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.
Focus Group on Corporate Cases (September 1 to October 6) – Door Opener Text Templates
Members who have applied to participate in the Focus Group on Corporate Cases are building their client networks by generating interest via text messages on the Health Spending Account (HSA). This is an easy and straightforward way to start talking to those clients with companies on your financial planning service for their corporations.
Reach out to the Administration Department if you would like these text templates as well as to enroll in this Focus Group, which is open without cost to committed members.
| Date
(Time: 10am to 12pm) |
Speaker | Topic |
| Sep 1 | Leon Chan, CPA, BBA,
Wealth & Tax Planning Consultant |
Corporate 101 whiteboard session & insurance planning opportunities |
| Sep 8 | Leon Chan, CPA, BBA
Wealth & Tax Planning Consultant |
Fact finding and optimized discussions with high net worth clients |
| Sep 15 | Jeff Nason, BA, EPC, CHS, CFP, CLU, Advanced Case Consultant
Tim Lau, CFP, CLU, TOT |
Bridging the gap: From Fact-Find to Solution-Selling |
| Sep 22 | Jeff Nason, BA, EPC, CHS, CFP, CLU, Advanced Case Consultant | Corporate Asset Efficiency – Putting the pieces together |
| Sep 29 | Tim Lau, CFP, CLU, TOT | Inter-Generation Tax Saving ITSP
Biggest CII Objection: Is it Worthwhile to Apply if There is No Illness Diagnosed |
| Oct 6 | Patricia Carlos, BA, CHS,
Advanced Planning Strategist, Living Benefits |
Solution Selling: Strategies to Protect the Business Owner |
Using New Compliance Package by the end of July
For those members who have not started using the new and simpler Compliance Package for business submissions, please be reminded the last day to migrate is the end of this month. The new Package has cut back two forms so that makes your submissions more swift and efficient, so don’t wait to make your change! The new package is available on VirtGate and Intranet. Ask your specific coordinator or e-mail process@wayfinancial.ca if you have any question.
Carriers’ Updates
Canada Life
Did you know that SimpleProtect will be launching new features to accommodate juvenile policies, joint policies and more later this year? If you have not familiarized yourselves with how much quicker it is to apply and get approved on your insurance business, take a look at the attached SimpleProtect Guidelines and Comparison between regular E-Apps and this shortened version. This will certainly enhance you and your client’s experience in getting insurance – imagine getting a $2 million coverage Par life by just answering 20 questions and approved within days?
Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203, or Hinris Chan at Hinris.Chan@canadalife.com or (604)443-8247 for any questions you may have.
iA
Investment
iA Virtual Summer Tour
Join Clément Gignac, Senior Vice-President and Chief Economist, on his new series of webinars with weekly special guests every Thursday at 8am which run until August 13th.
Webinar #6: Credit shows resilience despite the crisis
Time & Date: 8am to 8:30am, Thursday, July 23th
Guest: Jean-Pierre D’Agnillo, CFA, Vice-President and Principal Portfolio Manager, Corporate Bonds, iAIM
Upcoming Virtual Trainings
Please note when you sign in to the virtual trainings, make sure you use your legal name so the organizer can recognize you and have applicable CE credits issued accordingly. If requested by the speaker, please type in your name and e-mail address in the chat box to have your attendance recorded properly.
Role Play on Door Opening of Technology “Precision” Proposal to Transfer RRSP and TFSA from Other Parties. Much Easier to Provide Needs – Simon Mok
11am, Wednesday, July 22nd
See what top sales, Simon Mok, has to share with you this month on creating needs for clients and closing the sale.
Click on the link below to join:
Practice Management: What Does a Fee-Based Business Model Look Like? — CL Richard Chen
11am, Friday, July 24th
Learn about how a fee-based model contributes to your businesses.
Click on the link below to join:
Events Schedule – August
The Events Schedule for August is attached for your reference.
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
2nd Floor, 8171 Ackroyd Road
Richmond, BC V6X 3K1
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