IDC WIN BIG | Business Innovation and Growth

IDC WIN Spring University Day
2022-04-20 11:00 - 17:00 (America/Toronto) | Alberta
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Earn up to 4 CE credits
ATTRACT. ENGAGE. CONVERT.
Join us for an amazing and rewarding afternoon, featuring our flexible and interactive virtual event that puts you in control.
We are presenting IDC WIN Spring University Day through the Zoom Events platform, which offers an enhanced experience. Attendees will be required to use an active Zoom account to register. You can sign up for a free account here or use your existing Zoom credentials.
Once you have a Zoom account and are registered, you can enter our event lobby and choose the topics that work best for you and your business, as presented by 16 insurance carriers. Each hour offers you the choice of four different topics.

DATE CHANGED to May 12-----IDC WIN Estate Team, Frank Abate - Paying it forward: using a death benefit to help multiple generations through a personal IFA
2022-04-27 13:00 - 14:00
Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning
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CE Credit are not available
The presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit, using it to purchase a new life insurance policy, and then borrowing against the CSV to purchase an investment (Personal IFA).

RBC Insurance - Business Overhead Expense Protection for your Business Owners
2022-05-05 13:00 - 14:00
Melanie GalkaSenior Sales Consultant, Life & Living Benefits
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1 A&S Credit
Do you work with business owners or would you like to? These individuals are critical to the day to day operations of their business. Learn how to enhance the conversation with your business owners and how to use Business Overhead Expense coverage to open the door.

RBC Insurance - Estate planning...Planning for the unexpected & expected! Tips and traps with seg funds/annuities
2022-05-11 13:00 - 14:00
Presented by:
Charu Mathur, Senior Sales Consultant – Wealth RBC Insurance – Read bio HERE
Rhealynne Ries, Senior Sales Consultant – Wealth RBC Insurance – Read bio HERE
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EVENT PASSWORD: [REDACTED]
RBC Insurance is one of the fastest growing Seg fund providers in the country. We will be discussing the importance of Estate Planning and review some key strategies/concepts as:

Over age 90 market
Annuity Settlement Option
Importance of all designations, especially in Non registered contracts – difference between successor vs primary
GIFs + Annuity Combo VS GMWB

1 CE Credit

IDC WIN Estate Team, Frank Abate - Paying it forward: using a death benefit to help multiple generations through a personal IFA
2022-05-12 13:00 - 14:00
Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning
CE credits under review
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The presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit, using it to purchase a new life insurance policy, and then borrowing against the CSV to purchase an investment (Personal IFA).

Mandarin Webinar: Desjardins Insurance Product Sweet Spot
2022-05-17 11:00 - 13:30
Shouli Ma, MBA, CFP, Regional Sales Director, Individual Life Insurance
No CE Credits
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Please join us for an exclusive Mandarin session on “Desjardins Insurance Product Sweet Spot,” showcasing the most competitive age groups and face amounts for Desjardins insurance products, and the features that make Desjardins insurance products stand out among the competitors.

Manulife: Ideas Worth Stealing
2022-05-19 13:00 - 14:00
Vanessa Scott, National Living Benefits Sales Consultant
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1 CE Credit
This session will be jammed packed with positioning, sales language, sales tools that will assist you in having conversations and making sales of Disability, Critical Illness and even Long Term Care solutions!

Mandarin Webinar: The Foresters Advantage, Why Foresters?
2022-05-24 11:00 - 13:00
Regional Vice President, Asian Markets – Eastern Canada
1 CE Credit, except for SK
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Part 1: Forester PAR wholelife product introduction
Part 2: Member benefits
Part 3: 9 companies PAR wholelife competition comparison

Assumption Life: Part 1-A holistic approach for your clients-Cross Selling Investments to your life insurance clients, while creating wealth for you the advisor!
2022-05-25 13:00 - 14:00
Investment knowledge series Part 1 of 3

Claudette Richard Daniel Audet, MBANational Director, Investment and Retirement Associate Vice-President, Individual Insurance and InvestmentsRead Claudette’s bio HERE Read Daniel’s bio HERE
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CE Credits under review
Agenda:
Assumption Life will show you how easy it is to learn about investments and sell investments all while servicing your existing life insurance clients. We will show you the revenue potential of growing your investment book during your career and selling your investment book when you retire, adding a large lump sum to your financial plan for retirement. Cross selling is a good holistic approach to financial planning and retaining your clients over the long term. We will review a client’s life cycle and uncover your client’s needs by asking open ended questions. We will review the benefits of open ended questions, having great listening skills and the benefits of using a CRM all for the success of your business. When you ask the right questions and you prioritize your time it is a easy as 1, 2, 3, let investments change your retirement plans!
Don’t forget to register for Parts 2 & 3 to complete the Assumption investment knowledge 3 part series!
Part 2 – May 31, 2022Part 3 – June 7, 2022

Desjardins: Make inflation your ally with the Helios2 contract
2022-05-26 13:00 - 14:00
Deborah Debas, Responsible Investment Specialist
Jeff Farquhar, Regional Sales Director
1 CE Credit, except for SK
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Inflation is on the rise in North America and so is the cost of living1. This rise in living expenses could significantly reduce the value of your clients’ estates. For anyone planning to leave money to loved ones, not being able to leave enough may be cause for concern.
With its unique protection linked to inflation2, the Helios2 – 75/100 i Contract can put your clients’ minds at ease. Join us on May 26 for an IDC Worldsource exclusive webcast with our experts. We’ll provide in-depth information on this solution and explain why you should consider including responsible investment (RI) in your offer. Topics covered will include:

Assumption Life: Part 2-Learning the investment basics to gain confidence in addressing all the financial needs of your clients.
2022-05-31 13:00 - 14:00
Investment knowledge series Part 2 of 3

Claudette Richard Daniel Audet, MBANational Director, Investment and Retirement Associate Vice-President, Individual Insurance and InvestmentsRead Claudette’s bio HERE Read Daniel’s bio HERE
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CE Credits under review
Agenda:
In our second series, Assumption Life will be reviewing:

Securities such as stocks, bonds, guaranteed investments and annuities.
Various investment accounts that you can choose from such as RRSP, TFSA, LIRA etc.
How to choose the asset allocation or portfolio solutions within your client’s investment accounts.
Fee structures and guarantee options that are available for your clients.

This knowledge will enable you to have a holistic approach all while servicing your existing clients. Learning to cross sell investments to your existing life insurance clients is easy and financially rewarding!
Don’t forget to register for the final webinar in this 3 Part series with Assumption Life.
Part 3 – June 7, 2022

Inflections 2022 - Workplace Solutions - Day 1 of 2
2022-06-01 11:00 - 16:00
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Event description:
Join thought leaders and industry representatives to share big ideas and practical information and solutions to help advisors:

Surface relevant information from the noise
Stay tuned to the needs of the employers and plan members we serve
Harness innovation to be more empowered as human beings and more effective in our work and daily lives

IDC WIN Banking: Equitable Bank Mortgage Referral Program (ON only)
2022-06-02 13:00 - 14:00
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No CE Credits
Equitable Bank, in partnership with IDC WIN, is proud to announce the launch of the new Equitable Bank Mortgage Referral program. Please join Joe Flor, AVP National Partner Relations EQB, to hear how IDC WIN Advisors will now be able to refer potential mortgage clients to Equitable Bank that go beyond traditional T4 clients. Equitable Bank’s Alt and Prime Insured Mortgages will appeal to:

Business Owners – small to large, registered/ not registered
Sole proprietors, partnerships, corporations
Real estate investors
New to Canada

Assumption Life: Part 3-How to get started writing investment business!
2022-06-07 13:00 - 14:00
Investment knowledge series Part 3 of 3

Claudette Richard Daniel Audet, MBANational Director, Investment and Retirement Associate Vice-President, Individual Insurance and Investments Read Claudette’s bio HERE Read Daniel’s bio HERE
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CE Credits under review
Agenda:
In the final investment knowledge series Assumption Life will:

Show you easy, fast, and quick investment solutions and how to efficiently write investment business.
Review our electronic investment platform that makes selling investments so much easier.
Show you the difference between our Segregated Funds vs. the Registered Investment Account (our low fee option account).
Go over the different portfolio options: Traditional, Smart Series, and Select Portfolios which make selling investments even easier.
We will review our compensation, so what’s in it for you as the advisor during your career and then for your retirement years!
Help you fill your briefcase with marketing one pagers that help you sell investments to your clients.
Show you the benefit of how growing your investment book not only secures your clients to stay with you but how it builds wealth for your financial plan.

Inflections 2022 - Workplace Solutions - Day 2 of 2
2022-06-08 11:00 - 16:00

CPP Foresters - Insurance for Children
2022-06-14 13:00 - 14:00
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CE credits under review
Learn about Foresters Par WL and LiveWell Plus CI. Discover how they fit for the family but also the options and unique features that apply to children. Lets not forget member benefits and how they can be of significant value to the children of your clients.”

Allianz - Visitors to Canada
2022-06-15 13:00 - 14:00
Jordan Henry, Business Development Manager
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1 CE Credit

Understand who your Visitors to Canada customers are.
Outline the features and benefits of our Visitors to Canada insurance for your clients.
Understand how to use our 4-step sales process.
Learn more about our support for you.

iA Financial Group: Help clients make the most out of their RESP
2022-06-21 13:00 - 14:00
Angelina Basra Rose Marcello
Director of Sales, Investments Senior Director, Client Portfolio Manager
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1 CE Credit
RESPs can be a great way to save for your child’s education. Money invested in an RESP can grow tax-deferred, and the best part? The government can contribute up to $7,200. Join us for a discussion about Registered Education Savings Plans (RESP) at iA Financial Group and learn how to help your clients set aside money for a child’s post-secondary education. We also have a special guest, Rose Marcello, who will introduce the iA’s investment team and their expertise.

Empire Life - The Kid Start Strategy with PAR Whole Life
2022-06-22 13:00 - 14:00
Empire Life Account Executive
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1 CE Credit (except in QC)
Description: Delving into getting Kids started with Insurance while they are young and healthy and not having to worry about insurability in the future.

Sun Life: Intergenerational Wealth Transfer
2022-06-23 13:00 - 14:00
Samara Charters, Director, Advice & Stewardship, Sun Life Consulting
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1 CE Credit
Sun Life is pleased to invite you to the Intergenerational Wealth Planning presentation. Watch this short introduction video to learn more.
Getting in front of the next generation is critical to both the success of your business and clients’ legacies. As much as 66 per cent of children who inherit wealth leave their parents’ advisor. As the advisor to multiple generations, taking the lead and engaging families in legacy planning discussions can avoid a communication breakdown between family members and it could mean the difference between failed and successful wealth transfers. Learn more about the opportunity and process for you to initiate these important conversations with clients and their families.

Empire Life: Why Par?
2022-06-27 13:00 - 14:00
Tammy Couillard, ACS, AIAA, CHS
Account Executive, Retail Insurance Distribution

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CE Credits under review
Effective ways to position Permanent Life Insurance with your clients.

SSQ Insurance: Protecting Seniors and Vulnerable Clients
2022-06-28 13:00 - 14:00
Shawn Redford, Senior Director, Business Development Individual Insurance and Investments
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1 CE Credit
Canadians are living longer than ever before, and older Canadians are increasingly making up a greater proportion of the total population. Seniors are at a heightened risk of losing money due to financial mistreatment, undue influence, diminished mental capacity and financial literacy. Advisors are increasingly faced with issues relating to seniors or vulnerable clients. This webinar will shed light on how to properly serve this clientele and protect their interests.

UV Insurance presents Juvenile insurance
2022-06-29 13:00 - 14:00
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1 CE Credit (BC, AB, ON, QC)
Join me, Chantal Marquis and learn about the juvenile insurance product lineup available at UV Insurance.
Everything you need to know about UV Insurance and our children insurance – UV insurance simplified issue sweet spots for children – CI for children – free accidental coverage

Option One Travel Insurance - Website Launch
2022-06-30 13:00 - 14:00
Ron Madzia, President
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No CE Credits
Ron Madzia President at Option One Travel Insurance Inc. is pleased to announce the launch of their quotation and information website for travel insurance. Sign up to hear some of the exciting benefits and services Option One will provide for people interested in selling Travel Insurance.

New carriers
New travel-related products
Training on website registration
Training on completing quotes

SSQ Insurance: Pulling back the curtain...Insights from the claims department
2022-07-12 13:30 - 14:30
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1 CE credit
Submitting a claim for life, disability or critical illness benefit is a critical moment in the life of the insured/beneficiary as well as the insurance contract. Insurers and Advisors must work together to make the claim experience positive during a challenging time. Join us as we pull back the curtains with our Claims Department to learn about how individual insurance claims are managed at Beneva.
Our Assistant Director of Claims, Mathieu Côté will discuss topics on frequently asked questions to provide us with valuable insight on:
• how the terms of contestability are handled
• impacts of late claim submissions
• impacts of denying a claim
• the role the Adjudicator and the Advisor
• COVID and claims

Sun Life Presents - The IFA Workshop
2022-07-14 13:00 - 15:00
1 CE Credit
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Sun Life is pleased to invite you to the Immediate Financing Arrangements (IFA) Workshop. This 2-hour workshop will commence with a 1-hour Presentation on “To leverage or not to leverage” Presented by: Mark Davis, MFin, CFA, Director of Professional Insights, Sun Life. IFAs offer an attractive opportunity for the right client, but they’re not for everyone. They add complexity and risks. This one-hour overview explains the common pitfalls that should be well understood before recommending an IFA to a client.

Mark Davis’ presentation will be followed by a 1-hour Panel Discussion with:
Lino Puzzuoli, MBA – Director, Insurance Tax Solutions, Sun Life
Jay Sankoff, BSc. AALU, ALMI – AVP, High Net Worth Solutions Centre & Field Underwriting, Sun Life
Randy Cutting – Vice President Sales, Specialized Lending, DUCA Financial Services
Jean Turcotte – Director, Tax, Insurance and Wealth Management Group, Sun Life

Note: This 2-hour workshop is available for 1 CE credit. Attendees must attend the entire session to be granted CE. For advisors licensed under La Chambre de la sécurité financière (CSF), as of May 1st, individuals that are licensed and residing in Quebec are required to complete a questionnaire at the end of the live webinar. To qualify for CE credits, a score of at least 60% is required to successfully complete the evaluation. A link will be sent to you after the session is completed

Empire Life TRIIPS Webinar: Small business owners and positioning life insurance policies
2022-07-19 14:00 - 15:30
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CE credits: Up to 1 credit.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
Once a small business owner has decided to buy life insurance, they have a lot more to consider. Each of your client’s situations is different, but there are common themes to consider when positioning their life insurance policy.
This session will look at:

What are some of the elements that should be considered when positioning a life insurance policy?
Are there differences when a corporate structure includes a holding company?
For professionals who are not yet incorporated, should they create their professional corporation now?

This webinar will explore those common topics and will provide you with tools to feel more comfortable discussing life insurance with small business owners.

RBC DI Summer School, Part 1
2022-07-20 11:30 - 13:30
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1 CE credit
Prospecting in the Blue/Grey Collar Marketplace + RBC’s Exclusive Construction Program for IDC WIN

RBC DI Summer School, Part 2
2022-07-27 11:30 - 13:30
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1 CE credit
Disability Insurance Deep Dive – Know Before You Sell!

Canada Life: Behavioural Finance 2.0
2022-08-09 13:00 - 14:00
Edmond So, Regional Sales Manager – Wealth
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1 CE credit
Learn about the second generation of behavioural finance, where investors use three lenses to make financial decisions. Having an understanding of these new principles can provide greater clarity into how clients make decisions and help guide them to better ones, all while helping to create more successful and deeper client relationships.
