{"id":75480,"date":"2020-05-20T02:11:44","date_gmt":"2020-05-20T09:11:44","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75480"},"modified":"2020-07-28T17:34:15","modified_gmt":"2020-07-29T00:34:15","slug":"weekly-bulletin-200406","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/05\/20\/weekly-bulletin-200406\/","title":{"rendered":"Weekly Bulletin 200406"},"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

RBC PAC $2000 Campaign \u2013 Congratulations to the Winners! <\/strong><\/p>\n

After three months of specialized training and turning words into action, we are proud to announce the eight winners who have qualified for the different rewards of the RBC PAC Campaign: $100, $200, $750 and also $2,000!<\/p>\n

Congratulations to Jennifer Chan, Margaret Cheung, Ella Law, Paula Law, Wilson Ng, Jackie Pui, Andy Tsai and Dominic Wong!<\/strong><\/p>\n

Accounting Department will be in touch with you on collecting your rewards.<\/p>\n

This is only the beginning of a successful way to grow your residual income and clientele.\u00a0 These winners will further receive special training as well as resources on promoting this PAC concept, such as tailor-made marketing materials and virtual client events. \u00a0Congratulations once again, and let\u2019s reap more benefits from winning this campaign in addition to the initial reward.<\/p>\n

Getting More New Business and Referrals by making use of COVID-19 <\/strong><\/p>\n

Last week, we sent out a text template on iA Acci7 Plus hospitalization benefits to help you get new business in midst of the current situation.\u00a0 This week, refer to the additional template below on making it easy for your clients to forward to their network to help you generate referrals.<\/p>\n

Send the following to your clients in two consecutive messages:<\/p>\n

    \n
  1. \u201cHi XXX, because I care about your well-being, I am sending you information on insurance that still covers COVID-19.\u00a0 Please forward it to your friends, as they are probably not aware of it.\u201d<\/li>\n
  2. \u201cCaring message from advisor, (your first name and last name)<\/li>\n<\/ol>\n

    In midst of the current COVID-19 situation, it is necessary to know your options of getting coverage in case of hospitalization due to the virus.\u00a0 See the following hospital benefit and consider coverage at a low rate of $1-2\/day for at least these few months.\u00a0 Feel free to give xxx (your first and last name) a call or text at (your phone number) so you can find out more about your rights.\u00a0 Please forward this message and information to people you care about so they can get protection in case of getting the virus.<\/p>\n

    \u201d<\/p>\n

    A Chinese version will be available shortly.\u00a0 This is not only a convenient way to secure your existing clients, it is also a timely opportunity to prospect and convert those without good service from their existing advisors.<\/p>\n

    Carriers Updates<\/strong><\/p>\n

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

    Insurance<\/em><\/strong><\/p>\n

    An update of non-face-to-face processing and underwriting is attached for your reference: CL Insurance COVID-19<\/p>\n

    Premiums deferral for up to 90 days is available on a case by case basis.<\/p>\n

    Join the webinar at 10am, this Wednesday, April 8th<\/sup>, to find out more.<\/p>\n

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

    Check out the identification process for non-face-to-face meetings as well as the presentation from last Friday\u2019s training in the attachments to be updated on the latest guidelines: EQ Verification Steps and EQ EZcomplete NF2F<\/p>\n

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

    Insurance<\/em><\/strong><\/p>\n

    iA has also allowed for premiums deferral \u2013 see the attached guidelines: IA Premium Deferral<\/p>\n

    Updates on getting Critical Illness for Immigrant\/Temporary Resident Market:<\/p>\n

    Work Permits <\/strong>(including nannies) \u2013 eligible for Life\/CI\/DI (seasonal workers)<\/p>\n