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.
Last Chance : Canada Life 3-Months Free Premium Promotion – Application Deadline: this Friday, March 19
Last week to go to enjoy Canada Life’s free three months premium promotion on qualifying, new term 20, term 30 and term-to-age-65 policies.
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.
Way & iA Financial Group Sales Contest
Get additional $300, $600 or even more cash rewards from your business application submissions! For 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.
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.
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 PST
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’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」
This week’s Connecting Talents 匯賢天下 has Stephen interviewing TOT Carmen Ke of Guaranti WealthPlus on how she manages her time, strategies and makes use of the Way Platform to sustain her success in the business. Tune in according to the schedule below to hear Carmen’s business secrets.
AM1320 – 10:15am every Wednesday
AM1470 – 11:16am every Thursday
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.
Income Tax Filing Part 2: How to fill T1 General – Joanne Ma
Certified Public Accountant Joanne Ma, who will be teaching members how to address clients’ tax problems and sharing tips on how insurance makes taxation sense.
Time & Date: 11am PST, Wednesday, Mar 17
All you need to know at Manulife: How we help to grow your business in 2021– ML Chris Chang
Highlighting the key features of Manulife, Chris will let you know how to grow your business to win the $10,000 Grow 4 It Campaign. Please click the meeting link as below.
Time & Date: 11am PST, Friday, Mar 19
Upcoming 1-on-1 Case Studies (30 mins to 1 hour sessions available)
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:
- How to present the case (illustrations & presentations help)
- How to respond to clients’ objections
- How to get repeated or referral business
- How to start the conversation
1-on-1 Case Studies with RBC Mike Jackson
Time & Date: 1-3pm, Wednesday, Mar 17
1-on-1 Case Studies with Manulife Chris Chang
Time & Date: 1-3pm, Friday, Mar 19
Contact admin@wayfinancial.ca or 604-279-0866 to book for you. Next week, we will introduce the Online Booking System for Way Platform Events so members can book directly and conveniently online.
Carriers’ Updates
Apexa
Many members are already getting used to the Apexa system to directly update their E&O and upcoming license renewal. Attached is a simple set of guidelines to take you through the steps. Ask admin@wayfinancial.ca if you have any question.
iA
iA Connected
Did you know iA gives instant decisions even for clients aged 51 or above? The highlights are below and click the link for more details.
- Clients ages 51 to 55: face amounts up to $500,000 (inclusive)
- Clients ages 56 to 60: face amounts up to $300,000 (inclusive)
Accelerated application and instant decision, and so much more, with EVO
Canada Life
Payout of redemption requests for the Canada Life real estate fund was started on Mar 12. Canada Life will process the redemption requests and will be able to pay out 100% of the total amount requested. Clients will receive details of this transaction on confirmation notices being mailed, starting March 15, 2021. Attached pdf (CL_Payout of Redemption Request) for your reference.
Please check the attachment (CL_Planning for Mid Market_210312) from Canada Life’s training last Friday.
Please feel free to 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.
Events Schedule – April
The updated Events Schedule for April is attached for your reference.
Holiday Notice
Please note that our office will be closed on:
Friday, April 2, 2021 (Easter Friday)
Monday, May 24, 2021 (Victoria Day)
Normal operations will resume on:
Monday, April 5, 2021
Tuesday, May 25, 2021
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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