{"id":75290,"date":"2020-02-10T10:32:34","date_gmt":"2020-02-10T18:32:34","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75290"},"modified":"2020-02-14T10:34:49","modified_gmt":"2020-02-14T18:34:49","slug":"weekly-bulletin-191209","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/02\/10\/weekly-bulletin-191209\/","title":{"rendered":"Weekly Bulletin 191209"},"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 id=\"TPyAaSu\"><img loading=\"lazy\" width=\"567\" height=\"255\" class=\"alignnone wp-image-75292 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191209.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191209.png 567w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191209-300x135.png 300w\" sizes=\"(max-width: 567px) 100vw, 567px\" \/><\/p>\n<p>It\u2019s a sold-out event and for those who\u2019s got a spot, see you and your guests at 9:45am on Wednesday, December 11<sup>th<\/sup>!<\/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>After receiving members\u2019 enthusiastic feedback from the Initial Round of promotion, we are getting ready to launch the Second Round.\u00a0 For 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>The cut off to register for this Second Round is next Monday, December 16<sup>th<\/sup>.\u00a0 Act now to not miss out!<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Upcoming Featured Trainings<\/strong><\/p>\n<p><strong>Lunch &amp; Learn: Canada Life New Par \u2013 CL Carol Ng<\/strong><\/p>\n<p>11am, Friday, December 13th<\/p>\n<p>&nbsp;<\/p>\n<p>Come learn what this new product is about and its focus in the market as a new key player.<\/p>\n<p>&nbsp;<\/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>11am, Wednesday, December 18<sup>th<\/sup><\/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>Connection Campaigns \u2013 Get $500 <\/strong><\/p>\n<p><strong><em>RESP Campaign<\/em><\/strong> <strong>\u2013 Last week to qualify!<\/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>&nbsp;<\/p>\n<p id=\"wsTdgei\"><img loading=\"lazy\" width=\"323\" height=\"388\" class=\"alignnone wp-image-75294 size-full\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191209-1.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191209-1.png 323w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/02\/Pasted-into-Weekly-Bulletin-191209-1-250x300.png 250w\" sizes=\"(max-width: 323px) 100vw, 323px\" \/><\/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><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>Wednesday, January 1<sup>st<\/sup>, 2020\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (New Year\u2019s Day)<\/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>Thursday January 2<\/strong><strong><sup>nd<\/sup><\/strong><strong>, 2020<\/strong><\/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\u2019s a sold-out event and for those who\u2019s got a spot, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[3],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75290"}],"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=75290"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75290\/revisions"}],"predecessor-version":[{"id":75295,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75290\/revisions\/75295"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75290"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75290"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}