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.
Carriers’ Updates
Allianz
Allianz has launched the COVID-19 Insurance and Assistance Plan, a new stand-alone plan that covers emergency medical and quarantine expenses related to COVID-19. If your client tests positive for COVID-19 while travelling, this plan makes for an ideal complement to the Emergency Hospital and Medical and All-inclusive plans.
Join the live webinar sessions to learn more about what this plan has to offer should your clients test positive while travelling.
Contact Judi Kjartansson at judi.kjartansson@allianz-assistance.ca or (778)834-4282 if you have any questions.
Apexa
Some advisors have started migrating to the Apexa system to manage their contracts and compliance requirements. Look out for your invitation where Way’s Contracting Team will help you either create a new account if you are new to the system or merge your existing one.
Contact the Contracting Team at contracting@wayfinancial.ca if you have any questions.
Canada Life
New Insurance Internal Wholesaler, Fei Kong, is now on board to support your business with Canada Life. Along with Carol and Hinris, Fei can help on illustrations, sales concepts, product training and questions, positioning and sales ideas, preliminary underwriting inquiries and pending business questions.
The wholesalers’ contact information are as follow:
| Carol Ng | Carol.Ng@CanadaLife.com | (604)377-7203 |
| Hinris Chan | Hinris.Chan@canadalife.com | (604)443-8247 |
| Fei Kong | fei.kong@canadalife.com | (778)859-2515 |
Desjardins
A new business campaign is launched with Desjardins that runs until the end of this year! Get a $25 gift card for each life or CII case submitted and placed! Ask admin@wayfinancial.ca if you have any question.
Contact Lori Hartery at lori.hartery@dfs.ca or (604)346-5600 or Andrew McLeod at andrew.mcleod@desjardins.com or (778)231-9254 if you have any questions.
iA
Investment
iAIM Weekly Fall Series
Webinar #2: Investing overseas: Where are the opportunities?
Time & Date: 8am to 8:30am, Wednesday, October 21st
Guest: Pierre Chapdelaine, CFA, Principal Portfolio Manager, International Equities (iAIM)
Contact Hilda Ng at hilda.ng@ia.ca or 236-688-6201 or Barbra Vuan at barbra.vuan@ia.ca or (604)737-9245 if you have any questions.
Upcoming Virtual Trainings
Please note the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:
- Input your full legal name and email address when joining the training.
- Join the meeting on time to log the sign-in time.
- Leave the online meeting room only when the presenter confirmed that the training is over.
Advocis Practice Development Module 3A — Prospecting
8:30am, Tuesday, October 19th
Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.
See attached Advocis Module 2 Activity Sheet to refer to during the training.
Business Management on Plan Your Year End Tax In Advance – Stephen Lai
11am, Wednesday, October 21st
Wealth Transfer Using IA PAR — iA Rishu Bains
11am, Friday, October 23rd
Click on the link below to join:
https://us02web.zoom.us/j/83959413046
Events Schedule – November
The Events Schedule for November is attached for your reference.
Best regards,
Administration Department
“The WAY to connect people. The WAY to drive business.”
Way Financial Inc.
Tel: (1) 604 279 0866
Fax: (1) 604 278 0133
2nd Floor, 8171 Ackroyd Road
Richmond, BC V6X 3K1
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