IDC WIN

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November 7, 2023 - Vic Raye (IDC WIN) &amp; Pamela Crugnale (Manulife Bank): Why bank with Manulife Bank (two special offers)

- <a href="https://youtu.be/1cDOC78X_h8?si=Dpmd97kCQyC5AZFO" rel="nofollow noopener noreferrer" target="_blank">Recording</a>

- November 7, 2023 - Vic Raye (IDC WIN) &amp; Pamela Crugnale (Manulife Bank): Why bank with Manulife Bank (two special offers)
 - <a href="https://youtu.be/1cDOC78X_h8?si=Dpmd97kCQyC5AZFO" rel="nofollow noopener noreferrer" target="_blank">Recording</a>

September 2023, IDC WIN Fall Education Days  

September 26, 2023 - John Natale - Tax &amp; estate planning in action

- <a href="https://youtu.be/itSGPlEUybU?si=k6CfWgX1OFNGgYTi" rel="nofollow noopener noreferrer" target="_blank">Session Recording</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/09/IDC-Seg-Fund-Sept-26_2023_Final.pdf" rel="nofollow noopener noreferrer" target="_blank">Presentation slides</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/09/Hull-Hull-Annuities-incl-ASO-and-annuity-within-a-will-Solicitor-Tip-Nov-2022-.pdf" rel="nofollow noopener noreferrer" target="_blank">Hull &amp; Hull Annuties article</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/09/Annuity-Settlement-Option-NN1001E-2015.pdf" rel="nofollow noopener noreferrer" target="_blank">Annuity settlement option</a>
 - <a href="https://www.manulifeim.com/retail/ca/en/landing-page/tax-retirement-estate-planning-services" rel="nofollow noopener noreferrer" target="_blank">Tax, Retirement &amp; Estate Planning Services | Manulife Investment Management (manulifeim.com)</a>

September 26, 2023 - Michael Dawson - Understanding behavioral insurance &amp; it's value to your business...and your clients

- <a href="https://youtu.be/TIS7U0dm6ME?si=ivk3Ms2O17nishyr" rel="nofollow noopener noreferrer" target="_blank">Session Recording</a>

- September 26, 2023 - John Natale - Tax &amp; estate planning in action
 - <a href="https://youtu.be/itSGPlEUybU?si=k6CfWgX1OFNGgYTi" rel="nofollow noopener noreferrer" target="_blank">Session Recording</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/09/IDC-Seg-Fund-Sept-26_2023_Final.pdf" rel="nofollow noopener noreferrer" target="_blank">Presentation slides</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/09/Hull-Hull-Annuities-incl-ASO-and-annuity-within-a-will-Solicitor-Tip-Nov-2022-.pdf" rel="nofollow noopener noreferrer" target="_blank">Hull &amp; Hull Annuties article</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/09/Annuity-Settlement-Option-NN1001E-2015.pdf" rel="nofollow noopener noreferrer" target="_blank">Annuity settlement option</a>
 - <a href="https://www.manulifeim.com/retail/ca/en/landing-page/tax-retirement-estate-planning-services" rel="nofollow noopener noreferrer" target="_blank">Tax, Retirement &amp; Estate Planning Services | Manulife Investment Management (manulifeim.com)</a>
 
- September 26, 2023 - Michael Dawson - Understanding behavioral insurance &amp; it's value to your business...and your clients
 - <a href="https://youtu.be/TIS7U0dm6ME?si=ivk3Ms2O17nishyr" rel="nofollow noopener noreferrer" target="_blank">Session Recording</a>

March 7, 2023 - John Natale: Tax &amp; estate planning in action: lessons learned using a case study approach

- <a href="https://youtu.be/6LopnOmKyBE" rel="nofollow noopener noreferrer" target="_blank">Video</a>
- <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Tax-Estate-Planning-In-Action_Lessons-Learned-Using-A-Case-Study-Approach_IDC-March-7.pdf" rel="nofollow noopener noreferrer" target="_blank">slides</a>

- March 7, 2023 - John Natale: Tax &amp; estate planning in action: lessons learned using a case study approach
 - <a href="https://youtu.be/6LopnOmKyBE" rel="nofollow noopener noreferrer" target="_blank">Video</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/03/Tax-Estate-Planning-In-Action_Lessons-Learned-Using-A-Case-Study-Approach_IDC-March-7.pdf" rel="nofollow noopener noreferrer" target="_blank">slides</a>

February 1, 2023 - Dan D'Silva: Individual and Corporate Estate Bonds

- <a href="https://youtu.be/HxIIWHM8_WY" rel="nofollow noopener noreferrer" target="_blank">Video</a>
- <a href="https://idcwinbig.ca/wp-content/uploads/2023/02/Estate-Bond-Presentation-3.0.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>

- February 1, 2023 - Dan D'Silva: Individual and Corporate Estate Bonds
 - <a href="https://youtu.be/HxIIWHM8_WY" rel="nofollow noopener noreferrer" target="_blank">Video</a>
 - <a href="https://idcwinbig.ca/wp-content/uploads/2023/02/Estate-Bond-Presentation-3.0.pdf" rel="nofollow noopener noreferrer" target="_blank">Slides</a>

John Natale: <a href="https://idcwinbig.ca/wp-content/uploads/2023/01/Manu_John-Natae_Preparing-Your-Clients-for-Wealth-Transfer-Taxation-Options-Solutions-and-Strategies_IDC-Jan-18.pdf" rel="nofollow noopener noreferrer" target="_blank">Preparing your clients for wealth transfer - taxation options, solutions &amp; strategies</a> - slides

<a href="https://youtu.be/OtO6yrc-4T4" rel="nofollow noopener noreferrer" target="_blank">Launch Presentation - Video </a>

- <a href="https://youtu.be/OtO6yrc-4T4" rel="nofollow noopener noreferrer" target="_blank">Launch Presentation - Video </a>

Ian Taylor: <a href="https://idcwinbig.ca/wp-content/uploads/2023/01/Manu_IDC-Jan-2023-Ian-Taylor-final.pdf" rel="nofollow noopener noreferrer" target="_blank">The best kept secret advisors should know...</a> - slides

<a href="https://youtu.be/mpVH6X_oSDE" rel="nofollow noopener noreferrer" target="_blank">Launch Presentation - Video </a>

- <a href="https://youtu.be/mpVH6X_oSDE" rel="nofollow noopener noreferrer" target="_blank">Launch Presentation - Video </a>

Advisor piece: <a href="https://idcwinbig.ca/wp-content/uploads/2023/01/Insurance-investments-the-facts-en-2021.pdf" rel="nofollow noopener noreferrer" target="_blank">Insurance Investments - Facts</a>

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

MANULIFE | IDC WIN WEBINARS

September 2023, IDC WIN Fall Education Days

January 2023, IDC WIN Launch