Dear Members,
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.
NEW Online Schedule for Way Platform Events – book your 1-on-1 case studies directly online
The Way Platform Events schedule is now online via Google Calendar “Way Platform Events” (wayplatformevents@gmail.com).
Simply subscribe to this calendar on your Google and you can see the upcoming training, client events, etc and book your 1-on-1 case studies session directly. Follow the simple steps below or ask Administration for assistance.
- Add wayplatformevents@gmail.com to your own Google calendar
- See the different events and 1-on-1s available.
- 1-on-1s with adjacent blockings mean the session is already booked.
- 1-on-1s without adjacent blockings are available.
- Make a booking by creating an event and indicate “1-on-1 booked by (your name)”
- Add wayplatformevents@gmail.com as your guest.
- Save & send the invitation to secure your slot.
1-on-1 case studies can be 30 minutes or an hour each. Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:
- How to present the case (illustrations & presentations help)
- How to respond to clients’ objections
- How to get repeated or referral business
- How to start the conversation
New Top Members’ Training Series by CFP, CIM, COT Sophia Li – every 2nd Wednesday
We are pleased to announce a new Top Members’ Training Series by CFP, CIM, COT Sophia Li, who will be teaching members tips of Case Preparation and Closing.
Sophia’s training is at 11am on every 2nd Wednesday, starting with April 14 and will alternate sessions with Carmen Ke’s Case Studies. For the first training, she will talk about applying techniques from the 20 Taxman Secrets.
With her 9 years continuous MDRT achievement, Sophia can help you close cases via effective case preparations and joint-field work to achieve your own business targets.
Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」
This week’s Connecting Talents 匯賢天下 has Stephen interviewing Frida Liang, Principal of Splendid Gateway on how she lays a strong knowledge foundation and sharpens her techniques by attending Way’s Trainings. Tune in according to the schedule below to hear how Frida overcomes challenges to find her own niche.
AM1320 – 10:15am every Wednesday
AM1470 – 11:16am every Thursday
Upcoming Virtual Trainings
Time & Date: 11am PST, Wednesday, Mar 24
Annual Compliance Meeting (Mandatory) – Stephen Lai
As some of you are already aware, there will be a Big Ticket Monthly Campaign of at least $2000 in rewards every month starting April. Details will be announced this Wednesday at the Annual Compliance Meeting with previews of the upcoming two campaigns. Attend on time to not miss out!
Time & Date: 11am PST, Friday, Mar 26
Value Investing for 2021 – CL Richard Chen & Rocco Vessio
Richard and guest speaker Rocco Vessio from Setanta Asset Management will share with us Setanta’s value investing philosophy and how they’re positioned to win for 2021, as value stocks recover and “value rotation” continues.
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.
Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)
Time & Date: 1-3pm PST, Friday, Mar 26
1-on-1 Case Studies with CL Richard Chen
Book your session online via the WayPlatformEvents Google calendar. Contact Administration if you have any question.
1-on-1 case studies can be 30 minutes or an hour each. Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:
- How to present the case (illustrations & presentations help)
- How to respond to clients’ objections
- How to get repeated or referral business
- How to start the conversation
Carriers’ Updates
Manulife
Check out the four attachments from Chris Chang’s training last Friday:
- ML_2021_Grow 4 It One-Pager_EN
- ML_Apple Watch offer Oct 2020
- ML_Lifecheque – LivingCare Benefit Product Matters English
- ML_Lifecheque – Removal of 30 Day Waiting Period
A key highlight is the increased coverage level of $3,000,000 for non-face-to-face life business for clients aged 18-50.
As well, advisors who place $10,000 annual premiums or 4 Vitality cases can get featured in Manulife’s Find An Advisor page: https://www.manulife.ca/personal/support/find-an-advisor.html
Our office has already helped qualifying members get listed and some have already received calls from prospects interested in Manulife products. This is a good way to expand your network.
Please ask Chris Chang at Chris_Chang@manulife.com or at (604)355-4879 or Cherry Xiang at Cherry_Xiang@manulife.ca or 604-678-1558 for more information or if there is any questions.
Compliance Presentation – Conflict of Interest
Members with a Manulife contract are asked to take part in this compliance presentation by Cindy Bauder, Manager, Market Conduct Compliance, which will provide you with an understanding of your obligations as advisors and the potential risks associated with entering into a conflict of interest with a client. There is no need to register but do note that attendance may be kept on your Manulife advisor record.
Time & Date: 10:30am-12:00pm PST, Tuesday, Mar 30
TuGo
TuGo has added new benefits, increased the limits of existing benefits and there is a decrease in the premium for some visitors. Here is the TuGo blog which highlights some of the market advantages our product has for Visitors to Canada: https://blog.tugo.com/en/blog/visitors-to-canada-your-guide-to-navigating-visitor-visas-and-travel-insurance/
Or, you can watch this video: https://www.screencast.com/t/Z98rm60CuL
There is a live webinar “TuGo Visitors to Canada: What You Need to know” and click here for registration.
Time & Date: 12-1pm PST, Wednesday, Mar 31
As international travels are expected to pick up with COVID vaccinations made more available, learn TuGo added new benefits, increased the limits of existing benefits and decrease in the premium! See the 2 attached files for your reference. (tugo_visitor_02pw_2020-09_final and tugo_visitors_02kfb_medical_2020-11_final)
Contact Hélène Desjardins at hdes@tugo.com or (905)267-1724 if you have any questions.
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
https://www.dreamifymedia.com/wayfinancial/
Greater Vancouver Area (GVA)
2nd Floor, 8171 Ackroyd Road
Richmond, BC V6X 3K1
Greater Toronto Area (GTA)
Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8
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