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.
Virtual Client Events
Market Update Webinars
Given the enthusiasm received from last week webinar hosted by RBCI exclusively for Way advisors’ clients, we will arrange more similar events in the future to members who have shown commitment to their business development. Materials from last week’s event including presentation and information of clients who attended will be distributed to the relevant advisors shortly.
Reach out to Administration Department at admin@wayfinancial.ca to indicate your interest and you will be placed in a priority sequence for these exclusive events!
11 Ways of Property Tax Coding
Time & Date: 10:55 am, Thursday, May 14th
Language: Mandarin
Time & Date: 1:55 pm, Thursday, May 14th
Language: Cantonese
Speaker: Global Life & Wealth
Global Life & Wealth hosts a series of webinars for clients including Crisis Rebound Investment Secret Manual, RRSP Mistakes & Solutions amongst others. Contact Theresa Lai at 604-278-0122 (ext. 105) or theresa.lai@grandtag.ca for more details on how to participate and share the resource with your clients.
Getting More New Business and Referrals by making use of COVID-19
In link with the YouTube client webinar this week (mentioned above), refer to the text templates for Property Tax Deferment Program Promotion in three languages below on making it easy to connect with your clients to help you generate new business and referrals.
Send the following text templates to your clients:
- Hi XXX, the news just came out on the poor real estate market sales last month due to COVID-19 and property owners are soon facing the annual property tax burden. Did you know there are government programs that can help alleviate this stress? There’s no income or property restrictions; you just need to be the owner. As these programs tend to have deadlines, you should contact (advisor’s name & contact info) on how to utilize them for immediate and long-term purposes. There’s also a YouTube channel with Live Webinars on this – ask (advisor’s name) for the link. Please also send this to family and friends to help them during these difficult times.
- XXX 你好,在這新冠肺炎肆虐期間, 民生受困，業主更是雪上加霜，政府已推出各項操施。年度地稅也有省級政府援助計劃，無最高收入或房屋價格限制，但必須是自主物業。好多政府計劃都有限期，假如你還不清楚如何申請地稅計劃作長中短的用途，就應立刻訂閲YouTube三千位免費“財稅人生地稅計劃”直播 或諮詢(顧問名字和聯係方式)。請將這訊息轉發給你關心的親友,讓他們亦獲得援助。
- XXX 您好，在这新冠肺炎肆虐期间， 民生受困，业主更是雪上加霜，政府已推出各项操施。 年度地税也有省级政府援助计划，无最高收入或房屋价格限制，但必须是自主物业。 好多政府计划都有限期，假如您还不清楚如何申请地税计划作长中短的用途，就应立刻订阅YouTube三千位免费”财税人生地税计划”直播 或咨询 (顾问名字和联系方式)。请将这讯息转发给您关心的亲友，让他们亦获得援助。
Carriers Updates
Canada Life
Canada Life has provided a Chinese translation of the medical history questionnaire for easy reference on different medical terms. See the attached CL Medical History Questionnaire CH to better assist your clients.
Equitable Life
Equitable Life has announced that its current dividend scale interest rate will remain unchanged at 6.2% for the period July 1st, 2020 to June 30th, 2021.
Click here for more details: https://advisor.equitable.ca/advisor/getattachment/f9d6b642-98d4-408c-974e-623f2c86628c/1292-Advisor-2020-dividend-notice.pdf?mc_cid=69054d34ff&mc_eid=455db21731
IA
See the attached presentation from last month on EVO, iA’s sweet spots, and comparison with competitors: iA CI & Life Launch.
Some highlights include:
- Critical illness limits without paramedical:
- Age 50 and below: $199,999
- Age 50 and above: $99,999
- Can create a Mortgage Package of Life, Credit Disability Rider (mortgage/rent DI coverage) and CI in one application.
- Additional PDFs are attached for your reference : iA Access Life – Product Summary, iA Acci 7 Plus – Product Summary & iA Mortgage Package.
Advisors may use online needs analysis (https://ia.ca/life-insurance-calculator#calc) and premium calculator (https://inalco.premium-calculator.ca/) to find out how much you and your clients need for life insurance.
Click here to download the latest Evo Software interface suite: https://iaa.secureweb.inalco.com/MKMWPN23/Evo
Manulife
Here is a Mandarin second training recording on Manulife’s e-process and underwriting changes presented by Chris Chang for your reference: AMU Session 2 – Manulife Par and Living Benefits
Chris can be reached at chris_chang@manulife.com or (604)355-4879 for more details.
IA New Business Campaigns
We are pleased to announce that Darren Ng and Grace Zhu are already getting points and ballots to the top prize and raffle draws from the first week of the IA Spring Fling – there are 8 weeks left. Others including Carmen Ke, Patrick Ng and Wilson Ng are also on track to their CPB additional 20% FYC bonus!
Let’s all continue this roadmap to the additional rewards, which is exclusive to Way Members!
Connection Campaign 2020 – Earn Extra 5% FYC Bonus on Your Business with Every New Connection
While the current situation gives you the opportunity to outshine your competitors and showcase to your clients your continuous support to their financial well-being, it is also the time to connect your external broker network and share with them the different resources you have from the Platform – marketing support, client events, unique trainings, exclusive campaigns, knowledgeable processing, etc., and get additional rewards for your connections!
Upcoming Virtual Trainings
Real Life Case Studies: How to Handle Property Tax Deferment Selling Concept Objections? — 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.
Click on the link below to join:
https://meet.google.com/juy-ffdt-uud
Put on Your 3D glasses, How Synergy May Work as a Complete Solution — ML Chris Chang
Find out how the Synergy Plan can be an opportunity for your businesses.
Click on the link below to join:
https://meet.lync.com/manulife.ca/chris_chang/1SD6960G