IDC WIN Fall Education Days

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! […]

The Micro Group Market – Are You Missing Opportunities? Simplicity is key!

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 […]

IDC WIN Workplace Solutions: Building Success Together – Leveraging Workplace Solutions to Grow, Expand, and Thrive

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 […]

4 – part series: Building Blocks of Success Session 1

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 […]

4 – part series: Building Blocks of Success Session 2

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 […]

4 – part series: Building Blocks of Success Session 3

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 […]

4 – part series: Building Blocks of Success Session 4

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 […]

Cooperators – Maximizing Success with Group Savings Plans: Effective Strategies and Insights

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 […]

RBC – Beyond Basics, Rethinking group benefits for a new era

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 […]

EZBenefits: A better benefits experience for small business

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 […]

Symposium 2025: Humanizing Benefits – real people, real issues

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 […]