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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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TZID:America/Toronto
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TZOFFSETFROM:-0500
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TZNAME:EDT
DTSTART:20230312T070000
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DTSTART:20231105T060000
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DTSTART;TZID=America/Toronto:20230301T130000
DTEND;TZID=America/Toronto:20230301T140000
DTSTAMP:20260522T204134
CREATED:20230228T201425Z
LAST-MODIFIED:20230228T201425Z
UID:6207-1677675600-1677679200@idcwinbig.ca
SUMMARY:iA Financial Group - Follow up to IDC WIN Launch session
DESCRIPTION:CLICK TO REGISTER\nAgenda: \nFamily Wealth Transfer with Dani Ginther\, CLU:\nDani will talk about opportunities in the market place and the importance of building the relationship not only with your clients but their kids and grandkids.\n.5 Credit AB only \niA Advantage with Rishu Bains\, CHS:\nUnderwriting can be the difference maker when looking at getting a client insured. Rishu will speak on iA’s Underwriting Advantage\, Ease of Business with EVO\, Competitive Immigrant Guidelines and why you might want to take a second look at iA.\n.25 Credit BC only \nAlex Lekas\, CFP\, BA Econ:\nStories that will elevate your practice: Choosing the right product to fit the need.\n.5 CE credit ON only
URL:https://idcwinbig.ca/event/ia-financial-group-follow-up-to-idc-win-launch-session/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230307T130000
DTEND;TZID=America/Toronto:20230307T140000
DTSTAMP:20260522T204134
CREATED:20230228T201943Z
LAST-MODIFIED:20230228T201943Z
UID:6173-1678194000-1678197600@idcwinbig.ca
SUMMARY:Manulife - Tax & Estate Planning in Action
DESCRIPTION:  \nCLICK TO REGISTER\n1 CE Credit\, except in QC \nPresenter:  John Natale\, Head of Tax\, Retirement & Estate Planning Services\, Wealth \nTax & Estate Planning in Action – Lessons Learned Using a Case Study Approach \n“By Failing to prepare\, you are preparing to fail.” (Benjamin Franklin). “Someone’s sitting in the shade today because someone planted a tree a long time ago.” (Warren Buffett). Two of the most famous planning expressions that are so often true. John Natale will discuss several real life examples which demonstrate the consequences from a tax and estate planning perspective of not listening to Mr. Franklin. John will review the mistakes made and discuss different alternatives and solutions so that your clients reflect the wisdom of Mr. Buffett and by doing so ensure your clients aren’t the next case study!!!”
URL:https://idcwinbig.ca/event/manulife-tax-estate-planning-in-action/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230314T130000
DTEND;TZID=America/Toronto:20230314T140000
DTSTAMP:20260522T204134
CREATED:20230228T202310Z
LAST-MODIFIED:20230228T202310Z
UID:6210-1678798800-1678802400@idcwinbig.ca
SUMMARY:Workplace Solutions - IDC WIN and Common Wealth make it easy...
DESCRIPTION:CLICK TO REGISTER\nGroup savings is one of the fastest-growing business lines for advisors. And IDC WIN’s partnership with Common Wealth enables your access to the opportunity! \nCommon Wealth elevates the group savings experience for you and your clients – with a smart platform\, incredible service\, and a library of polished sales materials for advisors. \nDon’t miss this exciting opportunity to better understand what’s driving the client demand for group retirement services and how IDC WIN and Common Wealth can help you begin\, or grow\, your group savings business. \nNo CE credit
URL:https://idcwinbig.ca/event/workplace-solutions-idc-win-and-common-wealth-make-it-easy/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230321T130000
DTEND;TZID=America/Toronto:20230321T140000
DTSTAMP:20260522T204134
CREATED:20230228T203049Z
LAST-MODIFIED:20230310T202319Z
UID:6213-1679403600-1679407200@idcwinbig.ca
SUMMARY:Sun Life Sweet Spots: Focusing on CI and Term
DESCRIPTION:CLICK TO REGISTER\n1 CE credit \n\nSpeakers: \n\nIntroduction: Yusudan Ren\, CFA\, CFP\, CLU\, Pl.Fin.\, Regional Sales Director\nPresentation Conducted by: Frank Lapierre\, CFP\, CLU\, Life Insurance Product Manager and Alex Maus\, Product Manager\n\n\n\nSweet Spots at Sun Life provides an overview of our life and CI insurance product shelf. It highlights pricing competitiveness\, unique product features and positioning\, sales strategies and sales tools. It also gives an overview of key marketing materials\, no-fluid underwriting\, and current new business turnaround times.
URL:https://idcwinbig.ca/event/sun-life-sweet-spots-focusing-on-ci-and-term/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230322T130000
DTEND;TZID=America/Toronto:20230322T140000
DTSTAMP:20260522T204134
CREATED:20230307T205551Z
LAST-MODIFIED:20230307T205551Z
UID:6227-1679490000-1679493600@idcwinbig.ca
SUMMARY:RBC Insurance - Discovering insurance needs from a business owner's will
DESCRIPTION:  \nCLICK TO REGISTER\n1 CE Credit|1 PDU \nPresenter: Anna Tsepelis\, CLU\, CHS | Senior Sales Consultant\, Life | RBC Insurance \nDiscovering Insurance Needs From a Business Owner’s Will – how asking the right questions uncovers life insurance needs\nAsking business owner clients the right questions about their will and estate planning can open the door to valuable conversations about their priorities and needs\, uncovering opportunities for personalized life insurance solutions.
URL:https://idcwinbig.ca/event/rbc-insurance-discovering-insurance-needs-from-a-business-owners-will/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230328T130000
DTEND;TZID=America/Toronto:20230328T140000
DTSTAMP:20260522T204134
CREATED:20230307T210207Z
LAST-MODIFIED:20230307T210207Z
UID:6229-1680008400-1680012000@idcwinbig.ca
SUMMARY:Sun Life - Twists on corporate strategies
DESCRIPTION:CLICK TO REGISTER\n1 CE credit | 1 PDU \nPresenter:  Helen Chow\, BSc\, FSA  AVP\, Professional Insights & Marketing Actuary | Sun Life Consulting \nDescription: Variations of corporate insurance strategies and how they can be modeled to win over clients and accountants. \n 
URL:https://idcwinbig.ca/event/sun-life-twists-on-corporate-strategies/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230329T130000
DTEND;TZID=America/Toronto:20230329T140000
DTSTAMP:20260522T204134
CREATED:20230314T165027Z
LAST-MODIFIED:20230314T165027Z
UID:6249-1680094800-1680098400@idcwinbig.ca
SUMMARY:CPP/Foresters - A+ Protection Participating Whole Life with your clients' wellness in mind
DESCRIPTION:CLICK TO REGISTER\n1 CE credit\, except in QC\n(You must stay on for the full presentation to receive your credit) \nPresenter:  Zainab Sheikh\, Regional Vice President\, Ontario \nThis presentation provides advisors with sales strategies for Foresters Advantage Plus Participating Whole Life product. Advisors will learn about product features and built-in benefits as well as flexible options to help meet a wide variety of client needs. Case studies will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Amazing Member Benefits. Don’t miss out!
URL:https://idcwinbig.ca/event/cpp-foresters-a-protection-participating-whole-life-with-your-clients-wellness-in-mind/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230330T130000
DTEND;TZID=America/Toronto:20230330T140000
DTSTAMP:20260522T204134
CREATED:20230307T210940Z
LAST-MODIFIED:20230328T135843Z
UID:6232-1680181200-1680184800@idcwinbig.ca
SUMMARY:Beneva - Reviewing the Beneva Playbook
DESCRIPTION:CLICK TO REGISTER\n1 CE Credit \nPresenter:  Barry Rubin\, Director\, Business Development \nAt Beneva\, we understand your clients need to protect and plan for their financial future. Our Beneva Advisor Playbook will showcase some specific examples to help you and your clients understand the value that Beneva can offer.
URL:https://idcwinbig.ca/event/beneva-reviewing-the-beneva-playbook/
CATEGORIES:Webinar
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