{"id":76068,"date":"2021-04-14T17:08:58","date_gmt":"2021-04-15T00:08:58","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76068"},"modified":"2021-04-14T17:08:58","modified_gmt":"2021-04-15T00:08:58","slug":"way-weekly-bulletin-210118","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/14\/way-weekly-bulletin-210118\/","title":{"rendered":"Way Weekly Bulletin 210118"},"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 Profits Ready for Distribution<\/strong><\/p>\n

Way had a great year in 2020 in supporting new members joining our Platform.\u00a0 Two Connection Campaigns: Additional 5% FYC and $1-2000 Advanced Bonus helped members generated more connection profits, which is a main objective of Way\u2019s Profit Sharing system.<\/p>\n

The 2020 Connection Profits are now ready for distribution and will be paid out next month.\u00a0 Remember to check your intranet Connections page to see your results!<\/p>\n

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And this year, Way will be launching a comprehensive promotional campaign to let the industry know more about our Platform and our members, and to make it easier for you to connect others and generate more residual income.\u00a0 Starting next month, Way will host an inaugural talk show and ad campaign on Chinese radio stations and will be selecting suitable members to join us on air.\u00a0 Stay tuned for updates on this.<\/p>\n

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

Only 2 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

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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

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

Social media post templates are now available when promoting Canada Life products.\u00a0 Check out the attachment (CL Social media post library EN) to find out more.<\/p>\n

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

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

Manulife is launching a Grow 4 It<\/strong> rewards program this year that gives advisors up to $10,000<\/strong> in additional bonus for settling insurance cases.\u00a0 Take a look at the attachment (ML 2021_Grow 4 It One-Pager_EN) for details or ask Chris Chang at chris_chang@manulife.com<\/a> or at \u00a0(604)355-4879 for more information.<\/p>\n

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

Check out the two upcoming webinars by Manulife Chief Investment Strategist and Fund Managers:<\/p>\n

10:00am PST, Tuesday, January 19<\/strong><\/p>\n

Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research, and Daniel Janis III, Senior Managing Director and Senior Portfolio Manager, Head of Global Multi-Sector Fixed Income, both from Manulife Investment Management sharing their outlook for 2021 in the global fixed income market.<\/p>\n

Click here for registration \u2013 Jan 19<\/a><\/p>\n

7:30am PST, Wednesday, January 20 <\/strong><\/p>\n

Pictet Asset Management is a global leader in thematic investing, and they are excited to facilitate a live session with their Lead PM Gert Van der Geer on January 20.<\/p>\n

Click here for registration \u2013 Jan 20<\/a><\/p>\n

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

Here is the weekly economic overview by Economist Clement Gignac: Click here<\/a> for details.<\/p>\n

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

Start 2021 on the right foot and review iA\u2019s Market Conduct Standards Code found here<\/a>.<\/p>\n

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

The presentation files for Hilda\u2019s training last week (Jan 15) \u00a0on RRSP Loan Strategies, Segregated Fund and Portfolio Samples are attached for your reference.<\/p>\n

Contact Hilda at hilda.ng@ia.ca<\/a> or (778)873-1254 or Barbra Vuan at barbra.vuan@ia.ca<\/a> or (604)737-9245 if you have any questions.<\/p>\n

Upcoming Virtual Trainings<\/strong><\/p>\n

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