IDC WIN

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November 23 - Neil Kellock, Regional Sales Director: Sun Retirement Health Assist (Sun RHA): A long-term care insurance solution

- <a href="https://idcwinbig.ca/wp-content/uploads/2023/11/Sun-RHA-Product-OverviewSpeaker-Notes_-E_May2022_Slides.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
- Session Recording (pending)

June 9 - Yusudan Ren, CFA, CFP, CLU, Pl. Fin: <a href="https://www.youtube.com/watch?v=EwkX_7X_T7g" rel="nofollow noopener noreferrer" target="_blank">Sun CII for Children</a>

- November 23 - Neil Kellock, Regional Sales Director: Sun Retirement Health Assist (Sun RHA): A long-term care insurance solution
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/11/Sun-RHA-Product-OverviewSpeaker-Notes_-E_May2022_Slides.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
 - Session Recording (pending)
 
- June 9 - Yusudan Ren, CFA, CFP, CLU, Pl. Fin: <a href="https://www.youtube.com/watch?v=EwkX_7X_T7g" rel="nofollow noopener noreferrer" target="_blank">Sun CII for Children</a>

March 28 - Helen Chow: Twists on corporate stratgy

- <a href="https://youtu.be/h_ngFKCxqM0" rel="nofollow noopener noreferrer" target="_blank">Video</a>
- <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Twists-on-corporate-strategies_EN.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
- Additional resources: <a href="https://www.sunlife.ca/sl/consulting/en/#abp-id-3" rel="nofollow noopener noreferrer" target="_blank">Sun Life Consulting</a>

- March 28 - Helen Chow: Twists on corporate stratgy
 - <a href="https://youtu.be/h_ngFKCxqM0" rel="nofollow noopener noreferrer" target="_blank">Video</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Twists-on-corporate-strategies_EN.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
 - Additional resources: <a href="https://www.sunlife.ca/sl/consulting/en/#abp-id-3" rel="nofollow noopener noreferrer" target="_blank">Sun Life Consulting</a>

March 21 - Frank Lapierre, CFP CLU and Alex Maus: <a href="https://www.youtube.com/watch?v=0P7LM8AwHNU" rel="nofollow noopener noreferrer" target="_blank">Sun Life Sweet Spots: </a><a href="https://www.youtube.com/watch?v=0P7LM8AwHNU" rel="nofollow noopener noreferrer" target="_blank">Focusing on Term and CI</a>

- <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Sweet-Spots-at-Sun-Life-for-Life-Insurance-and-Health-Insurance.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
- T<a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Top-5-Reasons-why-Sun-Life-should-be-your-number-one-choice-for-Term.pdf" rel="nofollow noopener noreferrer" target="_blank">op 5 Reasons why Sun Life should be your #1 choice for Term</a>
- <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Shedding-Light-on-Life-Insurance-A-practical-guide.pdf" rel="nofollow noopener noreferrer" target="_blank">Shedding Light on Life Insurance: A Practical Guide</a>
- <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/SunTerm-Client-Guide.pdf" rel="nofollow noopener noreferrer" target="_blank">SunTerm Client Guide</a>

- March 21 - Frank Lapierre, CFP CLU and Alex Maus: <a href="https://www.youtube.com/watch?v=0P7LM8AwHNU" rel="nofollow noopener noreferrer" target="_blank">Sun Life Sweet Spots: </a><a href="https://www.youtube.com/watch?v=0P7LM8AwHNU" rel="nofollow noopener noreferrer" target="_blank">Focusing on Term and CI</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Sweet-Spots-at-Sun-Life-for-Life-Insurance-and-Health-Insurance.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
 - T<a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Top-5-Reasons-why-Sun-Life-should-be-your-number-one-choice-for-Term.pdf" rel="nofollow noopener noreferrer" target="_blank">op 5 Reasons why Sun Life should be your #1 choice for Term</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Shedding-Light-on-Life-Insurance-A-practical-guide.pdf" rel="nofollow noopener noreferrer" target="_blank">Shedding Light on Life Insurance: A Practical Guide</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/SunTerm-Client-Guide.pdf" rel="nofollow noopener noreferrer" target="_blank">SunTerm Client Guide</a>

February 28 - Helen Chow, BSc, FSA AVP, Professional Insights &amp; Marketing Actuary | Sun Life Consulting

- <a href="https://www.youtube.com/watch?v=m04DxKTq8m0" rel="nofollow noopener noreferrer" target="_blank">“Helen’s Models – you’ll like their figures | Video</a>

- February 28 - Helen Chow, BSc, FSA AVP, Professional Insights &amp; Marketing Actuary | Sun Life Consulting
 - <a href="https://www.youtube.com/watch?v=m04DxKTq8m0" rel="nofollow noopener noreferrer" target="_blank">“Helen’s Models – you’ll like their figures | Video</a>

February 23 - Frank Lapierre, CFP CLU and Neil Kellock: <a href="https://www.youtube.com/watch?v=ZgdtyaR-IHM" rel="nofollow noopener noreferrer" target="_blank">Sun Life Sweet Spots: </a><a href="https://www.youtube.com/watch?v=ZgdtyaR-IHM" rel="nofollow noopener noreferrer" target="_blank">Focusing on Non-Par, UL and Sun Perm</a>

- <a href="https://idcwinbig.ca/wp-content/uploads/2023/02/Sweet-Spots-at-Sun-Life-for-Life-Insurance-UL-Perm_SLides_Feb-23-2023-webinar.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
- Links to Product Pages:
 - <a href="https://www.sunlife.ca/slfas/en/life/universal-life/sununiversallife-ii/" rel="nofollow noopener noreferrer" target="_blank">https://www.sunlife.ca/slfas/en/life/universal-life/sununiversallife-ii/</a>
 - <a href="https://www.sunlife.ca/slfas/en/life/permanent/sun-permanent-life/" rel="nofollow noopener noreferrer" target="_blank">https://www.sunlife.ca/slfas/en/life/permanent/sun-permanent-life/</a>

January 24 - <a href="https://youtu.be/QJUAqp5Vf5Y" rel="nofollow noopener noreferrer" target="_blank">Behaviour focused advice</a>

- February 23 - Frank Lapierre, CFP CLU and Neil Kellock: <a href="https://www.youtube.com/watch?v=ZgdtyaR-IHM" rel="nofollow noopener noreferrer" target="_blank">Sun Life Sweet Spots: </a><a href="https://www.youtube.com/watch?v=ZgdtyaR-IHM" rel="nofollow noopener noreferrer" target="_blank">Focusing on Non-Par, UL and Sun Perm</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/02/Sweet-Spots-at-Sun-Life-for-Life-Insurance-UL-Perm_SLides_Feb-23-2023-webinar.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>
 - Links to Product Pages:
 - <a href="https://www.sunlife.ca/slfas/en/life/universal-life/sununiversallife-ii/" rel="nofollow noopener noreferrer" target="_blank">https://www.sunlife.ca/slfas/en/life/universal-life/sununiversallife-ii/</a>
 - <a href="https://www.sunlife.ca/slfas/en/life/permanent/sun-permanent-life/" rel="nofollow noopener noreferrer" target="_blank">https://www.sunlife.ca/slfas/en/life/permanent/sun-permanent-life/</a>
 
- January 24 - <a href="https://youtu.be/QJUAqp5Vf5Y" rel="nofollow noopener noreferrer" target="_blank">Behaviour focused advice</a>

Jay Sankoff - 3 short stories that will make a difference in your business!

- <a href="https://idcwinbig.ca/wp-content/uploads/2023/09/3-Short-Stores-that-will-make-a-difference-in-your-business-IDC-WIN-Final-2.pdf" rel="nofollow noopener noreferrer" target="_blank">Presentation slides</a>
- <a href="https://youtu.be/RW6OMpXQQxQ" rel="nofollow noopener noreferrer" target="_blank">Session Recording</a>

- Jay Sankoff - 3 short stories that will make a difference in your business!
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/09/3-Short-Stores-that-will-make-a-difference-in-your-business-IDC-WIN-Final-2.pdf" rel="nofollow noopener noreferrer" target="_blank">Presentation slides</a>
 - <a href="https://youtu.be/RW6OMpXQQxQ" rel="nofollow noopener noreferrer" target="_blank">Session Recording</a>

Sogol Clark - Building sustainable income

- <a href="https://idcwinbig.ca/wp-content/uploads/2023/10/SunLife_Building-sustainable-Income_Sogol-Clark.pdf" rel="nofollow noopener noreferrer" target="_blank">Presentation slides</a>
- <a href="https://youtu.be/D8vfjBLff5o?si=4-4muRyn95hWUiHA" rel="nofollow noopener noreferrer" target="_blank">Session Recording</a>

- Sogol Clark - Building sustainable income
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/10/SunLife_Building-sustainable-Income_Sogol-Clark.pdf" rel="nofollow noopener noreferrer" target="_blank">Presentation slides</a>
 - <a href="https://youtu.be/D8vfjBLff5o?si=4-4muRyn95hWUiHA" rel="nofollow noopener noreferrer" target="_blank">Session Recording</a>

Helen Chow: <a href="https://idcwinbig.ca/wp-content/uploads/2023/01/Sun-Life_IDC-Strategies-that-resonate.pdf" rel="nofollow noopener noreferrer" target="_blank">Strategies that resonate</a> (Slides)

<a href="https://help.idcwinbig.ca/en/articles/2271533-idc-win-disclaimer" rel="nofollow noopener noreferrer" target="_blank">IDC WIN BIG DISCLAIMER</a>

Sun Life

September 2023, Fall Education Days

January 2023, IDC WIN Launch