{"id":75240,"date":"2020-02-12T17:45:25","date_gmt":"2020-02-13T01:45:25","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/02\/12\/weekly-bulletin-200113\/"},"modified":"2020-02-12T17:45:25","modified_gmt":"2020-02-13T01:45:25","slug":"weekly-bulletin-200113","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/02\/12\/weekly-bulletin-200113\/","title":{"rendered":"Weekly Bulletin 200113"},"content":{"rendered":"<p>Dear Members,<\/p>\n<p>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<p>&nbsp;<\/p>\n<p><strong>B2B RSP Loans Promotion<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>Submit your clients\u2019 RSP Loan applications to save 0.25% off the posted rate.\u00a0 RSP Loan applications must be:<\/p>\n<ul>\n<li>Submitted by January 17<sup>th<\/sup>, 2020;<\/li>\n<li>At least $20,000 on a 6- to 10-year term<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>For more information, visit B2B\u2019s website here: <a href=\"http:\/\/mkto-a0326.com\/z0TM3UD000oHqgFfFKc0T00\"><strong>RSP Resource Centre<\/strong><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><strong>How to Start the Conversation on Long Term Care Insurance with Clients? <\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>Start by showing them how much long term care cost is in British Columbia:<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.sunlife.ca\/slfas\/Health\/Long+term+care+insurance\/Long+Term+Care+in+British+Columbia+2018?vgnLocale=en_CA\">https:\/\/www.sunlife.ca\/slfas\/Health\/Long+term+care+insurance\/Long+Term+Care+in+British+Columbia+2018?vgnLocale=en_CA<\/a><\/p>\n<p>Here is also a guide to how to get clients\u2019 applications efficiently processed and approved:<\/p>\n<p><a href=\"https:\/\/www.sunlife.ca\/files\/advisor\/english\/PDF\/LTCI_External_Field_UW_Guide.pdf\">https:\/\/www.sunlife.ca\/files\/advisor\/english\/PDF\/LTCI_External_Field_UW_Guide.pdf<\/a><\/p>\n<p>Ask wholesaler Viola Lam for more details at\u00a0<a href=\"mailto:Viola.Lam@sunlife.com\">Viola.Lam@sunlife.com<\/a> or\u00a0604-417-0791.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Upcoming Featured Trainings<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong>The PAC Concept, Benefits to Clients &amp; Advisors \u2013 RBC Mike Jackson<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>11am, Friday, January 17<sup>th<\/sup><\/p>\n<p>&nbsp;<\/p>\n<p>This is the start of the RBC PAC Campaign Training Series \u2013 you must 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><strong>Role Play: Level-Up Closing Appointment of RRSP Meltdown \u2013 Simon Mok<\/strong><\/p>\n<p>11am, Wednesday, January 22<sup>nd<\/sup><\/p>\n<p>Continue the good practice from last year in polishing your client meetings\u2019 skills and enhancing your closing rate!\u00a0 Learn from top sales, Simon Mok, in the topic of RRSP and close more business this RRSP season.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>RBC PAC Campaign &#8211; <\/strong><strong>$2,000<\/strong><strong> Lump-Sum Bonus (January to March 2020)<\/strong><\/p>\n<p>Sign up 30 RBC PACs from January to March 2020 to receive an additional <strong>$2,000<\/strong> bonus.\u00a0 Any PAC amount works!\u00a0 And it\u2019s per account, be it RRSP, TFSA, non-reg, etc.<\/p>\n<p>Those who sign up over 15 but less than 30 RBC PACs will also be rewarded with a lump-sum $750 bonus.<\/p>\n<p>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<p><em>Jan 17<sup>th <\/sup><\/em><em>&#8211; The PAC concept, benefits to clients and advisors (clientele, repeated business, residual income)<\/em><\/p>\n<p><em>Jan 31<sup>st<\/sup> <\/em><em>&#8211; How to do PACs efficiently using WealthLink and opportunities from RRSP loans<\/em><\/p>\n<p><em>Feb 21<sup>st<\/sup> <\/em><em>&#8211; Answering clients\u2019 objections: Seg Funds vs Mutual Funds, Comparing to the Bank\u2019s service, etc<\/em><\/p>\n<p>Start your PAC business now!<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Client Events<\/strong><\/p>\n<p><strong>The 3 types and 11 ways of Comprehensive Property Tax Program Planning<\/strong><\/p>\n<p>Time &amp; Date:\u00a0<strong>1:45pm, Saturday, January 18<sup>th<\/sup> <\/strong>\u2013\u00a0<strong>Open for registration <\/strong><br \/>\nLanguage: Mandarin<\/p>\n<p><strong>3 common mistakes and 9 rare solutions of RRSP<\/strong><\/p>\n<p>Time &amp; Date:\u00a0<strong>1:45pm, Thursday, 23<sup>rd<\/sup> <\/strong>\u2013\u00a0<strong>Open for registration <\/strong><br \/>\nLanguage: Cantonese<\/p>\n<p>Follow the Social Media &amp; Event Development group in WeChat for registration and updated news.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dear Members, 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. &nbsp; B2B RSP Loans Promotion &nbsp; Submit your clients\u2019 RSP Loan applications to save 0.25% off the posted rate.\u00a0 RSP Loan applications must be: Submitted by January 17th, 2020; At least [&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\/75240"}],"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=75240"}],"version-history":[{"count":0,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75240\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75240"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75240"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75240"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}