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.
Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」
This week’s Connecting Talents 匯賢天下 has Stephen interviewing of Chief Advisor of Wealth First Financial Planning, Hayman Tam, on how he makes use of the trend of technology to establish his business and reaches his retirement dream early. Tune in according to the schedule below to hear what Hayman’s way of success is.
AM1320 – 10:15am every Wednesday
AM1470 – 11:16am every Thursday
Upcoming Client Events
RRSP/RRIF 3 Mistakes 9 Solutions: #3 Company Income Hedging #5 Lifetime Guarantee Income
Date: Saturday, March 6
Language: Mandarin
Time: 10:55 am PST
YouTube link: https://youtu.be/FyqydTbUkZM
Language: Cantonese
Time: 1:55 pm
YouTube link: https://youtu.be/u_VTrfNtuE4
And here is the registration link: http://sv.mikecrm.com/Fig0a0a
Ask admin@wayfinancial.ca if you have any question.
NEW Way & iA Financial Group Sales Contest
The Campaign has just started today. How to get additional $300, $600 or even more cash rewards from your business application submissions? From the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below and attached pdf (iA_Dash for Cash Sales Contest).
Contact Rishu Bains at rishu.bains@ia.ca or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca or (604)737-9154
Canada Life 3-Months Free Premium Promotion extended to Mar 19
The last eligible date for application submission is March 19, 2021. As previously mentioned, Canada Life is extending their special introductory offer of free three months premium on qualifying, new term 20, term 30 and term-to-age-65 policies, in BC. Business from other provinces will enjoy four months premium free. 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. This is an unprecedented offer and there are also updates on SimpleProtect to make your application process smoother. A client can get $2 million in coverage in just 10 minutes! Watch this video if you do not know how to use SimpleProtect.
Check out and utilize the attached and below posters for March:
Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203 or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 if you have any questions.
Carriers’ Updates
iA
Investment
Check iA weekly economic publication by Mr. Clément Gignac, Chief Economist here.
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.
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.
Create Wealth with ACP – Amanda Ngan
Amanda will be teach you how to generate new clients via ACP, a wealth creation strategy in the Prospecting Training. Join the training as a prerequisite to win the upcoming $2000 ACP Campaign!
Time & Date: 11am PST, Wednesday, Mar 3
Allianz Global – Travel Insurance: Visitor to Canada Plan Update & Rates Change – Judi Kjartansson
Judi will give you an update for the Travel Insurance and rate changes. It will be another source for building your clientele. Please make sure that you register in advance before Mar 5 for the training .
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To register for this training session (This session does not require a registration password.)
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Go to https://allianz-agn.webex.com/allianz-agn/k2/j.php?MTID=tca87a253e3759d98261e7bd57481b47b and register.
Once you are approved by the host, you will receive a confirmation an email with instructions for joining the session.
To view in other time zones or languages, please click the link
https://allianz-agn.webex.com/allianz-agn/k2/j.php?MTID=t441d74f6aec4b1b19ab81bff3c0118c
News from the Insurance Council of British Columbia
Discipline Decision
Eunice Chew Hoon Gan was disciplined for breaching the Financial Institutions Act, Insurance Council Rules, and Code of Conduct by providing unsuitable investment recommendations to an elderly client, and by failing to conduct an accurate needs analysis for the investments, respond to the client’s requests in a timely manner, and keep adequate records. Read more here.
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
https://www.dreamifymedia.com/wayfinancial/
Greater Vancouver Area (GVA)
2nd Floor, 8171 Ackroyd Road
Richmond, BC V6X 3K1
Greater Toronto Area (GTA)
Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8
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