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.
Annual Compliance Update & Disclosure 2020
Further to the annual compliance update last Wednesday, if you have not already returned your Annual Disclosure to the Front Desk, please do so by Wednesday, March 4th. Attached is a copy for your reference.
Also announced was the updated version of the “Know Your Client” forms, which are hereby attached for your use.
The New Business Checklist that advisors can refer to when submitting new business will be available shortly. All of these forms will be available on Virtgate as well as Way’s intranet.
Client Events
15 Company Solutions Lawyers & CPAs Need to Know
Time & Date: 1:45pm, Thursday, March 26th
Language: Cantonese
Follow the Social Media & Event Development group in WeChat for registration and updated news.
Upcoming Featured Trainings
Way Insiders’ News: Creating Easy Business Opportunities with an Exclusive Product Line – Sunny Chan
11am, Wednesday, March 4th
Join Sunny Chan, President of Prominence Financial, to see how to create more conversations with your clients.
Case Studies: Use Property Tax Deferment to Start the Conversation with Your Potential Clients – COT Carmen Ke
Learn from the best and have COT Carmen Ke help you increase your closing rate and teach you tactics in dealing with different clienteles.
Additional 20% FYC Bonus Campaign for IA Business
Selected members have been invited to participate in the Additional 20% FYC Bonus Campaign for IA Business. They will take part in a series of training on the Corporate Shared Ownership for CII strategy, as well as 1-on-1 sessions and the Special Tour to the IA Office in April.
For those who are keen to grow their business and commissions with this group of driven members, reach out to Stephen Lai at stephen.lai@wayfinancial.ca or 604-279-0866 ext 114 for eligibility and to indicate your commitment.
RBC PAC Campaign – $2,000 Lump-Sum Bonus (January to March 2020)
There is only one more month to go for you to get the $2,000 lump-sum bonus. More than ten members are on course to getting over $20,000 extra money – don’t miss your chances!
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!
20 Secrets that the Taxman Doesn’t Want You to Know – Orders Now Accepted
You can place your order via Coordinator@yourqna.com. Simply indicate the following in your e-mail:
Name:
Phone number:
Mailing address (for receipt purpose):
Number of copies:
Remarks: I, a Way members, am making payment for my order via Way to have shipping and handling fees waived. Please deliver my order to the Way office.
Cheque payments are made to QNA Technology Inc and can be dropped off at the Front Desk.
The book is priced at $24.99 on Amazon and local bookstores, and sold for the same price at the Client Events.
For Way Members only, if you order 2 copies, you can bring your receipt to Accounting Department to claim a $20 sponsorship. That means you can get 2 copies for only $29.99 – one for yourself, one for your client.
If you want to order more, you can still get the $20 sponsorship for every 2 copies.
- Eg. If you order 4, you will get $40 sponsorship, so the total for 4 books is $59.99.
- Eg. If you order 10, you will get $100 sponsorship, so the total for 10 books is $149.95.
This is to encourage you to do more business and build a closer relation with your clients as the book will help you close cases after your clients read it. As you already know, the English version is a National Best Seller.
