Author: dreamifymedia

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Special Pro-D Day for Financial Advisors – December 11^th, 2019

It was a great turnout and guests and members alike have indicated their desire to participate in similar events in the future.  There will be more info on that, as well as the materials for last Wednesday’s presentation, shortly.  In the meantime, enjoy some photos from the day.

New Product Launch – B2B 3.3% high rate savings account https://b2bbank.com/digital/high-interest-savings-account

Today is the last day to sign up for the Second Round of the promotion.  For those who wish to participate in this promotion, send an e-mail to admin@wayfinancial.ca answering the following question to put your name on the list.

How many clients will you sign up within the first 3 months:

Referral codes for engaging in this promotion are distributed based on commitment levels of the member.  For the first round, we have seen levels ranging from 200, 300 and even 500, and likewise those members were first rewarded to build their network with this promotion.

Act now to not miss out!

Making 20% more commission on CII products and others

For those of you who attended the October 18^th IA training, you will remember the upcoming campaign on getting 20% more commissions on IA business in 2020.  Qualification is simple: if there is at least 15 members who qualify for the Continuous Production Bonus (“CPB”) in 2020, all who qualify will get an additional 20% commission bonus on their IA FYC in 2020, jointly paid out by Way and IA.  For those who have not yet indicated their participation in this campaign, join this Friday’s training to do so as only members who have signed up would be eligible!

RBC PAC Campaign – $2,000 Lump-Sum Bonus

At the November 15^th RBC training, you learned the PAC strategy and how it can grow your business and residual income.  To help members embrace this concept quicker, a lump-sum $2,000 will be awarded to eligible first-movers.  Stay tuned for more details as well as the dates for the upcoming RBC training sessions which will give you all the tools to be a qualifier.  You must attend all the RBC training sessions to qualify.

Upcoming Featured Trainings

Merits of Disability Insurance, starting with the Advisor’s Own Practice – Stephen Lai & RBC Lucy Fairbotham

11am, Wednesday, December 18^th

Have you always wondered how to do DI?  Are you interested in enrolling in it yourself?  Don’t miss this session where a reward will be given to each advisor who submits a DI case, be it for yourself or for a client.  Details will be announced then but only those in attendance will qualify.

How to make 20% more commissions and enhance efficiency on CII business – IA Rishu Bains & Michelle Kwan

11am, Friday, December 20^th  

Learn not only how the Additional 20% Commission Bonus Campaign works, but how to do your CII business effectively and get a preview of changes that will be coming to IA’s CII product shelf.  Attached is a refresher for you on Shared Ownership CII so you can come prepared with questions for Rishu and Michelle.

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Special Pro-D Day for Financial Advisors – Dec 11^th, 2019

Only a few more days to register!  You can invite up to two external brokers to the event.  Please give your guest names to admin@wayfinancial.ca by Wednesday, December 4^th, to secure your spots.

Canada Life New Par – Illustration now available

As some of you already now, Canada Life has come up with a new Par that offers new rates and cash values, which is available from January 1^st, 2020.  There is also an exchange policy to help clients exchange their policies placed in 2019 to the new one.  Check out the new illustration (4.0) and download it from the page here: Concourse Direct (scroll down to page 2 for the link to the illustration program).

Ask wholesaler, Carol Ng, for more details at Carol.Ng@productsolutionscentre.ca or (604)377-7203.  Carol will also be coming in at 11am, next Friday, December 13^th, to brief you on this new product.

Upcoming Featured Trainings

How to make cross-industry partnerships work for your business and benefits – Ace Liew & Jack Cao

11am, Wednesday, December 4^th

Don’t miss the chance to establish your own successful referral partnerships!

Understanding for Critical Illness Underwriting (using dividends from a Par policy to pay for CII premiums) – EL Monica Zhang

11am, Friday, December 6th

Did you know that you could use the dividends from a Par policy to pay for premiums for a CII?  Learn these additional features of Par to capture more Critical Illness Insurance business.

New Product Launch – B2B 3.3% high rate savings account https://b2bbank.com/digital/high-interest-savings-account

Many advisors have already indicated their commitment in promoting this new product and there’s an oversubscription to the 15 spots for this initial round.  Allocation of these first codes is based on levels of commitments.  For those of you who’ve been selected as a first mover in this promotion, you will receive a notification shortly on your code.

For others, your names will be on the list for the following rounds.  We will help on board everyone who’s committed to reaping business and prospects with this product.  For those who have not subscribed, send an e-mail to admin@wayfinancial.ca answering the following question to put your name on the list.

How many clients will you sign up within the first 3 months:

Also join the briefing by B2B wholesaler, Ash Kotadia, from 10:15 to 10:45am this Wednesday, Dec 4^th, to learn the most efficient way to open up accounts for your clients.

Client Events: #6-10 12 Tactics your Executor should Learn – 遺產執行人12個秘訣研討會

Thank you for your enthusiastic participation in the Client Events. Given the popularity of the above mentioned topic, more sessions have been organized.  There is only one more session this month!  See below for more details.

Time & Date: 1:45pm, Thursday, December 12th – Open for registration
Language: Cantonese

Follow the Social Media & Event Development group in WeChat for registration and updated news.

Helping You Build Connections – Career Orientations every 2^nd and 4^th Thursday afternoon of each month

Next session: 5pm, December 12th  

Make use of these career orientation sessions and the Connection Campaign below to generate more business and income!

Connection Campaigns – Get $500

RESP Campaign (deadline extended!)

To work closely and support the overall business development of all members, we are forwarding the following details of the Connection Campaign organized by RESP members:

In response to members’ interest, the Connection Campaign for the RESP Industry is extended by a month.

From now until December 15^th, refer a friend to join the RESP industry to be eligible to get $500!

Once the referee gets licensed by February 2020 and submits any business by June 2020, you will receive $500 in cash!

And your referred friend will also get one year’s of license fee (~$500) sponsored!  That’s over $1,000 in total rewards.

Ask Jennifer Chan chan.jennifer15@gmail.com or Alice Pau alice.pau@pfiins.com for more details.

Equitable Life EZcomplete Campaign On NOW (September 15^th to December 14^th, 2019)

Last two weeks to qualify!

Holiday Notice

Please note that our office will be closed on:

Tuesday, December 24^th, 2019        (Christmas Eve, closes at 1:30pm)

Wednesday, December 25^th, 2019   (Christmas)

Thursday, December 26^th, 2019      (Boxing Day)

Tuesday, December 31^st, 2019        (New Year’s Eve, closes at 1:30pm)

Normal operations will resume on:

Friday, December 27^th, 2019

Wednesday, January 1^st, 2020

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Special Pro-D Day for Financial Advisors – Dec 11^th, 2019

Only a few more days to register!  You can invite up to two external brokers to the event.  Please give your guest names to admin@wayfinancial.ca by Wednesday, December 4^th, to secure your spots.

Canada Life New Par – Illustration now available

As some of you already now, Canada Life has come up with a new Par that offers new rates and cash values, which is available from January 1^st, 2020.  There is also an exchange policy to help clients exchange their policies placed in 2019 to the new one.  Check out the new illustration (4.0) and download it from the page here: Concourse Direct (scroll down to page 2 for the link to the illustration program).

Ask wholesaler, Carol Ng, for more details at Carol.Ng@productsolutionscentre.ca or (604)377-7203.  Carol will also be coming in at 11am, next Friday, December 13^th, to brief you on this new product.

Upcoming Featured Trainings

How to make cross-industry partnerships work for your business and benefits – Ace Liew & Jack Cao

11am, Wednesday, December 4^th

Don’t miss the chance to establish your own successful referral partnerships!

Understanding for Critical Illness Underwriting (using dividends from a Par policy to pay for CII premiums) – EL Monica Zhang

11am, Friday, December 6th

Did you know that you could use the dividends from a Par policy to pay for premiums for a CII?  Learn these additional features of Par to capture more Critical Illness Insurance business.

New Product Launch – B2B 3.3% high rate savings account https://b2bbank.com/digital/high-interest-savings-account

Many advisors have already indicated their commitment in promoting this new product and there’s an oversubscription to the 15 spots for this initial round.  Allocation of these first codes is based on levels of commitments.  For those of you who’ve been selected as a first mover in this promotion, you will receive a notification shortly on your code.

For others, your names will be on the list for the following rounds.  We will help on board everyone who’s committed to reaping business and prospects with this product.  For those who have not subscribed, send an e-mail to admin@wayfinancial.ca answering the following question to put your name on the list.

How many clients will you sign up within the first 3 months:

Also join the briefing by B2B wholesaler, Ash Kotadia, from 10:15 to 10:45am this Wednesday, Dec 4^th, to learn the most efficient way to open up accounts for your clients.

Client Events: #6-10 12 Tactics your Executor should Learn – 遺產執行人12個秘訣研討會

Thank you for your enthusiastic participation in the Client Events. Given the popularity of the above mentioned topic, more sessions have been organized.  There is only one more session this month!  See below for more details.

Time & Date: 1:45pm, Thursday, December 12th – Open for registration
Language: Cantonese

Follow the Social Media & Event Development group in WeChat for registration and updated news.

Helping You Build Connections – Career Orientations every 2^nd and 4^th Thursday afternoon of each month

Next session: 5pm, December 12th  

Make use of these career orientation sessions and the Connection Campaign below to generate more business and income!

Connection Campaigns – Get $500

RESP Campaign (deadline extended!)

To work closely and support the overall business development of all members, we are forwarding the following details of the Connection Campaign organized by RESP members:

In response to members’ interest, the Connection Campaign for the RESP Industry is extended by a month.

From now until December 15^th, refer a friend to join the RESP industry to be eligible to get $500!

Once the referee gets licensed by February 2020 and submits any business by June 2020, you will receive $500 in cash!

And your referred friend will also get one year’s of license fee (~$500) sponsored!  That’s over $1,000 in total rewards.

Ask Jennifer Chan chan.jennifer15@gmail.com or Alice Pau alice.pau@pfiins.com for more details.

Equitable Life EZcomplete Campaign On NOW (September 15^th to December 14^th, 2019)

Last two weeks to qualify!

Holiday Notice

Please note that our office will be closed on:

Tuesday, December 24^th, 2019        (Christmas Eve, closes at 1:30pm)

Wednesday, December 25^th, 2019   (Christmas)

Thursday, December 26^th, 2019      (Boxing Day)

Tuesday, December 31^st, 2019        (New Year’s Eve, closes at 1:30pm)

Normal operations will resume on:

Friday, December 27^th, 2019

Wednesday, January 1^st, 2020