{"id":75897,"date":"2020-11-10T22:02:21","date_gmt":"2020-11-11T06:02:21","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75897"},"modified":"2020-11-10T22:02:21","modified_gmt":"2020-11-11T06:02:21","slug":"way-weekly-bulletin-201102","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/11\/10\/way-weekly-bulletin-201102\/","title":{"rendered":"Way Weekly Bulletin 201102"},"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

Client Events\u00a0for Way Members<\/strong><\/p>\n

Way coordinates for client events that can be utilized by members to help you generate repeated and referral business, build your own reputation in your network, as well as stay connected with your clients.\u00a0 Don\u2019t miss the upcoming sessions in November on high-in-demand topics:<\/p>\n

12 Executor Tactics: #3 \u201cDeprobate\u201d Liquid Asset and #12 Long Term Care ROP <\/strong><\/p>\n

Special guest, RBC Mike Jackson, will be interviewed to talk about using segregated funds for estate planning purpose \u2013 this is a must-view session for a wide range of clients: those looking at wealth transfer and those who are helping their parents do estate planning.<\/p>\n

Time & Date: 10:55 am, Saturday, November 7th<\/sup><\/p>\n

Language: Mandarin<\/p>\n

Time & Date: 1:55 pm, Saturday, November 7th<\/sup><\/p>\n

Language: Cantonese<\/p>\n

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12 Executor Tactics: #7 Participating Cash Value and #10 Back to Back Charity<\/strong><\/p>\n

Time & Date: 10:55 am, Thursday, November 19th<\/sup><\/p>\n

Language: Mandarin<\/p>\n

Time & Date: 1:55 pm, Thursday, November 19th<\/sup><\/p>\n

Language: Cantonese<\/p>\n

Members who want to invite their clients can register with admin@wayfinancial.ca<\/a> by indicating the session they are interested in and the names of their guests (don\u2019t forget your own name!).\u00a0 Ask Administration if you have questions on Client Events for Way Members.<\/p>\n

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

Last month to go to get your advanced bonus for your connections!\u00a0 Don\u2019t wait, set-up your appointments now.<\/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

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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

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

Only four more weeks left to get your $2,000 for the PAC Campaign.\u00a0 Attend RBC Mike\u2019s training at 10am, this Wednesday to learn how to generate Big Results from Small Amounts!<\/p>\n

Additional 20% FYC Bonus Campaign for IA Business<\/strong><\/p>\n

Good job to the members who are now on track to getting the CPB this year: Anna Chen<\/strong>, Carmen Ke<\/strong>, Charles Ching<\/strong>, Darren Ng<\/strong>, Ella Chen<\/strong>, Esther Yu<\/strong>, Jack Lai<\/strong>, Jennifer Chan<\/strong>, Kenny So<\/strong>, Paddy Cheung<\/strong>, Patrick Ng<\/strong>, Peter Yeh<\/strong>, Shirley Lu<\/strong>, Sophia Fan<\/strong>, Sophia Li<\/strong>, Stanley Tsui<\/strong>, Wilson Ng<\/strong> and Yuki Ozawa,<\/strong> these members have about 2 more months to place a year total of FYC10,000 to get an additional 15% FYC bonus.<\/p>\n

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Remember all winners will get a further 5% making the total additional bonus to 20% if there are 15 or more qualifiers!<\/p>\n

And for whose who\u2019ve already qualified, doing more business means more total bonus for you.<\/p>\n

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Connection Campaign 2020 \u2013 Earn Extra 5% FYC Bonus on Your Business with Every New Connection<\/strong><\/p>\n

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

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

B2B<\/strong><\/p>\n

B2B has extended its COVID-19 measures for loan applications\u00a0<\/strong>below:<\/p>\n

Until January 31st<\/sup>, 2021<\/strong>, B2B will allow:<\/p>\n