IDC Worldsource launched a new Advisor Group Benefits Plan effective October 1, 2015. We worked hard to offer a three tier option at a competitive cost with GroupSource.

There are qualifications that must be met in order to enroll in the program.  Please find this information below and if you meet the requirements and are interested in the group offering please contact the IDC WIN Group Department.

1. Must have all Carrier contracts with IDC Worldsource Insurance Network
2. Must be with IDC Worldsource for a minimum of 1 year
3. Must meet the minimum production requirement of $10,000 FYC (Life and Health) or $30,000 FYC (Investments).
4. Advisor’s admin staff is eligible, providing that the advisor meets the above requirements and is also on this plan; and that the admin staff is a full time employee working a minimum of 20 hours per week.
   Note: the plan choice for admin staff must be the same as the advisor or one other plan choice may be made and will need to apply to all within the employee classification.  The waiting period for admin staff is 3 months.

Questions?

Contact:
IDC WIN Group Department

• BC: Ling Wang - lwang@idcwin.ca
• AB: Candy Lumbala-Tshofu - clumbala-Tschofu@idcwin.ca
• SK & MB: Susan Hoffart - shoffart@idcwin.ca
• ON & ATL: Marni Hefner - mhefner@idcwin.ca

IDC WIN has partnered with Leo Penney, bringing you direct access to a leading underwriter for certain cases that may warrant engaging him. Here are some of the key benefits you and your Business Development Executive may identify when considering these special situations:

• Access his vast knowledge — 30 years of underwriting experience, an international peer group and incomparable credentials
• Create a unique partnership with him — with no alignment to a brand, his viewpoint is objective and focused on your client and you
• Have a difficult conversation ahead? — bringing Leo into the client arrangement opens up the dialogue; he has hands-on experience in pitching to a client
• What are the alternatives? — he will work to identify opportunities to change opinions or move to another company

Resources

• Leo Penney: Make the Connection
• Scenarios: The Difference Maker
• FAQ
• Who is Leo Penney?
• Consumer's Guide to the MIB

Articles

• What you should tell your producers
• Underwriting: Expectations vs Resources NEW!!

Videos

• Underwriting Tip #1
• Underwriting Tip #2
• Underwriting Tip #3
• Underwriting Tip #4
• Underwriting Tip #5
• Underwriting Tip #6

• Manulife Repsource Advisor Profile Self Service Options

• Client Prep Brochure
• ExamOne - Who We Are
• Obtain My Results
• Results - Mylabworks.com
• ExamOne Locations

• Client Preparation Videos
• Advisor Resources