{"id":75475,"date":"2020-05-20T02:10:41","date_gmt":"2020-05-20T09:10:41","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75475"},"modified":"2020-07-28T17:34:47","modified_gmt":"2020-07-29T00:34:47","slug":"weekly-bulletin-200330","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/05\/20\/weekly-bulletin-200330\/","title":{"rendered":"Weekly Bulletin 200330"},"content":{"rendered":"

Dear Members,<\/a><\/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

Carriers\u2019 Non-Face-to-Face Updates<\/strong><\/p>\n

Canada Life<\/strong><\/p>\n

The current guidelines for non-face-to-face is found on RepNet: Non-Face-to-Face Guideline<\/a><\/p>\n

New allowance for using electronic signatures for specific investment transactions are also made.\u00a0 See the attached document for more details: CL COVID-19 E-signature – Wealth.<\/p>\n

Last week\u2019s presentation on its Early Value Par – Wealth Plus is attached for your reference.<\/p>\n

\u00a0<\/strong><\/p>\n

Equitable Life<\/strong><\/p>\n

There are new guidelines for non-face-to-face business transactions as per the attached document: EQ NFTF EZComplete.<\/p>\n

Find out more at the webinar this Friday, April 3rd<\/sup>, at 11am.<\/p>\n

 <\/p>\n

iA <\/strong><\/p>\n

Policy delivery receipt not required for standard cases – Insurance coverage takes effect on the issue date and premium payment to be drawn a few days later.\u00a0 Exceptions apply.\u00a0 More details in the attached document: iA Insurance Contract Delivery<\/p>\n

Non-face-to-face investment business is allowed for registered accounts.\u00a0 More details in the attached document including how to check identity over videoconferencing: iA Savings Tailored processes for Non-Face-to-Face Business Deals<\/p>\n

Join the webinar this Wednesday, April 1st<\/sup>, at 11am to find out more.<\/p>\n

Answers to questions on the impact of COVID-19 to the insurance products are found in the attached: iA COVID-19 Critical & Disability Illness<\/p>\n

The presentation from last week\u2019s training is also attached which details underwriting updates, Cancer Guard, disability and hospitalization benefits of Acci7 Plus and using EVO efficiently, especially for non-face-to-face and e-signatures.<\/p>\n

Non-Face-to-Face Allowance for Compliance Package<\/strong><\/p>\n

In support of members’ non-face-to-face business operations amidst social distancing requirements, Way has made it easier for you to meet compliance requirements as follows:<\/p>\n

Compliance package for businesses where the carriers allow for non-face-to-face transactions can also be submitted with a client’s electronic signature if a wet signature cannot be applied.\u00a0 In the rare case that a client cannot apply either an e-signature or a wet one, the client can confirm the documents using the same e-mail\u00a0account s\/he has indicated in the compliance package.<\/p>\n

For the sake of clarity, an e-signature is one using computer programs such as docu-sign.\u00a0 A wet signature is where the client physically signs the document.\u00a0 In both cases, a scanned copy is sufficient to meet compliance requirements.<\/p>\n

The above arrangements is effective immediately and until further notice.\u00a0 We see some members continue their business production because they have quickly adapted to non-face-to-face means.\u00a0In fact, clients are also looking for the same support during their prolonged stay at home – a simple greeting or follow-up will surely make your service shine amongst others.<\/p>\n

 <\/p>\n

Let’s be versatile and take this opportunity to gain client loyalty and beat your competitors.<\/p>\n

RBC PAC $2000 Campaign \u2013 two more days!<\/strong><\/p>\n

We already have qualifiers meeting the first tier reward of $750, congratulations!\u00a0 Remember the campaign is to help you kick-start this business model \u2013 don\u2019t stop now as you are on track to building your clientele and residual income.<\/p>\n

<\/p>\n

Additional 20% FYC Bonus Campaign for IA Business <\/strong><\/p>\n

Make use of iA’s non-face-to-face opportunities to earn an additional 20% FYC bonus from your businesses – some members are doing it already and on track to getting this extra bonus.<\/p>\n

<\/p>\n

Upcoming Virtual Trainings<\/strong><\/p>\n

Market & Investment Opportunities Using IA\u2019s e-Apps and Non-Face-to-Face Support \u2013 IA Hilda Ng<\/strong><\/p>\n

11am, Wednesday, April 1st<\/sup> \u00a0<\/a><\/p>\n

Join this session to discover opportunities using e-Apps and non-face-to-face support.<\/p>\n

Click on the link to login at that time.<\/p>\n

https:\/\/zoom.us\/j\/230004367?pwd=ZUVtVnptU204WWRDakNGNSttdFRUQT09<\/a><\/p>\n

Non Face-To-Face E-app & E-Signatures \u2014 EQ Monica Zhang<\/strong><\/p>\n

11am, Friday, April 3rd<\/sup> \u00a0<\/a><\/p>\n

Do not miss this opportunity to update yourselves on non-face-to-face E-apps and E-signatures.<\/p>\n

Click on the link to login at that time.<\/p>\n

Join Microsoft Teams Meeting<\/a><\/p>\n

 <\/p>\n

Real Life Case Studies: RRSP Meltdown – Help Your Clients Tax Efficient Plan their Retirement \u2013 COT Carmen Ke<\/strong><\/p>\n

11am, Wednesday, April 8th<\/sup> \u00a0<\/a><\/p>\n

Learn from the best and have COT Carmen Ke help you increase your closing rate and teach you tactics in dealing with different clienteles.<\/p>\n

Click on the link to login at that time.<\/p>\n

https:\/\/us04web.zoom.us\/j\/277397230<\/a><\/p>\n

<\/p>\n

Events Schedule \u2013 April (Updated)<\/strong><\/p>\n

The updated Events Schedule for April is attached for your reference.<\/p>\n

Holiday Notice<\/strong><\/p>\n

 <\/p>\n

Please note that our office will be closed on:<\/p>\n

 <\/p>\n

Friday, April 10th<\/sup> , 2020\u00a0\u00a0\u00a0(Good Friday)<\/strong><\/p>\n

Monday, May 18th <\/sup>, 2020\u00a0\u00a0\u00a0(Victoria Day)<\/strong><\/p>\n

Normal operations will resume on:<\/p>\n

Monday, April 13th<\/sup> , 2020\u00a0\u00a0\u00a0<\/strong><\/p>\n

Tuesday, May 1<\/strong><\/a>9th<\/sup> <\/strong>, 2020<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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. Carriers\u2019 Non-Face-to-Face Updates Canada Life The current guidelines for non-face-to-face is found on RepNet: Non-Face-to-Face Guideline New allowance for using electronic signatures for specific investment transactions are also made.\u00a0 See the […]<\/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\/75475"}],"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=75475"}],"version-history":[{"count":2,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75475\/revisions"}],"predecessor-version":[{"id":75626,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75475\/revisions\/75626"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75475"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75475"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75475"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}