IDC WIN

IDC WIN Workplace Solutions and Cooperators: Attracting and retaining employees
2025-10-02 13:00 - 14:00 (America/Toronto) | 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 (America/Toronto) | 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)
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RSP season: ﻿A timely opportunity for advisors
2025-11-13 13:00 - 14:00 (America/Toronto) | 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

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Helping clients thrive Cognitive Behavioural Therapy (CBT) for better results
2025-11-20 13:00 - 14:00 (America/Toronto) | 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.

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IDC WIN Workplace Solutions: Common Wealth - Group Savings made simple & profitable
2026-02-04 13:00 - 14:00 (America/Toronto) | 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.**

IDC WIN Spring Education Days - Halifax
2026-04-21 07:30 - 15:30 (America/Halifax)
IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success.

This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — real challenges, real opportunities and real solutions that help move your business forward.
Location:
Best Western Plus Dartmouth Hotel & Suites
15 Spectacle Lake Drive, Dartmouth

Click to Register

IDC WIN Spring Education Days - Mississauga
2026-04-22 07:30 - 15:30 (America/Toronto)
IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success.

This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — real challenges, real opportunities and real solutions that help move your business forward.
Location:
Mississauga Convention Centre
75 Derry Road West, Mississauga

Click to Register

IDC WIN Spring Education Days - Edmonton
2026-04-27 07:30 - 15:30 (America/Edmonton)
IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success.

This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — real challenges, real opportunities and real solutions that help move your business forward.
Location:
The Royal Glenora
11160 River Valley Road NW, Edmonton

Click to Register

IDC WIN Spring Education Days - Calgary
2026-04-28 07:30 - 15:30 (America/Edmonton)
IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success.

This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — real challenges, real opportunities and real solutions that help move your business forward.
Location:
Calgary Winter Club
4611 – 14 Street NW, Calgary

Click to Register

IDC WIN Spring Education Days - Montreal
2026-04-28 07:30 - 15:30 (America/Toronto)
IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success.

This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — real challenges, real opportunities and real solutions that help move your business forward.
Location:
Hilton Garden Inn Montreal Midtown
6939 Decarie, Montreal

Click to Register

IDC WIN Spring Education Days - Vancouver
2026-04-30 07:30 - 15:30 (America/Vancouver)
IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success.

This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the realities of your work — real challenges, real opportunities and real solutions that help move your business forward.
Location:
Delta Burnaby
4331 Dominion Street, Burnaby

Click to Register

RBC Insurance: Beyond Benefits: Rethinking Women’s Wellness
2026-05-07 13:00 - 14:00 (America/Toronto) | Zoom
What does meaningful support for women at work truly look like and why should it matter to everyone?
Join Marni Hefner as she hosts a valuable discussion led by RBC Insurance designed for women, men, and anyone shaping a more inclusive workplace. The session will explore real-life perspectives and actionable ideas for humanizing benefits and creating workplaces that support women through every stage of life.
Moderator/Panelists:
Steph Gallagher, Group Benefits Senior Sales Consultant
Carol Lebert, Vice President Claims
Lillian Cioppa, Senior Manager, Group Wellbeing Solutions
Caitlin Bowie, Sales Consultant Living Benefits
Register now to reserve your spot.
No CE credits

Psyvitaliti - CBT Explained: How This Evidence-Based Approach Helps Advisors Better Support Clients
2026-05-28 13:00 - 14:00 (America/Toronto) | Zoom
CBT is more than a therapy buzzword—it’s a practical, evidence-based approach advisors can understand, use, and recommend. Join Psyvitaliti for a hands-on workshop that demystifies CBT and shows how it can support both advisors and their clients in real-world situations.

CLICK TO REGISTER

2026 IDC WIN Workplace Solutions Symposium: Discover. Design. Deliver.
2026-06-10 11:00 - 16:00 (America/Toronto) | Zoom
From first turn to final destination: Benefits, designed right
The benefits landscape is shifting fast. With new pressures across workforce needs, technology, healthcare, and drug innovation, advisors are being pushed to move beyond traditional models and deliver value in more strategic ways.
At Symposium 2026, we’ll explore how advisors can stay ahead by embracing a new approach—one built on deeper insight, stronger design thinking, and more purposeful execution. Through expert-led sessions and practical frameworks, you’ll learn how to:
Discover your clients’ evolving strategies and emerging pressures
Design integrated, tailored solutions that reflect the needs of diverse workforces
Deliver measurable value that strengthens relationships and drives outcomes
The program will feature two keynote speakers who will offer practical, forward‑looking perspectives to help group advisors adapt and differentiate in today’s evolving benefits landscape.
Join us and take part in the conversations that are shaping the future of benefits advisory.
*CE credits under review (except in QC)
CLICK TO REGISTER AND VIEW AGENDA

IDC WIN Workplace Solutions + RBC: Cancer is affecting people at younger ages - is your protection advice keeping up?
2026-09-09 13:00 - 14:00 (America/Toronto) | Zoom
Cancer diagnoses before age 50 are rising, putting more clients at risk during their peak earning years.
This doesn’t create a new financial risk — it expands existing ones: income disruption, care costs, family strain, and the challenge of staying on track through treatment and recovery.
For advisors, the conversation is no longer only about mortality; it’s about helping clients survive financially through serious illness.
Join us as we host RBC Insurance for a practical session on how CI, DI, Group CI and Family CI can help close protection gaps for individuals, families and group plan members.
CLICK TO REGISTER
1 CE credit under review (except QC)
