{"id":75651,"date":"2020-10-20T05:23:26","date_gmt":"2020-10-20T12:23:26","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75651"},"modified":"2020-10-20T05:23:39","modified_gmt":"2020-10-20T12:23:39","slug":"75651","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/10\/20\/75651\/","title":{"rendered":"Weekly Bulletin 200713"},"content":{"rendered":"

<\/a> 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 Campaign 2nd<\/sup> Series – $2,000 Lump-Sum Bonus (September to November 2020)<\/strong><\/p>\n

Further to the success of the 1st<\/sup> series earlier this year, a 2nd<\/sup> series of RBC PAC campaign and training sessions will be organized to support members to easily generate new and referred business, as well as a steady stream of recurrent income.<\/p>\n

Sign up 30 RBC PACs from September to November 2020 to receive an additional $2,000<\/strong> bonus.\u00a0 Any PAC amount works!\u00a0 And it\u2019s per account, be it RRSP, TFSA, non-reg, etc.\u00a0 Those who sign up 15 plus but less than 30 RBC PACs will also be rewarded with a lump-sum $750 bonus.<\/p>\n

All winners from the 1st<\/sup> series will get first dips and their business will start counting from August 17th<\/sup><\/strong>.<\/p>\n

The PAC strategy is especially beneficial for both clients and advisors in midst of the current volatility.\u00a0 So with advance planning this time, you can surely win some of the extra bonus rewards.\u00a0 Of course, this is not just for the $2,000 but for the long term growth of your business and recurrent income. \u00a0We will also arrange 1-on-1 trainings to help members win the campaign \u2013 send a reply to admin@wayfinancial.ca<\/a> to indicate your interest in joining and start your PAC business now!<\/p>\n

<\/p>\n

Spring Fling Winners & Additional 20% FYC Bonus Campaign for iA Business<\/strong><\/p>\n

Congratulations<\/strong> to the following winners for the Spring Fling:<\/p>\n

Ella Chen, Darren Ng, Yuki Ozawa, Kenny So and Grace Zhu!<\/strong><\/p>\n

Your rewards of $200, $100 and $25 gift cards will be distributed shortly so check your mailboxes.<\/p>\n

And remember, these members are also on track to getting the additional 20% FYC bonus this year.\u00a0 Others can join them as well for the campaign runs for the whole year.\u00a0 One corporate shared ownership CII or a few iA new Par cases will likely get you the FYC10,000 and qualified for the bonus!\u00a0 All other insurance products such as Term and Acci-7 Hospitalization Benefit count too.<\/p>\n

<\/p>\n

Contact Rishu Bains at rishu.bains@ia.ca<\/a> or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca<\/a> or (604)737-9154 for iA\u2019s new Par and other life business, and Jackie Singzon at (604)220-7692 and Danielle Fairbank danielle.fairbank@ia.ca<\/a> or (778)886-8492 for Critical Illness and Acci7 Hospitalization Benefit.<\/p>\n

New Specialized Training \u2013 Focus Group on Corporate Cases<\/strong><\/p>\n

Further to the 9 Classes Scaling Strategies to Generate Corporate Clients<\/strong>, an intermediate class to further your business and sales techniques will be organized to support those members who are committed and have taken action to doing corporate cases. \u00a0Here is a preview of the 6 topics for this Focus Group:<\/p>\n\n\n\n\n\n\n\n\n\n
Date<\/strong><\/p>\n

(Time: 10am to 12pm)<\/td>\n

Speaker<\/strong><\/td>\nTopic<\/strong><\/td>\n<\/tr>\n
Sep 1<\/td>\nLeon Chan<\/strong>, CPA, BBA,<\/p>\n

Wealth & Tax Planning Consultant<\/td>\n

Corporate 101 whiteboard session & insurance planning opportunities<\/td>\n<\/tr>\n
Sep 8<\/td>\nLeon Chan<\/strong>, CPA, BBA<\/p>\n

Wealth & Tax Planning Consultant<\/td>\n

Fact finding and optimized discussions with high net worth clients<\/td>\n<\/tr>\n
Sep 15<\/td>\nJeff Nason<\/strong>, BA, EPC, CHS, CFP, CLU, Advanced Case Consultant<\/p>\n

Tim Lau<\/strong>, CFP, CLU, TOT<\/td>\n

Bridging the gap: From Fact-Find to Solution-Selling<\/td>\n<\/tr>\n
Sep 22<\/td>\nJeff Nason<\/strong>, BA, EPC, CHS, CFP, CLU, Advanced Case Consultant<\/td>\nCorporate Asset Efficiency \u2013 Putting the pieces together<\/td>\n<\/tr>\n
Sep 29<\/td>\nTim Lau<\/strong>, CFP, CLU, TOT<\/td>\nInter-Generation Tax Saving ITSP<\/p>\n

Biggest CII Objection: Is it Worthwhile to Apply if There is No Illness Diagnosed<\/td>\n<\/tr>\n

Oct 6<\/td>\nPatricia Carlos<\/strong>, BA, CHS,<\/p>\n

Advanced Planning Strategist, Living Benefits<\/td>\n

Solution Selling:\u00a0 Strategies to Protect the Business Owner<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

This Focus Group is open without cost to committed members.<\/p>\n

Members who have indicated their interest will be sent a separate e-mail with more details such as the class pre-requisites. \u00a0Reach out to Stephen Lai to indicate your interest and find out if you are eligible, at stephen.lai@wayfinancial.ca<\/a> or (604) 279-0866 ext. 114.<\/p>\n

Carriers\u2019 Updates <\/strong><\/p>\n

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

Canada Life now accepts secure electronic signatures by clients on Agent of Record (AOR) change requests for both insurance and segregated funds business.<\/p>\n