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. […]

  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 […]

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! […]

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! […]

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 […]

                                                                          Noubahar Hasnain, Sales Manager, Western Canada                 Matt Iannuzzi, Senior Account Executive […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]