IDC WIN

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)
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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!
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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!
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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
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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)
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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
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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
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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

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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.
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No CE credits for this event
