IDC WIN

Symposium 2025: Humanizing Benefits - real people, real issues
2025-06-11 11:00 - 16:00 (America/Toronto) | Zoom
A Fresh Look at Employee Benefits in 2025

In today’s evolving workplace, traditional group insurance alone no longer meets the needs of a diverse and dynamic workforce. Employees are facing more complex challenges—and benefit strategies must evolve to keep pace.

This year, we’re taking a thoughtful, 360-degree approach to workplace well-being. Together, we’ll explore real-world issues and innovative solutions that better align with the full spectrum of employee needs.

We’re also pleased to welcome two inspiring keynote speakers to this year’s event:

Michael Landsberg, former TSN sports personality and mental health advocate
Joe Roberts, the Skid Row CEO, who transformed personal adversity into lasting impact

Join us for an insightful and forward-thinking conversation on the future of workplace wellness.

For full agenda and registration, visit our event page

See you there!

EZBenefits: A better benefits experience for small business
2025-05-27 13:00 - 14:00 (America/Toronto) | Zoom
1 CE credit Under Review
CLICK TO REGISTER
Equitable’s EZBenefits™ solution delivers everything a small business wants in a group benefits plan. It’s affordable, sustainable, and easy for plan members to use and administrators to manage.
Learn how EZBenefits can help support your small-business clients – companies with two to 25 employees.
Join us for this virtual session where we’ll explore this unique group benefits solution and its features:

Plan design options for various needs and budgets
Embedded health and wellness services
Built-in HR support services
‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
Dedicated advisor concierge service

RBC - Beyond Basics, Rethinking group benefits for a new era
2025-05-15 13:00 - 14:00 (America/Toronto) | Zoom
As the needs of today’s workforce evolve, the demands for innovative solutions and forward-thinking leadership grows.
This webinar, RBC will dive into:

The history of insurance and how benefits have evolved
Challenges the Canadian healthcare system is currently facing
Current trends and employee preferences in drug management
Opportunities for the future

1 CE credit
CLICK TO REGISTER

Cooperators - Maximizing Success with Group Savings Plans: Effective Strategies and Insights
2025-04-23 13:00 - 14:00 (America/Toronto) | Zoom
Faisal Din, B.Sc.Cooperators
Join us for an insightful webinar focused on Group Savings Plans.
We will explore key aspects of prospecting for group savings plan products and understand what employers seek from these plans. Gain valuable knowledge on crafting compelling proposals, review sample group plan reporting, and dive into investment fund offerings within a group plan. Additionally, we’ll discuss the new proposal requirements that can make your offerings more competitive and appealing to employers.
Whether you’re new to group savings plans or looking to refine your approach, this session is designed to provide you with the tools and strategies to succeed in this space.
1 CE credit under review (except QC)
CLICK TO REGISTER

4 - part series: Building Blocks of Success Session 4
2025-03-24 13:00 - 14:00 (America/Toronto) | Zoom
This revamped 4-part series is perfect for advisors who haven’t attended yet or those seeking a refresher. It’s designed to help advisors develop, enhance, or expand their group insurance services.
Whether you’re just getting started or looking to refine your approach, Marni will discuss the fundamental tools and strategies to help you succeed and grow your business.
Session 1: Prospecting and the Importance of the KYC (Know Your Client)
Session 2: Navigating the Request to Quote Process and Group Underwriting
Session 3: The Marketing Proposal and Implementation
Session 4: Employee Engagement and Communications
1 CE Credit per session

CLICK TO REGISTER

4 - part series: Building Blocks of Success Session 3
2025-03-17 13:00 - 14:00 (America/Toronto) | Zoom

4 - part series: Building Blocks of Success Session 2
2025-03-10 13:00 - 14:00 (America/Toronto) | Zoom

4 - part series: Building Blocks of Success Session 1
2025-03-03 13:00 - 14:00 (America/Toronto) | Zoom

IDC WIN Workplace Solutions: Building Success Together - Leveraging Workplace Solutions to Grow, Expand, and Thrive
2025-02-12 13:00 - 14:00 (America/Toronto) | Zoom
Marni HefnerDirector, IDC WIN Workplace Solutions, Business Development
No CE credits
CLICK TO REGISTER
In today’s rapidly evolving benefits landscape, the ability to adapt and grow is essential for financial advisors. Whether you’re just starting to explore group benefits or you’re already deeply embedded in the group market, there are vast opportunities to expand your offerings, streamline your processes, and better serve your clients. Learn how other advisors are utilizing our services to take a holistic approach to their clients and leveraging our team to ensure their clients are happy and healthy.
Key Takeaways:
• How to integrate group solutions into your current business model with ease.
• Streamlining workflows and increasing efficiency with WPS.
• Extending your service offering to individual clients with minimal overhead.
• Building stronger client relationships and deepening trust by offering comprehensive workplace solutions.
Don’t miss this opportunity to build success together and discover how to scale your business with the right tools and expertise in the group benefits space.

Selling Group Savings Is Not Scary: Common Wealth’s Easy Path to Group Savings Success
2025-01-28 13:00 - 14:00 (America/Toronto) | Zoom
Noubahar Hasnain, Sales Manager, Western Canada Matt Iannuzzi, Senior Account Executive
1 CE Credit under review (except QC)
CLICK TO REGISTER
Join us for this webinar to see how Common Wealth makes group retirement straightforward and profitable.
Learn how to confidently incorporate group savings plans into your offerings, strengthen client relationships, and take full advantage of the new Capital Accumulation Plan (CAP) guidelines, which outline best practices for managing savings plans.
Perfect for advisors ready to explore new business opportunities!

The Micro Group Market – Are You Missing Opportunities? Simplicity is key!
2024-11-20 13:00 - 14:00 (America/Toronto)
Marni HefnerDirector, IDC WIN Workplace Solutions, Business Development
In today’s evolving workplace landscape, businesses with small teams (2-15 employees) are often overlooked, but they represent a hidden opportunity for growth. This webinar will explore how you can unlock the value of group insurance plans tailored to the unique needs of micro groups. By understanding how to effectively promote and sell to this market, you’ll gain the tools to expand your client base and increase your sales.
Why Attend:
Whether you’re new to the micro group market or looking to enhance your existing strategy, this session will provide actionable insights to help you tap into this lucrative, but often underserved, market segment.
Register Now to Uncover Key Opportunities!
CLICK TO REGISTER
1 CE credit under review (except QC)

IDC WIN Fall Education Days
2024-10-09 11:30 - 16:30, 2024-10-08 11:30 - 16:30 (America/Toronto) | Zoom
We’re bringing together an impressive lineup of panelists from IDC and our partners, including representatives from 14 carriers, to discuss key topics and solutions that are impacting advisors today such as:
· Tax and estate planning
· The investor and advisory lifecycles
· New sales tactics and strategies
· Product and solution updates, and more!
For a full list of speakers and sessions, please visit our event agenda
Register now for this informative and impactful event!
We look forward to seeing you there!
CLICK TO REGISTER
CE credits under review. Must stay on for full event to receive credits.

Manulife - Group Retirement Savings, enhance your group business
2024-09-18 13:00 - 14:00 (America/Toronto)
Join us for an exclusive IDC WIN webinar featuring guest speaker Rob Grad, where we’ll delve into innovative strategies and practical insights for enhancing your group business. This one-hour session is tailored for both wealth advisors and group benefits advisors, providing the tools and knowledge necessary to effectively sell group retirement plans. Rob, will cover the fundamentals of group retirement, introduce the Manulife platform, and share expert prospecting strategies.
Don’t miss this opportunity to elevate your expertise and grow your business with group retirement plans!
No CE credits
CLICK TO REGISTER

Alberta Advisors: Group Insurance isn't that scary
2024-09-04 09:00 - 10:00 (America/Edmonton)
Candy Lumbala TshofuBDE – Alberta
Marni HefnerDirector, IDC WIN Workplace Solutions, Business Development

Discover the untapped market potential, the symbiotic relationship between group benefits and individual insurance sales, and the value of a group practice. Join us to learn a strategic process for selling group benefits and revolutionize your approach in the insurance industry.
Don’t miss out on this opportunity to elevate your business to new heights!
1 A&S credit (You must stay on for the full presentation to receive your credit)
CLICK TO REGISTER

Jump Start, Sell Smart: Effective prospecting tools and strategies
2024-08-21 13:00 - 14:00 (America/Toronto)
“Jump Start, Sell Smart” will delve into the latest tools and techniques to supercharge your sales efforts:

Social Media Strategies: Explore the best ways to utilize social media for prospecting, including building impactful content and targeting the right markets.
Needs-Based Benefits: Understand how to identify and articulate the needs-based benefits of your products and services to resonate with your prospects.
Differentiated Products: Gain insights on how to highlight what makes your offerings stand out in a crowded market.

Whether you’re new to the group market or looking to sharpen your skills, this webinar offers valuable strategies to help you connect with prospects and drive sales success.
Don’t miss this opportunity to jump start your prospecting and sell smarter!
.5 CE credit under review
CLICK TO REGISTER

CRISP - Do Group Life and Health easier and faster for your small business clients
2024-07-17 13:00 - 14:00 (America/Toronto)
.5 CE credit under review
CLICK TO REGISTER
IDC WIN Workplace Solutions is thrilled to announce an exciting partnership with GreenShield to offer our advisors a fresh and new Group product for your clients. CRISP, leveraging GreenShield’s revolutionary group benefits platform GreenShield Plus, is designed to make the selling process smooth, efficient, and rewarding. With a focus on simplicity and value, this product enables advisors to provide comprehensive Group Health and Dental plans to their clients effortlessly.

IDC WIN Workplace Solutions presents Barbara Martinez - Drug Landscape and Trends
2024-06-20 13:00 - 14:00 (America/Toronto)
1 CE credit ON, under review in BC, AB
In this presentation on the prescription drug landscape in Canada, Barb will focus on:
• National Pharmacare
• Drug prices in Canada
• Drug spending trends on the Canada Life block
• Strategies to manage diabetes and weight loss drugs
• Strategies to manage biosimilar drugs
• Discussion about how to design and manage prescription drug plans

CLICK TO REGISTER

Symposium 2024
2024-06-05 11:00 - 17:00 (America/Toronto)
We have a fantastic agenda – we’ll cover hot industry topics, as well as emerging issues we believe are starting to impact the way we do business and deliver solutions to our clients.
Here’s a taste of some of the subjects…

Managing Ozempic and other GLP-1s for health benefits and financial impacts
Bitcoin (yes, Bitcoin!) is showing up in workplace benefits
Our industry is being revolutionized by AI – see how empathy and the human touch are more impactful than ever

And the speakers are an impressive group of thought leaders – from TED Talks alumni to industry executives to influential tech entrepreneurs.
The whole experience is designed to equip you with the kind of knowledge that will help you set yourself apart as an advisor and benefits consultant.
CLICK TO REGISTER
No CE credits for this event
