{"id":75551,"date":"2020-07-22T19:17:15","date_gmt":"2020-07-23T02:17:15","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75551"},"modified":"2020-07-28T17:29:05","modified_gmt":"2020-07-29T00:29:05","slug":"weekly-bulletin-200525","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/07\/22\/weekly-bulletin-200525\/","title":{"rendered":"Weekly Bulletin 200525"},"content":{"rendered":"<p>Dear Members,<a id=\"post-75551-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>Virtual Client Events\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/strong><\/p>\n<p><strong>2 to 6 Ways of Property Tax Coding<\/strong><\/p>\n<p>Time &amp; Date: 10:55 am, Saturday, June 6<sup>th<\/sup><\/p>\n<p>Language: Mandarin<\/p>\n<p>Time &amp; Date: 1:55 pm, Saturday, June 6<sup>th<\/sup><\/p>\n<p>Language: Cantonese<\/p>\n<p>Speaker: Global Life &amp; Wealth<\/p>\n<p>Global Life &amp; Wealth hosts a series of webinars for clients including Crisis Rebound Investment Secret Manual, RRSP Mistakes &amp; Solutions amongst others.\u00a0Contact Theresa Lai at 604-278-0122 (ext. 105) or <a href=\"mailto:theresa.lai@grandtag.ca\">theresa.lai@grandtag.ca<\/a> for more details on how to participate and share the resource with your clients.<\/p>\n<p><img loading=\"lazy\" width=\"528\" height=\"285\" class=\"wp-image-75552\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image.jpeg 528w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-300x162.jpeg 300w\" sizes=\"(max-width: 528px) 100vw, 528px\" \/><\/p>\n<p><strong>Manulife Market Update for Way Advisors\u2019 Clients<\/strong><\/p>\n<p>Time &amp; Date: 11 am, Thursday, June 11<sup>th<\/sup><\/p>\n<p>Language: English<\/p>\n<p>Speaker: Stefan Goddard, District Vice-President, Manulife Investment<\/p>\n<p>As you already know, these events are organized exclusively for Way Advisors\u2019 clients.\u00a0 This is a good chance for your clients and prospects to appreciate your professional support in managing their finances while staying connected with them during these unprecedented times.\u00a0 Do also to ask them to extend the invitation to their family and friends to bring you referrals.<\/p>\n<p>The webinar zoom link and password will be available shortly.\u00a0Start gauging your network\u2019s interest to utilize this initiative to generate immediate business:<\/p>\n<ul>\n<li>New investment plans<\/li>\n<li>Transfer existing investments to your management<\/li>\n<li>Referral business<\/li>\n<\/ul>\n<p><img loading=\"lazy\" width=\"531\" height=\"401\" class=\"wp-image-75553\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-1.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-1.jpeg 531w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-1-300x227.jpeg 300w\" sizes=\"(max-width: 531px) 100vw, 531px\" \/><\/p>\n<p><strong>IA Spring Fling Contest<\/strong><\/p>\n<p><img loading=\"lazy\" width=\"403\" height=\"516\" class=\"wp-image-75554\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-2.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-2.jpeg 403w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-2-234x300.jpeg 234w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/><\/p>\n<p>Let&#8217;s win some extra $$$ from iA&#8217;s Spring Contest, which is exclusive to Way Members!\u00a0 Only 6 more weeks to go!<\/p>\n<p><strong>Carrier Updates <\/strong><\/p>\n<p><strong>Canada Life <\/strong><\/p>\n<p><strong><em>Insurance<\/em><\/strong><\/p>\n<p>Check out the new illustration (4.3) effective May 25<sup>th<\/sup>, 2020 and download it from the page here:\u00a0<a href=\"https:\/\/repnet2.canadalife.com\/public\/stellent\/groups\/public\/documents\/S1_298504.pdf?cid=eb|Individual|CI%20illustration%20software%20launch%20-%20EN%20&amp;%20Fr%20-%20May%2025|DMO-5640\"><strong>Concourse Direct<\/strong><\/a> <strong>(see page 1 for the link to the illustration program)<\/strong>.<\/p>\n<p>Contact wholesaler, Carol Ng at\u00a0<a href=\"mailto:Carol.Ng@CanadaLife.com\">Carol.Ng@CanadaLife.com<\/a> or\u00a0<a href=\"tel:(604)377-7203\">(604)377-7203<\/a>, or internal wholesaler, Hinris Chan at <a href=\"mailto:Hinris.Chan@canadalife.com\">Hinris.Chan@canadalife.com<\/a> or (604)443-8247 for more details.<\/p>\n<p><strong><em>Investment<\/em><\/strong><\/p>\n<p>Further to members\u2019 request on last Wednesday\u2019s training presentation, attached are the files for your reference.\u00a0 Wholesaler Richard Chen can be reached at <a href=\"mailto:richard.chen@canadalife.com\">richard.chen@canadalife.com<\/a> or\u00a0((604)338-6416 if you have any questions.<\/p>\n<p><strong>IA<\/strong><\/p>\n<p>IA will be launching its own PAR on June 8<sup>th<\/sup> and advisors on Way\u2019s platform will be getting an advance preview on its details next week, on June 3<sup>rd<\/sup>.\u00a0 Your schedules have been marked so join us to see what new business opportunity this latest product can offer.\u00a0 Also please be reminded that the new product will certainly help you achieve the additional 20% FYB bonus easier!<\/p>\n<p><img loading=\"lazy\" width=\"402\" height=\"522\" class=\"wp-image-75555\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-3.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-3.jpeg 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-3-231x300.jpeg 231w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/p>\n<p><strong>Upcoming Virtual Trainings<\/strong><\/p>\n<p><strong>Role Play 1st Coding and Fact Find \u2013 11 Coding of Property Tax (#1 Legacy Transfer) \u2013 Simon Mok<\/strong><\/p>\n<p><a href=\"x-apple-data-detectors:\/\/3\">11am, Wednesday, May 27<sup>th<\/sup>\u00a0 <\/a><\/p>\n<p><img loading=\"lazy\" width=\"403\" height=\"608\" class=\"wp-image-75556\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-4.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-4.jpeg 403w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-4-199x300.jpeg 199w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/><\/p>\n<p>See what top sales, Simon Mok, has to share with you this month on creating needsfor clients and closing the sale.<\/p>\n<p>Click on the link below to join:<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/meet.google.com\/gxz-uoxn-gqn?hs%3D122&amp;sa=D&amp;ust=1590630330530000&amp;usg=AOvVaw0mwB63ECawvwjyMiIoCM3e\" target=\"_blank\" rel=\"noopener noreferrer\">meet.google.com\/gxz-uoxn-gqn<\/a><\/p>\n<p><strong>Life Business and Benefits for Advisors (New Par, CPB, etc.) \u2014 IA Rishu Bains <\/strong><\/p>\n<p><a href=\"x-apple-data-detectors:\/\/3\">11am, Friday, May 29<sup>th<\/sup>\u00a0 <\/a><\/p>\n<p>Click on below to join:<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_ZmI5MjhjYTktMTE3Ni00YWI2LWE0YjctMDgxYTU0OWYwNDMy%2540thread.v2\/0?context%3D%257b%2522Tid%2522%253a%2522cc9f55cb-28a1-42fe-947f-a5a399a1ddb6%2522%252c%2522Oid%2522%253a%25225384f211-570f-4caf-96a5-2d58a917be81%2522%257d&amp;sa=D&amp;ust=1590630330530000&amp;usg=AOvVaw19lEqmCMp9l1IcSPLWun9K\" target=\"_blank\" rel=\"noopener noreferrer\">Join Microsoft Teams Meeting<\/a><\/p>\n<p><strong>News from the Insurance Council of British Columbia <\/strong><\/p>\n<p><strong>Last week to renew your license without penalty!<\/strong><\/p>\n<p>Send <a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a> a copy of your <strong>renewed license<\/strong> to have it distributed to the relevant carriers to ensure your business processing and compensation payments carry on without interruption.\u00a0 <strong>Do not send us the payment receipt<\/strong> as carriers do not accept this as a record of your renewed license.<\/p>\n<p>The filing fee for this year is $225 (including government fee). After June 1<sup>st<\/sup>, all filings received will be subject to a late fee ($200) for a total of $425.<\/p>\n<p>Please be aware that any licenses not renewed via annual filing by July 31<sup>st<\/sup>, 2020, will be terminated automatically for non-filing.<\/p>\n<p><strong>How to File<\/strong><\/p>\n<p>You can complete your filing online at <a href=\"https:\/\/www.insurancecouncilofbc.com\/licensee-resources\/annual-filing-2020\/?utm_source=Cyberimpact&amp;utm_medium=email&amp;utm_campaign=2020-Annual-Filing-Launch-Email\">insurancecouncilofbc.com\/annualfiling<\/a>.<\/p>\n<p>Filing consists of:<\/p>\n<ol>\n<li>Completing your filing declaration<\/li>\n<li>Remitting the annual filing fee<\/li>\n<\/ol>\n<p>See <a href=\"https:\/\/www.insurancecouncilofbc.com\/licensee-resources\/filing-instructions\/?utm_source=Cyberimpact&amp;utm_medium=email&amp;utm_campaign=2020-Annual-Filing-Launch-Email\">Filing Instructions<\/a>.<\/p>\n<p><strong>Deadline to Complete Continuing Education\u00a0Extended<\/strong><a id=\"post-75551-ceextension\"><\/a><\/p>\n<h5>The deadline for Insurance Council licensees to complete annual continuing education (CE) requirements for 2020 has been extended to the following year, May 31<sup>st<\/sup>, 2021. Licensees will still need to complete annual filing for this year by June 1, 2020 even if you haven\u2019t completed your CE credits yet.<\/h5>\n<p>Go to the Council\u2019s website for <a href=\"https:\/\/www.insurancecouncilofbc.com\/licensee-resources\/continuing-education\/2020-ce-requirement-extension\/?utm_source=Cyberimpact&amp;utm_medium=email&amp;utm_campaign=What39s-New-at-Council---April-2020\">more information on the extension<\/a>, including a Q&amp;A.<\/p>\n<p><strong>CE Records: Your\u00a0License, Your Responsibility<\/strong><a id=\"post-75551-cerecords\"><\/a><\/p>\n<p>Licensees are required to keep a record of their continuing education (CE) for five years and make sure to keep a copy of your course completion certificates and course content information. If you are audited by the Insurance Council, you will be asked to provide your records at that time. Ultimately, it is the licensee\u2019s responsibility to demonstrate that they have met the CE requirements for their license if audited.<\/p>\n<p>For questions about how many CE credits you are required to complete annually, or what qualifies as technical content, visit ICBC website for <a href=\"https:\/\/www.insurancecouncilofbc.com\/licensee-resources\/continuing-education\/?utm_source=Cyberimpact&amp;utm_medium=email&amp;utm_campaign=What39s-New-at-Council---April-2020\">more information<\/a>.<\/p>\n<p><strong>Disciplinary Decisions<\/strong><a id=\"post-75551-discipline\"><\/a><\/p>\n<p><a href=\"https:\/\/www.insurancecouncilofbc.com\/getattachment\/35b9a7ba-821c-49f7-983d-ebee893fcbc7\/20200331-Jennifer-Wai-Yin-Mok-(LIF)\"><strong>Jennifer Wai Yin Mok<\/strong><\/a>, a former licensee, was disciplined for contravening the Insurance Council\u2019s Rules and Code of Conduct by falsifying insurance applications and placing policies with intent to cancel. The former licensee was found to have failed to act with competence, trustworthiness, in good faith, and in the usual practice of dealing with clients, and also failed to deal with the Insurance Council in a prompt and honest manner. The former licensee was fined $5,000 and assessed investigative costs of $4,187.50. Further, Council will not consider any further licensing applications from the former licensee until the fine and investigation costs are fully paid.<\/p>\n<table>\n<tbody>\n<tr>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Best regards,<\/p>\n<p>Administration Department<\/p>\n<p><em>\u201cThe WAY to connect people. The WAY to drive business.\u201d<\/em><\/p>\n<p><strong>Way Financial Inc.<\/strong><\/p>\n<p><img loading=\"lazy\" width=\"93\" height=\"94\" class=\"wp-image-75557\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-5.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-5.jpeg 93w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-5-45x45.jpeg 45w\" sizes=\"(max-width: 93px) 100vw, 93px\" \/><\/p>\n<p>Tel: \u00a0(1) 604 279 0866<\/p>\n<p>Fax:\u00a0(1) 604 278 0133<\/p>\n<p><a href=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/\">www.wayfinancial.ca<\/a><\/p>\n<p>2nd Floor, 8171 Ackroyd Road<\/p>\n<p>Richmond, BC V6X 3K1<\/p>\n<p><em>This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure.<\/em><\/p>\n<p><em>If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.<\/em><\/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. Virtual Client Events\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 2 to 6 Ways of Property Tax Coding Time &amp; Date: 10:55 am, Saturday, June 6th Language: Mandarin Time &amp; Date: 1:55 pm, Saturday, June 6th Language: Cantonese [&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\/75551"}],"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=75551"}],"version-history":[{"count":2,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75551\/revisions"}],"predecessor-version":[{"id":75620,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75551\/revisions\/75620"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75551"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75551"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}