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.
RBC PAC $2000 Campaign – last two weeks!
We already have qualifiers meeting the first tier reward of $750, Congratulations! You still have two more weeks to get your $2,000! Join the virtual training by Stephen Lai and RBC Mike Jackson at 11am, this Wednesday, March 18th to polish your presentation skills to your clients to not only close cases but to generate referrals!
Additional 20% FYC Bonus Campaign for IA Business
In midst of the virus fears, a lot of clients has been initiating the request for life and health insurance coverage. Grasp this opportunity to earn an additional 20% FYC bonus with IA living benefits products. Join the webinar to learn more.
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Canada Life Simple Protect Now Offers Par
Contact internal wholesaler, Hinris Chan at Hinris.Chan@canadalife.com or (604)443-8247, if you have any question on using Simple Protect or utilizing its non-face-to-face options.
Upcoming Virtual Trainings
Business Management on The Power of Compounding — Stephen Lai & RBC Mike Jackson
Come learn how efficient business operations can enhance your business volume and compensation, and tips on winning the RBC $2,000 Campaign.
Click on the link to login at that time. Contact Matthew To at matthew.to@rbc.com or (604)699-2350 if you have any technical difficulties
https://rbcteams.webex.com/rbcteams/j.php?MTID=mf63bc6fd89955a0a37918481db763967
How to Conduct Your Sales Meeting with Manulife’s Non Face-to-Face Guidelines – ML Chris Chang
11am, Friday, March 20th
Learn about the e-APP and e-delivery for Manulife insurance business. Contact Chris Chang at chris_chang@manulife.com or (604)355-4879 if you have any questions.
Conference ID: 434974211
Update Your Notification Preferences on IA Advisor Centre
IA will be launching its Business Tracker to inform advisors of news/actions required related to their clients on March 18th. If you haven’t already done so, logon to Advisor Centre now to update your notification preferences so you won’t miss important messages on your business. Sign in at ia.ca and click on the Business Tracker tab in the top to set your preferences. You can add process@wayfinancial.ca as your secondary contact so the office will also be informed of your notifications to help you stay on track.
Events Schedule – April
The Events Schedule for April is attached for your reference.
As per the Notice on COVID-19 Response, all trainings will take place via webinar or video conference arrangements and all 1-on-1s will be done over the phone.