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 President of SuperAchievers Financial, Esther Yu, on how she made a critical change and engaged in the Financial Industry. She quickly benefited from the Unique Sharing Profit of Way Platform to build her business after joining our Platform. Tune in according to the schedule below to hear what Esther’s way of success is.
AM1320 – 10:15am every Wednesday
AM1470 – 11:16am every Thursday
Upcoming Client Events
RRSP/RRIF 3 Mistakes 9 Solutions: #7 Individual Pension Plan #2 Child First Time Home Buying
Date: Thursday, March 18
Language: Mandarin
Time: 10:55 am PST
YouTube link: https://youtu.be/ccGUSKsShos
Language: Cantonese
Time: 1:55 pm
YouTube link: https://youtu.be/6nDft51XzVU
And here is the registration link: http://sv.mikecrm.com/9z0FHSA
Ask admin@wayfinancial.ca if you have any question.
Way & iA Financial Group Sales Contest
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).
For iA Life Insurance enquiries, please 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 iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.
Last Chance : Canada Life 3-Months Free Premium Promotion – Application Deadline: Mar 19
Make use of the last chance to place applications before 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
Insurance
See the attached files to find out how to help your clients protect against COVID:
iA_How to Protect Against COVID – Way Kickoff – Feb 2021
iA_Acci 7 Plus – Product Summary
iA_Transition – Summary
iA_CancerGuard Advisor Guide
iA_SRM503A-25_LivingBenefits-SingzonFairbank-11-2020
For iA Life Insurance enquiries, please 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 iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.
Investment
Check iA weekly economic publication by Mr. Clément Gignac, Chief Economist here.
Canada Life
Canada Life has launched a health product line “PlanDirect” available to the MGA channel on Mar 25. It can provide individual health benefits to your clients who have either lost their group benefits at retirement or who are self-employed or on contract and don’t have access to a group benefits plan. There is an introduction online session on March 18. Click here for registration link.
Time & Date: 1 :00pm ET, Thursday, Mar 18
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.
Case Study: 3 Mistakes 9 Solutions – Carmen Ke
Members are asked to bring a case with you to learn from the best, TOT Member, Carmen Ke. She will help you increase your closing rate and teach you tactics in dealing with different clienteles.
Time & Date: 11am PST, Wednesday, Mar 10
Canada Life CI Planning for different market segment – CL Carol Ng
Carol will talk about Canada Life’s CI competitive advantage and plans available for different market segment.
Time & Date: 11am PST, Wednesday, Mar 12
There will be 1-on-1 Case Studies sessions after Carol’s Training at 1pm-3pm. Please contact admin@wayfinancial.ca or 604-279-0866 to book for you.
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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