{"id":75940,"date":"2020-12-01T11:08:54","date_gmt":"2020-12-01T19:08:54","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75940"},"modified":"2020-12-01T11:17:50","modified_gmt":"2020-12-01T19:17:50","slug":"way-weekly-bulletin-201116","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/12\/01\/way-weekly-bulletin-201116\/","title":{"rendered":"Way Weekly Bulletin 201116"},"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

For those who have already qualified, reach out to Accounting Department at account@wayfinancial.ca<\/a> to get your rewards.<\/p>\n

For others, there are only two more weeks to get your advanced bonus for your connections!\u00a0 Don\u2019t wait, set-up your appointments now.<\/p>\n

<\/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

 <\/p>\n

<\/p>\n

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

 <\/p>\n

RBC PAC Campaign 2nd<\/sup> Series – $2,000 Lump-Sum Bonus (September to November 2020) \u2013 only two more weeks left!<\/strong><\/p>\n

Visualizing a PAC\/DCA Strategy (feel free to share this with your client)<\/strong><\/p>\n

Let\u2019s take a look at an example of a DCA strategy in action. Here we\u2019ll make the following assumptions about the client:<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 They have $25,000 in cash to invest.<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 The client elects to deploy this cash across ten equal monthly installments of $2,500.<\/p>\n

To align this example with the market scenario that many investors fear \u2013 a sharp near-term pullback \u2013 we\u2019ll make the following assumptions spanning the 10 month DCA period:<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Initial market decline of 20%.<\/strong> Depicted by the unit price of the hypothetical fund falling from $10 to $8 over the first two months.<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Gradual recovery after bottoming.<\/strong> Depicted by the unit price rising from $8 to $9.20 over the ensuing period.<\/p>\n

Cumulatively, in this example, the hypothetical fund declines 8% over the ten month DCA period.<\/strong><\/p>\n

Important takeaways for the DCA investor<\/strong><\/p>\n

Despite the uneasy feelings generated from a market pullback, the DCA investor benefits as their $2,500 monthly contributions end up going further \u2013 purchasing more units of the fund.<\/p>\n

\"http:\/\/rbcglobalassetmanagement.newsweaver.com\/v2files\/shard1\/81326\/34\/6eea76d317e38243fcbc49.png\"<\/p>\n

\"http:\/\/rbcglobalassetmanagement.newsweaver.com\/v2files\/shard1\/81326\/d7\/53597e68461463435fa2ca.png\"<\/p>\n

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

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

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

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

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

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

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

The National Bank printed packages which include the borrowing-to-Invest information (46-10482) form is now <\/strong>available electronically only. This form must be submitted with the loan application and investment instructions. PDF CL Borrowing-to-Invest information is attached for your information. Start using the electronic packages<\/a> tDear 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

For those who have already qualified, reach out to Accounting Department at account@wayfinancial.ca<\/a> to get your rewards.<\/p>\n

For others, there are only two more weeks to get your advanced bonus for your connections!\u00a0 Don\u2019t wait, set-up your appointments now.<\/p>\n

<\/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

 <\/p>\n

<\/p>\n

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

 <\/p>\n

RBC PAC Campaign 2nd<\/sup> Series – $2,000 Lump-Sum Bonus (September to November 2020) \u2013 only two more weeks left!<\/strong><\/p>\n

Visualizing a PAC\/DCA Strategy (feel free to share this with your client)<\/strong><\/p>\n

Let\u2019s take a look at an example of a DCA strategy in action. Here we\u2019ll make the following assumptions about the client:<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 They have $25,000 in cash to invest.<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 The client elects to deploy this cash across ten equal monthly installments of $2,500.<\/p>\n

To align this example with the market scenario that many investors fear \u2013 a sharp near-term pullback \u2013 we\u2019ll make the following assumptions spanning the 10 month DCA period:<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Initial market decline of 20%.<\/strong> Depicted by the unit price of the hypothetical fund falling from $10 to $8 over the first two months.<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Gradual recovery after bottoming.<\/strong> Depicted by the unit price rising from $8 to $9.20 over the ensuing period.<\/p>\n

Cumulatively, in this example, the hypothetical fund declines 8% over the ten month DCA period.<\/strong><\/p>\n

Important takeaways for the DCA investor<\/strong><\/p>\n

Despite the uneasy feelings generated from a market pullback, the DCA investor benefits as their $2,500 monthly contributions end up going further \u2013 purchasing more units of the fund.<\/p>\n

\"http:\/\/rbcglobalassetmanagement.newsweaver.com\/v2files\/shard1\/81326\/34\/6eea76d317e38243fcbc49.png\"<\/p>\n

\"http:\/\/rbcglobalassetmanagement.newsweaver.com\/v2files\/shard1\/81326\/d7\/53597e68461463435fa2ca.png\"<\/p>\n

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

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

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

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

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

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

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

The National Bank printed packages which include the borrowing-to-Invest information (46-10482) form is now <\/strong>available electronically only. This form must be submitted with the loan application and investment instructions. PDF CL Borrowing-to-Invest information is attached for your information. Start using the electronic packages<\/a> today!<\/p>\n

Join Richard\u2019s training at 11am, Friday, November 27th<\/sup>, to find out more or reach out directly at richard.chen@canadalife.com<\/a> or\u00a0(604)338-6416 if you have any questions.<\/p>\n

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 <\/p>\n

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

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

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

See the highlights of transition critical illness insurance below:<\/strong><\/p>\n\n\n\n\n\n\n
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  • 25-or 4-illness coverage with the option to decrease to 50% for mortgage needs<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
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  • Coverage terms of 10, 20 or 25 years, up to age 75, or for life<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
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  • Coverage amounts from $10,000 to $2,500,000<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
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