{"id":75579,"date":"2020-07-22T19:21:33","date_gmt":"2020-07-23T02:21:33","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75579"},"modified":"2020-07-28T17:18:24","modified_gmt":"2020-07-29T00:18:24","slug":"weekly-bulletin-200622","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/07\/22\/weekly-bulletin-200622\/","title":{"rendered":"Weekly Bulletin 200622"},"content":{"rendered":"<p>Dear Members,<a id=\"post-75579-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>Carriers\u2019 Updates <\/strong><\/p>\n<p><strong>Canada Life<\/strong><\/p>\n<p><strong><em>Insurance<\/em><\/strong><\/p>\n<p>Here is a useful summary guide on doing insurance business with Canada Life amidst the pandemic: relaxed underwriting, return of paramedial services, non-face-to-face processing and more:<\/p>\n<p><a href=\"http:\/\/gwl.campaign.adobe.com\/r\/?id=h1d8bafd,2c07d40,2c07e23&amp;cid=eb||Newsbundles%20-%20June%2018|DMO-5773\">Your complete guide to doing Canada Life insurance business<\/a><\/p>\n<p>Brush up on your non-face-to-face business practices by joining the following webinar\u00a0:<\/p>\n<p>Time &amp; Date: 10 to 11am PST, Thursday, June 25<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/l\/meetup-join\/19%3ameeting_MGY3ZDBkN2YtNjFkMS00ZjIzLWI1ZDMtODZmMmU3MTUwYzNi%40thread.v2\/0?context=%7b%22Tid%22%3a%22633f3069-d670-4419-9fee-2ab4251c88ee%22%2c%22Oid%22%3a%2271806b7f-a913-4d5a-b333-1299725eda4c%22%2c%22IsBroadcastMeeting%22%3atrue%7d\">Join the webinar<\/a><\/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 you may have.<\/p>\n<p><strong><em>Investment<\/em><\/strong><\/p>\n<p><a href=\"http:\/\/gwl.campaign.adobe.com\/r\/?id=h1d8bafd,2c07d40,2c07e22&amp;cid=eb||Newsbundles%20-%20June%2018|DMO-5773\"><strong>DSC\/LSC is no longer an option for leveraged investments<\/strong><\/a><strong> &#8211; <\/strong>Any application disclosing a leveraged investment with a DSC\/LSC purchase option, <strong>received on or after July 6<sup>th<\/sup>, 2020<\/strong>, will be returned to the advisor for selection of an alternative option.<\/p>\n<p>Contact Richard Chen at <a href=\"mailto:richard.chen@canadalife.com\">richard.chen@canadalife.com<\/a> or (604)338-6416, or Floria Song at <a href=\"mailto:floria.song@canadalife.com\">floria.song@canadalife.com<\/a>\u00a0 or (604)331-2420 for any questions on the change.<\/p>\n<p><strong>Equitable Life<\/strong><\/p>\n<p>Please see the attached guidelines on approved e-signature procedures, including the programs allowed: EQ 1886 Signing Requirements<\/p>\n<p>A summary of the temporary underwriting requirements during COVID-19 is also included here <a href=\"https:\/\/equitable.us1.list-manage.com\/track\/click?u=549fe11f5a8df93e10a2b7026&amp;id=e9257c42f1&amp;e=b3181d3c57\">Evidence of Insurability Schedule \u2013 Underwriting Requirements (Temporary)<\/a>.<\/p>\n<p>Ask Monica Zhang at <a href=\"mailto:mzhang@equitable.ca\">mzhang@equitable.ca<\/a> or (604)366-4314 for more information.<\/p>\n<p><strong>iA<\/strong><\/p>\n<p><strong><em>Insurance<\/em><\/strong><\/p>\n<p>See the attached presentation file and Par Bonus material \u00a0from last week on Par Q&amp;A and Sales Concepts. Some takeaways include:<\/p>\n<ul>\n<li><strong>0.25% Guaranteed Incentive for new contracts<\/strong> submitted for lifetime of the policy From June 8<sup>th<\/sup> till Oct 31<sup>st<\/sup>, 2020<\/li>\n<li>5.75% dividend<\/li>\n<li>Min $25K coverage with initial high death benefit purchase competitivity<\/li>\n<li>Strong in Guaranteed Cash Values after 20 years<\/li>\n<li>Very competitive in Total Cash Values around retirement &amp; life expectancy<\/li>\n<li>Strong ADO Room with stop and go flexibility without medical evidence<\/li>\n<li>EVO for online application with Instant Acceptance program<\/li>\n<li>CPB \u2013 Year 1 \u2013 additional 15%<\/li>\n<li>VIP case limits are the lowest &#8211; $5000 Annual Premium only<\/li>\n<li>Superior Risk Program applies to Par as well<\/li>\n<li>7 reinsurers vs industry<\/li>\n<\/ul>\n<p>Electronic delivery of insurance contracts is also now available.\u00a0 Click here to find out more: <a href=\"https:\/\/covid-advisor.ia.ca\/individual-insurance-electronic-contract-delivery-is-now-possible\">https:\/\/covid-advisor.ia.ca\/individual-insurance-electronic-contract-delivery-is-now-possible<\/a>.<\/p>\n<p>Remember, there are only 2 weeks left to the Spring Fling, and all business counts towards the CPB and additional 20% bonus this year!<\/p>\n<p><img loading=\"lazy\" width=\"403\" height=\"516\" class=\"wp-image-75580\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-18.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-18.jpeg 403w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-18-234x300.jpeg 234w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/><\/p>\n<p><img loading=\"lazy\" width=\"402\" height=\"522\" class=\"wp-image-75581\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-19.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-19.jpeg 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-19-231x300.jpeg 231w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/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.<\/p>\n<p><strong><em>Investment<\/em><\/strong><\/p>\n<p><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 #2: Dividend investing in uncertain times<\/p>\n<p>Time &amp; Date: 8 to 8:30am PST, Thursday, June 25<sup>th<\/sup><\/p>\n<p>Guest: Donny Moss, CFA, Senior Portfolio Manager, North American Equities, iAIM<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/dl\/launcher\/launcher.html?url=%2f_%23%2fl%2fmeetup-join%2f19%3ameeting_MGZkMGRmZWYtZmJiOS00YzUyLTk3OWMtMGY5MWZlOTFhMDdl%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=69876097-19bd-4a27-bf53-3c9e6afab004&amp;directDl=true&amp;msLaunch=true&amp;enableMobilePage=true&amp;suppressPrompt=true\">Join Meeting<\/a><\/p>\n<p><strong>Upcoming Virtual Trainings<\/strong><\/p>\n<p><strong>Role Play 2nd Solution and Closing &#8211; 11 Coding of Property Tax (#1 Legacy Transfer) \u2013 Simon Mok<\/strong><\/p>\n<p>11am, Wednesday, June 24<sup>th<\/sup><\/p>\n<p>\\ <img loading=\"lazy\" width=\"402\" height=\"606\" class=\"wp-image-75582\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image.png 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-199x300.png 199w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/p>\n<p>See what top sales, Simon Mok, has to share with you this month on creating needs for clients and closing the sale.<\/p>\n<p>Click on the link below to join:<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=http:\/\/meet.google.com\/qyi-hbne-oms&amp;sa=D&amp;ust=1593277201625000&amp;usg=AOvVaw3vrtz-VSymuqC1yJxCyU8v\" target=\"_blank\" rel=\"noopener noreferrer\">meet.google.com\/qyi-hbne-oms<\/a><\/p>\n<p><strong>Mandatory (attendance required): 2nd Quarter Compliance Update \u2014 Stephen Lai<\/strong><\/p>\n<p><a href=\"x-apple-data-detectors:\/\/3\">2:30pm, Wednesday, June 24<sup>th<\/sup> \u00a0 \u00a0\u00a0 <\/a><\/p>\n<p>As part of this mandatory compliance training, you will learn new changes and requirements to the industry, as well as how to use available tools to sustain your business.<\/p>\n<p>Click on the link below to join:<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=http:\/\/meet.google.com\/orw-fwgo-wzz&amp;sa=D&amp;ust=1593277201625000&amp;usg=AOvVaw2J5OmF6IxKHg0le-MQcqTV\" target=\"_blank\" rel=\"noopener noreferrer\">meet.google.com\/orw-fwgo-wzz<\/a><\/p>\n<p><strong>Capital Markets Strategy (Part 2) \u2014 ML Stefan Goddard<\/strong><\/p>\n<p>11am, Friday, June 26<sup>th<\/sup><\/p>\n<p>Learn how to follow up with your clients after the recent client webinar to immediately close new business and share insights from the capital markets strategies.<\/p>\n<p>Click on the link below to join:<\/p>\n<p><a href=\"https:\/\/manulife-johnhancock.zoom.us\/j\/2025726491\">https:\/\/manulife-johnhancock.zoom.us\/j\/2025726491<\/a><\/p>\n<p><strong>Events Schedule \u2013 July (Updated)<\/strong><\/p>\n<p>The updated 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-75583\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-20.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-20.jpeg 93w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/07\/word-image-20-45x45.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. Carriers\u2019 Updates Canada Life Insurance Here is a useful summary guide on doing insurance business with Canada Life amidst the pandemic: relaxed underwriting, return of paramedial services, non-face-to-face processing and more: [&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\/75579"}],"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=75579"}],"version-history":[{"count":2,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75579\/revisions"}],"predecessor-version":[{"id":75616,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75579\/revisions\/75616"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75579"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75579"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75579"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}