Symposium 2024

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!) […]

IDC WIN Workplace Solutions presents Barbara Martinez – Drug Landscape and Trends

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 […]

CRISP – Do Group Life and Health easier and faster for your small business clients

.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 […]

Jump Start, Sell Smart: Effective prospecting tools and strategies

"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 […]

Alberta Advisors: Group Insurance isn’t that scary

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. […]

Manulife – Group Retirement Savings, enhance your group business

  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 […]

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! […]