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.
Virtual Client Events
#9 Individual Pension Plan; #12 Lifetime Capital Gain Exemption; #13 Purification; #1 Health Spending Account
Time & Date: 10:55 am, Saturday, October 3rd
Language: Mandarin
Time & Date: 1:55 pm, Saturday, October 3rd
Language: Cantonese
#3 Interest Deduction; #14 Passive Income Avoidance
Time & Date: 10:55 am, Thursday, October 15th
Language: Mandarin
Time & Date: 1:55 pm, Thursday, October 15th
Language: Cantonese
Speaker: Life & Wealth
Life & Wealth hosts a series of webinars for clients including Crisis Rebound Investment Secret Manual, RRSP Mistakes & Solutions amongst others. Contact Theresa Lai at 604-278-0122 (ext. 105) or theresa.lai@grandtag.ca for more details on how to participate and share the resource with your clients.
Marketing Poster for Canada Life 3-Months Free Premium Promotion (October)
As previously mentioned, the Platform has designed a poster for your use in promoting the Canada Life 3-Months Free Premium campaign. The poster is designed for members’ unique use so you would not see any logos, including Way’s, on it – feel free to add your own company logo to it. The wording is also intended to push for immediate action from clients. There will be a poster for each of the subsequent months of the campaign.
Check out and utilize the attached and below posters for October:
RBC PAC Campaign 2nd Series – $2,000 Lump-Sum Bonus (September to November 2020)
Congratulations to Wilson Ng who has already won $300 in advanced bonus and on track to the first tier of reward.
For other members, get your advance of $100 bonus by submitting 5 PACs and $200 bonus by submitting 10 PACs before Mike’s next training session on October 7th, at 10am!
Connection Campaign – Advanced Bonus (October to November)
Campaign will start in 3 days! Quite a few members are already making appointments to introduce their connections to the platform.
When you have a potential connection, simply input their names and information on the bottom part of Way’s homepage to get started: https://www.dreamifymedia.com/wayfinancial/
Feel free to ask Stephen for more details at stephen.lai@wayfinancial.ca or 604-279-0866 ext. 114.
Apexa Onboarding
We are pleased to announce that Way’s Apexa account is already set-up and we will be inviting members to on-board the system shortly.
For those of you who are not familiar with Apexa, it is a digitalized platform to simplify contracting, consolidate advisors’ profiles and manage compliance risks all at once. It is a new requirement of our industry with carriers requesting that each advisor to have an Apexa account. With Way’s subscription, our members can utilize the service to make their business more efficient.
Our Contracting colleagues will be hosting training sessions to walk you through the set-up of your individual Apexa account. Several small training groups will be organized to make each session more effective. Look out for the invitation shortly.
You can find more information in the two attached Apexa PDFs. Go through the Tip Sheet to see what information you need on hand when creating your Apexa account.
If you have any question in the meantime, feel free to reach out to contracting@wayfinancial.ca.
Carriers’ Updates
Canada Life
Investments
Canada Life Wealth Live
Time & Date: 10am PST, Thursday, October 1st
Find out more about the direction of Canada Life wealth, including how they’re elevating their wealth product and distribution to help you and your clients succeed.
Further to members’ request on last Friday’s training presentation, attached is the file for your reference. Wholesaler Richard Chen can be reached at richard.chen@canadalife.com or ((604)338-6416 if you have any questions.
iA
Insurance
iA has enhanced their electronic signature in EVO which aimed at providing greater flexibility for your clients and a better user experience!
Two options are now available to your clients to access the documents to be signed:
- Security question (new)
- Code received via text message
See more detailed information here.
Contact Rishu Bains at rishu.bains@ia.ca or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca or (604)737-9154 for any questions you may have.
Hot Spots with Life & Living Benefits
Time & Date: 10 :30am PST, Monday, October 5th
Join Rishu Bains and Jacqueline Singzon as they bring you back into the game with key points to shine in your business with new flow for delivery, product solutions and instance acceptance!
Investment
iA has revamped its investment loan program with reduction in interest rates and highlights below:
More information will be available at Hilda’s training for Way members next month. Meanwhile, contact Hilda at hilda.ng@ia.ca or (778)873-1254 or Barbra Vuan at barbra.vuan@ia.ca or (604)737-9245 if you have any questions.
iA Connected
iA has simplified insurance underwriting for clients aged 50 or younger. To benefit from this instant acceptance client experience, all it takes is to complete the personalized and simplified declaration of insurability on EVO. Telephone interviews are still required for clients who buy more than two million dollars in life insurance.
Click here to see the medical requirement chart, which includes the most recent updates, including the temporary easing standards applied because of COVID-19!
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.
Par Whole Life for the Children’s market — EQ Monica Zhang
11am, Friday, October 2nd
Listen to Monica’s presentation on par for the children’s market.
Happy Mid-Autumn Festival & Early Office Closure
Please note that our office will be closed early at 1:30pm for Mid-Autumn Festival on Thursday, October 1st, 2020.
Wish everyone Happy Mid-Autumn and a lovely time with your family and friends.
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
This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure.
If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.