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IDC Worldsource Insurance Network Inc.
Canada
เข้าร่วมเมื่อ 31 ก.ค. 2015
IDC Worldsource Insurance Network Inc. (IDCWIN) is dedicated to setting the benchmark for service excellence.
We are one of Canada’s largest life insurance managing general agencies, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals who have earned a solid reputation as industry leaders.
By understanding that industry standards continue to evolve, we are always developing tailored programs and services to meet our advisors’ needs while enhancing their ability to recognize current and prospective growth opportunities.
We are one of Canada’s largest life insurance managing general agencies, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals who have earned a solid reputation as industry leaders.
By understanding that industry standards continue to evolve, we are always developing tailored programs and services to meet our advisors’ needs while enhancing their ability to recognize current and prospective growth opportunities.
Opening new doors with Desjardins Guaranteed 5 Pay Par
Aris Christodoulou Regional Sales Director with Desjardins Insurance shows us how to capitalize on retirement income with the shortest guaranteed pay solution available in the market. Discover new opportunities with the 5 pay whole life solution and the brand new Generational Legacy Plan Concept.
มุมมอง: 16
วีดีโอ
Capital Gains Tax Changes with Chris Britton
มุมมอง 284 ชั่วโมงที่ผ่านมา
Chris Britton Director of Tax and Estate Planning with IDC WIN will gives an in-depth review of the impact of the recent Capital Gains tax inclusion rate. Chis has an unique perspective on this issue as he is an advisor as well as an IDC WIN tax expert. Chis brings real world expertise to this topic as he meets clients of his on and Advisor clients on a daily bases.
The What, Why and How of the Reason Why Letter
มุมมอง 394 ชั่วโมงที่ผ่านมา
The reason why letter explains the rationale behind the insurance advisors recommendations' details how a particular product meets the client's financial needs ,goals and circumstances. This important document helps demonstrate that the advice given was appropriate.
Assumption's Largest Solution Launch in it's 120 year history
มุมมอง 207 ชั่วโมงที่ผ่านมา
Elmehdi Saghir, Director of Business Development in Atlantic Canada with Assumption Life Introduces all the product changes that were instituted over the summer 2024. Non- Par Whole life, Enhanced Platinum and Golden Protection, New joint First- to- Die and Last-To-Die. Expanded and Competitive coverage for newcomers to Canada and those with Medical conditions were also introduced. Hear all abo...
Jump Start, Sell Smart
มุมมอง 387 ชั่วโมงที่ผ่านมา
Marni Hefner and Rylee Hurley with Workplace Solutions examine the lates tools and techniques to supercharge your sales efforts. Social Media Strategies ,Needs based benefits and Differentiated products are all parts of the presentation.
Empire Life New FHSA and Six new Funds with Ian Kerr
มุมมอง 139 ชั่วโมงที่ผ่านมา
Take a Second Look! Empire Life is proud to offer the EMPIRE FHSA contract. In addition, Empire launched six new fund mandates that will lower the overall portfolio MER and provide for potentially greater return. Ian Kerr Account executive with Empire Life Investments navigates us through the FHSA and the New Funds
Why Life Insurance has become an even more important wealth preservation tool with Matt Austin
มุมมอง 279 ชั่วโมงที่ผ่านมา
With the new higher capital gains rate, taxes will take bigger bites out of assets that have capital gains. This includes shares of a family business, real-estate family cottage and equity investments. In this video ,Matt Austin will outline the changes, how they impact estate erosion and how life insurance plays a key role in preserving estates.
Insurance Strategies to Mitigate the New Capital Gains Inclusion rate with Pierre Ghorbanian
มุมมอง 469 ชั่วโมงที่ผ่านมา
Did you know that there are 1.8 million Canadian Controlled Private Corporations with trapped surplus in excess of 26 billion dollars in Canada? reducing taxes and transferring wealth tax efffectively are primary objectives for CCC shareholders. In this video you will learn about the unique BMO single deposit strategy using the BMO 30 year GIA.
The Financial Life Cycle with Andrew Gardner
มุมมอง 1012 ชั่วโมงที่ผ่านมา
Planning to generate the highest possible returns while avoiding future tax and estate leakage requires positioning clients in products that offer the upmost in flexibility. In this video Andre Gardner Senior Regional Sales Director ,Savings & Investments with Beneva will focuses on how to use Beneva's savings and Investment platform to ensure that your clients and prospects are achieving both ...
Estate Planning Uncovering Hidden Opportunities using Seg Funds
มุมมอง 2714 ชั่วโมงที่ผ่านมา
Jon Hreljac CPA,CMA Regional Tax and Estate Planning Wealth with Manulife speaks about segregated fund contract strategies and how their flexibility can help provide planning benefits in specific situations. Jon also discusses real life examples which demonstrate the consequences from a tax and estate planning perspective of failing to plan..
Rethink with Yusudan Ren from Sun Life
มุมมอง 1914 ชั่วโมงที่ผ่านมา
A provocative thought leadership presentation that urges you to rethink the way you view Sun Life products and other areas of interest.
Exploring the Par Dividend Scale with Nitin Bansal
มุมมอง 4416 ชั่วโมงที่ผ่านมา
Nitin Bansal with IDC WIN explains the Dividend scale , the par fund, how performance of the Par Fund is measured, and why it matters.
Win with Banking A marketing gift for Advisors
มุมมอง 2016 ชั่วโมงที่ผ่านมา
The Appeal of Banking as a practice management strategy for life advisors is that it helps connect with your personal and business/Corp client markets at all stages of your practice. In this video VIC RAYE will focus on how our banking partners help you attract business with relationship sales, including the NEW CHIP REVERSE mortgage launch.
Small Business Disability Solutions with Edge Benefits
มุมมอง 2119 ชั่วโมงที่ผ่านมา
Kristie McKinnon with Edge Benefits provides advisors with an overview of the Simplified issue Disability Insurance Solutions along with some Sales Ideas. THis program was part of the IDC WIN Fall 2024 Educations Days.
Learning the five stages of the investor life cycle
มุมมอง 3419 ชั่วโมงที่ผ่านมา
This presentation will introduce the concept of the human life cycle and review the similarities of corporate life cycle of growth and aging. How do you balance your investment philosophy across growth and value investment styles in today's investment environment?
Business Continuity and Succession Planning with Michael Gau
มุมมอง 1919 ชั่วโมงที่ผ่านมา
Business Continuity and Succession Planning with Michael Gau
What makes us different and maximizing wealth opportunities, with Santo Filice of RBC
มุมมอง 1921 ชั่วโมงที่ผ่านมา
What makes us different and maximizing wealth opportunities, with Santo Filice of RBC
Ivari Simply Simplified and Simply Guaranteed Issue
มุมมอง 3621 ชั่วโมงที่ผ่านมา
Ivari Simply Simplified and Simply Guaranteed Issue
The Power of Life Insurance and the CDA with CPP Foresters
มุมมอง 6421 ชั่วโมงที่ผ่านมา
The Power of Life Insurance and the CDA with CPP Foresters
Jump Start Sell Smart with Workplace Solutions
มุมมอง 1062 หลายเดือนก่อน
Jump Start Sell Smart with Workplace Solutions
Using Tech & Social Media to take your practice to the next level
มุมมอง 432 หลายเดือนก่อน
Using Tech & Social Media to take your practice to the next level
Conquest If you build it they will come
มุมมอง 722 หลายเดือนก่อน
Conquest If you build it they will come
The Trillion Dollar Transfer with Beneva
มุมมอง 732 หลายเดือนก่อน
The Trillion Dollar Transfer with Beneva
Desjardins 2024 Federal Budget Proposed changes
มุมมอง 1012 หลายเดือนก่อน
Desjardins 2024 Federal Budget Proposed changes
*Promosm*
very Educating and professionally presented.
You need to know that you would be further ahead to throw money out of the window than give it to manulife. Manulife Canada illegally withheld my elderly widowed mother's annuity payments for 8 years and it took three months of daily phone calls to get payment restored. Terrible people. Terrible company. Minus 10 stars.
You need to know that people hate terrible commercials.
An excellent summary of not only how a whole life insurance policy benefits an owner in retirement but also how they save passive income penalties to favourable active business income tax rates. Great job Frank. I am curious: 1) how to record cash surrender values as balance sheet entries? 2) And is Capital Dividend now modified to Death Benefit - Bank Loan - ACB = CDA Credit?
Very fun analogy.
Highly recommended product for your registered plans (RRSP/RRIF/LIRA/LIF) especially >>> with estate planning features like avoiding probate fees, estate admin fees, legal fees, accounting fees and may also provide creditor protection! I prefer to offer my clients this product to provide them with a Guaranteed Retirement Income for life (despite market volatility)!
Fuk yeh
Cash is king but cash doesn't pay as king what the heck is that suppose to mean ?LOL
#markknowsbest
you talk too much
Very useful material .Thank you Don for sharing these important fundamentals.
power moves.
Anyone in Mississauga(Canada) an expert in these economic principles?
I just saw this comment I am an expert in this concept call 905 466 3332
Good presentation !
Glad to see you hard at work Don!
Great meeting you Chris, and I look forward in working with you!
AMEN!
Hi Leo, nice commentary. The more things change is the more they remain the same....the disconnect between field and home office underwriting will always exist because of the respective focus. It leaves room however for someone like you who knows both sides of the coin to be able to bridge the gap and offer valuable insight and solutions to the field underwriter, the client, and their personal physician. You may not remember me, but you were one of my mentors during my underwriting training at LOJ and M&G in the late 80's. I can tell you're enjoying this stint :)