{"id":75568,"date":"2020-07-22T19:18:51","date_gmt":"2020-07-23T02:18:51","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75568"},"modified":"2020-07-28T17:27:07","modified_gmt":"2020-07-29T00:27:07","slug":"weekly-bulletin-200608","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/07\/22\/weekly-bulletin-200608\/","title":{"rendered":"Weekly Bulletin 200608"},"content":{"rendered":"<p>Dear Members,<a id=\"post-75568-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>Carrier Updates <\/strong><\/p>\n<p><strong>Allianz<\/strong><\/p>\n<p>As travel plans for clients may be resuming, stay up-to-date on travel insurance plans brought to you by Allianz with the following webinars:<\/p>\n<p>10am, Wednesday, June 17th<\/p>\n<p>Register here: <a href=\"https:\/\/agacanada.webex.com\/agacanada\/onstage\/g.php?MTID=e46eb651d40aa4a26c49f464dbf236ed3\">https:\/\/agacanada.webex.com\/agacanada\/onstage\/g.php?MTID=e46eb651d40aa4a26c49f464dbf236ed3<\/a><\/p>\n<p>1pm, Thursday, June 18th<\/p>\n<p>Register here: <a href=\"https:\/\/agacanada.webex.com\/agacanada\/onstage\/g.php?MTID=ef7069f56c041ef99ade025441dc40041\">https:\/\/agacanada.webex.com\/agacanada\/onstage\/g.php?MTID=ef7069f56c041ef99ade025441dc40041<\/a><\/p>\n<p><a href=\"https:\/\/www.allianz-assistance.ca\/content\/dam\/onemarketing\/awp\/allianz-assistance-ca\/en_ca\/documents\/Broker-FAQ.pdf\">Click here<\/a> or ask Judi Kjartansson at (778)834-4282 or <a href=\"mailto:judi.kjartansson@allianz-assistance.ca\">judi.kjartansson@allianz-assistance.ca<\/a> for more details.<\/p>\n<p><strong>Canada Life<\/strong><\/p>\n<table>\n<tbody>\n<tr>\n<td>Canada Life has enforced the following best practices to ensure that any document submitted with an e-signature won\u2019t be returned as NIGO (not in good order).<\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<\/tr>\n<tr>\n<td>&nbsp;<\/p>\n<ul>\n<li>Use an e-signature provider and ensure that provider is able to supply an electronic transaction summary. Programs such as Microsoft Paint are not valid e-signature providers.<\/li>\n<li>You are required to submit an electronic transaction summary(metadata) from your e-signature provider. If your e-signature provider can\u2019t generate a transaction summary, your document will be returned NIGO\n<ul>\n<li>For more information on how to obtain a transaction summary contact your e-signature provider<\/li>\n<\/ul>\n<\/li>\n<li>Submit any signed documents in a secure manner.<\/li>\n<li>Review the <a href=\"https:\/\/repnet2.canadalife.com\/public\/stellent\/groups\/public\/documents\/S1_303507.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">checklist<\/a> and a <a href=\"https:\/\/repnet2.canadalife.com\/public\/stellent\/groups\/public\/documents\/S1_303505.pdf\">Q&amp;A<\/a> on e-signatures to ensure you\u2019ve met all the requirements.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>View also built in e-signature capabilities like SimpleProtect<sup>\u00a0<\/sup><a href=\"https:\/\/repnet2.canadalife.com\/public\/stellent\/groups\/public\/documents\/S1_299735.pdf\">here<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p>Contact Carol Ng at <a href=\"mailto:Carol.Ng@CanadaLife.com\">Carol.Ng@CanadaLife.com<\/a> or (604)377-7203 or Hinris Chan at <a href=\"mailto:Hinris.Chan@canadalife.com\">Hinris.Chan@canadalife.com<\/a> or (604)443-8247 for any questions on the process.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>iA<\/strong><\/p>\n<p><strong><em>Insurance<\/em><\/strong><\/p>\n<p>iA announced resumption of paramedical services with details found here <a href=\"https:\/\/covid-advisor.ia.ca\/paramedical-service-providers-resume-appointments-for-medical-testing\">https:\/\/covid-advisor.ia.ca\/paramedical-service-providers-resume-appointments-for-medical-testing<\/a> and highlights below:<\/p>\n<ul>\n<li>Pending medical orders: The priority will be offered to clients with pending medical orders (since March). Every pending cases will automatically be taken over by the providers, without the intervention of the Financial Security Advisor.<\/li>\n<li>New medical orders: For new cases, the process remains the same as before.<\/li>\n<\/ul>\n<p>Also see attached more materials on the new Par, including the life time bonus of +0.25%.\u00a0 A separate e-mail will follow providing Members with an e-mail template to send to your network on utilizing this Launch Promotion to generate immediate interest and business.<\/p>\n<p>And don\u2019t forget about the door-opener of Acci7 \u2013 use the below as a message, social media post, etc to start talking to more clients:<\/p>\n<p><img loading=\"lazy\" width=\"543\" height=\"285\" class=\"wp-image-75569\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-12.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-12.jpeg 543w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-12-300x157.jpeg 300w\" sizes=\"(max-width: 543px) 100vw, 543px\" \/><\/p>\n<p>7 days. ? This is the average length of stay in Canadian hospitals.<\/p>\n<p>&nbsp;<\/p>\n<p>7 minutes. ? This is the maximum length of time it takes to purchase the Acci7 PLUS hospital allowance insurance, which provides significant compensation in the event you are hospitalized.<\/p>\n<p>&nbsp;<\/p>\n<p>This coverage provides financial protection in case you are hospitalized because of an illness or accident.<\/p>\n<p>? No medical exam<\/p>\n<p>\u2705 Instant acceptance<\/p>\n<p>&nbsp;<\/p>\n<p>Contact me to learn more!<\/p>\n<p>Remember, there are only 3 weeks left to the Spring Fling, and all Par business counts towards the CPB and additional 20% bonus this year!\u00a0 See the attached CPB poster on extra sponsorships on marketing and advisor\u2019s education.<\/p>\n<p><img loading=\"lazy\" width=\"403\" height=\"516\" class=\"wp-image-75570\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-13.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-13.jpeg 403w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-13-234x300.jpeg 234w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/><\/p>\n<p>Contact Rishu Bains at <a href=\"mailto:rishu.bains@ia.ca\">rishu.bains@ia.ca<\/a> or (604)354-2711, or Michelle Kwan at <a href=\"mailto:Michelle.Kwan@ia.ca\">Michelle.Kwan@ia.ca<\/a> or (604)737-9154 for more info on the Par and Jackie Singzon at\u00a0<a href=\"mailto:jacqueline.singzon@ia.ca\">jacqueline.singzon@ia.ca<\/a> or\u00a0(604)220-7692 and Danielle Fairbank <a href=\"mailto:danielle.fairbank@ia.ca\">danielle.fairbank@ia.ca<\/a> or (778)886-8492 for info on living benefits including Acci7.<\/p>\n<p><strong><em>Investment<\/em><\/strong><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong><em>iA Virtual Summer Tour<\/em><\/strong><\/p>\n<p>Join Cl\u00e9ment Gignac, Senior Vice-President and Chief Economist, on his new series of webinars with weekly special guests every Thursday at 8am which run until August 13<sup>th<\/sup>.<\/p>\n<p>Webinar #1: A Canadian Stock Market Still Offering Good Opportunities?<\/p>\n<p>Time &amp; Date: 8am to 8:30am, Thursday, June 18<sup>th<\/sup><\/p>\n<p>Guest: Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/dl\/launcher\/launcher.html?url=%2f_%23%2fl%2fmeetup-join%2f19%3ameeting_ZDU2MzEwMDctODEzNy00YmI5LWEzZTgtMjE4NTk0YjI0NzNi%40thread.v2%2f0%3fcontext%3d%257b%2522Tid%2522%253a%2522cc9f55cb-28a1-42fe-947f-a5a399a1ddb6%2522%252c%2522Oid%2522%253a%2522b5f76ae1-2004-4756-8614-ffb09468702d%2522%252c%2522IsBroadcastMeeting%2522%253atrue%257d%26anon%3dtrue&amp;type=meetup-join&amp;deeplinkId=59928371-ddb8-4e29-8795-d52e5fbde2da&amp;directDl=true&amp;msLaunch=true&amp;enableMobilePage=true&amp;suppressPrompt=true\">Join Meeting<\/a><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Manulife<\/strong><\/p>\n<p>Further to the client webinar hosted by District Vice President Stefan Goddard exclusively for Way advisors\u2019 clients, we will be sending the presentation file and recording to those members who attended.\u00a0For those who missed the session and are interested in getting the files, please let Administration Department know.<\/p>\n<p><strong>Upcoming Virtual Trainings<\/strong><\/p>\n<p><strong>Canada Life Days<\/strong><\/p>\n<p>9:30am, Wednesday, June 17<sup>th<\/sup><\/p>\n<p>Attend the sessions most relevant to your practice and earn continuing education (CE) credits.<\/p>\n<p>Register below in advance:<\/p>\n<p><a href=\"https:\/\/onlinexperiences.com\/scripts\/Server.nxp?LASCmd=AI:4;F:APIUTILS!51004&amp;PageID=32D843DF-1E4E-4175-BD49-CF79146277D2\">https:\/\/onlinexperiences.com\/scripts\/Server.nxp?LASCmd=AI:4;F:APIUTILS!51004&amp;PageID=32D843DF-1E4E-4175-BD49-CF79146277D2<\/a><\/p>\n<p><strong>Par Q&amp;A and Sales Concepts \u2014 IA Rishu Bains &amp; Jackie Singzon<\/strong><\/p>\n<p><a href=\"x-apple-data-detectors:\/\/3\">11am, Friday, June 19<sup>th<\/sup> \u00a0\u00a0 <\/a><\/p>\n<p>Join the Q&amp;A and concept session on iA&#8217;s new PAR product.<\/p>\n<p>Click on the link below to join:<\/p>\n<p><a href=\"https:\/\/us02web.zoom.us\/j\/81131307858?pwd=cjNjOFFhREpPL3BJRzNmaDFualljdz09\">https:\/\/us02web.zoom.us\/j\/81131307858?pwd=cjNjOFFhREpPL3BJRzNmaDFualljdz09<\/a><\/p>\n<p><strong>News from the Insurance Council of British Columbia <\/strong><\/p>\n<p>ICBC is seeking input from you to provide feedback through an online survey to the members of Council as they consider adopting new Continuing Education guidelines for implementation in 2021.<\/p>\n<p>Current and proposed guidelines can be viewed <a href=\"https:\/\/www.insurancecouncilofbc.com\/about-us\/engagement\/ce-guideline-consultation\/about-the-ce-guidelines\/\">here<\/a>.<\/p>\n<p>The\u00a0survey takes just 10 minutes to complete and all responses are anonymous. You can access the survey <a href=\"https:\/\/www.surveymonkey.com\/r\/ceguideline?utm_source=Cyberimpact&amp;utm_medium=email&amp;utm_campaign=Consultation-Survey-on-Proposed-CE-Guidelines\">here<\/a>. The last day to complete the survey is\u00a0<strong>Friday, July 17<sup>th<\/sup>, 2020<\/strong>.<\/p>\n<p>You can also provide feedback via email to <a href=\"mailto:consultation@insurancecouncilofbc.com\">consultation@insurancecouncilofbc.com<\/a> up until the end of July.<\/p>\n<p>See more information on the proposed guidelines here: <a href=\"https:\/\/www.insurancecouncilofbc.com\/about-us\/engagement\/ce-guidelines-consultation\/?utm_source=Cyberimpact&amp;utm_medium=email&amp;utm_campaign=Consultation-Survey-on-Proposed-CE-Guidelines\">consultation website<\/a>.<\/p>\n<p><strong>Events Schedule \u2013 July<\/strong><\/p>\n<p>The Events Schedule for July is attached for your reference.<\/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-75571\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-14.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-14.jpeg 93w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-14-45x45.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. Carrier Updates Allianz As travel plans for clients may be resuming, stay up-to-date on travel insurance plans brought to you by Allianz with the following webinars: 10am, Wednesday, June 17th Register [&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\/75568"}],"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=75568"}],"version-history":[{"count":2,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75568\/revisions"}],"predecessor-version":[{"id":75618,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75568\/revisions\/75618"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75568"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}