{"id":75182,"date":"2020-01-03T11:40:26","date_gmt":"2020-01-03T19:40:26","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75182"},"modified":"2020-01-03T11:48:45","modified_gmt":"2020-01-03T19:48:45","slug":"weekly-bulletin-191202-2","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/01\/03\/weekly-bulletin-191202-2\/","title":{"rendered":"Weekly Bulletin 191202"},"content":{"rendered":"<p>Dear members,<\/p>\n<p>The weekly\u00a0bulletin contains a summary of events, new information, notices and other industry updates.\u00a0 Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives,\u00a0policies and more.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Special Pro-D Day for Financial Advisors \u2013 Dec 11<sup>th<\/sup>, 2019<\/strong><\/p>\n<p id=\"BtHMfiU\"><img loading=\"lazy\" width=\"569\" height=\"254\" class=\"alignnone wp-image-75144 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-1.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-1.png 569w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-1-300x134.png 300w\" sizes=\"(max-width: 569px) 100vw, 569px\" \/><\/p>\n<p>Only a few more days to register!\u00a0 You can invite up to two external brokers to the event.\u00a0\u00a0<strong>Please give your guest names to\u00a0<\/strong><a href=\"mailto:admin@wayfinancial.ca\"><strong>admin@wayfinancial.ca<\/strong><\/a><strong>\u00a0by\u00a0<\/strong><strong>Wednesday, December 4<\/strong><strong><sup>th<\/sup><\/strong><strong>, to secure your spots.<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Canada Life New Par \u2013 Illustration now available<\/strong><\/p>\n<p>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\u00a0from January 1<sup>st<\/sup>, 2020.\u00a0 There is also an exchange policy to help clients exchange their policies placed in 2019 to the new one.\u00a0 Check out the new illustration (4.0) and download it from the page here:\u00a0<a href=\"https:\/\/urldefense.proofpoint.com\/v2\/url?u=http-3A__gwl.campaign.adobe.com_r_-3Fid-3Dh10fbd25-2C21314f8-2C213161d&amp;d=DwMF-g&amp;c=4eML17HGLj2GlSmwWdOB8w&amp;r=CrUa_XPf4fGYI8ez56Kli3PNLMLO5fMzjRBqNgZLwKeQPhIw3EVMu8tjS9fGiGy9&amp;m=UflNP-OOpyIwci9eLo3nmLQ_wWqDCAfc4gmtWHcdzkQ&amp;s=CxElzkznXrVP0YtOSEJcKaT04xAaoMN9w34uPBch_eo&amp;e=\"><strong>Concourse Direct<\/strong><\/a> <strong>(scroll down to page 2 for the link to the illustration program)<\/strong>.<\/p>\n<p>Ask wholesaler, Carol Ng, for more details at\u00a0<a href=\"mailto:Carol.Ng@productsolutionscentre.ca\">Carol.Ng@productsolutionscentre.ca<\/a>\u00a0or\u00a0(604)377-7203.\u00a0 Carol will also be coming in\u00a0at <strong>11am,\u00a0<\/strong><strong>next Friday, December 13<\/strong><strong><sup>th<\/sup><\/strong>, to brief you on this new product.<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Upcoming Featured Trainings<\/strong><\/p>\n<p><strong>How to make cross-industry partnerships work for your business and benefits \u2013 Ace Liew &amp; Jack Cao<\/strong><\/p>\n<p>11am, Wednesday, December 4<sup>th<\/sup><\/p>\n<p id=\"kWXgxZO\"><img loading=\"lazy\" width=\"301\" height=\"451\" class=\"alignnone wp-image-75146 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-2.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-2.png 301w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-2-200x300.png 200w\" sizes=\"(max-width: 301px) 100vw, 301px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Don\u2019t miss the chance to establish your own successful referral partnerships!<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Understanding for Critical Illness Underwriting (using dividends from a Par policy to pay for CII premiums)\u00a0&#8211; EL Monica Zhang<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>11am, Friday, December 6th<\/p>\n<p>&nbsp;<\/p>\n<p>Did you know that you could use the dividends from a Par policy to pay for premiums for a CII?\u00a0 Learn these additional features of Par to capture more Critical Illness Insurance business.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>New Product Launch \u2013 B2B <\/strong><strong>3.3% <\/strong><strong>high rate savings account<\/strong> <a href=\"https:\/\/b2bbank.com\/digital\/high-interest-savings-account\">https:\/\/b2bbank.com\/digital\/high-interest-savings-account<\/a><\/p>\n<p>Many advisors have already indicated their commitment in promoting this new product and there\u2019s an oversubscription to the 15 spots for this initial round.\u00a0 Allocation of these first codes is based on levels of commitments.\u00a0 For those of you who\u2019ve been selected as a first mover in this promotion, you will receive a notification shortly on your code.<\/p>\n<p>For others, your names will be on the list for the following rounds.\u00a0 We will help on board everyone who\u2019s committed to reaping business and prospects with this product.\u00a0 For those who have not subscribed, send an e-mail to\u00a0<a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a>\u00a0answering the following question to put your name on the list.<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>How many clients will you sign up within the first 3 months:<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>Also join the briefing by B2B wholesaler, Ash Kotadia, from\u00a0<strong>10:15 to 10:45am this Wednesday, Dec 4<\/strong><strong><sup>th<\/sup><\/strong>, to learn the most efficient way to open up accounts for your clients.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Client Events: #6-10 12 Tactics your Executor should Learn &#8211;\u00a0<\/strong><strong>\u907a\u7522\u57f7\u884c\u4eba<\/strong><strong>12<\/strong><strong>\u500b\u79d8\u8a23\u7814\u8a0e\u6703<\/strong><\/p>\n<p>Thank you for your enthusiastic participation in the Client Events. Given the popularity of the above mentioned topic, more sessions have been organized.\u00a0 There is only one more session this month!\u00a0 See below for more details.<\/p>\n<p>Time &amp; Date:\u00a0<strong>1:45pm, Thursday, December 12th<\/strong>\u00a0\u2013\u00a0<strong>Open for registration<\/strong><br \/>\nLanguage: Cantonese<\/p>\n<p>&nbsp;<\/p>\n<p>Follow the Social Media &amp; Event Development group in WeChat for registration and updated news.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Helping You Build Connections \u2013 Career Orientations every 2<sup>nd<\/sup> and 4<sup>th<\/sup> Thursday afternoon of each month<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Next session: 5pm, December 12th <\/strong><strong>\u00a0<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>Make use of these career orientation sessions and the Connection Campaign below to generate more business and income!<\/p>\n<p>&nbsp;<\/p>\n<p id=\"ZIhHwYK\"><img loading=\"lazy\" width=\"324\" height=\"487\" class=\"alignnone wp-image-75148 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-3.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-3.png 324w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-3-200x300.png 200w\" sizes=\"(max-width: 324px) 100vw, 324px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Connection Campaigns \u2013 Get $500 <\/strong><\/p>\n<p><strong><em>RESP Campaign<\/em><\/strong> <strong>(deadline extended!)<\/strong><\/p>\n<p>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:<\/p>\n<p id=\"nrNAKXW\"><img loading=\"lazy\" width=\"320\" height=\"391\" class=\"alignnone wp-image-75150 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-4.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-4.png 320w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-4-246x300.png 246w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>In response to members\u2019 interest, the Connection Campaign for the RESP Industry is extended by a month.<\/p>\n<p>&nbsp;<\/p>\n<p>From now\u00a0<strong>until December 15<\/strong><strong><sup>th<\/sup><\/strong>, refer a friend to join the RESP industry to be eligible to\u00a0<strong>get $500<\/strong>!<\/p>\n<p>&nbsp;<\/p>\n<p>Once the referee gets licensed by February 2020 and submits any business by June 2020, you will receive\u00a0<strong>$500 in cash<\/strong>!<\/p>\n<p>&nbsp;<\/p>\n<p>And your referred friend will also get one year\u2019s of license fee (~$500) sponsored!\u00a0 That\u2019s over\u00a0<strong>$1,000 in total rewards<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p>Ask Jennifer Chan\u00a0<a href=\"mailto:chan.jennifer15@gmail.com\">chan.jennifer15@gmail.com<\/a>\u00a0or Alice Pau\u00a0<a href=\"mailto:alice.pau@pfiins.com\">alice.pau@pfiins.com<\/a>\u00a0for more details.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Equitable Life EZcomplete Campaign On NOW (September 15<sup>th<\/sup> to December 14<sup>th<\/sup>, 2019)<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>Last two weeks to qualify!<\/p>\n<table width=\"100%\">\n<tbody>\n<tr>\n<td>\n<table width=\"100%\">\n<tbody>\n<tr>\n<td width=\"100%\">\n<table width=\"100%\">\n<tbody>\n<tr>\n<td>\n<table width=\"100%\">\n<tbody>\n<tr>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p id=\"GfyuYAD\"><img loading=\"lazy\" width=\"591\" height=\"435\" class=\"alignnone wp-image-75152 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-5.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-5.png 591w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/01\/Pasted-into-1-5-300x221.png 300w\" sizes=\"(max-width: 591px) 100vw, 591px\" \/><\/p>\n<table width=\"100%\">\n<tbody>\n<tr>\n<td>\n<table width=\"100%\">\n<tbody>\n<tr>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Holiday Notice<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>Please note that our office will be closed on:<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Tuesday, December 24<\/strong><strong><sup>th<\/sup><\/strong><strong>, 2019<\/strong><strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (Christmas Eve, closes\u00a0<\/strong><strong>at 1:30pm<\/strong><strong>)<\/strong><\/p>\n<p><strong>Wednesday, December 25<\/strong><strong><sup>th<\/sup><\/strong><strong>, 2019<\/strong><strong>\u00a0\u00a0\u00a0(Christmas)<\/strong><\/p>\n<p><strong>Thursday, December 26<\/strong><strong><sup>th<\/sup><\/strong><strong>, 2019<\/strong><strong>\u00a0\u00a0\u00a0\u00a0\u00a0 (Boxing Day)<\/strong><\/p>\n<p><strong>Tuesday, December 31<\/strong><strong><sup>st<\/sup><\/strong><strong>, 2019<\/strong><strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (New Year\u2019s Eve, closes\u00a0<\/strong><strong>at 1:30pm<\/strong><strong>)<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>Normal operations will resume on:<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Friday, December 27<\/strong><strong><sup>th<\/sup><\/strong><strong>, 2019<\/strong><\/p>\n<p><strong>Wednesday, January 1<\/strong><strong><sup>st<\/sup><\/strong><strong>, 2020<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dear members, The weekly\u00a0bulletin contains a summary of events, new information, notices and other industry updates.\u00a0 Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives,\u00a0policies and more. &nbsp; Special Pro-D Day for Financial Advisors \u2013 Dec 11th, 2019 Only a few more days to register!\u00a0 You can invite up [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[62],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75182"}],"collection":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/comments?post=75182"}],"version-history":[{"count":2,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75182\/revisions"}],"predecessor-version":[{"id":75184,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75182\/revisions\/75184"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}