October 15: IDC WIN Banking - Equitable Bank: CSV / IFA lending + reverse mortgage referrals
2024 IDC WIN FALL EDUCATION DAYS - OCTOBER 8 AND 9
Day 1 - October 8 (recordings):
Canada Life - David Kerman: Estate Transfer | slides
CPP Foresters - Joe Belec: The Power of Life Insurance and the CDA | Slides
ivari - Josie Malandrino: Simply Simplified and Simply Guaranteed Issue | Slides
RBC Insurance - Santo Filice: What makes us different and maximizing wealth opportunities | Slides
Win Succession Inc. - Michael Gau: Business continuity and succession planning: Are you Ready? | Slides
IA Financial - Angelina Basra & Rishu Bains: Learning the five stages of the investor life cycle | Slides
Edge Benefits - Kristie McKinnon: Small business disability solutions | Slides
IDC WIN Banking Services - Vic Raye: Win with banking - A marketing gift for advisors | Slides
IDC WIN Actuarial Support - Nitin Bansal: Exploring par dividend scale | Slides
Day 2 - October 9 (recordings):
IDC WIN Compliance - Eric Wachtel, National Chief Compliance Officer: The What, Why and How of Reason Why letters | Slides
Manulife - Jon Hreljac, CPA, CMA: Estate planning: Uncovering hidden opportunities using segregated funds | Slides
Beneva - Andrew Gardiner: The financial advice life cycle | Slides
BMO Insurance - Pierre Ghorbanian: Insurance strategies to mitigate the new Capital Gains Inclusion rate | Slides
Equitable Life - Matt Austin, B. Mth, CFP, CLU: The new capital gains tax environment: Why life insurance has become an even more important wealth preservation tool | Slides
Empire Life - Ian Kerr: Take a second look at Empire Life Investments with our new FHSA contract and six new funds | Slides
IDC WIN Workplace Solutions - Marni Hefner and Rylee Hurley: Jump start, sell smart | Slides
Assumption Life - Mehdi Saghir: Assumption's largest solution launch in its 120-year history | Slides
IDC WIN Tax and Estate Planning - Chris Britton: Capital Gains Tax Changes | Slides
Desjardins Insurance - Aris Christodoulou, CIM: Opening new doors with Desjardins Guaranteed 5 Pay par | Slides
September 26: IDC WIN Banking - HomeEquity Bank CHIP Reverse Mortgage Referral Launch
September 17: IDC WIN National Travel Insurance Webinar - Allianz, Manulife and TuGo
July 31: IDC WIN- Samuel Wong: Using LinkedIn to prospect
July 10: Coach Trent Fortner: Creating Sales Conversations
June 27: IDC WIN Technology Day 2024 (Tech Day)
May 29: IDC WIN Asian Summit
March 21: iA-Rishu Bains: Life Insurance as an Asset Class and iA support tools
March 7: Women's Day
February 27: CPP Foresters: Zainab Sheikh - Temporary Coverage for contemporary needs:
February 14: LDA: Beyond the Sale: Leveraging Tech to Enhance the Policy Lifecycle
February 8: Equisoft: Specialize to Win: How To Find The Ideal Niche for Your Practice
February 7: Empire Life: Leveraging Technology in Today's Market
2024 IDC WIN Launch - January 17 & 18
Aiden McCullen - Permanent Reinvention
Amy Deacon - Harmony In The Digital Age
Brent Lemanski - How People Want to Buy?
Marc Desormeaux - Desjardins: Economic Outlook for 2024
IDC WIN
Phil Marsillo - Town Hall
Alex Chan & Graeme Allan - Top Ten Wealth Opportunities
Chris Britton - 2024 Tax Update
David Emanuel - Workplace Solutions: Much Ado About Everything
Eric Wachtel - Top Tends And Tips - A Compliance Refresher
Frank Abate - Is it Still Possible IFA Deals Are Still Happening With High Interest Rates
Vic Raye - Modern Ways to Connect With Your Clients Using Banking
