Hi 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 ACP $2000 Campaign
ACP $2000 campaign will start in on April 1! Join Amanda’s training next Wednesday to be a qualifier for the campaign. Also book your 1-on-1s with her to learn how to close your cases and win this extra cash. Read the Poster for details.
Way Platform Events Calendar
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.
1-on-1s with iA investment wholesaler & Hilda Ng and B2B wholesaler Danya Wang are coming up in April to help you win the ACP campaign. Book your slot on the Way Platform Events Schedule now or contact Admin for assistance.
Upcoming Client Events
20 Taxman Secret: #1 Principal Home Deduction #18 Intergeneration Tax Saving
Date: Saturday, Apr 3
Language: Mandarin
Time: 10:55 am PST
YouTube link: https://www.youtube.com/watch?v=y6lGhgS6jq4
Language: Cantonese
Time: 1:55 pm
YouTube link: https://www.youtube.com/watch?v=8MUjrdvH5TA
And here is the registration link: http://sv.mikecrm.com/FVlbC7e
Ask admin@wayfinancial.ca if you have any question.
Way & iA Financial Group Sales Contest
Only one more month to go! Get additional $300, $600 or even more cash rewards from your business application submissions! For the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below.
For iA Life Insurance enquiries, please 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 Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.
Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」
This week’s Connecting Talents 匯賢天下 has Stephen interviewing COT Stanley Tsui, Founder of Stanbridge Financial on how he uses a soccer team performance as a metaphor to play and win in his business. He appreciates the effort of every team members who takes part in the Client Events and he simply enjoys the fruits by inviting prospects. Tune in according to the schedule below to hear how Stanley turns the Platform resources into his successful performance.
AM1320 – 10:15am every Wednesday
AM1470 – 11:16am every Thursday
Upcoming Virtual Trainings
Time & Date: 10 :30am PST, Tuesday, Mar 30
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: 11 :00am PST, Wednesday, Mar 31
Group Benefits : Canada Life Digital On-boarding process – CL Jason Yang
Jason will introduce us Digital On-boarding process of Group Benefit.
Carriers’ Updates
Apexa
Many members are already getting used to the Apexa system to directly update their E&O and upcoming license renewal. Attached is a simple set of guidelines to take you through the steps. Ask admin@wayfinancial.ca if you have any question.
BMO
Effective May 1, 2021 to April 30, 2022, the Performance Bonus Rate for BMO Insurance Whole Life policies will be 5.50%.
Contact Greg Einarsson at gregory.einarsson@bmo.com or (236)994-5289 if you have any questions.
Canada Life
Please check for the presentation file (CL_Setanta Funds Feb 4th 2021_0326) from CL Richard Chen’s training last Friday.
Contact Richard Chen at richard.chen@canadalife.com or (604)338-6416 if you have any question.
iA
iA Connected teaches you how to attract new clients and followers when you create Facebook contests. Click here for the tips.
Manulife
There is an upcoming Manulife session for Disability Training. It will be focusing on answers to the frequently asked questions pertaining to both DI underwriting and DI claims.
Time & Date: 10-11:30am PST, Thursday, Apr 15 Click here for registration
Check out the presentation file (ML_2021 Q1 update_ 0319) from Chris Chang’s training on Mar 19.
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.
News from the Insurance Council of British Columbia
The deadline for Insurance Council licensees to complete their annual continuing education (CE) requirements last year was extended for one year, so make sure you have two years’ credits for renewal this year. Read here for more details.
Attend Way’s trainings to fulfill license renewal requirement. For those who do not have enough CE credits, there are still 2 months to catch up!
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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