{"id":75663,"date":"2020-10-20T05:25:59","date_gmt":"2020-10-20T12:25:59","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75663"},"modified":"2020-10-20T05:25:59","modified_gmt":"2020-10-20T12:25:59","slug":"weekly-bulletin-200727","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/10\/20\/weekly-bulletin-200727\/","title":{"rendered":"Weekly Bulletin 200727"},"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

As mentioned, training sessions will be organized to support you in winning this 2nd<\/sup> series of RBC PAC campaign. Don\u2019t miss the first training session on August 5th <\/sup>from 10 to 11am where you could learn how 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

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).\u00a0This 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

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

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

Canada Life Weekly Call<\/em><\/strong><\/p>\n

Time & Date: 10 to 11am PST, Wednesday, August 5th<\/sup><\/p>\n

Click here to register<\/a><\/p>\n

Also review the attached CL COVID Update on how to process business, educate your clients and conduct business in the days and weeks to come.<\/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

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

Further to members\u2019 request on last Friday\u2019s training presentation, attached are the files for your reference.\u00a0 Wholesaler Richard Chen can be reached at richard.chen@canadalife.com<\/a> or\u00a0((604)338-6416 if you have any questions.<\/p>\n

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

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

Effective July 25th<\/sup>, 2020, advisors will have more time to complete and obtain the necessary signatures when submitting Individual Insurance applications on EZcomplete.<\/p>\n

<\/p>\n

Click here<\/a> or contact Monica Zhang at mzhang@equitable.ca<\/a> or (604)366-4314 for more detailed information.<\/p>\n

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

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

The newest EVO will have the features below:<\/p>\n