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)
A few members have already qualified for the Connection Advanced Bonus by successfully connecting external brokers to the Way Platform. Some others are also on track by arranging appointments with the office to introduce their network to Way.
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/
There are only 6 weeks left to this unprecedented campaign – don’t miss out.
Feel free to ask Stephen for more details at stephen.lai@wayfinancial.ca or 604-279-0866 ext. 114.
New Text Templates for Prospecting Clients
Further to RBC’s training last Wednesday, the presentation and PAC Playbook are attached for your reference.
RBC has also provided a special marketing piece to reassure your clients during the current time of market volatility. This is a good door opener to start a PAC for them and get the additional $2,000 bonus from the current PAC Campaign!
Here are the text templates for you to send out to your clients along with the RBC piece:
Hi XXX, given the current sociopolitical events causing market volatility, I want to reassure you that investing at regular intervals is an effective and potentially less stressful approach to building wealth over the long run and during any type of market.
Check out the RBC advice below and I will call you shortly to help you with this.
XXX 你好，近期一連串的社會和政治事件，引致投資市場波動不已，因此我想向您重申，定期定額投資是一種最有效的長線投資方法，在任何類型的市場下都可以減低風險，積累財富，壓力也最少。
請閱讀下面RBC的建議，我會這週打電話給您，幫助您利用這種方案。
XXX您好，近期一连串的社会和政治事件，引致投资市场波动不已，因此我想向您重申，定期定额投资是一种最有效的长线投资方法，在任何类型的市场下都可以减低风险，积累财富，压力也最少。
请阅读下面RBC的建议，我会这周给您电话，帮助您利用这种方案。
Carriers’ Updates
Canada Life
Insurance
Download the new illustration (version 4.4) and see the full product and pricing details on attached CL PDFs.
Canada Weekly Call
Time & Date: 10am PST, Wednesday, October 14th
Speaker: Hugh Moncrieff, Executive Vice-President, Advisory Network and Industry Affairs, Carol Neuss, Assistant Vice-President and Chief Underwriter & Dr. Bruce Empringham, Medical Consultant, Advanced Advisor Practices
You will learn about what Canada Life is doing to help advisors build better businesses to serve Canadians and an update on underwriting processes.
Canada Life Days – Registration is open
Time & Date: 9:30am to 1:40pm PST, Wednesday, October 28th
Session include:
- Insurance sales generators
- Partnering with our advanced team to increase your large case business
- Managed solutions – A look at how they can benefit you, your practice and your clients
*Top Member Training on Prospecting Strategies by Amanda Ngan originally scheduled for the morning on the 28th will be rescheduled to the same time at 11am on Thursday, October 29th.
Canada Life SimpleProtect Demos
Time & Date: 10am PST, Tuesday, October 27th
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
iA Connected
Check out the different ways to post video content on your social media here.
Remember the iA dividend bonus for clients will end this month on October 31st .
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 iA’s new Par and other life business, and Jackie Singzon at (604)220-7692 and Danielle Fairbank danielle.fairbank@ia.ca or (778)886-8492 for Critical Illness and Acci7 Hospitalization Benefit.
Investment
The iA weekly webinar series, hosted by Mr. Clément Gignac, Chief Economist, is back!
| iAIM Weekly Fall Series
Join this new series of webinars with weekly special guests every Wednesday at 8am which run until December 2nd. Webinar #1: Stock market: What’s in store for the rest of 2020? Time & Date: 8am to 8:30am, Wednesday, October 14th Guest: Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities Contact Hilda Ng at hilda.ng@ia.ca or (778)873-1254 or Barbra Vuan at barbra.vuan@ia.ca or (604)737-9245 if you have any questions. RBC For those who have missed the past RBC GAM conference calls, see below to listen to the recordings. RBC Global Equity – Q3 Update Speaker: Jeremy Richardson, Senior Portfolio Manager, Global Equities RBC Global Asset Management (UK) Limited. Jeremy has talked about the Q3 performance of his team’s funds, developments in the risk environment, summary of recent trading activity, and several potential paths forward for global equity markets. |
Listen to the recording here.
Emerging Markets Equities Update
Date: September 22nd
Speaker: Laurence Bensafi, Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited.
Topics include:
- recent performance and current valuations across countries, sectors, and currencies
- outlook for economic growth
- overview of recent thematic research and related investment opportunities
- fund performance and positioning.
Listen to the recording here.
Contact Mike Jackson at mike.jackson@rbc.com or (604)363-7583 or Matthew To at matthew.to@rbc.com or (604)699-2350 if you have any questions.
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.
Real Life Case Studies: Advantages of PAC — Carmen Ke (Chinese; English available subject to the case client’s requirement)
11am, Wednesday, October 14th
Seg Funds and Estate Planning Update — ML Stefan Goddard
11am, Friday, October 16th
Click on the link below to join:
https://manulife-johnhancock.zoom.us/j/96685492814?from=msft
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
This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure.
If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.