is critical to helping plan members and their eligible dependents understand their benefits plan and appreciate its value in supporting their overall health and wellness. Group insurance providers and advisors play a vital role in making the sometimes-complex world of group benefits easy for plan members and their dependents to navigate.
1 CE credit
Must stay on for the full session to receive credit.

Equitable Bank - Reverse Mortgage + CSV lending
2024-10-15 13:00 - 14:00
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Presenters:

Mozzie Chleilat | Business Development Manager, Insurance Lending
Michael Pilz | Head, National Sales, Insurance Lending
Johnny Li | Business Development Manager
Michael Cumberbatch | Head, Business Development & Relationship Management, Deposits

CSV & IFA Part 1 – 40 minutes
Discover how insurance lending can take your client’s financial plan—and your practice—to the next level.

Insurance lending solutions
Case Studies
Who are suitable clients for insurance lending?

Reverse Mortgage Part 2 – 20 minutes
Equitable Bank’s Reverse Mortgage

The Reverse Mortgage Market
Equitable Bank’s Reverse Mortgage Solutions
The Equitable Bank Difference

No CE credits

2024 IDC WIN Fall Education Days
2024-10-09 11:30 - 16:30, 2024-10-08 11:30 - 16:30
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Join us virtually October 8 & 9, 2024, for an event packed with valuable insights.

Circle of Wealth Live Workshop with Don Blanton - ONTARIO ADVISORS ONLY
2024-10-02 08:30 - 16:00
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You’re invited to an exclusive workshop and opportunity to learn directly from Don Blanton, one of the most powerful communicators and well-known trainers in the financial industry!
This event is in person and open to Ontario advisors only and you must be registered.
Location: Copper Creek Golf Club | 11191 Highway 27, Kleinburg, Ontario

HomeEquity Bank – provider of the CHIP Reverse Mortgage - Launch
2024-09-26 13:00 - 14:00
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IDC WIN is thrilled to share that we’ve entered into a dynamic referral partnership with HomeEquity Bank – provider of the CHIP Reverse Mortgage.
HomeEquity Bank, a Schedule 1 Canadian Bank, has been the leading provider of reverse mortgages in Canada for more than 38 years. They are the only financial institution exclusively dedicated to providing financial solutions for Canadian homeowners 55+ to help them live a fulfilling, stress-free retirement.
IDC WIN invites you to an exclusive webinar brought to you by HomeEquity Bank!
NO CE CREDITS

Desjardins - Master Class - Risk Management for Business Owners
2024-09-24 13:00 - 14:30
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The Master Class Series with Desjardins, our interactive CE credited vodcasts, connect you with insurance and financial planning professionals to enhance your knowledge and skills about the business owner market.
Business owners and their professional advisors routinely put structures in place to protect the business’ capital assets against threats like fire, theft, or disruptions to their supply chain. However, in the day-to-day bustle of building a successful business, it can be easy to overlook the less obvious risks the business may face due to the death, critical illness or disability of key shareholders and employees.
This quick-paced session will focus on strategic approaches to help clients build a risk management plan that protects their business from these critical human capital losses in a cost-effective way.
Accreditation:
Accreditation for this presentation is pending. This training allows you to obtain 1 CE credit from the following organizations:

Advocis (The Financial Advisors Association of Canada)
Alberta Insurance Council
FP Canada
Insurance Council of Manitoba
Insurance Council of Saskatchewan

Speakers:

Kathryn Bennett | Senior Legal and Estate Planning Consultant, Desjardins Insurance
Chau Tran, Pl. Fin. | Senior Life Product Expert, Desjardins Insurance
Maxime Lemire-Osborne | Living benefits expert, Desjardins Insurance
Suzanne Smith-Demers, CFP, CLU | Senior Financial Planning Consultant, Desjardins Insurance

THIS WEBINAR IS NOT IDC WIN HOSTED

Equitable Life - Insurance Insights (Par Management)
2024-09-19 13:00 - 14:00
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Par Management
Have you ever wondered what insights you might learn from an insurer’s Par fund Management team? Would you like to learn about the importance of asset allocation, and how asset allocation can be actively managed to enhance risk-adjusted returns? Please join us to learn about this uniquely managed fund and how your client’s money is prudently invested in participating insurance.
Please join your hosts:
Kevin Murphy National VP, Distributor & Industry Engagement
Bryan McNulty, Tax & Estate Planning Consultant,
as they welcome Mark Warywoda, VP Public Portfolio Management
Mark will give you valuable insights on how Equitable is managing their portfolio that has industry leading performance.
Don’t miss this great opportunity!

THIS WEBINAR IS NOT IDC WIN HOSTED

IDC WIN Workplace Solutions and Manulife: Grow your business with group retirement plans
2024-09-18 13:00 - 14:00
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Join us for an exclusive IDC WIN webinar featuring guest speaker Rob Grad, where we’ll delve into innovative strategies and practical insights for enhancing your group business.
This one-hour session is tailored for both wealth advisors and group benefits advisors, providing the tools and knowledge necessary to effectively sell group retirement plans. Rob, will cover the fundamentals of group retirement, introduce the Manulife platform, and share expert prospecting strategies. Don’t miss this opportunity to elevate your expertise and grow your business with group retirement plans!
No CE credits

IDC WIN National Travel Insurance Webinar
2024-09-17 13:00 - 14:30
IDC WIN National Travel Insurance Webinar
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Empire Life - EstateMax & Optimax Wealth Product Enhancements
2024-08-28 13:00 - 14:00
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Presenter: Lisa Moore | Account Executive Retail Distribution, Insurance
Join us for an in depth breakdown of the latest enhancements to our PAR Portfolio, making Empire more competitive than ever. We will be walking you through two in-depth case studies on how these products fit in the market and might meet your clients’ needs. We will also touch on the reprice of our Solutions 20 term product, the Empire Growth and Loyalty bonus and more.
CE credit pending approval

Canada Life - Welcome to Workspace!
2024-08-27 13:00 - 14:00
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Presenter: Dominique Gregoire | Learning and Development Facilitator
Summary:
Join us for an introduction of Workspace – the centre of Canada Life’s digitally-enabled future.
In this webinar, we will explain:

How the tool works
How to access client information to make changes and review products/policies
Give you an overview on where to find additional resources

To have the best experience during this session, please make sure to register for Workspace in advance.
No CE credits

Jump Start, Sell Smart: Effective prospecting tools and strategies
2024-08-21 13:30 - 14:00
“Jump Start, Sell Smart” will delve into the latest tools and techniques to supercharge your sales efforts:

Social Media Strategies: Explore the best ways to utilize social media for prospecting, including building impactful content and targeting the right markets.
Needs-Based Benefits: Understand how to identify and articulate the needs-based benefits of your products and services to resonate with your prospects.
Differentiated Products: Gain insights on how to highlight what makes your offerings stand out in a crowded market.

Whether you’re new to the group market or looking to sharpen your skills, this webinar offers valuable strategies to help you connect with prospects and drive sales success.
Don’t miss this opportunity to jump start your prospecting and sell smarter!
.5 CE credit under review
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Conquest - If you build it, they will come. The value of a financial plan!
2024-08-13 13:00 - 14:00
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Presenter: Stacie Calder, EVP, Distribution and Marketing for Conquest Planning
Summary:
Conquest has been in production for over 4 years. In that time, over 60% of all advisors in Canada are using Conquest, and by the end of 2025 it may be close to 80%. Why? Stacie Calder, EVP, North America Distribution & Marketing at Conquest will provide some statistics and share how a holistic financial plan can demonstrate the value of advice to your client, keep their focus on their goals and lead to greater product opportunities.
No CE credits

IDC WIN - Samuel Wong: Using LinkedIn to Prospect
2024-07-31 13:00 - 14:00
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Presenter:
Samuel Wong, Business Development Executive (VCR) | IDC Worldsource Insurance Network
Have you ever considered incorporating technology into your practice? In this one-hour session, I will introduce a few simple tools that require little to no setup time or cost, designed to help you elevate your success in three key areas: increasing prospects, boosting capacity, and enhancing brand awareness.
Technology is ever-changing, and staying current is crucial for long-term success. By embracing these innovations, you can remain competitive and relevant in an evolving industry landscape. Join me as we explore innovative strategies and practical solutions that can transform your practice, streamline your processes, and expand your reach.
Discover how leveraging modern tools can help you achieve greater efficiency and effectiveness in your work, ensuring you stay ahead of the curve and continue to thrive in your career.
*NO CE CREDITS*

Beneva - The Trillion Dollar Wealth Transfer
2024-07-30 13:00 - 14:00
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Presenter: Chris Paterson, Senior Director, Business Development, Western Greater Toronto Area
For three decades, we’ve been hearing about a “Trillion Dollar Wealth Transfer”. But to many of you, it may not have felt like that has happened to your clients.
Chris will explore a multitude of factors that have affected the financial lives of Canadians for 3 decades, and explain simple, repeatable insurance concepts that can help you ensure that your clients keep their financial assets intact for the next generations. Without a plan, and without an advisor, wealth transfer does not happen.
1 CE credit (pending approval in Quebec) (You must stay on for the full presentation to receive your credit)

RBC Insurance - Fair Treatment of Customers
2024-07-24 13:00 - 14:00
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This is the rescheduled webinar that was to take place on July 16, 2024.
Presenter: Anna Tsepelis | CLU, CHS | Senior Sales Consultant, Life | RBC Insurance
What is the Fair Treatment of Customers?
The goal of the FTC is to provide guidance to ensure that the client is at the center of all we do.
Guidance to ensure we are all doing what’s right for the client, and that they are making an informed decision. FTC encompasses many principles like Conflicts of Interest, Design of Insurance Product, Disclosure to Customer, Product Promotion, Advice and Claims to name a few.
Insurers have responsibilities such as providing product information that is worded in a client friendly matter, set guidance and reinforce guidelines such as the reason why letter…but what is your role as an advisor in all of this? Come discover it with me.
1 CE credit

EDGE Benefits - No Medical Critical Illness Solution
2024-07-23 13:00 - 14:00
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Presenter:
David Sutton, GBA | Vice President | National Accounts & MGAs
Please join the Edge Benefits to learn about all the market leading features and benefits of our unique Critical Illness Plan. We offer up to $125,000 without involving an underwriter and up to $75,000 without any questions! A great solution if you’ve received a “decline” from a CI Underwriter, you’ve just delivered a CI cheque, or have a client who doesn’t want to go through the medical underwriting process.
1 CE Credit

IDC WIN Workplace Solutions - Introducing CRISP
2024-07-17 13:00 - 14:00
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Introducing CRISP – Simplifying and Enhancing Group Plans for Small Employers
IDC WIN Workplace Solutions is thrilled to announce our exciting partnership with GreenShield to bring you CRISP. Leveraging GreenShield’s revolutionary benefits platform, GreenShield +, CRISP offers a fresh, efficient, and rewarding way to sell group health and dental plans for groups as small as 3 people.
Learn how CRISP can help you provide superior service and simplify your workload. Don’t miss out on this opportunity to bring fresh thinking to your clients and an ease to your advisory services.
.5 CE credit (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Humania - Insurance without medical exam (IWME) and it's many advantages
2024-07-11 13:00 - 14:00
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Presenter: Simon Ioia | Sales Director, Ontario and Manitoba | Humania
Summary:
Come and learn about the world of insuring the seemingly uninsurable! Join Simon Ioia from Humania Assurance for an exclusive webinar on “Insurance Without Medical Exam – and it’s many advantages”. Dive into the dynamic realm of risk assessment, innovative underwriting, and a cutting-edge application process that empowers advisors to protect even the most complex and high-risk clients. Come to expand your knowledge and enhance your offering in a CE accredited session with your peers.
1 C.E Credit

IDC WIN presents - Coach Trent Fortner
2024-07-10 13:00 - 14:00
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Special Webinar with International Speaker and Coach Trent Fortner
Trent is the founder and head coach of The Game Time Coaching Program and The Courageous Advisors Mastermind Program.
He has created one of the most successful advisor coaching programs in the industry by utilizing his 30 years of experience in this industry as a producer and trainer. In today’s podcast, Trent talks about his new focus on helping advisors move from a consumer’s mindset to a producer’s mindset.
If you want to change the conversation and engage with your client and prospects on a deeper level, don’t miss this exclusive IDC WIN Webinar.
No CE Credits
