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.
How to help clients Protect Against COVID – iA_Acci7 Plus Hospital Benefits
The recent COVID case count of 1,000+ is really worrying clients, seniors and youngsters alike, who have asked more about protection. Offer them peace of mind by getting their Acci7 Plus Hospital Benefits set up immediately. See attached iA training slides on how to protect against COVID (iA_How to Protect Against COVID – Way Kickoff). Utilize the text templates below for easy prospecting– don’t wait, this is an unprecedented situation with unprecedented opportunities! Book a 1-on-1 with iA Danielle for more details on Apr 23rd via the Way Platform Events calendar – ask Admin to help if needed.
Traditional Chinese:
XXX,你好,在這新冠肺炎每天1000+個案期間,XXX(advisor name) 關心您的健康請查收若因感染這個病毒而要住院的現金保險賠償。XXX (advisor’s phone number). 您的親友亦會關注,請多轉發。
Simplified Chinese:
XXX,你好,在这新冠肺炎每天1000+个案期间,XXX(advisor name) 关心您的健康请查收若因感染这个病毒而要住院的现金保险赔偿。 XXX (advisor’s phone number). 您的亲友亦会关注,请多转发。
English:
Hi XXX, in view of the worrying 1,000+cases per day of COVID, take a look at the info below on getting cash benefits from coverage on hospitalization due to the virus. XXX (advisor’s phone number). Please forward this message and info to the people you care about so they can get the same protection.
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.
Upcoming Client Events
20 Taxman Secret: #13 Property Transfer Tax Planning #17 PAR Policy
Date: Thursday, Apr 15
Language: Mandarin
Time: 10:55 am PST
YouTube link: https://www.youtube.com/watch?v=XstZb99P5Nk
Language: Cantonese
Time: 1:55 pm PST
YouTube link: https://www.youtube.com/watch?v=MXnVaXW4yL8
And here is the registration link: http://sv.mikecrm.com/dKlRFyc
Ask admin@wayfinancial.ca if you have any question.
ACP $2000 Campaign – only 3 weeks to go!
ACP $2000 campaign started this month. Please check the materials from lenders B2B, Manulife Bank and iA attached and below for your reference. (iA_Investment Loan Client brochure; MB_Investment Loan Underwriting Reference Card; MB_InvestmentLoanAppFAQ)
B2B Calculator:
https://b2bbank.com/en/calculators/net-worth-and-tdsr-for-100-loans
Application process info for B2B investment loans into RBC seg funds is found here:
https://www.rbcinsurance.com/salesresourcecentre/file-499558.pdf
Client materials:
https://b2bbank.com/sn_uploads/marketing/817-08-137E_IL_FastFwdSavings_06-04-15_WEB.pdf
https://b2bbank.com/sn_uploads/marketing/817-08-139E_IL_BorrowToInvest_07-03-2015_WEB.pdf
Way & iA Financial Group Sales Contest – last month to win!
Only half a month left! 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 Paula Law, Director of Cheerslife Financial on how she discovered her potential by escalating her learning motivation when surrounded by fellow driven entrepreneurs on the Way Platform. Tune in to see how Paula embraces new technology, Way’s resources and opportunities in the current unprecedented situation to produce her business success.
AM1320 – 10:15am PST every Wednesday
AM1470 – 11:16am PST every Thursday
In helping interviewed members further leverage their promotion on air, as well as to help other members connect external brokers, a featured marketing piece is designed for your use. The attached pdf version (Way Connecting Talents February) has links to the abridged version of each member’s interview and can be accessed by clicking on the member’s name/photo. Showcase this to your networks to share how our platform supports our members.
Upcoming Virtual Trainings
Time & Date: 08 :30am PST, Tuesday, Apr 13
Advocis Training: Advice Delivery
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.
Time & Date: 11:00am PST, Wednesday, Apr 14
RRSP Meltdown: A Tax Efficient Strategy 1 – Sophia Li
With her 9 years of continuous MDRT achievement and industry designations, Sophia can help you close cases via effective case preparation and joint-field work that will help achieve your own business targets.
As a kick-off to Sophia’s training, a special Virtual Fine Dining Experience (~$100 value) will be rewarded to those who attend and meet the requirements – details will be announced at the session!
Time & Date: 11:00am PST, Friday, Apr 16
Market, Seg Fund Update, Top Picks and Government Policy/Covid Outlook – ML Stefan Goddard
Don’t miss the presentation from Manulife on Market, Seg Fund Update, Top Picks and Government Policy/Covid Outlook.
(Passcode: 934033)
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: 12:30-1pm, Wednesday, Apr 14
1-on-1 Case Studies with Sophia Li
Time & Date: 1-3pm PST, Friday, Apr 16
1-on-1 Case Studies with B2B Danya Wang
Book your session online via the Way Platform Events calendar. Contact admin@wayfinancial.ca or 604-279-0866 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
B2B
To align with the 2020 B2B Bank Prime Rate changes, if applicable, the payment amount on the interest-only Investment Loan will be reset effective April 19, 2021. Please see the attached sample client letter that will be sent out to your clients. (B2B_20210310EF_RM_B2B_IL PaymentReset_ClientComm)
Canada Life
Insurance
There are two upcoming webinars which provide a digital dive into participating life insurance and refresh your term insurance knowledge, especially for those who missed last week’s My Term new product introduction. Click here for more details and registrations.
Canada Life My Term
Time & Date: 12- 2pm PST, Friday, Apr 14
Insurance Live!
Time & Date: 12- 2pm PST, Friday, Apr 29
Please see the attached presentation file to review Canada Life Carol’s training last Friday. (CL_MyTernLaunch_210409)
Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203 or Brenda Chan at Brenda.Chan@canadalife.com or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 if you have any questions.
Sun Life
New Toolkit
Millennials are the largest generation in Canada – and they’re growing up. They want help with their finances and are looking to partner with an advisor they trust. Get a toolkit to tap into this market here.
Office Patio is now open
Enjoy spring’s warmer weather safely on the office’s patio. Access it through the boardroom and use the pleasant environment to inspire your business planning and goal setting for Q2!
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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