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.
Conduct of Insurance Business and Fair Treatment of Customers
Further to the Annual Compliance Update, the Fair Treatment of Customers guideline is attached for your reference. You can also find the file on Virtgate as well as the Intranet. Please reach out to Director, Training & Compliance, Stephen Lai at stephen.lai@wayfinancial.ca or 604-279-0866 ext 114, if you have any questions.
Upcoming Featured Trainings
Case Studies: 15 Corporate Strategies Lawyers & Accountants Want to Know – #7 Property Tax Repayment Using Corporate Earnings — COT Carmen Ke
Learn from the best and have COT Carmen Ke help you increase your closing rate and teach you tactics in dealing with different clienteles.
Lunch & Learn : How to Quickly Close Cases with CL’s Wealth Achiever Plus – CL Carol Ng & Jeff Nason
11am, Friday, March 13th
Find out why Canada Life’s Wealth Achiever Plus stands out from the crowd and which clients are most suitable.
Individual lunchboxes will be prepared for this session. Please RSVP on Google calendar by noon, Thursday, March 12th, so Administration can prepare one for you.
Business Management on The Power of Compounding — Stephen Lai & RBC Mike Jackson
Come learn how efficient business operations can enhance your business volume and compensation, and tips on winning the RBC $2,000 Campaign.
Industry Updates on COVID-19 (aka coronavirus)
Some travel insurance companies, including Allianz and TuGo, have recently announced their arrangements on coverage of the coronavirus. For those countries and areas that have a travel advisory by Global Affairs Canada or Public Health Agency of Canada, their policies may not provide coverage. Please refer to the attachment by Allianz. TuGo’s information is also found their advisor website: https://partner.tugo.com/news/viewNewsArticle/ANT:1583272145286:760 (a print-screen is attached for your convenience)
For impact on the market, join IA Chief Economist, Clément Gignac in his upcoming webinar:
Coronavirus, Oil and Market Turmoil: Should We Fear a Recession?
10am ET (i.e. 7am PT), Wednesday, March 11th
And review the recast next week here: ia.ca/economic-publications/posts