IDC WIN

Where is my CE Certificate, CE certificates, CE tips, CE did you know, tracking CE credits, tracking CE certificates, CE Credits,

Continuing Education (CE) Tips, Tricks and FAQs

WINBIG

Eric Wachtel

Wendy Keruzore

IDC, Repvision, Wealthserv, compliance, commissions, quotes, access, illustrations, fundserv, Bluesun

IDC WIN Contacts - Boucherville

Quebec city staff, Aurrea, VILLE DE QUÉBEC

IDC WIN Québec - Contacts

Laval QC, IDC WIN Staff Contacts

year end, last date to submit business, year-end details, 2025 year end deadlines, key year end dates,

2025 Carrier Year-end dates, holiday hours

Operations & Administration

security permissions, update browser, add a trusted site instructions, wealthserv system error

Bluesun Advisor - Add as a trusted site

What is the Bluesun Advisor Portal? Back office for advisors, blue sun, intro

Bluesun Advisor Portal Introduction

DataMine, client listing, by policy, commissions paid, written, placed, in the mill, pending, business, policy information, custom reports

Bluesun Advisor Portal |  Reporting How to

Find Bluesun Advisor and RepVision help articles here

WealthServ Repvision and Bluesun Advisor

Education Days, live, in person, agendas, locations

IDC WIN Education Days 2023

Obtaining an Ontario Life license as a non-resident

Obtaining a Quebec license as a non-resident

You wish to obtain a license in BC but you are a non resident.  This article should help you.

Obtaining a BC Life License as a non-resident

IDC WIN Launch, 2024 Education days, National Travel Webinar, Technology day

2024 IDC WIN Slides, Videos and presentations

slides, powerpoint, webinar, personal health insurance, PHI, Symposium June 5, 2024, recordings

2024 IDC WIN Workplace Solutions (Group Services) videos, presentations

Find the presentations and/or recordings from the April 18th Education Day in Mississauga

2024 Spring Education Day - Mississauga

Find the presentations and/or recordings from the April 8th Education Day in Calgary

2024 Spring Education Day - Calgary

Find the presentations and/or recordings from the April 9th Education Day in Edmonton

2024 Spring Education Day - Edmonton

You will find IDC WIN hosted Manulife webinar recordings and/or slides here for your review

2024 Manulife webinars, videos, slides, presentations

You will find IDC WIN hosted Equitable Life webinar recordings and/or slides here for your review

2024 Equitable Life webinars, videos, slides, presentations

You will find IDC WIN hosted iA Financial webinar recordings and / or slides here for your review

2024 iA Financial webinars, videos, slides, presentations

You will find IDC WIN hosted Beneva Insurance webinar recordings and/or slides here for your review

2024 Beneva webinars, slides, presentations

You will find the Conquest hosted webinar recordings and/or slides here for your review

Conquest - modules, webinars, slides, presentations

IDC WIN Launch, RRSP Wealth Launch, The Reason Why Letter and Discovery Agreements

2025 IDC WIN Slides, Videos and Presentations

2025 IDC WIN Workplace Solutions (Group Services) videos, presentations, recordings

2025 Slides, Videos and Presentations - Equitable Life

You will find IDC WIN hosted Desjardins webinar recordings and/or slides here for your review

2025 IDC WIN Slides, Videos and Presentations - Desjardins

You will find IDC WIN hosted BMO Insurance webinar recordings and/or slides here for your review

2025 Slides, Videos and Presentations - BMO Insurance

You will find IDC WIN posted CPP Foresters webinar recordings and/or slides here for your review

2025 CPP Foresters webinars, videos, slides, presentations

2025 Manulife webinars, videos, slides, presentations

Training & Education

CE Credits required, PDUs required, CE PDU matrix, CE PDU breakdown by province, CE Credit deadline, CE Credits provincially,

CE and PDU Credit requirements by Province

servicing out of province clients, writing business in different provinces, writing or servicing business in a province not licensed in

Positioning on sales and services outside an advisor's jurisdiction of certification

Compliance

IDC WIN BIG Login assistance, can't log in, troubleshooting

I'm registered for BIG but cant log in

Frequently asked questions for OKTA, verification, authenticate, did okta include RepVision,Bluesun, user guides, cant log into idc win site

OKTA SSO - FAQs

what is OKTA and why do I have to do this? single sign on, cant log into idc win, login error message

What is OKTA SSO?

Technology

Executive, New Business, Contracting, Administration, IDC WIN BIG, Prairies

Calgary AB, IDC WIN Staff Contacts

Executive, Sales & Marketing, New Business, Investments, Contracting, Atlantic Staff Directory, Nova Scotia, Halifax

Dartmouth NS, IDC WIN Staff Contacts

Executive, Business Development, Sales & Marketing, Operations, Investments, New Business, Contracting, Administration, Prairies

Edmonton AB, IDC WIN Staff Contacts

Sales and Marketing, New Business, Administration, British Columbia,

Langley BC, IDC WIN Staff Contacts

Business Development, Sales & Marketing, New Business and Administration

London ON, IDC WIN Staff Contacts

Executive, Business Development, Sales & Marketing, New Business, Contracting

Markham ON, IDC WIN Staff Contacts

Executive, Compliance, Business Development, Sales & Marketing, Contracting, Compensation, New Business, Investments, Administration

Mississauga ON, IDC WIN Staff Contacts

Executive, New Business and Administration, Contracting, Sales and Marketing, Quebec, Royalmount, Mont Royal office, VILLE DE MONTRÉAL

Mont Royal QC, IDC WIN Staff Contacts

Executive, New Business and Administration, Atlantic region staff directory, Newfoundland, Mount Pearl

Mount Pearl, NFLD - IDC WIN Staff Contacts

Executive, New Business, Atlantic Region Staff directory, New Brunswick,

Saint John NB, IDC WIN Staff Contacts

Executive & Admin, Operations, Sales, Contracting & Compensation, Investments, New Business & Case Specialists, Group Sales

Vancouver BC, IDC WIN Staff Contacts

Panache Financial Group Contacts-Boucherville

IDC WIN Contacts

IDC WIN BIG Website

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.