{"id":75816,"date":"2020-11-10T21:55:01","date_gmt":"2020-11-11T05:55:01","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75816"},"modified":"2020-11-10T21:55:01","modified_gmt":"2020-11-11T05:55:01","slug":"way-weekly-bulletin-200831","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/11\/10\/way-weekly-bulletin-200831\/","title":{"rendered":"Way Weekly Bulletin 200831"},"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

Canada Life Term Promotion Campaign \u2013 Free Premiums Offer Starts Tomorrow!<\/strong><\/p>\n

Canada Life is making a special introductory offer of free three months premium<\/strong> on qualifying, new term 20, term 30 and term-to-age-65 policies, including riders for business in BC.\u00a0 Business from other provinces will enjoy four months premium free.<\/p>\n

For a new policy to qualify, the client\u2019s application for the policy must be received between September 1st<\/sup> and December 1st<\/sup> inclusive.\u00a0This offer extends to reissues, if the original policy qualified. The first premium must be paid for by the client for the contract to take effect.<\/p>\n

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Review the attached CL Term FAQ Final EN for more details.<\/p>\n

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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 if you have any questions.<\/p>\n

Also, join the webinar below to brush-up your usage of SimpleProtect which now allows for juvenile applications.<\/p>\n

Webinar: SimpleProtect demos<\/em><\/strong><\/p>\n

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

Join the webinar<\/a><\/p>\n

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

The 2nd<\/sup> Series of the RBC PAC $2,000 Campaign will start tomorrow!<\/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

To help you quickly grasp the benefits of this concept, and how to close cases and be eligible for the bonus, attendance to the RBC trainings sessions during campaign period 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

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

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

Equitable Life has announced repricing on Equimax Estate Builder effective September 12th<\/sup>. \u00a0Click the links below for more information:<\/p>\n

https:\/\/advisor.equitable.ca\/advisor\/en\/Individual-Insurance\/Equimax-Estate-Builder%C2%AE-reprice?mc_cid=b0f924f1be&mc_eid=6150a42309<\/a><\/p>\n

https:\/\/cdn.equitable.ca\/forms\/unsecured\/insurance\/Equimax-Estate-Reprice-2020-Transition-Rules.pdf?mc_cid=b0f924f1be&mc_eid=6150a42309&mc_cid=b0f924f1be&mc_eid=6150a42309<\/a><\/p>\n

Monica Zhang will be going over the details at the webinar this Friday, September 4th<\/sup>, at 11am.<\/p>\n

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

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

iA has finalized the immigrant guidelines on coverage and restrictions to permanent residents and other temporary residents. See the attached PDF iA 30-211A Immigrant Guidelines for more information.<\/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 any questions you may have.<\/p>\n

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

On October 26th <\/sup>and November 20th<\/sup>, iA will make changes to its segregated fund line-up. The iA Toolbox is attached for your reference.\u00a0 Also click the link here to find out how to draw up your list of affected clients: https:\/\/f.hubspotusercontent10.net\/hubfs\/4733265\/instant-iA\/en\/GDC%20-%20NOVEMBER%2020%202020.pdf<\/a><\/p>\n

Attend the presentation on Friday, October 30th<\/sup>, 11am, to find out more.<\/p>\n

Meanwhile, contact Hilda Ng at hilda.ng@ia.ca<\/a> or (778)873-1254 or Barbra Vuan at barbra.vuan@ia.ca<\/a> or (604)737-9245 for any questions.<\/p>\n

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

Please note the sign in and out times are stamped by online training apps<\/strong> (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:<\/p>\n