Dear members,<\/p>\n
This the last weekly\u00a0bulletin of the year and we are excited to give a preview to the upcoming events in 2020, including new Mandarin client seminars, new campaigns and more resources to do your business!<\/p>\n
Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives,\u00a0policies and more.<\/p>\n
<\/p>\n
Client Events<\/strong><\/p>\n The 3 types and 11 ways of Comprehensive Property Tax Program Planning<\/strong><\/p>\n Time & Date:\u00a01:45pm, Saturday, January 11th<\/sup> <\/strong>\u2013\u00a0Open for registration (only 10 spots left)<\/strong> <\/p>\n Time & Date:\u00a01:45pm, Saturday, January 18th<\/sup> <\/strong>\u2013\u00a0Open for registration (only 20 spots left)<\/strong> <\/p>\n 3 common mistakes and 9 rare solutions of RRSP<\/strong><\/p>\n Time & Date:\u00a01:45pm, Thursday, 23rd<\/sup> <\/strong>\u2013\u00a0Open for registration (only 10 spots left)<\/strong> <\/p>\n Follow the Social Media & Event Development group in WeChat for registration and updated news.<\/p>\n <\/p>\n Booth Sponsorship Campaign<\/strong><\/p>\n For those of you who attended the November sharing by Jennifer Chan on booth activities and indicated your interest in taking this marketing initiative, stay tuned for details on how to sign up for upcoming booth events and get fully sponsored<\/strong> by Way, valued at ~$250<\/strong> each event.<\/p>\n <\/p>\n RBC PAC Campaign – <\/strong>$2,000<\/strong> Lump-Sum Bonus (January to March 2020)<\/strong><\/p>\n Sign up 30 RBC PACs from January to March 2020 to receive an additional $2,000<\/strong> bonus.\u00a0 Any PAC amount works!\u00a0 And it\u2019s per account, be it RRSP, TFSA, non-reg, etc.<\/p>\n Those who sign up over 15 but less than 30 RBC PACs will also be rewarded with a lump-sum $750 bonus.<\/p>\n You can learn the details of this concept and how to efficiently apply it at the three upcoming RBC training sessions.\u00a0 To be eligible for the bonus, you must attend all three sessions:<\/p>\n Jan 17th <\/sup><\/em>– The PAC concept, benefits to clients and advisors (clientele, repeated business, residual income)<\/em><\/p>\n Jan 31st<\/sup> <\/em>– How to do PACs efficiently using WealthLink and opportunities from RRSP loans<\/em><\/p>\n Feb 21st<\/sup> <\/em>– Answering clients\u2019 objections: Seg Funds vs Mutual Funds, Comparing to the Bank\u2019s service, etc<\/em><\/p>\n Those who indicated their commitment to this strategy at the November 15th<\/sup> training will get the first dips, and their PAC business will be counted starting immediately.<\/p>\n Start your PAC business now!<\/p>\n <\/p>\n IA 20% More FYC Bonus Campaign 2020<\/strong><\/p>\n Qualification is simple: if there are 15 or more 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.<\/p>\n Become a CPB qualifier by placing FYC10,000 or more IA insurance business in 2020!\u00a0 So the bonus will give you at least $2,000<\/strong> more in compensation!<\/p>\n Also stay tuned for their revamped Critical Illness Insurance, to be launched in the first quarter next year, and see how to make use of new features like 10-pay, new pricing to increase your business volume.<\/p>\n <\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Dear members, This the last weekly\u00a0bulletin of the year and we are excited to give a preview to the upcoming events in 2020, including new Mandarin client seminars, new campaigns and more resources to do your business! Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives,\u00a0policies and more. […]<\/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\/75236"}],"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=75236"}],"version-history":[{"count":0,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75236\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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