{"id":75472,"date":"2020-05-20T02:07:34","date_gmt":"2020-05-20T09:07:34","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75472"},"modified":"2020-05-20T02:07:34","modified_gmt":"2020-05-20T09:07:34","slug":"weekly-bulletin-200323","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/05\/20\/weekly-bulletin-200323\/","title":{"rendered":"Weekly Bulletin 200323"},"content":{"rendered":"<p>Dear Members,<a id=\"post-75472-m_-1425071845024239910__MailOriginal\"><\/a><\/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><strong>COVID-19 Update<\/strong><\/p>\n<p>As per the notice last week, the office continues to monitor the situation of COVID-19 as well as advice of the Government and health officials.\u00a0 Social distancing is being practiced and members are reminded of the following:<\/p>\n<ul>\n<li>All in-person meetings\/discussions are discontinued.\u00a0 Training sessions will be convened via webinars or video conference.\u00a0 Staff will be working from home where possible, supporting members via the telephone, instant messengers and e-mails.\u00a0 Adjustments to the in-person service hours will be made and announced following Government\u2019s advice.<\/li>\n<li>Documents can be scanned and sent to:\n<ul>\n<li><a href=\"mailto:process@wayfinancial.ca\">process@wayfinancial.ca<\/a> (for business related matters)<\/li>\n<li><a href=\"mailto:account@wayfinancial.ca\">account@wayfinancial.ca<\/a> (for compensation related matters)<\/li>\n<li><a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a> (for licensing, E&amp;O and other matters)<\/li>\n<\/ul>\n<\/li>\n<li>Visitors to the office are asked to sanitize their hands and put on a face mask.\u00a0 Advisors with clients visiting are asked to inform their clients of the same in advance.<\/li>\n<\/ul>\n<p><strong>Doing Business Amidst COVID-19: Non-Face-to-Face, Underwriting Updates, etc<\/strong><\/p>\n<p>Review the updates by carriers below and attached to stay informed of business processing during the pandemic and how to make use of opportunities available:<\/p>\n<p><strong>Paramedical Companies<\/strong><\/p>\n<p>While Dynacare has suspended its services, ExamOne is currently still providing paramedical visits.\u00a0 Pay attention to carriers\u2019 updates on non-medical limits to insurance coverage.<\/p>\n<p><strong>Canada Life<\/strong><\/p>\n<p>Insurance business can be done non-face-to-face (web application and simple protect) and delivery of the policy does not need to be in person, and can be done via courier\/mail.\u00a0 You only need to scan the signed delivery receipt back to Processing.\u00a0 Below is CL\u2019s non-medical limits by product line:<\/p>\n<p>Life Insurance =&gt; Up to $1M of death benefit for anyone ages 18 to 45<\/p>\n<p>Critical illness =&gt; Up to $100,000 of coverage for ages 18 to 50<\/p>\n<p><strong>Equitable Life<\/strong><\/p>\n<p>Insurance business can be done non-face-to-face using EZComplete.\u00a0 See here for more information: <a href=\"https:\/\/advisor.equitable.ca\/advisor\/en\/news\/can%E2%80%99t-meet-in-person-ezcomplete-is-an-ez-way-to-me?mc_cid=e908b98ed3&amp;mc_eid=455db21731\">https:\/\/advisor.equitable.ca\/advisor\/en\/news\/can%E2%80%99t-meet-in-person-ezcomplete-is-an-ez-way-to-me?mc_cid=e908b98ed3&amp;mc_eid=455db21731<\/a><\/p>\n<p>E-delivery options may be available over the next couple of weeks.<\/p>\n<p><strong>iA <\/strong><\/p>\n<p>iA just announced some changes to their underwriting, including raising the limit for non-face-to-face Critical Illness business to $2.5 million.\u00a0 Register for the webinar at 10am, this Wednesday (March 25<sup>th<\/sup>) on the guidelines and e-applications.\u00a0 <a href=\"https:\/\/cc.callinfo.com\/registration\/#\/?meeting=1wbcyzcv7tbim&amp;campaign=1st818cseiyaw\">https:\/\/cc.callinfo.com\/registration\/#\/?meeting=1wbcyzcv7tbim&amp;campaign=1st818cseiyaw<\/a><\/p>\n<p>For investment business, it is important to maintain contact with your clients.\u00a0 Warren Buffet has once said, &#8220;<em>Be fearful when others are greedy. Be greedy when others are fearful.<\/em>&#8221;<\/p>\n<p>Feel free to utilize the attached template and marketing piece in connecting with and reassuring your clients during this time:<\/p>\n<ul>\n<li>Client Letter Template \u2013 Keeping the Right Perspective<\/li>\n<li>The Cycle of Investor Emotions<\/li>\n<\/ul>\n<p>A guide on videoconferencing tips is also attached.<\/p>\n<p><strong>Manulife<\/strong><\/p>\n<p>Review the attached E-Business Handbook on how to do e-apps and e-delivery for Manulife insurance business.<\/p>\n<p><strong>RBC<\/strong><\/p>\n<p>RBC has updated its e-signature guidelines and now allows non face-to-face business for <strong>registered<\/strong> accounts.\u00a0 Please see the attached.\u00a0 This should help facilitate your investment business and get you to your target for the RBC PAC $2,000 Campaign.<\/p>\n<p><strong>Upcoming Virtual Trainings<\/strong><\/p>\n<p><strong>Non Face-to-Face Guidelines &amp; Signature Process \u2014 IA Rishu Bains<\/strong><\/p>\n<p>10am, Wednesday, March 25<sup>th<\/sup><\/p>\n<p>Join Rishu Bains for up-to-date Critical Illness changes for non face-to-face application, new limits, new underwriting and delivery requirements to make an impact with your clients in the times they need coverage most.<\/p>\n<p>Click on the link below to register:<br \/>\n<a href=\"https:\/\/www.google.com\/url?q=https:\/\/cc.callinfo.com\/registration\/%23\/?meeting%3D1wbcyzcv7tbim%26campaign%3D1st818cseiyaw&amp;sa=D&amp;ust=1585425743835000&amp;usg=AOvVaw16HwhXPcBFOlnGkTjxkjIE\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/cc.callinfo.com\/registration\/#\/?meeting=1wbcyzcv7tbim&amp;campaign=1st818cseiyaw<\/a><\/p>\n<p><strong>Role Play 2nd Solution and Closing &#8211; 3 RRSP mistakes and 9 solutions (#8 Interest Deduction) \u2013 Simon Mok<\/strong><\/p>\n<p>11am, Wednesday, March 25<sup>th<\/sup><\/p>\n<p><img loading=\"lazy\" width=\"210\" height=\"313\" class=\"wp-image-75473\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/05\/word-image-16.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/05\/word-image-16.jpeg 210w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/05\/word-image-16-201x300.jpeg 201w\" sizes=\"(max-width: 210px) 100vw, 210px\" \/><\/p>\n<p>Click on the link below to see top sales, Simon Mok, has to share with you this month on creating needs for clients and closing the sale:<\/p>\n<p><a href=\"https:\/\/hangouts.google.com\/call\/yh7ki2RZluSvmPRFylKjAEEE\">https:\/\/hangouts.google.com\/call\/yh7ki2RZluSvmPRFylKjAEEE<\/a><\/p>\n<p><strong>Recent Market Changes: What You Need to Know \u2014 CL Tajammul Pannun &amp; Chris Lane<\/strong><\/p>\n<p>11am, Friday, March 27<sup>th<\/sup><\/p>\n<p>Taj\u2019s presentation will feature GLC Chris, on the recent market update &amp; fund resources overview<\/p>\n<p>Click on the link below to join:<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/_#\/pre-join-calling\/19:meeting_M2FlZTIwMTgtZTM0NC00NjQxLTgxMjctNjY5NjRjYzNjMDRm@thread.v2\">https:\/\/teams.microsoft.com\/_#\/pre-join-calling\/19:meeting_M2FlZTIwMTgtZTM0NC00NjQxLTgxMjctNjY5NjRjYzNjMDRm@thread.v2<\/a><\/p>\n<p><strong>News from the Insurance Council of British Columbia<\/strong><\/p>\n<p><strong>Preparing for Annual Filing 2020<\/strong><\/p>\n<p>This year\u2019s process for Annual Filing will be conducted online, and ICBC will be providing instructions and information to licensees in the weeks to come. <a href=\"https:\/\/app.cyberimpact.com\/click-tracking?ct=9wsI_4AvEeQWxNs8kU-y8r3QoxRHl-Nhy8DRaF0bcm3USZ7b1QhBINpOZPfW08t-3t1kz_cgcUDak63vNlwZKm57Y1v0bBDWrY4HHN6-vq4~\">Licensees are encouraged to update their contact information<\/a> via the online portal so that they can receive annual filing communication from Council.<\/p>\n<p>&nbsp;<\/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. COVID-19 Update As per the notice last week, the office continues to monitor the situation of COVID-19 as well as advice of the Government and health officials.\u00a0 Social distancing is being [&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\/75472"}],"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=75472"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75472\/revisions"}],"predecessor-version":[{"id":75474,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75472\/revisions\/75474"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75472"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75472"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}