{"id":75973,"date":"2020-12-01T17:59:16","date_gmt":"2020-12-02T01:59:16","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=75973"},"modified":"2021-04-14T16:16:12","modified_gmt":"2021-04-14T23:16:12","slug":"way-weekly-bulletin-201130","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2020\/12\/01\/way-weekly-bulletin-201130\/","title":{"rendered":"Way Weekly Bulletin 210104"},"content":{"rendered":"

Dear Members,<\/a><\/p>\n

Happy New Year!\u00a0 May 2021 bring you good health, business and prosperity!<\/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

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

As previously mentioned, Canada Life is extending their special introductory offer of\u00a0free three months premium\u00a0<\/strong>on qualifying, new term 20, term 30 and term-to-age-65 policies, in BC.\u00a0 Business from other provinces will enjoy four months premium free. \u00a0The last eligible date for application submission is March 1st<\/sup>, 2021.\u00a0The 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.\u00a0This is an unprecedented offer and there are also updates on SimpleProtect to make your application process smoother.\u00a0A client can get $2 million in coverage in just 10 minutes!<\/strong>\u00a0Watch this\u00a0video<\/a>\u00a0if you do not know how to use SimpleProtect.<\/p>\n

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

\u00a0 <\/p>\n

Contact Carol Ng at\u00a0Carol.Ng@CanadaLife.com<\/a>\u00a0or (604)377-7203 or Aldous Lam at\u00a0Aldous.Lam@canadalife.com<\/a>\u00a0or (604)443-8215 if you have any questions.<\/p>\n

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Investment Transfer-in $2,000 Campaign (Dec to Jan)<\/strong><\/p>\n

Only 4 more weeks to go to get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies,etc.) !<\/p>\n

All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!<\/p>\n

Transfer-in 5 clients and qualifiers will already get $500 in advance. 5 different accounts (e.g. 1 RRSP, 1 Spousal RRSP, 1 RRIF, 1 TFSA, 1 RESP) transferred by the same client will also qualify for 5 counts.<\/p>\n

Two or more of the same account transferred by the same client will qualify for one count. For example: A mother transfers in 2 RESPs for her different children will be treated as one count.<\/p>\n

<\/p>\n

Feel free to ask Stephen for more details at stephen.lai@wayfinancial.ca<\/a>or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca<\/a>) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!<\/p>\n

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

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

Did you know that some of your clients have already gotten a pre-approved RRSP loan from B2B?\u00a0 The clients may have been informed by B2B and it would easy for you to follow-up with them to complete the application.\u00a0 The office has also sent out the client list to relevant members for reference and action.<\/p>\n

For other members not yet familiar with the RRSP loan strategy, take a look at the attached PDF and attend upcoming trainings to leverage the business opportunities for the RRSP season!<\/p>\n

iA Investment for RRSP Season by Hilda Ng<\/strong><\/p>\n

11am PST, Friday, January 15th<\/sup><\/p>\n

B2B RRSP Loan & RBC Market Update and Funds Recommendation by B2B Danya Wang and RBC Mike Jackson<\/strong><\/p>\n

11am PST, Friday, January 29th<\/sup><\/p>\n

B2B’s RRSP Loan Program features the following:<\/p>\n

Deferred payment options<\/p>\n