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.
Connection Campaign – Advanced Bonus (October to November)
As Stephen has announced at his training last Wednesday, this Connection Advanced Bonus Campaign will start in October and runs for only two months. The Advanced Bonus is paid out to every and each Connection made in October and November – get $1,000 per Connection made and double the bonus when you make 3 or more connections.
2 Connections = $2,000; 3 Connections = $6,000; 5 Connections = $10,000
As per members’ request, Stephen’s presentation file is attached for your reference on why it is easy to Connect and how to do so effectively! Let’s make use of this campaign to make up for any income loss from COVID this year!
When you have a potential connection, simply input their names and information on the bottom part of Way’s homepage to get started: https://www.dreamifymedia.com/wayfinancial/
Feel free to ask Stephen for more details at stephen.lai@wayfinancial.ca or 604-279-0866 ext. 114.
Marketing Poster for Canada Life 3-Months Free Premium Promotion
As previously mentioned, the Platform has designed a poster for your use in promoting the Canada Life 3-Months Free Premium campaign. The poster is designed for members’ unique use so you would not see any logos, including Way’s, on it – feel free to add your own company logo to it. The wording is also intended to push for immediate action from clients. There will be a poster for each of the subsequent months of the campaign.
Attached is the English one for September. The two Chinese versions will be available shortly and circulated in the WeChat group.
New Top Member Trainer – Amanda Ngan
The Platform is proud to present a new Top Member Training Series, featuring Amanda Ngan, an MDRT Prospecting Expert, who will present her experience and strategies on converting networks to clients and generating referrals every 4th Wednesday of the month.
Amanda started in the industry 10 years ago while still in school studying Finance at UBC. With a strong passion for asset management and helping clients do solid financial planning, she worked hard and smart, and soon after her graduation, she was already qualified as a Million Dollar Round Table (MDRT) member.
Born and raised in Vancouver, Amanda has been able to build and expand a solid network of clients from various backgrounds and help them reach their financial goals. This is also due to her strong prospecting & client conversion system, which she will share with you to turn your existing network into insurance/investment clients.
Amanda is also available for 1-on-1 sessions to help you directly. The sessions for this month are already full but reach out to admin@wayfinancial.ca to get the next spot available.
See you this Wednesday (September 23rd), either in person (please confirm spot with admin@wayfinancial.ca) or online (Join Microsoft Teams Meeting).
Apexa Onboarding
We are pleased to announce that Way’s Apexa account is already set-up and we will be inviting members to on-board the system shortly.
For those of you who are not familiar with Apexa, it is a digitalized platform to simplify contracting, consolidate advisors’ profiles and manage compliance risks all at once. It is a new requirement of our industry with carriers requesting that each advisor to have an Apexa account. With Way’s subscription, our members can utilize the service to make their business more efficient.
Our Contracting colleagues will be hosting training sessions to walk you through the set-up of your individual Apexa account. Several small training groups will be organized to make each session more effective. Look out for the invitation shortly.
You can find more information in the two attached Apexa PDFs. Go through the Tip Sheet to see what information you need on hand when creating your Apexa account.
If you have any question in the meantime, feel free to reach out to contracting@wayfinancial.ca.
Carriers’ Updates
Assumption Life
Check out the new illustration effective September 18th, 2020 and download it from the page here with attached instructions.
Contact Mohammed Saiepour at mo.saiepour@assomption.ca or (403)542-5209 for more details.
Canada Life
Canada Life SimpleProtect Demos
Time & Date: 10 to 11am PST, Thursday, September 24th
Agenda:
- Refresh of non-face-to-face juvenile application demo
- New SimpleProtect enhancements
- Question and answer
Make sure you know how to use SimpleProtect to make use of the 3-months free premium promotion and quickly close cases.
iA
Investments
It is now possible to obtain, in just a few clicks, a list showing the fund performance for your block of business, presented by client, for the period you select.
See here for more information.
Contact Hilda Ng at hilda.ng@ia.ca or (778)873-1254 or Barbra Vuan at barbra.vuan@ia.ca or (604)737-9245.
iA Connected
Did you know you could have your clients schedule appointments with you using Facebook? Click here to see how you can set up the appointments on your page.
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 any questions you may have.
RBC
Did you know you can use annuities calculator to estimate a client’s money required at retirement? For example, if your client is 50 years old, currently has $200,000.00 in savings and would like to receive $2,000.00 a month, you can estimate the total amount they require at retirement using an annuity illustrator and the required rate of return for their investments.
Check out the RBC Illustrator here https://www.rbcinsurance.com/cgi-bin/cannex/illustrations.cgi.
Ask Mike more about this at his presentation this Wednesday, September 23rd.
For those who missed the RBC Global Investment Outlook Conference Call on economy, equity and fixed income markets on September 2nd, see the presentation here.
TuGo
TuGo has now extended the offer to purchase 15 months of Multi Trip Annual Insurance for the price of 12, to the end of the year until December 31st, 2020. This offer applies to new sales, renewals and auto-renewals. Travellers have the flexibility to buy up to 1 year in advance of their trip start date.
For example, a customer can buy a Multi Trip Annual policy on September 30th, 2020, even if they don’t have plans to travel until March or June, or even September 2021. This means you can help secure your customers’ future travel coverage at the best rates possible!
Contact Hélène Desjardins at hdes@tugo.com or (180)069-7752 ext. 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.
Module 1B – Business Planning/Mentor Input
8:30am, Tuesday, September 22nd
Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.
Why PAC Works the Best for Long Term Investors — RBC Mike Jackson
10am, Wednesday, September 23rd
Get your advance of $100 bonus in this campaign by submitting just 5 PACs before this second training session! Stephen will also be announcing an additional advanced bonus at the session on Wednesday. Attendance to this training session is mandatory as a requirement for the $2,000 PAC Campaign.
Canada Life Retirement Solutions: Lifetime Income Benefits — CL Richard Chen
11am, Friday, September 25th
Learn about lifetime income benefits from Canada Life Richard.
Events Schedule – October
The Events Schedule for October 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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