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.
Reminder on Office Guidelines in Managing COVID-19
As the flu season arrives and given the latest announcements by health officials on the COVID-19 pandemic, we would like to remind all members to maintain the highest hygiene and safety measures to stay healthy and safe. Members must follow physical distancing protocol and wear a mask while at the office. Visitors must sanitize their hands upon arrival. Commercial sanitization of the office will be arranged this Friday and further instructions will be given to the office users shortly.
Persons who are not feeling well, have travelled outside Canada within the last 14 days, have been in contact with a person confirmed to have COVID-19 or have the following symptoms are asked not to come to the office:
- Fever
- Chills
- Cough
- Shortness of breath
- Loss of sense of smell or taste
- Diarrhea
- Nausea and vomiting
For contact tracing purpose, please inform the Administration Department at admin@wayfinancial.ca if you have been exposed or diagnosed with the virus.
Our Operations Team continues to be at your service virtually:
-
- process@wayfinancial.ca (for business related matters)
- account@wayfinancial.ca (for compensation related matters)
- admin@wayfinancial.ca (for licensing, E&O and other matters)
2021 Calendars
Please be informed the 2021 calendar orders have arrived at the office. For members who have placed an order, please touch base with Administration Department to pick up your items.
Members say these calendars are useful tools in relation-building with their clients/prospects, generating referrals and enhancing their own reputation. Ask us about future orders.
Way has also ordered special calendars as a gift for our members wishing everyone good health and fortune in 2021. Come get yours at the office while supplies last.
Connection Campaign – Advanced Bonus (October to November)
Last month to go to get your advanced bonus for your connections! Don’t wait, set-up your appointments now.
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.
RBC PAC Campaign 2nd Series – $2,000 Lump-Sum Bonus (September to November 2020)
Only three more weeks left to get your $2,000 for the PAC Campaign!
Marketing Poster for Canada Life 3-Months Free Premium Promotion (November)
The 3-months free premium promotion is ending soon. Remember, all business must be received between September 1st and December 1st inclusive. This offer extends to reissues, if the original policy qualified. The first premium must be paid for by the client for the contract to take effect.
Check out and utilize the attached and below posters for November:
Carriers’ Updates
Canada Life
Insurance
Check out the estate transfer+ tool to see how you can use permanent life insurance to preserve your clients’ capital and enhance net estate values.
Contact wholesaler, Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203 if you have any questions.
For those who missed the live Canada Life Day virtual event on October 28th, presentations are now available online and you can now stream each individual session on demand and earn CE credits. A short quiz will follow to confirm your understanding of the content.
iA
Investment
iAIM Weekly Fall Series
Webinar #5: U.S. stock market: perspectives and innovation themes
Time & Date: 8am to 8:30am, Wednesday, November 11th
Guest: Jean-Pierre Chevalier, CFA, Portfolio Manager, U.S. Equities (iAIM)
RBC
Investment
The presentation file for Mike’s training last Wednesday is attached for your reference.
Contact Mike Jackson at mike.jackson@rbc.com or (604)363-7583 or Matthew To at matthew.to@rbc.com or (604)219-0134 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.
A Deeper Dive into Canada Life UL — CL Carol Ng, Jeff Nason & Richard Chen
11am, Friday, November 13th
CL Carol Ng will tell you how to put together a UL plan based on your client’s needs, what funds are available under UL contract and what are the fund recommendations.
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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