{"id":75868,"date":"2020-11-10T21:59:48","date_gmt":"2020-11-11T05:59:48","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75868"},"modified":"2020-11-10T21:59:48","modified_gmt":"2020-11-11T05:59:48","slug":"way-weekly-bulletin-201005","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/11\/10\/way-weekly-bulletin-201005\/","title":{"rendered":"Way Weekly Bulletin 201005"},"content":{"rendered":"<p>Dear Members,<a id=\"post-75868-x_m_9008324390800211916_m_-1425071845024\"><\/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>Carriers\u2019 Updates<\/strong><\/p>\n<p><strong>Canada Life<\/strong><\/p>\n<p>Repricing of Disability Income and Universal Life plans effective October 13<sup>th<\/sup>:<\/p>\n<p>Review the major changes in attached PDF CL DI &amp; UL.<\/p>\n<p><strong>Make use of this last week to get the current rate for your clients!<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>A new illustration (version 4.4) will be available on October 13<sup>th<\/sup>, which includes product updates, pricing changes and software improvements.<\/p>\n<p>&nbsp;<\/p>\n<p>New online CE-accredited courses now available:<\/p>\n<ol>\n<li><a href=\"https:\/\/click.mail.canadalife.com\/?qs=14b5b1ad008a3eda3a67eb2bde7702bfdbff1a687543319072d7e33aacbc9eb5c2a4ce3bc37ed9ac2b502cd75f7d46b2a5dfd97c21e6825e\">Understanding critical illness insurance<\/a><\/li>\n<li><a href=\"https:\/\/click.mail.canadalife.com\/?qs=14b5b1ad008a3eda3cebce46db9a4e33f799d8ab5160de51d37ed2822e06750e1207d65853e76c57db1fe10ce540fc87d76d6650d7e9c1ba\">Understanding term life insurance<\/a><\/li>\n<li><a href=\"https:\/\/click.mail.canadalife.com\/?qs=14b5b1ad008a3eda2d67b85a10024f75d45a3ec43bd0a4966a6310629f7016ade5bdc1d9aed606e2ed81ea279743bc33c6e38dfa1b0c4a8c\">Understanding universal life insurance<\/a><\/li>\n<\/ol>\n<p>Note: You can expect to receive your CE certificates by email within 7-10 days of successful course completion.<\/p>\n<p>&nbsp;<\/p>\n<p>Contact Carol Ng at <a href=\"mailto:Carol.Ng@CanadaLife.com\">Carol.Ng@CanadaLife.com<\/a> or (604)377-7203, or Hinris Chan at <a href=\"mailto:Hinris.Chan@canadalife.com\">Hinris.Chan@canadalife.com<\/a> or (604)443-8247 for any questions you may have.<\/p>\n<p><strong>Equitable Life<\/strong><\/p>\n<p><strong>Equitable Life is extending the Evidence of Insurability Requirements Temporary schedule until October 31<sup>st<\/sup>. See the attached\u00a0<\/strong><a href=\"https:\/\/advisor.equitable.ca\/advisor\/getattachment\/c0555926-1cee-4f31-ae1b-f8a672db3f5b\/1343-final-en.pdf\"><strong>temporary schedule<\/strong><\/a><strong>\u00a0and FAQ for your reference.<\/strong><\/p>\n<p>Contact Monica Zhang at\u00a0<a href=\"mailto:mzhang@equitable.ca\">mzhang@equitable.ca<\/a> or\u00a0(604)366-4314 for more details.<\/p>\n<p><strong>iA<\/strong><\/p>\n<p><strong><em>\u00a0<\/em><\/strong><\/p>\n<p>Check out the new EVO version 2.4, effective October 5<sup>th<\/sup> \u00a0and download it from <a href=\"https:\/\/iaa.secureweb.inalco.com\/MKMWPN23\/Evo\">here<\/a>.<\/p>\n<p>Remember the iA dividend bonus for clients will end on October 31<sup>st<\/sup> .<\/p>\n<p><img loading=\"lazy\" width=\"864\" height=\"438\" class=\"wp-image-75869\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-32.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-32.png 864w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-32-300x152.png 300w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-32-768x389.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>Manulife<\/strong><\/p>\n<p>Further to members\u2019 request on past Friday\u2019s training video, watch the recording here: <a href=\"https:\/\/liveshare.seismic.com\/i\/rVEfG2Ah7l4XH8hAcYRsAI2yyqA0___DHH___LhTfcX9oPLUSSIGNZMapd3PhkU3BezPaq4pIYIWbPy9rSka90PLUSSIGN823j07ZPHJhrUzILvhEbqpqlEwHo8r3UsVnusxNA24IZt6OpDLvs\">How Business is Different with COVID-19 Changes in Asian Markets<\/a>.<\/p>\n<p>Here is a Mandarin third training recording on Manulife\u2019s e-process and underwriting changes presented by Chris Chang for your reference: <a href=\"https:\/\/liveshare.seismic.com\/i\/rVEfG2Ah7l4XH8hAcYRsAPFVUDCJuBWibrBNvVruKnQ3PrPLUSSIGNadHuClwJZmj3ADT1H6EIbhwkJXM8reP1tMUNVo0PO___Zeny4sGRaGWP12x2h___PWn4dIIJ0xz2ag3MyeKRl\">AMU01 &#8211; E-Processes and Underwriting Updates<\/a>.<\/p>\n<p>Chris can be reached at <a href=\"mailto:chris_chang@manulife.com\">chris_chang@manulife.com<\/a> or (604)355-4879 for more details.<\/p>\n<p><strong>Sunlife<\/strong><\/p>\n<p>Have you checked out the advisor\u2019s best practices on Sunlife\u2019s COVID-19 advisor resource hub? Click <a href=\"https:\/\/www.sunlife.ca\/slf\/advisorbestpractices?vgnLocale=en_CA&amp;WT.mc_id=en-ca:web:slf_campaign:newsflash:abp\">here<\/a> to discover how the resource hub for client-focused advisors can help you from business building to marketing yourself, and client engagement to professional insights.<\/p>\n<p>Contact Viola Lam at <a href=\"mailto:Viola.Lam@sunlife.com\">Viola.Lam@sunlife.com<\/a> or (604)417-0791 or Renee Ho at <a href=\"mailto:renee.ho@sunlife.com\">renee.ho@sunlife.com<\/a> or (604)657-9251 for any questions you may have.<\/p>\n<p><strong><em>Live webinar: Beyond Illustrations<\/em><\/strong><\/p>\n<p>Time &amp; Date: 10am PST, Wednesday, October 21<sup>st<\/sup><\/p>\n<p>Join the webinar to understand the proper use of life insurance illustrations, comprehend how a dividend scale interest rate (DSIR) for Par insurance is constructed, and what factors are highly correlated to the DSIR.<\/p>\n<p><a href=\"https:\/\/sunlife.zoom.us\/webinar\/register\/WN_9_VI3m-tQwW0JucMOYh7DA\">Register here<\/a><\/p>\n<p><strong>Additional 20% FYC Bonus Campaign for IA Business<\/strong><\/p>\n<p><img loading=\"lazy\" width=\"402\" height=\"522\" class=\"wp-image-75870\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-10.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-10.jpeg 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-10-231x300.jpeg 231w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/p>\n<p><strong>Earn Extra 5% FYC Bonus on Your Business <\/strong><\/p>\n<p>Get additional 5% FYC bonus on your insurance business whenever you connect a new member!<\/p>\n<p><img loading=\"lazy\" width=\"403\" height=\"489\" class=\"wp-image-75871\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-11.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-11.jpeg 403w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-11-247x300.jpeg 247w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/><\/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<p>&nbsp;<\/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>Advocis Practice Development Module 2A \u2014 Marketing <\/strong><\/p>\n<p>8:30am, Tuesday, October 6<sup>th<\/sup><\/p>\n<p>Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/l\/meetup-join\/19%3ameeting_YTEzZmE5ZGEtZmZlOS00OWMwLWFhYjEtNjgwMTU5MjdhZjEz%40thread.v2\/0?context=%7b%22Tid%22%3a%22ebe3db19-cae3-4dec-8ec3-fd0f469eeac8%22%2c%22Oid%22%3a%227aec86ea-f558-4bf3-8ea7-11c7d10c7db9%22%7d\" target=\"_blank\" rel=\"noopener noreferrer\">Join Microsoft Teams Meeting<\/a><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Lump Sum vs PAC: How to Compare \u2014 RBC Mike Jackson<\/strong><\/p>\n<p>10am, Wednesday, October 7<sup>th<\/sup><\/p>\n<p>Get your <strong>advance of $100 bonus<\/strong> by submitting 5 PACs and <strong>$200 bonus <\/strong>by submitting 10 PACs before this training session!<\/p>\n<p><img loading=\"lazy\" width=\"402\" height=\"510\" class=\"wp-image-75872\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-33.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-33.png 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-33-236x300.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_MTE0NGFkZDEtOGIyNi00NzlhLTk3NTQtZGVkMjQ1MGRlMmM5%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=1602347983458000&amp;usg=AOvVaw0YdoWwJa3pEOISXY7SOVcK\" target=\"_blank\" rel=\"noopener noreferrer\">Join Microsoft Teams Meeting<\/a><\/p>\n<p><strong>Top Members\u2019 Training: Always Think Big \u2014 Sunny Chan<\/strong><\/p>\n<p>11am, Wednesday, October 7<sup>th<\/sup><\/p>\n<p><strong>The spots for in-person participation for this session are open for registration \u2013 send an e-mail to <\/strong><a href=\"mailto:admin@wayfinancial.ca\"><strong>admin@wayfinancial.ca<\/strong><\/a><strong> to confirm your spot.<\/strong><\/p>\n<p><img loading=\"lazy\" width=\"402\" height=\"403\" class=\"wp-image-75873\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-34.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-34.png 402w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-34-300x300.png 300w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-34-150x150.png 150w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-34-45x45.png 45w\" 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_Mzg5ZDY2ODAtMzg4MS00NGVmLWFiZjgtZWFjMDNjYmQyZjVm%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=1602347983458000&amp;usg=AOvVaw2CpWqK5Ew_IpkmP2643w9Y\" target=\"_blank\" rel=\"noopener noreferrer\">Join Microsoft Teams Meeting<\/a><\/p>\n<p><strong>Permanent Life Insurance Options:\u00a0 A Deeper Dive into Participating Whole Life and Universal Life Insurance \u2014 CL Carol Ng<\/strong><\/p>\n<p>11am, Friday, October 9<sup>th<\/sup><\/p>\n<p>Join Carol&#8217;s presentation on permanent life insurance options to reach your business goals.<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_ZDhhNmE1OTktNzlhZC00YmE2LTk1MWMtY2ExMjhkZmI3ZDc3%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=1602347983458000&amp;usg=AOvVaw3ZZaITSoh9EXd_PNPaIT6D\">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>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>Tuesday, October 13<sup>th<\/sup>, 2020<\/strong><\/p>\n<p><strong>Thursday, November 12<sup>th<\/sup>, 2020<\/strong><\/p>\n<p>Best regards,<\/p>\n<p>&nbsp;<\/p>\n<p>Administration Department<\/p>\n<p><em>\u00a0<\/em><\/p>\n<p><em>\u201cThe WAY to connect people. The WAY to drive business.\u201d<\/em><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Way Financial Inc.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" width=\"93\" height=\"94\" class=\"wp-image-75874\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-12.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-12.jpeg 93w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2020\/11\/word-image-12-45x45.jpeg 45w\" sizes=\"(max-width: 93px) 100vw, 93px\" \/><\/p>\n<p>&nbsp;<\/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>&nbsp;<\/p>\n<p>2nd Floor, 8171 Ackroyd Road<\/p>\n<p>Richmond, BC V6X 3K1<\/p>\n<p>&nbsp;<\/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<p>&nbsp;<\/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. Carriers\u2019 Updates Canada Life Repricing of Disability Income and Universal Life plans effective October 13th: Review the major changes in attached PDF CL DI &amp; UL. Make use of this last [&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\/75868"}],"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=75868"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75868\/revisions"}],"predecessor-version":[{"id":75875,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/75868\/revisions\/75875"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=75868"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=75868"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=75868"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}