{"id":75821,"date":"2020-11-10T21:56:09","date_gmt":"2020-11-11T05:56:09","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75821"},"modified":"2020-11-10T21:56:09","modified_gmt":"2020-11-11T05:56:09","slug":"way-weekly-bulletin-200908","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/11\/10\/way-weekly-bulletin-200908\/","title":{"rendered":"Way Weekly Bulletin 200908"},"content":{"rendered":"<p><a id=\"post-75821-m_9008324390800211916__MailOriginal\"><\/a> Dear Members,<a id=\"post-75821-m_9008324390800211916_m_-142507184502423\"><\/a><\/p>\n<p>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<p><strong>Additional 20% FYC Bonus Campaign for IA Business<\/strong><\/p>\n<p>Good job to the additional members who are now on track to getting the CPB this year: <strong>Anna Chen, Charles Ching<\/strong>, <strong>Jennifer Chan<\/strong>, <strong>Peter Yeh<\/strong> and <strong>Sophia Fan!\u00a0 <\/strong>\u00a0Along with the others who are already on track, these 20 members have about 4 more months to place a year total of FYC10,000 to get an additional 15% FYC bonus.<\/p>\n<p>Remember all winners will get a further 5% making the total additional bonus to 20% if there are 15 or more qualifiers!<\/p>\n<p>And for whose who\u2019ve already qualified, doing more business means more total bonus for you.<\/p>\n<p><img loading=\"lazy\" width=\"402\" height=\"522\" class=\"wp-image-75822\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-2.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-2.jpeg 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-2-231x300.jpeg 231w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/p>\n<p>Remember the iA dividend bonus for clients will end next month.\u00a0 Good luck everyone!<\/p>\n<p><img loading=\"lazy\" width=\"864\" height=\"438\" class=\"wp-image-75823\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-3.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-3.png 864w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-3-300x152.png 300w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-3-768x389.png 768w\" sizes=\"(max-width: 864px) 100vw, 864px\" \/><\/p>\n<p>Contact Rishu Bains at <a href=\"mailto:rishu.bains@ia.ca\" target=\"_blank\" rel=\"noopener noreferrer\">rishu.bains@ia.ca<\/a> or (604)354-2711, or Michelle Kwan at <a href=\"mailto:Michelle.Kwan@ia.ca\" target=\"_blank\" rel=\"noopener noreferrer\">Michelle.Kwan@ia.ca<\/a> or (604)737-9154 for iA\u2019s new Par and other life business, and Jackie Singzon at (604)220-7692 and Danielle Fairbank <a href=\"mailto:danielle.fairbank@ia.ca\">danielle.fairbank@ia.ca<\/a> or (778)886-8492 for Critical Illness and Acci7 Hospitalization Benefit.<\/p>\n<p><strong>Canada Life Term Promotion Campaign \u2013 Free Premiums Offer Started! <\/strong><\/p>\n<p>Canada Life is making a special introductory offer of <strong>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<p>For a new policy to qualify, the client\u2019s application for the policy must be received between September 1<sup>st<\/sup> and December 1<sup>st<\/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<p>Find out more from Carol Ng at the webinar this Friday, September 11<sup>th<\/sup>, at 11am.<\/p>\n<p><strong>Connection Campaign 2020 \u2013 Earn Extra 5% FYC Bonus on Your Business with Every New Connection<\/strong><\/p>\n<p>Some members have indicated that business with clients has been slower this year due to the pandemic but don\u2019t let the situation prevent you from growing your overall income.\u00a0 Connect with your external broker network and share with them the different resources you have from the Platform \u2013 marketing support, client events, unique trainings, exclusive campaigns, knowledgeable processing, etc., that they are currently lacking and get additional rewards for your connections!<\/p>\n<p><img loading=\"lazy\" width=\"403\" height=\"489\" class=\"wp-image-75824\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-3.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-3.jpeg 403w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-3-247x300.jpeg 247w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/><\/p>\n<p><strong>Carriers\u2019 Updates<\/strong><\/p>\n<p><strong>Canada Life<\/strong><\/p>\n<p>Did you know that Canada Life has launched its own RESP program?\u00a0 It is currently offered to plan members of Canada Life (or previously Great-West Life) group benefits with generally lower fees.\u00a0 The clients will receive the notification and be asked to reach out to their advisors for more information. \u00a0Here\u2019s a copy of that notification: <a href=\"http:\/\/gwl.campaign.adobe.com\/r\/?id=h2007508,2f85c9b,2f85ca3\">advance copy<\/a>.<\/p>\n<p>This is another way for you to generate more business from existing networks as well as to prospect new ones.<\/p>\n<p>Ask Jason Yang for more details on the plan at <a href=\"mailto:YingJason.Yang@canadalife.com\">YingJason.Yang@canadalife.com<\/a> or (236)668-3194.<\/p>\n<p><strong>Upcoming Virtual Trainings<\/strong><\/p>\n<p><strong>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<ul>\n<li>Input your full legal name and email address when joining the training.<\/li>\n<li>Join the meeting on time to log the sign-in time.<\/li>\n<li>Leave the online meeting room only when the presenter confirmed that the training is over.<\/li>\n<\/ul>\n<p><strong>Get Referrals From Your PAC Clients \u2014 RBC Mike Jackson<\/strong><\/p>\n<p>10am, Wednesday, September 9<sup>th<\/sup><\/p>\n<p>Join this session to learn how to generate referrals from your existing clients.<\/p>\n<p><strong>Attendance to this training session is mandatory to qualify for the $2,000 PAC Campaign.\u00a0 An advanced bonus will also be announced tomorrow so don\u2019t miss out!<\/strong><\/p>\n<p><img loading=\"lazy\" width=\"402\" height=\"510\" class=\"wp-image-75825\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-4.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-4.png 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-4-236x300.png 236w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_MmI1YzU1NTctY2NlMi00ZTA4LTkwMGQtM2U0MjkwMzgwZmRl%2540thread.v2\/0?context%3D%257b%2522Tid%2522%253a%2522ebe3db19-cae3-4dec-8ec3-fd0f469eeac8%2522%252c%2522Oid%2522%253a%25227aec86ea-f558-4bf3-8ea7-11c7d10c7db9%2522%257d&amp;sa=D&amp;source=calendar&amp;ust=1599669517878000&amp;usg=AOvVaw2hD_Deg__Zy8Xouxs5fkjU\" target=\"_blank\" rel=\"noopener noreferrer\">Join Microsoft Teams Meeting<\/a><\/p>\n<p><strong>How to Optimize Your Client\u2019s Net Worth in the Current Economic Environment? \u2014 CL Carol Ng <\/strong><\/p>\n<p>11am, Friday, September 11<sup>th<\/sup><\/p>\n<p>Carol Ng will give you a brief update on how COVID-19 can potentially affect your client\u2019s tax planning and what are some insurance solutions to help optimize client\u2019s financial goal.\u00a0 She will also go into details on the Term Campaign and ways you can utilize it.<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_MWMyYzYwNzgtZmE0Zi00ZTg5LWFkZjctOTc0M2IyYjJlMWZl%2540thread.v2\/0?context%3D%257b%2522Tid%2522%253a%2522633f3069-d670-4419-9fee-2ab4251c88ee%2522%252c%2522Oid%2522%253a%25229844931d-fccd-48a9-b99d-73f3c7b6c327%2522%257d&amp;sa=D&amp;source=calendar&amp;ust=1600043729407000&amp;usg=AOvVaw0_hEIhaJbBHk8aIQ5z4aRD\" target=\"_blank\" rel=\"noopener noreferrer\">Join Microsoft Teams Meeting<\/a><\/p>\n<p><strong>Holiday Notice <\/strong><\/p>\n<p>Please note that our office will be closed on:<\/p>\n<p><strong>Thursday, October 1<sup>st<\/sup>, 2020 \u00a0\u00a0(Mid-Autumn Festival, closes\u00a0<\/strong><a href=\"x-apple-data-detectors:\/\/19\"><strong>at 1:30pm<\/strong><\/a><strong>)<\/strong><\/p>\n<p><strong>Monday, October 12<sup>th<\/sup>, 2020\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0(Thanksgiving)<\/strong><\/p>\n<p><strong>Wednesday, November 11<sup>th<\/sup>, 2020\u00a0 (Remembrance Day)<\/strong><\/p>\n<p>Normal operations will resume on:<\/p>\n<p><strong>Friday, October 2<sup>nd<\/sup>, 2020<\/strong><\/p>\n<p><strong>Tuesday, October 13<sup>th<\/sup>, 2020<\/strong><\/p>\n<p><strong>Thursday, November 12<sup>th<\/sup>, 2020<\/strong><\/p>\n<p><strong>Events Schedule \u2013 September (Updated)<\/strong><\/p>\n<p>The updated Events Schedule for September is attached for your reference.<\/p>\n<p>Best regards,<\/p>\n<p>Administration Department<\/p>\n<p><em>\u201cThe WAY to connect people. The WAY to drive business.\u201d<\/em><\/p>\n<p><strong>Way Financial Inc.<\/strong><\/p>\n<p><img loading=\"lazy\" width=\"93\" height=\"94\" class=\"wp-image-75826\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-4.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-4.jpeg 93w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-4-45x45.jpeg 45w\" sizes=\"(max-width: 93px) 100vw, 93px\" \/><\/p>\n<p>Tel: \u00a0(1) 604 279 0866<\/p>\n<p>Fax:\u00a0(1) 604 278 0133<\/p>\n<p><a href=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/\">www.wayfinancial.ca<\/a><\/p>\n<p>2nd Floor, 8171 Ackroyd Road<\/p>\n<p>Richmond, BC V6X 3K1<\/p>\n<p><em>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<p><em>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>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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. Additional 20% FYC Bonus Campaign for IA Business Good job to the additional members who are now on track to getting the CPB this year: Anna Chen, Charles Ching, Jennifer Chan, [&hellip;]<\/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\/75821"}],"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=75821"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75821\/revisions"}],"predecessor-version":[{"id":75827,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75821\/revisions\/75827"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75821"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75821"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}