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IDC WIN National Webinar recording links/Presentation Slides/Video Shorts - 2020

IDC WIN National Webinar recording links/Presentation Slides/Video Shorts - 2020

webinars, sales, videos, sales cycle, Tax, Tax & Estate, investing, wealth, investments, Dr. Karen Jacobson, Chris Britton,

Written by WINBIG

Updated over 3 years ago

Video Shorts (Training & Sales Tips)

Dealing with Different Generations with Dr Karen Jacobson

IDC WIN Led National Webinars

IDC WIN Tax & Estate Planning Team

Dec. 17, 2020 - Chris Britton: Developing & Closing the Deal Password: bKUnAFd6

Nov. 17, 2020 - Brad Hyde: Engaging the IDC WIN Tax & Estate Planning Team Password: 2HiDkcSE

Don Hart:

Nov. 12, 2020 - RazorPlan - The need for retirement planning has never been greater than it is today.
April 22, 2020 Circle of Wealth Manulife Corporate Insured Retirement Program

IDC WIN Banking:

Oct. 20, 2020 Manulife Bank – Insurance Leverage Solutions for Financial Professionals
Sept. 29, 2020 Manulife Bank – Controlling Debt and Adding Liquidity During Crisis
Sept. 22, 2020 BMO Bank of Montreal - “Why Does the Future of Mortgage Referrals for Independent Advisors Look Brighter with BMO?”
September 15, 2020 - THE FUTURE OF BANKING FOR INDEPENDENT ADVISORS - DO YOU HAVE A BANKING STRATEGY FOR YOUR PRACTICE

Ken Poniatowski

Aug. 17, 2020 What Happens to your Stuff When You Die? Password: 5rW8HZEz

IDC WIN Group Services

Know Your Client (KYC): recording now available (password: ZpMPJYW3)
Request for Quote: recording now available (password: cFi2wTyM)
Proposal: understanding and delivering to client: recording now available (password: 26bGxMrV)

IDC WIN BIG

June 26, 2020 Overview of IDC WIN BIG/IDC WIN Institute

NPC DataGuard/Eric Wachtel

May 5, 2020 - Working Remotely & Remaining Compliant

Key note Speakers:

Dr. Karen Jacobson

Dec. 1, 2020: Talk to Me in My Language - Part II Prospecting & Selling in a Virtual World
Sept. 17, 2020 - Talk to Me in My Language - Keys to Turning Prospects into Solid Clients

Ron Madzia/Option One Travel

Nov. 18, 2020 - Option one Travel Launch Webinar

JIM HARRIS - One of North America’s foremost thought leaders, management consultants and authors on disruptive innovation

Sept 15, 2020 - LEADING THROUGH CREATIVITY

Jos Herman

July 20, 2020 "Understanding Financial Statements and Finding Opportunities"
June 1, 2020 Tax Updates - Presentation Slides

C. Richard Weylman

May 27, 2020 Retaining Clients When This is Over-What to Say Now and Why - Presentation Slides

Guardian Capital

October 15, 2020 - David Onyett-Jeffries: Certainly Uncertain - The US Election and Markets Impact Password: 28XrHFiM

Carrier National Webinars

Canada Life

May 11, 2020 - Advanced Estate Planning-Rethinking the wasting freeze
May 4, 2020 - Canada Life SimpleProtect Demo & Corporate Estate Transfer
April 20, 2020 - All you need to know about underwriting with Canada Life's Dr. Bruce Empringham
April 24, 2020 - Early Cash Value Life Insurance for Business Owners Speaker: Jeff Nason, BA, EPC, CHS, CFP, CLU, Advanced Case Consultant

Canada Protection Plan

July 22, 2020 - The Market Need for Simplified Issue Critical Insurance

Desjardins

September 28, 2020 Kathryn Bennett - Wills and Beneficiary Designations
May 7, 2020 - Desjardins Guarantee Advantage Product (a market linked GIC)
April 21, 2020 - Executive Critical Illness

Empire

May 11, 2020 - US market update, Top Seg Fund ideas & How to do business during a pandemic

Manulife

Corporate Insured Retirement Program

RBC Insurance

April 29, 2020 - The Fundamental Series - The Perfect Solutions for Disability Ins Needs (Password: WkSG8YBJ)

FSB

April 16, 2020 - Communication with your Clients in today's world

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