Everyone loves a good story. Told well, it engages the reader and opens their mind to possibilities. We invite you to join us as we share how successful sales strategies, presented in a compelling manner can give you the edge for this competitive environment. Our carrier partners and in-house experts will share marketing tools and ideas that you can convert into real-life action that lead to sales.
Pull up a chair and listen over two afternoons, as we introduce a three-part theme: the best ideas (or product) wrapped in an effective marketing strategy that converts the idea into a sale.
Tell the story
Market the idea
Make the sale
Registration is open
The following link will take you to the Launch 2023 Zoom Events page. If you already have a Zoom account, click the blue Register button and enter your credentials. If you do not have an existing Zoom account, select 'register as guest' to enter your email address and receive a confirmation code (in your email inbox) to proceed.
Spotlight Speaker
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January 19 - 3:00p.m. ET
Moshe A. Milevsky, Ph.D. | Chief Retirement Architect
In collaboration with Guardian Capital LPIt’s time to bifurcate your retirement
Moshe A. Milevsky, Ph.D. is a professor, well-known thought leader, speaker, writer and entrepreneur in the field of retirement income planning. Named by Investment Advisor magazine (in the US) as one of the 35 most influential people in the financial advisory business during the last 35 years, he received a lifetime achievement award from the Retirement Income Industry Association in 2008.
Dr. Milevsky has published 17 books and over 65 peer-reviewed scholarly articles. His book: King William’s Tontine: Why the Retirement Annuity of the Future Should Resemble Its Past, published by Cambridge University Press, was granted the Kulp-Wright Book Award from ARIA (Annual Meeting of the American Risk and Insurance Association) in 2017 for the most important contribution to insurance.
Launch 2023 Agenda
12:00p.m. IDC WIN | Town hall
Paul Brown, Chairman | IDC Worldsource Insurance Network Inc.
Phil Marsillo, President & CEO | IDC Worldsource Insurance Network Inc.
12:00p.m. Sun Life | Strategies that resonate
Helen Chow, FSA, AVP, Professional Insights & Marketing Actuary
12:30p.m. Manulife – Insurance | The best-kept secret every advisor should know
Ian Taylor Sr., Advanced Marketing Consultant
Manulife – Wealth | The story of wealth transfer: Taxation options, solutions and strategies
John Natale, Head of Tax, Retirement & Estate Planning Services, Wealth
12:30 p.m. IDC WIN Banking | Banking stories to turbocharge your practice
Vic Raye, National Director, Banking Services
1:00 p.m. IDC WIN Workplace Solutions | Group business is smart business – end of story
David Emanuel, Vice President & Head of Workplace Solutions
Marni Hefner, Business Development Executive
1:00 p.m. BMO Insurance | The art of story-selling
Zack Friedmann, Business Development Manager, Ontario Region
1:30 p.m. RBC Insurance | Building relationships that last with RBC Participating Whole Life Insurance
Anna Tsepelis, CLU, CHS, Senior Sales Consultant, Life
1:30 p.m. IDC WIN Wealth Management | Looking for opportunities where you think they don’t exist, the real story.
Graeme Allan, Regional Wealth Leader, Eastern Canada Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU, Regional Wealth Leader, Western Canada
2:00 p.m. IDC WIN Tax & Estate Planning | CRA – What’s the story? The transition of real estate portfolios at death
Frank Abate, CPA,CA, CFP, TEP, National Director, Tax and Estate Planning
2:00 p.m. Equitable Life | The size of the pile doesn't matter near as much as the net spendable wealth you have!
Brent Swatuk, CHS, CLU, CPCA, EPC, Advanced Case Consultant
2:30 p.m. Empire Life | Simple, fast, and easy - the short story
Geoff Gibson, Vice President, Investment Product and Marketing
Mike Stocks, Vice President and Chief Marketing Officer, Retail
2:30 p.m. Beneva | In today’s world of inflation and shrinkflation, Beneva advisors are standing out by adding extra value
Andrew Gardiner, Senior Regional Sales Director, Savings & Investments, Ontario West
Jason Allen, Senior Regional Sales Director, Life and Living Benefits
3:00 p.m. Canada Life | For life as you know it: Real stories from real Canadians
Jonathan Dunne, Regional Sales Manager - Insurance, Atlantic
Paul-Simon Ghoche, Private Wealth Counsellor
3:00 p.m. Guardian Capital | It’s time to bifurcate your retirement
Moshe A. Milevsky, Ph.D.
Chief Retirement Architect
In collaboration with Guardian Capital LP
3:30 p.m. iA Financial Group | Join iA for a fireside chat with stories that will elevate your practice
Alex Lekas. CFP, BA Econ, Director of Sales Individual Insurance Rishu Bains, CHS, Director of Sales, Life
Nelson Frade, PI.Fin., Regional Sales Director, Insurance Products
Dani Ginther, CLU, ALMI, Director of Sales, Alberta
Continuing education credits
CE credits are under review, and not all presentations will qualify. To be eligible to receive CE credits, advisors must attend a full presentation to obtain a half CE credit.
Please note: As per CSF rules, half credits are not available in Quebec. Therefore, each day is considered one event. Quebec advisors are required to attend the entire event each day (12 – 4 p.m.) and answer six multiple-choice questions per accredited webinar hour.
We know that continuing education (CE) credits are important to you. We have gathered the specifics in this handy FAQ to answer any questions you have.
Your Success is our Business
IDC Worldsource Insurance Network Inc. (IDC WIN) is an established managing general agency (MGA) with a singular focus – to be the primary MGA for independent Advisors across Canada.
We aim to provide Advisors with a comprehensive and flexible approach to meet the challenges of a changing financial landscape. Our established and tenured leadership team supports Advisors, embraces innovation and is committed to sharing its robust insurance industry knowledge.
We are one of Canada’s largest life insurance MGA’s, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals with a solid reputation as industry leaders.
IDC WIN is a division of Worldsource Wealth Management (WWM). WWM is a wholly-owned subsidiary of Guardian Capital Group Limited, a diversified, global financial services company established in 1962.
We are building for the future, through our network of relationships with insurance Advisors.
