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.
Using New Compliance Package Now
Members should be using the new and simpler Compliance Package for business submissions starting this month. The new Package has cut back two forms so that makes your submissions more swift and efficient! The new files are available on VirtGate and the intranet. Feel free to ask your specific coordinator or e-mail process@wayfinancial.ca if you have any question.
MDRT Articles Free Subscription & Video Viewing Sessions
Way is now offering all members a free subscription to MDRT articles to gain insight on enhancing and developing your business. The articles are sent out the beginning of each week and will replace the Food for Thought of the Day. All members will be invited to the mailing list to enjoy the free subscription this month and starting September, the free subscription will continue for members who submitted business in the previous month. Any amount of business submission qualifies. The first MDRT article is attached for your good read.
Every Tuesday morning, from 11am to 12pm, a series of MDRT videos will be played at the Boardroom. The speakers of these videos are all MDRT qualifiers and successful players and you can learn how to be a successful advisor from their valuable experience. There’s no need to RSVP, just come in to the office to view the videos.
Reach out to Administration Department if you have any questions.
Virtual Client Events
15 Company Solutions Lawyer and CPA Need to Know #8 Participating Policy Transfer & 12 Tactics that your Executor Should Know #5 Alter Ego Trust
Time & Date: 10:55 am, Thursday, August 13th
Language: Mandarin
Time & Date: 1:55 pm, Thursday, August 13th
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.
RBC PAC Campaign 2nd Series – $2,000 Lump-Sum Bonus (September to November 2020)
As mentioned, training sessions will be organized to support you in winning this 2nd series of RBC PAC campaign. Don’t miss the first training session on August 5th from 10 to 11am where you could learn how to easily generate new and referred business. Attached is a text template to send your clients so you can get started right away. RBC will also update us on the 6 new funds on their portfolio.
Sign up 30 RBC PACs from September to November 2020 to receive an additional $2,000 bonus. Any PAC amount works! And it’s per account, be it RRSP, TFSA, non-reg, etc. Those who sign up 15 plus but less than 30 RBC PACs will also be rewarded with a lump-sum $750 bonus.
All winners from the 1st series will get first dips and their business will start counting from August 17th.
Additional 20% FYC Bonus Campaign for IA Business
Carriers’ Updates
B2B
Review the investment loan checklist to speed up your application progress to get approved and funded quickly.
Avoid the common errors below:
- Ensure that all client details are correct and consistent
- Confirm the client has provided two pieces of ID and that ID types and numbers are accurate
- Include a copy of a void cheque with the application
- Verify that the client’s name on the cheque matches the name on the Investment Loan application or one of the pieces of ID
- Where applicable, ensure information on segregated fund applications is an exact match to the information on the Investment Loan application
Contact Danya Wang at danya.wang@b2bbank.com or (236)688-6201 for any questions you may have.
Canada Life
Canada Life Weekly Call
Time & Date: 10 to 11am PST, Wednesday, August 5th
Topics to be covered this week:
- What the biggest impact COVID-19 has had on small business
- The future of Canada’s export and international trade relations
- Government support and more!
iA
iA Connected is back! It is a digital information platform that gives you the week’s news as well as launches, advertising campaigns and other useful and relevant communications. Sign up here to receive notifications and be among the first to be informed!
Remember, there’s a dividend incentive of 0.25% for the life time of the client contracts for par policies submitted by October 31st, 2020. Some members have already utilizing the new iA Par for bonus promotion.
RBC
RBC has strengthen their segregated funds by adding four New Global Guaranteed Investment Portfolios and two New Low Volatility Equity Guaranteed Investment Funds to their line-up.
Click here to access new fund facts.
Attend the training tomorrow to find out the strategic way to utilize funds and enhance your clients’ portfolios!
Contact Mike Jackson at mike.jackson@rbc.com or (604)363-7583 or Matthew To at matthew.to@rbc.com or (604)699-2350 for any questions.
TuGo
On August 19th, TuGo will be changing their medical questionnaire for selling Emergency Medical coverages for those aged 60 and over.
Click here https://attendee.gotowebinar.com/rt/4032204216780124941 to register the session that you’d like to attend from the drop-down menu.
Contact Hélène Desjardins at hdes@tugo.com or (180)069-7752 or 3501 for any questions you may have.
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.
Market Update and Winning the 2nd Series of PAC Campaign 2020 — RBC Matthew To & Stephen Lai
10am, Wednesday, August 5th
This training session from RBC will give you the latest market update and also to support you for the 2nd series of RBC PAC campaign.
Register in advance:
https://rbcteams.webex.com/rbcteams/onstage/g.php?MTID=e2c959946f2555ac09a87c13e6c6a4bf2
Business Insurance Series Session 2 — EQ Monica Zhang
11am, Friday, August 7th
Listen to Monica’s presentation on session 2 of business insurance series.
Holiday Notice
Please note that our office will be closed on:
Monday, September 7th, 2020 (Labour Day)
Monday, October 12th, 2020 (Thanksgiving)
Normal operations will resume on:
Tuesday, September 8th, 2020
Tuesday, October 13th, 2020
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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