IDC WIN BIG | Business Innovation and Growth

Fall University Webinar Series - Day 3 of 3 Day Event
2021-09-30 12:00 - 15:30 (America/Toronto)
Featured Speaker: Professor Moshe A. Milevsky – Chief Retirement Architect, Guardian Capital
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Fall University Webinar Series - Day 2 of 3 Day Event
2021-09-29 12:00 - 15:30 (America/Toronto)
Featured Speaker: Jos Herman, Director of Financial Planning and Analysis, Resources & Solutions Professional Corporation
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Fall University Webinar Series - Day 1 of 3 Day Event
2021-09-28 12:00 - 15:30 (America/Toronto)
Featured Speaker: Dominic Villeneuve – Director, Cybersecurity and Infrastructure, UV Insurance
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Emerging trends in investment advice - La Capitale & SSQ Insurance
2021-09-23 13:00 - 14:00 (America/Toronto)
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1 CE Credit
Presenter: Mathew To
If you are actively selling segregated funds, or even if you aren’t, you’ll want to attend this webinar as we dive into insights and research aligned with our product solutions that will help you prepare for the upcoming six months enabling you to develop key strategies and plans of attack in terms of how you’ll approach clients to engage in conversations and address their real concerns in order to capture some of the growth that we’re seeing in the segregated fund market with Canadians.

Help Business Owners Make The Most of Their Retained Earnings
2021-09-22 13:00 - 14:00 (America/Toronto)
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No CE Credits
Many business owners have built up significant retained earnings in their corporations and are looking for ways to pull those earnings out. There’s a simple strategy available that moves earnings out of the company to finance a segregated fund investment loan in a tax-efficient way.
This session will show how it works, step-by-step, so you can achieve more success by better serving your business owner clients and prospects.
Please note, this session will be of most benefit to advisors with high income/HNW business owner clients and prospects.
Opening / Closing Remarks
Vic Raye National Director, Banking Services
Graeme Allan Regional Wealth Leader – East
Alex Chan RHU CHS CFP CPCA EPC CFSB CLU Regional Wealth Leader – West
Guest Presenters
Jon Hreljac CPA CMA CFP TEP AVP Regional Tax, Retirement & Estate Planning – Wealth Manulife Financial
Joanne Martire Regional Director, National Accounts Manulife Bank

10 Steps to Protect Your Business from Ransomware
2021-09-21 13:00 - 14:00 (America/Toronto)
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No CE Credits
Presenters: Larry Keating with guest Darren Mar
Ransomware has become a second pandemic affecting one-person offices to multinational corporations, leaving businesses devastated with financial loss, legal consequences, reputational damage, and even loss of business. With attacks happening daily in Canada, not doing anything is no longer an option.Prevention is by far the best strategy to avoid the cost and damages from an attack. From steps you can take today such as enforcing stronger passwords or backing up your data, to steps that will require a bit more strategy and planning such as building a comprehensive incident response plan, this webinar will prepare you for ransomware attacks and help you develop a cybersecurity plan to protect your business.

IDC WIN Group Benefits Superstore
2021-09-20 13:00 - 14:00 (America/Toronto)
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No CE Credits
Join Marni Hefner, Business Development Executive, for a tour of the IDCWIN Group Superstore. This virtual facility will help Advisors get a better understanding of the products we offer and how we help you assemble the perfect plan for your prospects – creating a deliverable that will set you apart in the marketplace. The tour includes:

Simplified underwriting products
Regular underwriting products
Products for specialty groups
Specialty affinity products and value-added solutions

IDC WIN Presents: Fall 2021 Women's Day
2021-09-15 13:00 - 14:00 (America/Toronto)
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No CE Credits
What does it take to be a successful Advisor in todays world? Find out from four top advisors with IDC WIN. These women will share what it took to get to where they are today – their stories, their struggles and how they overcame them to be IDC WIN conference Qualifiers.
Join Henriette Bichai, VP Quebec Operations as she leads these four dynamic women in a lively discussion: Farah Jahed (Ontario), Marie Dean (Alberta), Wendy Brookhouse (Nova Scotia) and Suzanne Durnan (Kania) (BC)

Dynacare - Heart Health Series: Part 1
2021-09-09 13:00 - 14:00 (America/Toronto)
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1.5 CE Credits all provinces except Quebec = 1 PDU
Agenda – Lindsay Beal – Presenter
Explore the symptoms, causes, and risk factors of Angina, Heart Attack, Coronary Heart Disease, and Heart Failure. Gain the knowledge of what information an underwriter requires when they assess an application of a client with a heart condition.

Part 2 to follow on October 7th.

IDC WIN - IFAs: Teamwork Works Best
2021-09-08 13:00 - 14:00 (America/Toronto)
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No CE Credits
We believe the key to placing an Immediate Financing Arrangement, perhaps your first one for many of you, is… Teamwork. Please note, this session will be of most benefit to advisors with high income/HNW business owner and professional clients and prospects. An IFA is a custom permanent life insurance-tax-estate-banking solution. Most cases require the use of both internal IDC WIN and external partner resources which our panel will cover, including:

Summary of institutions & lending offerings
Illustrations
Working with clients’ tax & estate advisors

Panel
Vic Raye, National Director, Banking Services
Ken Poniatowski CFP, Business Development Executive
Chris Britton CPA CA, Director, Tax & Estate Planning
Guest Panelist
Irvin Lim, Senior Private Banker, Bank of Montreal

Take Advantage of Special Markets with Humania Assurance!
2021-08-31 13:00 - 14:00 (America/Toronto)
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1 CE Credit
Explore Humania’s web based solutions! Humania Assurance has been working hard to build many simple web based solutions to meet the needs of your client’s unique insurance needs. From babies to baby boomers, Humania has simple and online living benefit insurance solutions that can be sold in as little as 15 minutes. Join Roberta Lust, National Sales Director as she shows you where Humania shines in the living benefits marketplace. To obtain your 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%.
After registering, you will receive a confirmation email containing information about joining the webinar.
View System Requirements

IA Investments: Estate Planning Case Studies
2021-08-26 13:00 - 14:00 (America/Toronto)
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1 CE Credit
Join this webinar to be introduced to key reasons to choose IA for client’s Estate planning needs. I will reference how to structure your contracts keeping in mind Estate Planning concepts and highlight our e-tools to help you to place business quickly and efficiently. I also will touch on efficient time saving tips within the Advisor Center.
Topics explored:
• Key Estate Planning concepts
• Advice on navigating IA’s Advisor Center & Business Tracker and other e-tools
• A toolbox to help you plan your client’s retirement savings
After registering, you will receive a confirmation email containing information about joining the meeting.

IDC WIN/ Manulife/RBC: Living Benefits Panel Discussion
2021-08-25 13:00 - 14:30 (America/Toronto)
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No CE Credits
Join The IDC WIN BDE team, Gary Steen, Manulife & Jonathan Lee, RBC for a panel discussion about Living benefits. The approach, the fact find, the sale and the close.
Have you ever wondered why some people sell lots of Living benefit products and you can’t seem to break into the market. How about over coming underwriting challenges? Then there are the cross selling opportunities and hard to underwrite DI sales. All of your questions answered on this 90 min webinar. If you want to sell more Critical Illness and Disability insurance – you won’t want to miss this. We guarantee it.

Group Services - Know your Group Client in the 2021 Era of Benefits
2021-08-19 13:00 - 14:00 (America/Toronto)
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CE Accreditation Under Review
In 2021 benefits are being looked at in a completely different way. In our quest for Humanizing Benefits, its important to know your client from a whole health benefits perspective. Join us to dive deep into the questions, and the context when meeting perspective clients.

Propel your prospecting with Equisoft /connect
2021-08-18 13:00 - 14:00 (America/Toronto)
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No CE Credit
During this training session, you will learn how to use the Equisoft/connect Opportunity module to track your sales and renewals. You will be able to track the number of sales and expected income, but also identify the cross-selling opportunities by using the data available in your CRM!

iA Financial Group - Why Universal Life?
2021-08-17 13:00 - 14:00 (America/Toronto)
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1 CE Credit
Please join Alex Lekas, as he delves in to Universal Life and the potential benefits that exist for your clients. He will be discussing level cost, as well as, YRT options and features that are unique to the IA product.

SLI- Intro to Evolution, Powered by Jenie
2021-08-12 13:00 - 14:00 (America/Toronto)
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1 CE Credit
Join Specialty Life Insurance and discover our newest Evolution 2.0 portfolio. Safest No Medical Life Insurance, with the highest face amounts (up to $1M) and no medical requirements, even for average health or older applicants.
Please join us to meet Jenie & Jenie assist:

Real-time virtual underwriter
Maximizes honest disclosure!
Safest No Medical Life insurance plans
Individually tailored risk-assessment sequences
Combination of Behavioral & Detailed questions
Speech technology
An instant decision every time

EDGE Benefits - Small Business Benefits Solutions
2021-08-11 13:00 - 14:00 (America/Toronto)
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1 CE Credit
EDGE Benefits will be hosting a Webinar for IDC WIN advisors to provide an overview of how our Health and Dental Multi-Life Solution has changed the way Small Businesses have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions.

LDA & Empire - Mastering the Asset Transfer Concept (Case Study)
2021-08-10 13:00 - 14:00 (America/Toronto)
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CE Credits Under Review
This case study will focus on the Estate Bond Concept utilizing Empire Life’s Optimax product and 10 year PUA’s in order to maximize the value to the sample client.

IDC WIN - Life Insurance Panel Discussion
2021-08-05 13:00 - 14:00 (America/Toronto)
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No CE Credits
The IDC WIN life insurance panel will share ideas, concepts and strategies to drive your life insurance sales.These are tried and true concepts that guarantee results.If you’re looking to increase your life insurance sales you won’t want to miss this event.

BMO Insurance - The Ultimate Estate planning Tool
2021-07-29 13:00 - 14:00 (America/Toronto)
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1 CE Credit
The Ultimate Estate planning Tool: Estate costs like taxes and fees can’t be avoided, but they can be planned for and financed in such a way that they have a minimal impact on one’s estate.

Assumption Life launches New funds, New guarantees & New comp & 2 New Simplified issue products
2021-07-28 13:00 - 14:00 (America/Toronto)
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No CE Credits
Two new simplified issue products and on the investment side new funds, new guarantees and new compensation. Doing business with Assumption Life is easy!

RBC Insurance - Medical Student Offer & Student Savings Program
2021-07-27 13:00 - 14:00 (America/Toronto)
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CE accreditation under review
RBC Insurance, along with Dave Pike, BDE, IDC WIN, will discuss the opportunity within the summer season for the Medical Student Offer as well as the Student Savings Program for newly established professionals who have recently graduated or are in their final years of education. The programs give the opportunity for advisors to offer deep discounts, waived premiums, as well as no medical underwriting* (for MSO).

Don Hart - The Art of Questioning
2021-07-22 13:00 - 14:00 (America/Toronto)
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CE accreditation under review
It takes certain set of skills to be a successful interviewer, skills few of us are born with. Most good interviewers have consciously learned and refined their art.
This webinar will introduce you to the beginning of your new journey as an excellent interviewer or (Fact-finder). The art of fact finding and discovery is a learned art. The better you are at conveying empathy the quicker you will be the “Trusted Advisor“ of your clients and referrals. We all know asking good questions is the best way to discover customers’ unique problems or challenges.
Join us on July 22 at 1pm et. To continue your journey

Group Services - Win with WINjet
2021-07-21 13:00 - 14:00 (America/Toronto)
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No CE Credits
WINjet is not your traditional group insurance plan … it is so much more! So how do you communicate this value to your clients? Marni Hefner, IDC WIN Group Business Development Executive, will speak with Manulife account managers about presenting the benefits of WINjet to new group prospects.

Midyear compliance check with Eric Wachtel
2021-07-20 13:00 - 14:00 (America/Toronto)
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CE Credits Under Review

Make sure you are up to date on the latest compliance issues affecting your business and hear about compliant methods to grow your sales

Corporate Life Insurance – Opportunity Spotting
2021-07-15 13:00 - 14:00 UTC
Brad Hyde: Corporate Life Insurance – Opportunity Spotting (Click to Register)

CE credits under review
Many advisors want to work with business clients for a variety of reasons, but many lack the experience to spot opportunities in the business market past the basic planning that gets done to cover debt or key person planning.

We will explore a number of more common planning opportunities and a number of less common planning opportunities. The focus will be on what the opportunity is, and how to spot it. Once identified, the opportunities are open to the Life Insurance planning that resolves these issues.

Simplify Compliance
2021-07-14 13:00 - 14:00 UTC
Equisoft: Simplify Compliance (Click to Register)

No CE Credits
During this training session, you will learn how to use Equisoft/connect to manage your activities, your notes, your documents and your emails efficiently and simplify compliance. You will see how easy it is to keep and protect your work!

Power Your Practice with Responsible Invesment
2021-07-13 13:00 - 14:00 UTC
Desjardins : Power Your Practice with Responsible Investment (click to register)

CE Accredited
In 2020, Responsible Investment (RI) fund assets grew by 55%—5 times the overall fund industry.¹ 64% of investors say they want to include RI products in their portfolio, but only 16% of advisors are talking to them about it. ²

This is a chance for you to stand out!
Join us for this exclusive IDC webcast with Desjardins’s RI specialist Deborah Debas and Katie Davis, your regional sales director. Get insight on one of the fastest growing segments in the investment market and see how RI strategies can add value to your book, and to your clients’ portfolios.

Insurance Lending Solutions for Financial Professionals
2021-07-08 13:00 - 14:00 UTC
Manulife Bank: Insurance Lending Solutions for Financial Professionals (Click to Register)
Manulife updates global brand, marking significant milestone in its business transformation. (CNW Group/Manulife Financial Corporation)

No CE Credits
Please join Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales for a turnkey-style presentation showing advisors why & how CSV credit strategies help them grow.
In this session we will review case studies, where strategic CSV insurance lending has allowed clients to protect their wealth, their family, and their legacy
Both simple (advisor can do it all) and Specialized (local Manulife Bank support needed) applications for in-force policies and to assist with new policies, using Manulife and non-Manulife carriers
