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News, offers and insights from IDC WIN and their Carrier Partners to help your business thrive & grow
CIVIC HOLIDAY LONG WEEKEND UPDATE

Dear IDC WIN Advisors and Staff,

All IDC WIN offices, except Quebec, will be reducing operations by 1 hour on Friday, July 30, 2021 and will be closed on Monday, August 2, 2021 for the Civic Holiday. We will resume regular operating hours on Tuesday, August 3, 2021.
Have a safe and enjoyable long weekend!
Website Update!

NEW! Now access the IDC WIN Carrier & Partner updates page as well as IDC WIN's NEW National Webinar Calendar at IDC WIN BIG.
Not registered? Click HERE.
IDC WIN
Compliance:

Banking:
  • Covering the Retirement Shortfall with CSV Lending. Unprecedented change for retirees: Are there alternative sources of income to address the savings gap?
  • Click for the Equitable Bank article EN | FR
  • Please contact Vic Raye for an intro to your Equitable Bank CSV team

Group Services:

Market Close: July 26, 2021

Guardian Capital:
Sun Life forms

You may have tried downloading forms/applications from the Sun Life website. Please note that you MUST use Internet Explorer to be able to view/download their documents. If you use Chrome to download, you will receive an error message.

July 28, 2021 | 1PM ET
No CE Credits

July 29, 2021 | 1PM ET
1 CE Credit

Aug 5, 2021 | 1PM ET
No CE Credits

Aug 10, 2021 | 1PM ET
Life Design Analysis & Empire - Case Study: Mastering the Estate Bond Concept
CE Accreditation under review

Aug 11, 2021 | 1PM ET
1 CE Credit

Aug 12, 2021 | 1PM ET
1 CE Credit
We are pleased to announce that IDC WIN has a new Carrier and Partners Update webpage.
We recommend saving this new web page as a favourite as it will now be updated as the carrier information is received.


  • Assumption Life - Improved Commission Structure!
  • Desjardins - Importance of completing the declaration of tax residence
  • Dynacare - Paramedical Exam PPE Updates
  • Empire - Changes to Empire Life's Unacceptable Criteria for Advisor Contracting
  • La Capitale - NEW Life & CI application for August 2021
  • Manulife Bank - Mandarin & Cantonese-speaking Mortgage specialists now available
  • SSQ Insurance - Six NEW segregated SSQ GIFs!
  • Sun Life - Save the Date - Marketing Associate Forum 2021
IDC Worldsource Insurance Network Inc. | 1-877-742-5432 | www.idcwin.ca
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