IDC WIN National Webinars

November 15, 2022: Blake Love and Eric Wachtel - Compliance, sales and practice management

December 13: RRSP Toolkit - Investment Accounts

October 13: Maximizing your retirement with critical illness insurance

June 28: Protecting seniors and vulnerable clients

April 6, 2022: Sam Alves - Demographics and defining the future of financial planning

March 23, 2022: Andrew Gardiner - In defence of professional financial advice

December 8, 2022: Rod Burylo: Ethics in succession

December 6, 2022: Rosie Jurguitis and Sash Khanna - Live Demo Conquest Planning

December 1, 2022: Walter Kordiak and Graeme Allan - Guaranteed Income for Life - Everyone needs it and we have the solution

November 30, 2022: Jos Herman - Tips, Traps & Considerations in Beneficiary Designations

November 29, 2022: Year-end financial planning tips and Desjardins Market-linked GIA

March 31, 2022: Alex Chan & Graeme Allan - Responsible Investing and ESG Investing with Beneva, BMO and Manulife

Jan. 19, 2022 - RRSP Season - Let's top them up!

Jan. 12, 2022 - Business Planning to create success

November 16: Conquest Peer Discussion Passcode: w5A@RRUx

November 8: Protecting your identity

October 20: High Net Worth Market – What’s Working in 2022 with Brad Hyde, BBA, CFP, CLU, CHS, EPC

May 12: Frank Abate

Oct. 5, 2022 - The simple solution of BMO Whole Life to help group your business

Oct. 4, 2022 - Post Mortem Tax Planning & Life Insurance with Stephen Szikora

June 23, 2022: Intergenerational Wealth Planning with Jason Leveille and Samara Charters

Access Passcode: j6fmKzB+

September 29: Reliable income regardless of market conditions

September 27: Family Wealth Transfer Strategy

Presentation Slides and videos:

August 25: BC, ON and QC Launch – Equitable Bank Reverse Mortgage

August 10: Equitable Bank welcomes client mortgage referrals from IDC WIN-contracted advisors

Aug. 16, 2022: Brent Swatuk - "If I was down to my last dollar, I still wouldn't buy life insurance" How to position life insurance to business owners

Aug. 9, 2022: Behavioural Science 2.0

June 30, 2022: Ron Madzia - OptionOne travel overview

June 28: Sales Concepts with Don Hart

April 14, 2022: Ken Poniatowski & Don Hart - The RRSP Bridge - using whole life to reduce volatility and increase retirement income

March 3, 2022 - Eric Wachtel: Updated AML and Anti-terrorist financing

Assumption Life: Life is not a fairytale-Going beyond the commodity paradigm

Beneva (SSQ & La Capitale): The rider and the elephant- A tale about behavioural finance

BMO Insurance: Exploring the success of whole life

Canada Life: Navigating ultra/high-net worth cases-finding the path of least resistance

CPP a Foresters Financial Company: Get Connected Stay Connected

Desjardins: Risk management and essential insurance planning for business owners

Edge Benefits: Spring clean your client files

Empire Life: Corporately Owned Segregated Funds and Tax & Estate Planning

Equitable Life: Reasons why corporations buy life insurance

Humania: Critical Illness, it's simplified!

iA Financial Group: Transfer of a life policy, rules and effects for corporations

ivari: Cultivating Referrals and developing engaged clients

Manulife: Underwriting update: what's new in 2022

RBC: RBC Disability Insurance and Constructions Workers

Sun Life: Engaging Women-becoming a more inclusive advisor

UV Insurance: What sets us apart?

April 7, 2022: James O'Connell - Insurance without Medical Exam, and it's many benefits

March 29, 2022: Peter Wouters - Thirteen biggest investment mistakes retirees make - Slide handout

February 2, 2022: Dave Paterson - Multi Strategy GIFs (Slides)

Desjardins Insurance: Critical Illness (Health Priority) - Product and Sales Strategies

5 reasons advisors choose RBCI segregated funds - Slides

Segregated fund suitability assessment link

March 8, 2022

March 1, 2022: Asset Class and Shared Ownership CI

February 16, 2022: Rhonda Wrong - Understanding the Paramedical Process

February 10, 2022: Bill MacMillan -Under the Hood with Manulife’s Corporate Insured Retirement Program

IDC WIN Town Hall with George Mavroudis, Paul Brown and Phil Marsillo

Sun Life, Angelo Parziale - The Strategic Communicator

IDC WIN, Alex Chan - The Top 10 Opportunities in 2021 and what we see for 2022

Empire Life, Mike Stocks - Uncovering Opportunities in the Digital Life Insurance Customer Journey

IDC WIN, Group Services, Marni Hefner - A Wallet of Opportunity

RBC Insurance, Caitlin Bowie & Anna Tsepelis - Planning for Professionals

IDC WIN, Estate Planning, Chris Britton - Succession Planning, New Tax Rules

Brent Lemanski, LIMRA/LOMA - New Directions, New Possibilities

IDC WIN, Eric Wachtel - Compliance: Keeping it Simple!

IDC WIN, Estate Planning, Brad Hyde - Gifting the TAX Away

Manulife Investments, Kevin Headland - Opportunities in a Rapidly Changing World

IDC WIN, Estate Planning, Frank Abate - The Real Story

Equitable Life, Brent Swatuk - I'll just buy anothre unit and they can sell that to pay the taxes!

IDC WIN, Banking, Vic Raye - Banking 2022: Create client-led opportunities to turbocharge your revenue

iA Group, Alex Lekas & Gabrielle Elliott - Connect, Engage and take action! Tips and tools to turn your prospect in to a long term client