{"id":75559,"date":"2020-07-22T19:17:59","date_gmt":"2020-07-23T02:17:59","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75559"},"modified":"2020-07-28T17:28:35","modified_gmt":"2020-07-29T00:28:35","slug":"weekly-bulletin-200601","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/07\/22\/weekly-bulletin-200601\/","title":{"rendered":"Weekly Bulletin 200601"},"content":{"rendered":"<p>Dear Members,<a id=\"post-75559-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><strong>7 to 11 Ways of Property Tax Coding<\/strong><\/p>\n<p>Time &amp; Date: 10:55 am, Thursday, June 18<sup>th<\/sup><\/p>\n<p>Language: Mandarin<\/p>\n<p>Time &amp; Date: 1:55 pm, Thursday, June 18<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=\"536\" height=\"299\" class=\"wp-image-75560\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-6.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-6.jpeg 536w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-6-300x167.jpeg 300w\" sizes=\"(max-width: 536px) 100vw, 536px\" \/><\/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 have already been added to your calendars.\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-75561\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-7.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-7.jpeg 531w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-7-300x227.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-75562\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-8.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-8.jpeg 403w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-8-234x300.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 5 more weeks to go!<\/p>\n<p><strong>Carrier Updates <\/strong><\/p>\n<p><strong>Canada Life <\/strong><\/p>\n<p>Business-owned insurance applications are now available on SimpleProtect!<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/l\/meetup-join\/19%3ameeting_MTlhZWNlMzEtNjUzZC00NTIzLWIxY2YtYTFlZmI1MTNiMmM3%40thread.v2\/0?context=%7b%22Tid%22%3a%22633f3069-d670-4419-9fee-2ab4251c88ee%22%2c%22Oid%22%3a%2272028918-61e3-408e-89ac-3828093cb31f%22%2c%22IsBroadcastMeeting%22%3atrue%7d\">Join the webinar<\/a> this Thursday at 10am to learn how to submit corporate applications using SimpleProtect:<\/p>\n<p>Also listen to Canada Life\u2019s weekly call audio recording on the additional resources available during this time.\u00a0 Last week, Senior Vice-President, Independent Distribution and Wholesaling Mike Cunneen moderated an advisor panel that discussed non-face-to-face interactions and how this shift to working digitally will benefit their business going forward. A common theme between the panelists is they\u2019ve each taken the time to check in with their client\u2019s mental well-being which they\u2019ve found naturally opens the conversation to talk about their financial plans that can be supported through the products we offer.<\/p>\n<p><a href=\"https:\/\/onlinexperiences.com\/Launch\/Event\/ShowKey=91867\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/onlinexperiences.com\/Launch\/Event\/ShowKey=91867<\/a><\/p>\n<p><strong>iA<\/strong><\/p>\n<p>See the attached presentation from last week on Life Business and Benefits for Advisors (New Par, CPB, etc.).<\/p>\n<p>Some highlights include:<\/p>\n<ol>\n<li>Life Limits without vitals\/fluids:<\/li>\n<\/ol>\n<ul>\n<li>Life Non Face to Face limits max &#8211; $5million<\/li>\n<li>Age 50 &amp; below: $1million<\/li>\n<li>Age 50 to 61: $300,000<\/li>\n<li>Age 61 above:\u00a0 $99,999<\/li>\n<li>For large cases, the face amounts are $3million &amp; + or $50K premiums \u2013 paramedicals allowed via ExamOne and Medifast<\/li>\n<\/ul>\n<ol>\n<li>iA Superior Risk Tolerance Program will reduce rating for your clients.<\/li>\n<li>Additional PDFs are attached for your reference : iA Access Life &#8211; Prequestionnaire, iA Genesis Brochure YRT, iA Life Heath Duo \u2013 Marketing, iA Mortgage Package &amp; iA Superior Risk Tolerance Program.<\/li>\n<\/ol>\n<p>Contact Rishu Bains (Life Insurance) at <a href=\"mailto:rishu.bains@ia.ca\">rishu.bains@ia.ca<\/a> or (604)354-2711 or Jackie Singzon<strong> (Living Benefits) <\/strong>at\u00a0<a href=\"mailto:jacqueline.singzon@ia.ca\">jacqueline.singzon@ia.ca<\/a> or\u00a0(604)220-7692 for more details.<\/p>\n<p><strong><em>iA\u2019s NEW PAR LAUNCH<\/em><\/strong><\/p>\n<p>Members on Way\u2019s platform will be getting an advance preview on iA\u2019s new Par this Wednesday afternoon (2:30pm on June 3<sup>rd<\/sup>).\u00a0 Also register for the national virtual launch on June 8<sup>th <\/sup>\u00a0below.<\/p>\n<p>Join us to see what new business opportunity this latest product can offer and how it will certainly help you achieve the additional 20% FYB bonus easier!<\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>EXCLUSIVE<\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong>VIRTUAL LAUNCH<\/strong><\/td>\n<\/tr>\n<tr>\n<td>\n<table>\n<tbody>\n<tr>\n<td><strong>June 8 at 10 AM PST<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td>Hosts<br \/>\n<strong>Ken Godfray<\/strong> and <strong>Kevin Miller<\/strong>,<br \/>\nRegional Vice-Presidents<\/td>\n<\/tr>\n<tr>\n<td><img loading=\"lazy\" width=\"262\" height=\"50\" class=\"wp-image-75563\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/ia-groupe-financier.png\" alt=\"iA Groupe Financier\" \/><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><img loading=\"lazy\" width=\"402\" height=\"522\" class=\"wp-image-75564\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-9.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-9.jpeg 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-9-231x300.jpeg 231w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/p>\n<p><strong>Connection Campaign 2020 \u2013 Earn Extra 5% FYC Bonus on Your Business with Every New Connection<\/strong><\/p>\n<p><img loading=\"lazy\" width=\"403\" height=\"489\" class=\"wp-image-75565\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-10.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-10.jpeg 403w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-10-247x300.jpeg 247w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/><\/p>\n<p>While the current situation gives you the opportunity to outshine your competitors and showcase to your clients your continuous support to their financial well-being, it is also the time to connect your external broker network and share with them the different resources you have from the Platform \u2013 marketing support, client events, unique trainings, exclusive campaigns, knowledgeable processing, etc., and get additional rewards for your connections!<\/p>\n<p><strong>Upcoming Virtual Trainings<\/strong><\/p>\n<p><strong>Special Advance Launch of iA New PAR with Way Financial \u2014 iA Rishu Bains &amp; Michelle Kwan<\/strong><\/p>\n<p><a href=\"x-apple-data-detectors:\/\/3\">2:30pm, Wednesday, June 3<sup>rd<\/sup> \u00a0 <\/a><\/p>\n<p>Join iA&#8217;s pre-launch of its New Par Whole Life product with software demo.<\/p>\n<p>Click on the link below to join:<\/p>\n<p><a href=\"https:\/\/us02web.zoom.us\/j\/85153821120?pwd=a0p0V1BGMzhxSjJqdlhsbmExTlpUdz09\">https:\/\/us02web.zoom.us\/j\/85153821120?pwd=a0p0V1BGMzhxSjJqdlhsbmExTlpUdz09<\/a><\/p>\n<p><strong>Why Equimax Wealth Accumulator \u2014 EQ Monica Zhang<\/strong><\/p>\n<p><a href=\"x-apple-data-detectors:\/\/3\">11am, Friday, June 5<sup>th<\/sup> \u00a0 <\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Click on the link below to join:<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/l\/meetup-join\/19%3ameeting_NzJhNDUyMTMtYTRiYi00ZGVlLWE3OTItYmNkZjJjNWY1OTI2%40thread.v2\/0?context=%7b%22Tid%22%3a%229cd2f3e0-1ada-4309-989f-cd551071902b%22%2c%22Oid%22%3a%220604481e-664b-4797-a117-4c8cf9b0cb5d%22%7d\">Join Microsoft Teams Meeting<\/a><\/p>\n<p><strong>Events Schedule \u2013 June (Updated)<\/strong><\/p>\n<p>The updated Events Schedule for June is attached for your reference.<\/p>\n<table>\n<tbody>\n<tr>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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>Wednesday, July 1<sup>st<\/sup>, 2020\u00a0\u00a0\u00a0(Canada day)<\/strong><\/p>\n<p>Normal operations will resume on:<\/p>\n<p><strong>Thursday, July 2<sup>nd<\/sup>, 2020\u00a0\u00a0\u00a0<\/strong><\/p>\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-75566\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-11.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-11.jpeg 93w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-11-45x45.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\/75559"}],"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=75559"}],"version-history":[{"count":2,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75559\/revisions"}],"predecessor-version":[{"id":75619,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75559\/revisions\/75619"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75559"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75559"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75559"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}