Author: dreamifymedia

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.

Connection Campaign 2020 – Earn Extra 5% FYC Bonus on Your Business with Every New Connection

In addition to generating residual income from Profit Sharing on your connections, you will be rewarded with an extra 5% FYC bonus on your insurance business submitted 30 days before or after you connect a new member.  So do more business and connect more members to get more reward amounts this year!

RBC PAC Campaign – $2,000 Lump-Sum Bonus (January to March 2020)

Get first dips in this campaign by submitting your business by the final training session on February 21^st:

1. Submit 5 PACs & get $100 advanced bonus!
2. Submit 10 PACS & get $200 advanced bonus!

Additional 20% FYC Bonus Campaign for IA Business

Also stay tuned for IA’s revamped Critical Illness Insurance, to be announced at the Lunch & Learn on February 28^th to see how to make use of new features like 10-pay, new pricing to increase your business volume. Wholesaler, Rishu Bains, will also be available for 1-on-1 sessions from 1 to 3pm following the morning group training that day.

RRSP Deadline Reminder – March 2^nd, 2020

Please be reminded that all RRSP business must be signed and dated by March 2^nd, 2020, and received by the office by 9:30am on March 3^rd, 2020, to count towards the contribution for 2019.  Feel free to ask your specific coordinator or e-mail process@wayfinancial.ca if you have any question.

Upcoming Featured Trainings

Case Studies: Closing Your Wealth Transfer Cases Using Cascading Insurance – MDRT Carmen Ke

11am, Wednesday, February 12^th

Role Play: 1st Mistakes and Fact Find – 3 RRSP mistakes and 9 solutions (#8 Interest Deduction) – Simon Mok

11am, Wednesday, February 19^th

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.

Important Health Information: Coronavirus

As you are aware, the Wuhan Coronavirus has already made an impact in both our professional and personal lives.  As of January 31, 2020, 4 cases have been confirmed in Canada: 3 in Ontario and 1 in BC. In our industry and profession, we all work with a diverse clientele who may travel or be in close proximity of those that have recently travelled to the affected areas. We encourage our cherished members to be cautious with hygiene and considerate of those around them. Here is some resource that may help you:

Preventing coronavirus infection/spreading

• wash your hands often with soap and water for at least 20 seconds
• avoid touching your eyes, nose, or mouth with unwashed hands
• cover mouth when sneezing or coughing
• avoid close contact with people who are sick

Infection Prevention and control Canada (IPAC)
https://ipac-canada.org/coronavirus-resources.php

Government of Canada
Coronavirus Infection:  Symptoms and treatment
https://www.canada.ca/en/public-health/services/diseases/coronavirus.html

Novel Coronavirus infection:  Frequently Asked Questions (FAQ)
https://www.canada.ca/en/public-health/services/diseases/2019-novel-coronavirus-infection/frequently-asked-questions.html

Coronavirus Infection:  Prevention and risks
https://www.canada.ca/en/public-health/services/diseases/coronavirus/prevention-risks.html

2019 Novel Coronavirus infection (Wuhan, China): Outbreak update
https://www.canada.ca/en/public-health/services/diseases/2019-novel-coronavirus-infection.html

The Wuhan Virus: How to Stay Safe
https://foreignpolicy.com/2020/01/25/wuhan-coronavirus-safety-china/

Upcoming Featured Trainings

Way Insiders’ News: Working with Professional Clients – MDRT Sophia Li

11am, Wednesday, February 5^th

Come hear how MDRT member Sophia Li works with professional clients and close cases on Shared Ownership for Corporate CII.

Case Studies: Closing Your Wealth Transfer Cases Using Cascading Insurance – MDRT Carmen Ke

11am, Wednesday, February 12^th

RBC PAC Campaign – $2,000 Lump-Sum Bonus (January to March 2020)

Get first dips in this campaign by submitting your business by the final training session on February 21^st:

1. Submit 5 PACs & get $100 advanced bonus!
2. Submit 10 PACS & get $200 advanced bonus!

Additional 20% FYC Bonus Campaign for IA Business

Qualification is simple: for the 15 or more 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.

Become a CPB qualifier by placing FYC10,000 or more IA insurance business in 2020!  So the bonus will give you at least $2,000 more in compensation!

Also stay tuned for IA’s revamped Critical Illness Insurance, to be announced at the Lunch & Learn on February 28^th to see how to make use of new features like 10-pay, new pricing to increase your business volume. Wholesaler, Rishu Bains, will also be available for 1-on-1 sessions from 1 to 3pm following the morning group training that day.

20 Secrets that the Taxman Doesn’t Want You to Know

The highly anticipated Chinese version of 20 Secrets that the Taxman Doesn’t Want You to Know is now available to order.  It will be priced at $24.99 on Amazon and local bookstores, and sold for the same price at the Client Events.

For Way Members only, if you order 2 copies, you can bring your receipt to Accounting Department to claim a $20 sponsorship.  That means you can get 2 copies for only $29.99 – one for yourself, one for your client.

If you want to order more, you can still get the $20 sponsorship for every 2 copies.

• Eg. If you order 4, you will get $40 sponsorship, so the total for 4 books is $59.99.
• Eg. If you order 10, you will get $100 sponsorship, so the total for 10 books is $149.95.

This is to encourage you to do more business and build a closer relation with your clients as the book will help you close cases after your clients read it.  As you may already know, the English version is a National Best Seller.

The books are scheduled to arrive this month.  First come first served.

Events Schedule – February (updated)

The updated Events Schedule for February is attached for your reference.

Holiday Notice

Please note that our office will be closed on:

Monday, February 17^th, 2020   (Family Day)

Normal operations will resume on:

Tuesday, February 18^th, 2020