{"id":75833,"date":"2020-11-10T21:57:33","date_gmt":"2020-11-11T05:57:33","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75833"},"modified":"2020-11-10T21:57:33","modified_gmt":"2020-11-11T05:57:33","slug":"way-weekly-bulletin-200921","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/11\/10\/way-weekly-bulletin-200921\/","title":{"rendered":"Way Weekly Bulletin 200921"},"content":{"rendered":"

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

Connection Campaign – Advanced Bonus (October to November)<\/strong><\/p>\n

As Stephen has announced at his training last Wednesday, this Connection Advanced Bonus Campaign will start in October and runs for only two months.\u00a0 The Advanced Bonus is paid out to every and each Connection made in October and November \u2013 get $1,000 per Connection made and double the bonus when you make 3 or more connections.<\/p>\n

2 Connections = $2,000; 3 Connections = $6,000; 5 Connections = $10,000<\/p>\n

As per members\u2019 request, Stephen\u2019s presentation file is attached for your reference on why it is easy to Connect and how to do so effectively!\u00a0 Let\u2019s make use of this campaign to make up for any income loss from COVID this year!<\/p>\n

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When you have a potential connection, simply input their names and information on the bottom part of Way\u2019s homepage to get started: https:\/\/www.dreamifymedia.com\/wayfinancial\/<\/a><\/p>\n

Feel free to ask Stephen for more details at stephen.lai@wayfinancial.ca<\/a> or 604-279-0866 ext. 114.<\/p>\n

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Marketing Poster for Canada Life 3-Months Free Premium Promotion<\/strong><\/p>\n

As previously mentioned, the Platform has designed a poster for your use in promoting the Canada Life 3-Months Free Premium campaign.\u00a0 The poster is designed for members\u2019 unique use so you would not see any logos, including Way\u2019s, on it \u2013 feel free to add your own company logo to it.\u00a0 The wording is also intended to push for immediate action from clients.\u00a0 There will be a poster for each of the subsequent months of the campaign.<\/p>\n

Attached is the English one for September.\u00a0 The two Chinese versions will be available shortly and circulated in the WeChat group.<\/p>\n

New Top Member Trainer \u2013 Amanda Ngan<\/strong><\/p>\n

The Platform is proud to present a new Top Member Training Series, featuring Amanda Ngan, an MDRT Prospecting Expert, who will present her experience and strategies on converting networks to clients and generating referrals every 4th<\/sup> Wednesday of the month.<\/p>\n

Amanda started in the industry 10 years ago while still in school studying Finance at UBC.\u00a0 With a strong passion for asset management and helping clients do solid financial planning, she worked hard and smart, and soon after her graduation, she was already qualified as a Million Dollar Round Table (MDRT) member.<\/p>\n

Born and raised in Vancouver, Amanda has been able to build and expand a solid network of clients from various backgrounds and help them reach their financial goals. \u00a0This is also due to her strong prospecting & client conversion system, which she will share with you to turn your existing network into insurance\/investment clients.<\/p>\n

Amanda is also available for 1-on-1 sessions to help you directly.\u00a0 The sessions for this month are already full but reach out to admin@wayfinancial.ca<\/a> to get the next spot available.<\/p>\n

See you this Wednesday (September 23rd<\/sup>), either in person (please confirm spot with admin@wayfinancial.ca<\/a>) or online (Join Microsoft Teams Meeting<\/a>).<\/p>\n

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Apexa Onboarding<\/strong><\/p>\n

We are pleased to announce that Way\u2019s Apexa account is already set-up and we will be inviting members to on-board the system shortly.<\/p>\n

For those of you who are not familiar with Apexa, it is a digitalized platform to simplify contracting, consolidate advisors\u2019 profiles and manage compliance risks all at once.\u00a0 It is a new requirement of our industry with carriers requesting that each advisor to have an Apexa account.\u00a0 With Way\u2019s subscription, our members can utilize the service to make their business more efficient.<\/p>\n

Our Contracting colleagues will be hosting training sessions to walk you through the set-up of your individual Apexa account.\u00a0 Several small training groups will be organized to make each session more effective.\u00a0 Look out for the invitation shortly.<\/p>\n

You can find more information in the two attached Apexa PDFs.\u00a0 Go through the Tip Sheet to see what information you need on hand when creating your Apexa account.<\/p>\n

If you have any question in the meantime, feel free to reach out to contracting@wayfinancial.ca<\/a>.<\/p>\n

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

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

Check out the new illustration effective September 18th<\/sup>, 2020 and download it from the page here<\/a> with attached instructions.<\/p>\n

Contact Mohammed Saiepour at\u00a0mo.saiepour@assomption.ca<\/a> or\u00a0(403)542-5209 for more details.<\/p>\n

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

Canada Life SimpleProtect Demos<\/em><\/strong><\/p>\n

Time & Date: 10 to 11am PST, Thursday, September 24th<\/sup><\/p>\n

Agenda:<\/p>\n