IDC WIN

RBC Insurance and IDC WIN Workplace Solutions - Live 1/2 day event
2025-09-29 09:30 - 14:30 (America/Toronto) | RBC Insurance, 6880 Financial Drive, Mississauga, Ontario, L5N 8E8, Canada
For Ontario advisors: Half a Day. Maximum Impact.

Are you an advisor based in on Ontario? Join us and RBC Insurance for an exclusive in-person event. We’ll be covering:
💡 Disability solutions to help grow your practice
🤝 Human-first service strategies that win clients
📊 Insights into market trends and future-ready benefits
Space is limited so register now!
CLICK TO REGISTER

IDC WIN Workplace Solutions and Cooperators: Attracting and retaining employees
2025-10-02 13:00 - 14:00 | Zoom
As an advisor, you play a key role in helping employers navigate the challenges of workforce retention and recruitment. This webinar is designed to equip you with insights and strategies to position group benefits and group retirement & savings solutions as essential tools in your clients’ talent strategy.
Learn how Co-operators integrated workplace solutions can help employers:

Enhance their employee value proposition
Support financial and personal well-being across diverse teams
Strengthen loyalty and reduce turnover
Stand out in a competitive hiring landscape

1 CE credit under review (You must sign in on time and stay logged on for the full presentation to receive your credit)
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IDC WIN Workplace Solutions: CRISP: A Whole Health Approach for your small business clients
2025-10-09 13:00 - 14:00 | Zoom
Ready to turn workplace benefits into a powerful sales funnel? Join us for a fresh look at CRISP—an exclusive IDC WIN Workplace Solutions program designed to help you build credibility with small business clients and convert employee engagement into individual sales.
Why CRISP?

Perfect for small business clients looking for value-add solutions
Easy-issue options make closing simple
Use health & dental as your entry point
Host seminars and 1:1s to uncover additional financial needs

CRISP makes it easy to start conversations, build trust—and close more business.
CE credit- under review (You must sign in on time and stay logged on for the full presentation to receive your credit)
CLICK TO REGISTER

RSP season: ﻿A timely opportunity for advisors
2025-11-13 13:00 - 14:00 | Zoom
Workplace Solutions

RSP season presents a unique opportunity for financial advisors to expand their business, deepen client relationships, and offer high-impact solutions that improve employee financial wellness.
This session will explore:
✅ Why Group Savings Plans (GSPs) are more relevant than ever
✅ How to leverage RSP season for client engagement
✅ Compensation models that drive recurring revenue
✅ Implementation strategies and turnkey support
✅ Cross-selling and long-term client retention opportunities
✅ The IDC WIN Workplace Solutions “Effect”
👉 Register now to reserve your spot and get ready to make this RSP season your most productive yet.
CE credits under review

CLICK TO REGISTER

Helping clients thrive Cognitive Behavioural Therapy (CBT) for better results
2025-11-20 13:00 - 14:00 | Zoom
Join us for an exclusive webinar designed for IDC WIN advisors to explore how Psyvitaliti’s evidence-based CBT can help your clients tackle stress, anxiety, relationship challenges, while enhancing your value as an advisor.
What you’ll learn:
➡️What CBT is and how it works
➡️Bridge the EAP usage gap and strengthen relationships using CBT
➡️ROI of mental wellness for business
Don’t miss out on our preferred pricing offered exclusively to IDC WIN advisors and their clients
👉Let’s talk about mental health that works for your clients, their employees, and your business.

CLICK TO REGISTER

IDC WIN Workplace Solutions: Common Wealth - Group Savings made simple & profitable
2026-02-04 13:00 - 14:00 | Zoom
See how Common Wealth + IDC WIN help you add group savings with confidence.
In this session, we show how Common Wealth helps make group savings plans straightforward and profitable—for you and your clients.
You’ll learn how to confidently add group savings to your offerings and see how partnering with IDC WIN enhances the Group Savings experience while opening new business opportunities.
1 CE credit (You must sign in on time and stay logged on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
