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.
Upcoming Client Events
15 Company Tax Solutions #1 Health Spending Account #4 Estate Freeze
Date: Saturday, May 1
Language: Mandarin
Time: 10:55 am PST
YouTube link: https://zoom.us/j/94632923957
Language: Cantonese
Time: 1:55 pm PST
YouTube link: https://zoom.us/j/98118361509
And here is the registration link: http://sv.mikecrm.com/DGqLknJ
Ask admin@wayfinancial.ca if you have any question.
Connection $50,000 Campaign – starting in May!
The BIG Connection $50,000 Campaign is coming up in a week so get ready by reaching out to your potential connections now. Make use of the tools from Tim and Stephen’s training last week to make your connections efficiently and effectively.
ACP $2000 Campaign – only 1 week to go!
Only THIS week to go for submissions for the ACP $2000 campaign. Book a 1-on-1 or Joint-Field Work if you need help with your cases – ask Admin how if uncertain.
Way & iA Financial Group Sales Contest – last week to win!
This week to 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 is the last episode for the current series, wrapping up the unique and powerful tools on the Way Platform which help drive members’ business development and connections.
AM1320 – 10:15am PST every Wednesday
AM1470 – 11:16am PST every Thursday
Upcoming Virtual Trainings
Time & Date: 11:00am PST, Wednesday, Apr 28
Tax Filing Tips for Self-employed- Joanne Ma
Certified Public Accountant Joanne Ma will be teaching members how to address clients’ tax issues. For members who are self-employed or may have questions from self-employed clients, you will get tips from Joanne before the self-employed tax-filing deadline in mid-June. By providing this added value to your clients, you will in return be getting more business opportunities.
Stephen will also announce a new Training Attendance Reward on Wednesday – come learn and earn!
Time & Date: 11:00am PST, Friday, Apr 30
Special Offers for Your Clients from Sun Life: Long Term Care Insurance & Par Accumulator II and Using their e-App – SL Renee Ho
Did you know that Sunlife was closing its Long-Term Care Insurance business in June? Now is the good time to complete those cases for your clients who asked about this protection as it will no longer be available after June 14. Join the training on Friday to find out how.
https://sunlife.zoom.us/webinar/register/WN_Ach1NA97QaS6AT9S4v4Sfw
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, Wednesday, Apr 28
1-on-1 Case Studies with RBC Mike Jackson
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
Federal Budget Update
Check out the carriers’ summaries of the Federal Government Budget last week:
CL
Read more details here.
ML
Read more details here.
SL
Read more details here.
Canada Life
Insurance
There is a new Large Case (annual premium $100,000+) support from Canada Life. See the attached guide for more details.
Sign up for the Insurance Live webinar which goes into depth on how a Par policy works – its mechanic functions and stability, and how it serves the purpose of your client’s financial planning. There will also be an in-depth participating account investment panel with Canada Life investment managers and an exclusive interview with keynote speaker Paul Desmarais III, Chairman and CEO of Sagard Holdings and Senior Vice-President of Power Corporation of Canada. Anyone who does Par business should attend. Click here for registration; Mandarin session option available too.
Time & Date: 12- 2pm PST, Friday, Apr 29
Investment
The Canada Life Portfolio Manager Connect Series: conversations, opportunities and connections webinars are available for registration. You will learn from the portfolio managers, their expertise strategies and engage with them for questions. Click here for registration.
Time & Date: 10am PST, Thursday, May 6
iA
Insurance
A new onboarding letter will be mailed directly to the client’s home after a new insurance contract has been issued. It will be sent automatically to the applicant 30 days after the issuing of any new individual insurance contract on the EVO platform. A copy of the letter will also be available in the Advisor Centre and My Client Space. Read here for more details.
Investment
Mark Dziedzic, Vice President of Sales, will interview iA Chief Investment Officer, Dan Bastasic, about stocks and bonds to look at in 2021 and the factors that will influence the markets for the next couple of years. Participate in this webinar and be among the first to learn about and gain access to the new iA Estate Cost Comparison tool exclusively before its official launch. Please click here for registration.
Time & Date: 1-3pm PST, Friday, Apr 23
Please see the attached 4 presentation files to review iA Living Benefits, Danielle’s training last Friday. (iA CI Hot Spots – Way; iA_CancerGuard_Eligibility_Questionnaire; iA_Transition Guide with survival periods; iA_transtition—policy-loan)
SL
Sunlife is closing their Long Term Care Insurance to new business in June! Read more here to see how you can make use of this opportunity and attend Renee’s training on Friday to find out more.
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 is still a month to catch up!
Reminder on Office Guidelines in Managing COVID-19
As part of our office’s efforts in keeping the COVID virus at bay, another round of commercial sanitization of the office will take place after office hours this Friday, April 30. We continue to be prudent in managing the pandemic risk and safe-guarding the health and safety of our members while using innovative ways to help everyone generate more business and revenue. Please be reminded of the safety protocols currently undertaken.
In visiting the office, everyone should continue maintaining high level of personal hygiene and be mindful of the following when you enter the premise:
- Sanitize your hands and put on a face mask;
- Keep a good distance when communicating with each other in person; and
- Ask your visitors to do the same above.
Persons who are not feeling well, have travelled outside Canada within the last 14 days, have been in contact with a person confirmed to have COVID-19 or have the following symptoms are asked not to come to the office:
- Fever
- Chills
- Cough
- Shortness of breath
- Loss of sense of smell or taste
- Diarrhea
- Nausea and vomiting
Our Operations staff remain in full-day service. Send us an e-mail for any enquiry or request you may have:
-
- process@wayfinancial.ca (for business related matters)
- account@wayfinancial.ca (for compensation related matters)
- contracting@wayfinancial.ca (for contracting matters)
- admin@wayfinancial.ca (for licensing, E&O and other matters)
Let’s return our attention to growing business while staying caution in battling COVID-19.
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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