IDC WIN BIG | Business Innovation and Growth

Serenia Life: Engage your clients effectively - The Power of conducting a thorough fact-find
2023-07-25 13:00 - 14:00 (America/Toronto)
Join us for an engaging and informative training session designed specifically for advisors seeking to enhance client engagement and maximize their potential for success. In this session, we will delve into the crucial aspects of the qualification process and the importance of conducting a comprehensive fact-find.
1 CE Credit
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Desjardins Insurance - Critical Illness for Children
2023-07-19 13:00 - 14:00
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1 CE credit
Health Priorities – Child, pays a tax-free lump-sum benefit to your client, if the insured child is diagnosed with any of the 29 critical illnesses and conditions covered, including 3 childhood diseases. It also offers return of premium options and no survival period for cancer
Speakers:
Bailey Bews-Luykx | Regional Sales Consultant | Desjardins
Petra Ross | Regional Sales Director | Desjardins
IDC WIN is promoting this event and is not IDC WIN hosted.

Beneva - Digital Dividends: Growing Your Business Through Online Presence
2023-07-18 13:30 - 14:30
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1 CE credit
After more than a decade of favourable market conditions and the unprecedented challenges posed by the pandemic, many advisors have discovered that relying on in-person networking is no longer a reliable source of growth. Instead, advisors need to adapt their practice to have a digital marketing component in order to ensure that they are achieving their prospecting potential. This presentation will discuss:

How the prospecting blueprint has changed
Prospecting power boosters: driving growth in any market condition
High tech, high reach: getting an audience with the clients you want

The new realities shouldn’t impact your ability to convert a prospect into a client. CI Advisor Consulting’s Practice Management team will show you the strategies to improve your prospect pool, providing more choice and control of who you ultimately bring into your client group.
IDC WIN is promoting this event and is not IDC WIN hosted.

Canada Life - 2023 Mid-Year market outlook
2023-07-13 13:00 - 14:15
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CE accreditation for this streaming event is pending approval
Volatility, inflation and banking risks have put a damper on the outlook for growth. But could there be a silver lining for investors as we move into the second half of the year?
The global investment managers on our shelf see an evolving set of opportunities for active managers across asset classes. We’re here to help you and your clients prepare for what’s next.
​Join us Thursday, July 13 from 1 to 2:15 p.m. ET to learn how the investment landscape could change over the next half of the year from investment managers across the Canada Life™ shelf.
IDC WIN is promoting this event and is not IDC WIN hosted.

RBC Insurance - Session 1 - Life and Disability, Flexibility to meet your client's needs
2023-07-13 11:30 - 12:30
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CE credits pending – BC
The demand for insurance has never been greater, yet more than half of Canadians overestimate its cost or assume they won’t need it. Furthermore, 1 in 3 families admits a financial disaster would happen within a month if the primary income earner were to pass away. This presents an opportunity for advisors to educate the general population & expand their clientele.
Join us on July 13th for a discussion on how to close the knowledge gap to close the insurance gap & offering flexible solutions that match the needs of our clients.
IDC WIN is promoting this event and is not IDC WIN hosted.

Specialty Life - No-med life insurance products Q & A session
2023-07-11 13:00 - 14:00
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Join the SLi Team for this FREE webinar!

When? Jul 11, 2023 at 01:00 PM Eastern Time (US and Canada)
Why? To learn more about the highest no-med life insurance products, guaranteed issue critical illness products and much more!
Questions are welcomed at the end of the session.
No CE credits

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

Humania - 15 points to analyze in a disabililty insurance contract
2023-07-07 13:00 - 14:00
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1 CE credit

You will learn more about the important points to analyze in a disability insurance product, understand the terms and definitions relating to this type of protection and further your reflection on the types of products and the guarantees available to your clients.
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 grade of 60%.
IDC WIN is promoting this webinar and is not IDC WIN hosted.

IDC WIN and Manulife Bank - The greatest cash-gathering magnet in the industry
2023-07-06 13:00 - 14:00
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National Webinar – IDC WIN and Manulife Bank
The greatest cash-gathering magnet in the industry:
5%* Advantage Account rate promo
+
Personal advisor URL that Manulife Bank creates for you linked to your Manulife selling code to send to clients and prospects
+
Cash balance reporting via My Clients
If the key to success as an advisor is getting in front of people with cash, it does not get any better than this – truly a marketing gift to our industry
Opening and Closing Remarks
Vic Raye, National Director, Banking Services, IDC WIN
Special Guest Presenter
Pamela Crugnale, Product Manager, Deposits

Circle of Wealth - Financial GPS: Guiding clients to where they want to be
2023-06-29 13:00 - 14:00
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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!
