The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.
Canada Life Presentation on the New Par
Further to members’ request on last Friday’s training presentation, attached is the file for your reference. Wholesaler Carol Ng can be reached at Carol.Ng@productsolutionscentre.ca or (604) 377-7203 if you have any question, or book her next 1-on-1 on March 13th (1 to 3pm) on Google Calendar.
Connection Campaign 2020 – Earn Extra 5% FYC Bonus on Your Business with Every New Connection
In addition to generating residual income from Profit Sharing on your connections, you will be rewarded with an extra 5% FYC bonus on your insurance business submitted 30 days before or after you connect a new member. So do more business and connect more members to get more reward amounts this year!
Additional 20% FYC Bonus Campaign for IA Business
Members committed to winning this campaign will be invited to a special tour and lunch gathering at IA’s new office in Vancouver.
Also stay tuned for IA’s revamped Critical Illness Insurance, to be announced at the Lunch & Learn on February 28th to see how to make use of new features like 10-pay, new pricing to increase your business volume. Wholesaler, Rishu Bains, will also be available for 1-on-1 sessions from 1 to 3pm following the morning group training that day.
Upcoming Featured Trainings
Role Play: 1st Mistakes and Fact Find – 3 RRSP mistakes and 9 solutions (#8 Interest Deduction) – Simon Mok
11am, Wednesday, February 19th
Answering clients’ objections: Seg Funds vs Mutual Funds, Comparing to the Bank’s service, etc – RBC Mike Jackson
11am, Friday, February 21st
Get first dips in this campaign by submitting your business by the final training session on February 21st:
- Submit 5 PACs & get $100 advanced bonus!
- Submit 10 PACS & get $200 advanced bonus!
Mandatory Annual Compliance Update – Stephen Lai (attendance required)
11am, Wednesday, February 26th
In addition to learning about new industry trends and updates to the KYC requirements, details on the 2020 Connection Campaign as well as recognition for existing connections will be announced. Come learn how to earn more income sustainably!
Information Session on Combined Insurance – for You and Your Connections
Use the Combine product shelf to attract not only clients but also potential connections. Ask Alan Lee at alan.lee@pfiins.com for more details and register.
Events Schedule – March
The Events Schedule for March is attached for your reference.