2025 IDC WIN FALL EDUCATION DAYS - OCTOBER 21 AND 22
Day 1 - October 21 (recordings):
Sun Life - Catherine Malone: A fresh look at UL and staying ahead of the pack | Slides
Canada Life - Evan Connell: Insurance as a philanthropic planning tool | Slides
ivari - Josie Malandrino: Embracing Disruption | Slides
Craig Plumley - BMO Insurance: Estate planning with BMO guaranteed investment funds | Slides
Equitable Life - Brant Tomie: Five reasons why participating life insurance is a unique asset class | Slides
CPP | Foresters - Joe Belec: Take your sales to the max | Slides
IDC WIN - Michael Gau: Beyond the conversation: Planning for what’s next | Slides
Day 2 - October 22 (recordings):
Manulife - Hemal Balsara: Beyond the horizon: Advanced postmortem planning | Slides
RBC Insurance - Santo Filice: Seg funds and suitability: Reflecting on bias in planning conversations | Slides
The Edge Benefits - David Sutton: Digital marketing: Accessing your clients like never before | Slides
Empire Life - Ian Kerr: Take a second look at Empire Life’s latest GIF | Slides
Desjardins Insurance - Brent Swatuk: Flatten the tax for corporate clients | Slides
iA Financial Group - Déry Veilleux: AI-powered underwriting: From insight to impact | Slides
Assumption Life - Jennifer Koshul: Life is NOT a fairytale | Slides
Beneva - Andrew Gardiner: Discover the full range of Beneva's savings and investments offering | Slides
IDC WIN - Eric Wachtel: Strengthening compliance through advisor practice reviews | Slides
July 17, 2025
Dynamic Funds: Deliberately Different Approach to Global Investing
Presenter: David Fingold. BSc. Management with co hosts Graeme Allan (IDC WIN) and Angelina Basra (iA Financial)
July 8, 2025
NPC Computing: Cyber-Security Tales and Tips – Secure your practice against cyber-security threats!
Presenters: Darren Mar & Eric Wachtel
June 17, 2025
Tax and Estate Planning: Exploring Advanced Sales Opportunities
Presenter: Frank Abate & Brad Hyde
May 20, 2025
The Power of 3 in Family Business Ownership
Presenter: Tammy Buss of blueroots
February 18, 2025
The Reason Why Letter and Discovery Agreements
Presenters: Eric Wachtel and Don Hart
January 8, 2025
IDC Worldsource RRSP & Wealth Team Launch
Hosts: Alex Chan and Graeme Allan
Presenters: Eric Cameron & Patrick Blais (Manulife), Hilda Ng & Maxime Houde (IA Financial), George Iovankas (Desjardins)