Dear members,<\/p>\n
Happy New Year!\u00a0 Wish you and your family a healthy and prosperous 2020!<\/p>\n
The weekly bulletin informs members recent initiatives,\u00a0campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.<\/p>\n
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Canada Life New Par \u2013 Illustration now available<\/strong><\/p>\n Check out the new illustration (4.1) and download it from the page here:\u00a0Concourse Direct<\/strong><\/a> (scroll down to page 2 for the link to the illustration program)<\/strong>.<\/p>\n Ask wholesaler, Carol Ng, for more details at\u00a0Carol.Ng@productsolutionscentre.ca<\/a>\u00a0or\u00a0(604)377-7203<\/a>.<\/p>\n <\/p>\n Upcoming Featured Trainings<\/strong><\/p>\n Estate Planning: who in the family is involved and their objections \u2013 spouse, children, parents? – Carmen Ke<\/strong><\/p>\n \u00a0<\/strong><\/p>\n 11am, Wednesday, January<\/a> 8th<\/sup><\/p>\n <\/p>\n Learn from the best and have MDRT Member, Carmen Ke, help you increase your closing rate and teach you tactics in dealing with different clienteles.<\/p>\n <\/p>\n The PAC Concept, Benefits to Clients & Advisors \u2013 RBC Mike Jackson<\/strong><\/p>\n \u00a0<\/strong><\/p>\n 11am, Friday, January 17th<\/sup> <\/a><\/p>\n <\/p>\n This is the start of the RBC PAC Campaign Training Series \u2013 be sure to attend if you wish to qualify for the $2,000 Lump-Sum Bonus!\u00a0 Mike will explain how to use this strategy to enlarge your clientele and increase your repeated business and residual income.<\/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 News from the Insurance Council of British Columbia<\/strong><\/p>\n Donations of Life Insurance Policies<\/strong><\/p>\n The Insurance Council has issued an advisory notice regarding the donation of life insurance policies: In BC, a registered charity may be named as the beneficiary of a life insurance policy, however donations of life insurance policies have greater complexity and require diligent handling due to anti-trafficking provisions within the Insurance Act<\/em>.\u00a0Life agents should be aware of the considerations surrounding these activities in order to comply with regulatory requirements. Notice ICN 19-005 Donations of Life Insurance Policies<\/em> provides guidance\u00a0on this topic.<\/p>\n View Notice ICN 19-005 Donations of Life Insurance Policies<\/em><\/a><\/p>\n
\nICN 19-005 Donations of Life Insurance<\/em>.<\/p>\n