{"id":75844,"date":"2020-11-10T21:59:03","date_gmt":"2020-11-11T05:59:03","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75844"},"modified":"2020-11-10T21:59:03","modified_gmt":"2020-11-11T05:59:03","slug":"way-weekly-bulletin-200928","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/11\/10\/way-weekly-bulletin-200928\/","title":{"rendered":"Way Weekly Bulletin 200928"},"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

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

#9 Individual Pension Plan; #12 Lifetime Capital Gain Exemption; #13 Purification; #1 Health Spending Account<\/strong><\/p>\n

Time & Date: 10:55 am, Saturday, October 3rd<\/sup><\/p>\n

Language: Mandarin<\/p>\n

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Time & Date: 1:55 pm, Saturday, October 3rd<\/sup><\/p>\n

Language: Cantonese<\/p>\n

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#3 Interest Deduction; #14 Passive Income Avoidance<\/strong><\/p>\n

Time & Date: 10:55 am, Thursday, October 15th<\/sup><\/p>\n

Language: Mandarin<\/p>\n

Time & Date: 1:55 pm, Thursday, October 15th<\/sup><\/p>\n

Language: Cantonese<\/p>\n

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

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

Marketing Poster for Canada Life 3-Months Free Premium Promotion (October)<\/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

Check out and utilize the attached and below posters for October:<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0 <\/p>\n

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

 <\/p>\n

Congratulations to Wilson Ng <\/strong>who has already won $300<\/strong> in advanced bonus and on track to the first tier of reward.<\/p>\n

For other members, get your advance of $100 bonus<\/strong> by submitting 5 PACs and $200 bonus <\/strong>by submitting 10 PACs before Mike\u2019s next training session on October 7th<\/sup>, at 10am!<\/p>\n

<\/p>\n

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

<\/p>\n

Campaign will start in 3 days! Quite a few members are already making appointments to introduce their connections to the platform.<\/p>\n

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

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

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

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

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

Canada Life Wealth Live <\/em><\/strong><\/p>\n

Time & Date: 10am PST, Thursday, October 1st<\/sup><\/p>\n

Find out more about the direction of Canada Life wealth, including how they\u2019re elevating their wealth product and distribution to help you and your clients succeed.<\/p>\n

Register now<\/a><\/p>\n

Further to members\u2019 request on last Friday\u2019s training presentation, attached is the file for your reference.\u00a0 Wholesaler Richard Chen can be reached at richard.chen@canadalife.com<\/a> or\u00a0((604)338-6416 if you have any questions.<\/p>\n

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

\u00a0<\/em><\/strong><\/p>\n

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

iA has enhanced their electronic signature in EVO which aimed at providing greater flexibility for your clients and a better user experience!<\/p>\n

Two options are now available to your clients to access the documents to be signed:<\/p>\n