{"id":75668,"date":"2020-10-20T05:26:31","date_gmt":"2020-10-20T12:26:31","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75668"},"modified":"2020-10-20T05:26:31","modified_gmt":"2020-10-20T12:26:31","slug":"weekly-bulletin-200804","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/10\/20\/weekly-bulletin-200804\/","title":{"rendered":"Weekly Bulletin 200804"},"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

Using New Compliance Package Now<\/strong><\/p>\n

Members should be using the new and simpler Compliance Package for business submissions starting this month.\u00a0The new Package has cut back two forms so that makes your submissions more swift and efficient! \u00a0The new files are available on VirtGate and the intranet.\u00a0 Feel free to ask your specific coordinator or e-mail process@wayfinancial.ca<\/a> if you have any question.<\/p>\n

MDRT Articles Free Subscription & Video Viewing Sessions <\/strong><\/p>\n


\n<\/strong> Way is now offering all members a free subscription to MDRT articles to gain insight on enhancing and developing your business. The articles are sent out the beginning of each week and will replace the Food for Thought of the Day. All members will be invited to the mailing list to enjoy the free subscription this month and starting September, the free subscription will continue for members who submitted business in the previous month. Any amount of business submission qualifies. The first MDRT article is attached for your good read.<\/p>\n

Every Tuesday morning, from 11am to 12pm, a series of MDRT videos will be played at the Boardroom. The speakers of these videos are all MDRT qualifiers and successful players and you can learn how to be a successful advisor from their valuable experience. There\u2019s no need to RSVP, just come in to the office to view the videos.<\/p>\n

Reach out to Administration Department if you have any questions.<\/p>\n

Virtual Client Events\u00a0\u00a0\u00a0\u00a0 <\/strong><\/p>\n

15 Company Solutions Lawyer and CPA Need to Know #8 Participating Policy Transfer & 12 Tactics that your Executor Should Know #5 Alter Ego Trust <\/strong><\/p>\n

Time & Date: 10:55 am, Thursday, August 13th<\/sup><\/p>\n

Language: Mandarin<\/p>\n

Time & Date: 1:55 pm, Thursday, August 13th<\/sup><\/p>\n

Language: Cantonese<\/p>\n

Speaker: Global Life & Wealth<\/p>\n

Global Life & Wealth hosts a series of webinars for clients including Crisis Rebound Investment Secret Manual, RRSP Mistakes & Solutions amongst others.\u00a0Contact Theresa Lai at 604-278-0122 (ext. 105) or theresa.lai@grandtag.ca<\/a> for more details on how to participate and share the resource with your clients.<\/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.\u00a0Attached is a text template to send your clients so you can get started right away. RBC will also update us on the 6 new funds on their portfolio.<\/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

<\/p>\n

Additional 20% FYC Bonus Campaign for IA Business <\/strong><\/p>\n

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

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

B2B<\/strong><\/p>\n

Review the investment loan checklist<\/a> to speed up your application progress to get approved and funded quickly.<\/p>\n

Avoid the common errors below:<\/p>\n

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  1. Ensure that all client details are correct and consistent\n