{"id":75679,"date":"2020-10-20T05:27:18","date_gmt":"2020-10-20T12:27:18","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75679"},"modified":"2020-10-20T05:27:18","modified_gmt":"2020-10-20T12:27:18","slug":"weekly-bulletin-200817","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/10\/20\/weekly-bulletin-200817\/","title":{"rendered":"Weekly Bulletin 200817"},"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

Presenting to Your Clients with New Lounge TV <\/strong><\/p>\n

Given the frequent usage of the Lounge in client meetings, the office has installed a new TV there to facilitate your effective discussions and presentations.<\/p>\n

To project your computer or tablet to the TV, simply do the following:<\/p>\n

    \n
  1. Make sure your device is connected to WiFi \u201cWay Connect\u201d<\/li>\n
  2. Press Sources on the TV remote and choose HDMI1\/DVI<\/li>\n
  3. On your device, open Google Chrome.<\/li>\n
  4. At the top right, click\u00a0the three dots button \u201c \"More\" \u201d\u00a0and select\u00a0Cast.<\/li>\n
  5. Click Sources and choose whether you want to cast a tab, desktop (your entire screen) or a file.<\/li>\n
  6. Click \u201cLounge TV\u201d after you select the source.<\/li>\n
  7. When you’ve finished presenting, go to the right of the address bar, click\u00a0Cast\u00a0 \"Cast\" \u00a0 \"and \u00a0to stop casting.<\/li>\n<\/ol>\n

    Feel free to reach out to the Administration Department if you have any questions.<\/p>\n

    Compliance Advice on FNA Submission for Clients Aged 65 or Above<\/strong><\/p>\n

    As members already know, an insurance business submission for a child life insured (age 20 and under<\/strong>) does not require an FNA; advisors often include a brief cover letter to indicate the purpose of the insurance instead.\u00a0 This practice can be used for a life insured aged 65 or above.\u00a0 Please do not arbitrarily adjust the FNA template to accommodate the age of someone over 65; a cover letter explaining the client\u2019s situation will be sufficient. The FNA template is designed to meet the compliance rules<\/strong>; manually changing it might make it non-compliant<\/strong>.<\/p>\n

    If you wish for further advice, please ask Vice President, Compliance & Advisor Development, Stephen, at stephen.lai@wayfinancial.ca<\/a> or (604) 279-0866 ext. 114 .<\/p>\n

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

    Today is the start of the Campaign for winners from the 1st<\/sup> series!\u00a0 Submit your RBC PACs now to enjoy an extra two weeks to count towards the reward.<\/p>\n

    For the others, 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

    To help you quickly grasp the benefits of this concept, and how to close cases and be eligible for the bonus, attendance to the upcoming RBC trainings sessions is mandatory<\/strong>. The first training session is from 10 to 11am on September 9th<\/sup>.\u00a0 An advance reward will also be announced then so don\u2019t miss out!<\/strong><\/p>\n

    Attached are some text templates for your use to get referrals and new business.<\/p>\n

    <\/p>\n

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

    We are pleased to announce that Stephanie Carter, Canada Life Underwriting Specialist, will be joining us as a co-speaker presenting on corporate cases and how to financially justify a coverage. Stephanie has been working behind the scenes on many large cases and members could take this opportunity to ask her for tips or any questions related to your own corporate cases.<\/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. \u00a0Refer to the attached text templates. Reach out to the Administration Department if you would like more text templates as well as to enroll in this Focus Group, which is open without cost to committed members.<\/p>\n

    Please note that all pre-requisites must be completed by August 28th<\/sup> to secure your spot.<\/strong><\/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 Stephanie Carter, <\/strong>RN, BSCN, FALU, FLMI, ACS, ARA, AIRC, ASRI<\/p>\n

    Underwriting Specialist<\/td>\n

    		Corporate 101 whiteboard session & insurance planning opportunities<\/p>\n

    Financial Underwriting of Corporate Owned Insurance<\/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<\/p>\n

    Inter-Generation Tax Saving ITSP<\/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

    Good news!\u00a0 SimpleProtect is now available for child policies!<\/p>\n

    With immediate effect, your clients can apply PAR or CI policies for juvenile between 0 and 17 via SimpleProtect dashboard.<\/p>\n