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! […]

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 […]