{"id":75659,"date":"2020-10-20T05:25:27","date_gmt":"2020-10-20T12:25:27","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75659"},"modified":"2020-10-20T05:25:27","modified_gmt":"2020-10-20T12:25:27","slug":"weekly-bulletin-200720","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/10\/20\/weekly-bulletin-200720\/","title":{"rendered":"Weekly Bulletin 200720"},"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

Focus Group on Corporate Cases (September 1 to October 6) \u2013 Door Opener Text Templates<\/strong><\/p>\n

Members who have applied to participate in the Focus Group on Corporate Cases are building their client networks by generating interest via text messages on the Health Spending Account (HSA).\u00a0 This is an easy and straightforward way to start talking to those clients with companies on your financial planning service for their corporations.<\/p>\n

Reach out to the Administration Department if you would like these text templates as well as to enroll in this Focus Group, which is open without cost to committed members.<\/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

Using New Compliance Package by the end of July<\/strong><\/p>\n

For those members who have not started using the new and simpler Compliance Package for business submissions, please be reminded the last day to migrate is the end of this month.\u00a0 The new Package has cut back two forms so that makes your submissions more swift and efficient, so don\u2019t wait to make your change! \u00a0The new package is available on VirtGate and Intranet.\u00a0 Ask your specific coordinator or e-mail process@wayfinancial.ca<\/a> if you have any question.<\/p>\n

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

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

Did you know that SimpleProtect will be launching new features to accommodate juvenile policies, joint policies and more later this year?\u00a0 If you have not familiarized yourselves with how much quicker it is to apply and get approved on your insurance business, take a look at the attached SimpleProtect Guidelines and Comparison between regular E-Apps and this shortened version.\u00a0 This will certainly enhance you and your client\u2019s experience in getting insurance \u2013 imagine getting a $2 million coverage Par life by just answering 20 questions and approved within days?<\/p>\n

Contact Carol Ng at Carol.Ng@CanadaLife.com<\/a> or (604)377-7203, or Hinris Chan at Hinris.Chan@canadalife.com<\/a> or (604)443-8247 for any questions you may have.<\/p>\n

iA<\/strong><\/p>\n

Investment<\/em><\/strong><\/p>\n

iA Virtual Summer Tour<\/em><\/strong><\/p>\n

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 13th<\/sup>.<\/p>\n

Webinar #6: Credit shows resilience despite the crisis<\/p>\n

Time & Date: 8am to 8:30am, Thursday, July 23th<\/sup><\/p>\n

Guest: Jean-Pierre D’Agnillo, CFA, Vice-President and Principal Portfolio Manager, Corporate Bonds, iAIM<\/p>\n

Join Meeting<\/a><\/p>\n

Upcoming Virtual Trainings<\/strong><\/p>\n

Please note when you sign in to the virtual trainings, make sure you use your legal name so the organizer can recognize you and have applicable CE credits issued accordingly.\u00a0 If requested by the speaker, please type in your name and e-mail address in the chat box to have your attendance recorded properly.<\/p>\n

Role Play on Door Opening of Technology \u201cPrecision\u201d Proposal to Transfer RRSP and TFSA from Other Parties. Much Easier to Provide Needs \u2013 Simon Mok <\/strong><\/p>\n

11am, Wednesday, July 22nd<\/sup><\/p>\n

<\/p>\n

See what top sales, Simon Mok, has to share with you this month on creating needs for clients and closing the sale.<\/p>\n

Click on the link below to join:<\/p>\n

Join Microsoft Teams Meeting<\/a><\/p>\n

Practice Management: What Does a Fee-Based Business Model Look Like? \u2014 CL Richard Chen<\/strong><\/p>\n

11am, Friday, July 24th<\/sup><\/p>\n

Learn about how a fee-based model contributes to your businesses.<\/p>\n

Click on the link below to join:<\/p>\n

Join Microsoft Teams Meeting<\/a><\/p>\n

Events Schedule \u2013 August<\/strong><\/p>\n

The Events Schedule for August is attached for your reference.<\/p>\n

Best regards,<\/p>\n

Administration Department<\/p>\n

\u201cThe WAY to connect people. The WAY to drive business.\u201d<\/em><\/p>\n

Way Financial Inc.<\/strong><\/p>\n

<\/p>\n

Tel: \u00a0(1) 604 279 0866<\/p>\n

Fax:\u00a0(1) 604 278 0133<\/p>\n

www.wayfinancial.ca<\/a><\/p>\n

2nd Floor, 8171 Ackroyd Road<\/p>\n

Richmond, BC V6X 3K1<\/p>\n

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

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>\n","protected":false},"excerpt":{"rendered":"

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. Focus Group on Corporate Cases (September 1 to October 6) \u2013 Door Opener Text Templates Members who have applied to participate in the Focus Group on Corporate Cases are building their […]<\/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\/75659"}],"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=75659"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75659\/revisions"}],"predecessor-version":[{"id":75662,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75659\/revisions\/75662"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75659"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75659"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75659"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}