{"id":75235,"date":"2020-02-12T17:40:05","date_gmt":"2020-02-13T01:40:05","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/02\/12\/weekly-bulletin-191216\/"},"modified":"2020-02-12T17:40:05","modified_gmt":"2020-02-13T01:40:05","slug":"weekly-bulletin-191216","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/02\/12\/weekly-bulletin-191216\/","title":{"rendered":"Weekly Bulletin 191216"},"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 December 11<sup>th<\/sup>, 2019<\/strong><\/p>\n<p>It was a great turnout and guests and members alike have indicated their desire to participate in similar events in the future.\u00a0 There will be more info on that, as well as the materials for last Wednesday\u2019s presentation, shortly.\u00a0 In the meantime, enjoy some photos from the day.<\/p>\n<p id=\"AHhjdOz\"><img loading=\"lazy\" width=\"444\" height=\"239\" class=\"alignnone wp-image-75202 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191216.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191216.png 444w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191216-300x161.png 300w\" sizes=\"(max-width: 444px) 100vw, 444px\" \/><img loading=\"lazy\" width=\"482\" height=\"238\" class=\"alignnone wp-image-75204 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191216-1.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191216-1.png 482w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191216-1-300x148.png 300w\" sizes=\"(max-width: 482px) 100vw, 482px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/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>Today is the last day to sign up for the Second Round of the promotion. \u00a0For those who wish to participate in this promotion, 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><strong>Referral codes for engaging in this promotion are distributed based on commitment levels of the member.\u00a0 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.<\/strong><\/p>\n<p>Act now to not miss out!<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Making 20% more commission on CII products and others<\/strong><\/p>\n<p>For those of you who attended the October 18<sup>th<\/sup> IA training, you will remember the upcoming campaign on getting 20% more commissions on IA business in 2020.\u00a0 Qualification is simple: if there is at least 15 members who qualify for the Continuous Production Bonus (\u201cCPB\u201d) 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.\u00a0 For those who have not yet indicated their participation in this campaign, join this Friday\u2019s training to do so as only members who have signed up would be eligible!<\/p>\n<p>&nbsp;<\/p>\n<p><strong>RBC PAC Campaign &#8211; <\/strong><strong>$2,000<\/strong><strong> Lump-Sum Bonus <\/strong><\/p>\n<p>At the November 15<sup>th<\/sup> RBC training, you learned the PAC strategy and how it can grow your business and residual income.\u00a0 To help members embrace this concept quicker, a <strong>lump-sum $2,000<\/strong> will be awarded to eligible first-movers.\u00a0 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.\u00a0 You must attend all the RBC training sessions to qualify.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Upcoming Featured Trainings<\/strong><\/p>\n<p><strong>Merits of Disability Insurance, starting with the Advisor\u2019s Own Practice \u2013 Stephen Lai &amp; RBC Lucy Fairbotham<\/strong><\/p>\n<p><a href=\"x-apple-data-detectors:\/\/3\">11am, Wednesday, December 18<sup>th<\/sup> <\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Have you always wondered how to do DI?\u00a0 Are you interested in enrolling in it yourself?\u00a0 Don\u2019t 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.\u00a0 Details will be announced then but only those in attendance will qualify.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>How to make 20% more commissions and enhance efficiency on CII business \u2013 IA Rishu Bains &amp; Michelle Kwan <\/strong><\/p>\n<p><a href=\"x-apple-data-detectors:\/\/3\">11am, Friday, December 20<sup>th<\/sup> \u00a0<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>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\u2019s CII product shelf.\u00a0 Attached is a refresher for you on Shared Ownership CII so you can come prepared with questions for Rishu and Michelle.<\/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 December 11th, 2019 It was a great turnout and guests and members alike have [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[63],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75235"}],"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=75235"}],"version-history":[{"count":0,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75235\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75235"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75235"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}