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.
Connection Profits Ready for Distribution
Way had a great year in 2020 in supporting new members joining our Platform. Two Connection Campaigns: Additional 5% FYC and $1-2000 Advanced Bonus helped members generated more connection profits, which is a main objective of Way’s Profit Sharing system.
The 2020 Connection Profits are now ready for distribution and will be paid out next month. Remember to check your intranet Connections page to see your results!
And this year, Way will be launching a comprehensive promotional campaign to let the industry know more about our Platform and our members, and to make it easier for you to connect others and generate more residual income. Starting next month, Way will host an inaugural talk show and ad campaign on Chinese radio stations and will be selecting suitable members to join us on air. Stay tuned for updates on this.
Investment Transfer-in $2,000 Campaign (Dec to Jan)
Only 2 more weeks to go to get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies,etc.) !
All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!
Transfer-in 5 clients and qualifiers will already get $500 in advance. 5 different accounts (e.g. 1 RRSP, 1 Spousal RRSP, 1 RRIF, 1 TFSA, 1 RESP) transferred by the same client will also qualify for 5 counts.
Two or more of the same account transferred by the same client will qualify for one count. For example: A mother transfers in 2 RESPs for her different children will be treated as one count.
Feel free to ask Stephen for more details at stephen.lai@wayfinancial.ca or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!
Carriers’ Updates
Canada Life
Social media post templates are now available when promoting Canada Life products. Check out the attachment (CL Social media post library EN) to find out more.
Manulife
Insurance
Manulife is launching a Grow 4 It rewards program this year that gives advisors up to $10,000 in additional bonus for settling insurance cases. Take a look at the attachment (ML 2021_Grow 4 It One-Pager_EN) for details or ask Chris Chang at chris_chang@manulife.com or at (604)355-4879 for more information.
Investment
Check out the two upcoming webinars by Manulife Chief Investment Strategist and Fund Managers:
10:00am PST, Tuesday, January 19
Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research, and Daniel Janis III, Senior Managing Director and Senior Portfolio Manager, Head of Global Multi-Sector Fixed Income, both from Manulife Investment Management sharing their outlook for 2021 in the global fixed income market.
Click here for registration – Jan 19
7:30am PST, Wednesday, January 20
Pictet Asset Management is a global leader in thematic investing, and they are excited to facilitate a live session with their Lead PM Gert Van der Geer on January 20.
Click here for registration – Jan 20
iA
Here is the weekly economic overview by Economist Clement Gignac: Click here for details.
iA Connect
Start 2021 on the right foot and review iA’s Market Conduct Standards Code found here.
Investment
The presentation files for Hilda’s training last week (Jan 15) on RRSP Loan Strategies, Segregated Fund and Portfolio Samples are attached for your reference.
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.
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 — Preparation
8:30am PST, Tuesday, January 19
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.
Click here to join the meeting
Way Platform Resource Sharing: Client Events help Build Businesses – Stephan Lai
There are plenty of resources that help members’ development. Come learn why We Are Your Platform and how to effectively and efficiently use Client Events. Stephen will also be teaching you how to create your own client registration form!
11am PST, Wednesday, January 20
Recommended Funds for Q1 2021 and RRSP tips – CL Richard Chen
After getting the recommended funds and RRSP tips from Richard Chen, you will be able to provide a good analysis and recommendation to your clients at the start of the year. Don’t miss out!
11am PST, Friday, January 22
Events Schedule – February
The updated Events Schedule for February 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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