{"id":76085,"date":"2021-04-14T17:28:27","date_gmt":"2021-04-15T00:28:27","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76085"},"modified":"2021-04-14T17:28:27","modified_gmt":"2021-04-15T00:28:27","slug":"way-weekly-bulletin-210208","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/14\/way-weekly-bulletin-210208\/","title":{"rendered":"Way Weekly Bulletin 210208"},"content":{"rendered":"<p>Dear Members,<a id=\"post-76085-x_x_x_m_9008324390800211916_m_-142507184\"><\/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>Upcoming Client Events<\/strong><\/p>\n<p><strong>3 RRSP Mistakes 9 Solutions: #4 Withdrawn Timing #8 PAR Synthesis<\/strong><\/p>\n<p>Time &amp; Date: 10:55 am, Thursday, February 18<\/p>\n<p>Language: Mandarin<\/p>\n<p>YouTube link: <a href=\"https:\/\/youtu.be\/h-Vv5M6g-DQ\">https:\/\/youtu.be\/h-Vv5M6g-DQ<\/a><\/p>\n<p>Time &amp; Date: 1:55 pm, Thursday, February 18<\/p>\n<p>Language: Cantonese<\/p>\n<p>YouTube link: <a href=\"https:\/\/youtu.be\/y7UE_3OCyO8\">https:\/\/youtu.be\/y7UE_3OCyO8<\/a><\/p>\n<p><img loading=\"lazy\" width=\"717\" height=\"399\" class=\"wp-image-76086\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-8.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-8.png 717w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-8-300x167.png 300w\" sizes=\"(max-width: 717px) 100vw, 717px\" \/><\/p>\n<p><img loading=\"lazy\" width=\"703\" height=\"401\" class=\"wp-image-76087\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-9.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-9.png 703w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-9-300x171.png 300w\" sizes=\"(max-width: 703px) 100vw, 703px\" \/><\/p>\n<p><img loading=\"lazy\" width=\"701\" height=\"369\" class=\"wp-image-76088\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-10.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-10.png 701w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-10-300x158.png 300w\" sizes=\"(max-width: 701px) 100vw, 701px\" \/><\/p>\n<p>And here is the registration link: <a href=\"http:\/\/sv.mikecrm.com\/DJ5UZZk\">http:\/\/sv.mikecrm.com\/DJ5UZZk<\/a><\/p>\n<p>Ask <a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a> if you have any question.<\/p>\n<p><strong>Carriers\u2019 Updates<\/strong><\/p>\n<p><strong>Canada Life<\/strong><\/p>\n<p><strong><em>Insurance<\/em><\/strong><\/p>\n<p>There is a live demonstration of SimpleProtect with information on the digital business tool &#8211; single start and a chance to ask questions.\u00a0 \u00a0It will guide you the best use of SimpleProtect or the New Business WebApp.<\/p>\n<p>Time &amp; Date: 1pm &#8211; 2pm EST, Thursday, Feb 18<\/p>\n<p>Click <a href=\"https:\/\/teams.microsoft.com\/dl\/launcher\/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_MmFhOWU1ZjktZTkzOS00YjQ2LTk4YTgtZThkZGUzYzI2ZWI2%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%2522633f3069-d670-4419-9fee-2ab4251c88ee%2522%252c%2522Oid%2522%253a%252272028918-61e3-408e-89ac-3828093cb31f%2522%252c%2522IsBroadcastMeeting%2522%253atrue%257d%26anon%3Dtrue&amp;type=meetup-join&amp;deeplinkId=e5e7da9f-1739-4341-a204-50571a3bee79&amp;directDl=true&amp;msLaunch=true&amp;enableMobilePage=true&amp;suppressPrompt=true\">here<\/a> to join.<\/p>\n<p>Ask Carol Ng at\u00a0<a href=\"mailto:Carol.Ng@CanadaLife.com\">Carol.Ng@CanadaLife.com<\/a>\u00a0or (604)377-7203 or Aldous Lam at\u00a0<a href=\"mailto:Aldous.Lam@canadalife.com\">Aldous.Lam@canadalife.com<\/a>\u00a0or (604)443-8215 if you have any question on using SimpleProtect.<\/p>\n<p><strong>Equitable Life<\/strong><\/p>\n<p>Effective February 2, 2021, Equitable Life is making two changes related to the settlement of Individual Life &amp; Health policies:<\/p>\n<ul>\n<li>Commission will be paid daily for settled (for Individual Life &amp; Health) policies and renewal commissions instead of weekly. Commission statements will only be available weekly, as usual.<\/li>\n<li>The delivery confirmation sent with each contract will be a new settlement requirement for policies to be put into effect and for commissions to be paid. As a result, policies will no longer settle upon being issued &#8211; <strong>meaning commissions would not be paid out until the policy delivery receipt is signed and received.<\/strong><\/li>\n<\/ul>\n<p>Click <a href=\"https:\/\/mailchi.mp\/equitable.ca\/repositioned-equimax-wealth-accumulator-1190832?e=6150a42309\">here<\/a> for details.<\/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>Reminder for submitting Equitable Life e-app<\/strong><\/p>\n<p>Some members have been missing underwriting notices from Equitable Life Underwriting.\u00a0 Please be reminded to indicate the correct contact information when submitting e-Apps to ensure underwriting requirements and updates are sent to our office promptly. \u00a0Please use the information below:<\/p>\n<p>MGA Information<\/p>\n<p>MGA Name: Way Financial<\/p>\n<p>MGA Code: 6R3A1<\/p>\n<p>MGA Email: <a href=\"mailto:process@wayfinancial.ca\">process@wayfinancial.ca<\/a><\/p>\n<p>Feel free to ask your case coordinator should you have any question in this regard.<\/p>\n<table>\n<tbody>\n<tr>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Manulife<\/strong><\/p>\n<p>Manulife is having a Chinese New Year Celebration Event online.<\/p>\n<p>Time a&amp; Date: 2 &#8211; 2:45pm PST, Tuesday, Feb 16<\/p>\n<p>Please click <a href=\"https:\/\/manulife-johnhancock.zoom.us\/meeting\/register\/tJMucemopj4vEtbAWRSaau5fVmXGUjLifqel?scid=eml-ext:General%20Chinese%20New%20Year%20Celebration%20Invite%20-%20-%2020210203:::::::6197506&amp;rid=412293687\">here<\/a> to RVSP.<\/p>\n<p><strong><em>Investment<\/em><\/strong><\/p>\n<p>Please find the attached recording for the presentation, 2021 Market Outlook, last Thursday by Chief Investment Strategist, Philip Petursson.<\/p>\n<p><strong>Sun Life<\/strong><\/p>\n<p><strong><em>Insurance<\/em><\/strong><\/p>\n<p>Renee Ho has been appointed as our new dedicated Regional Sales Director and supporting her is Insurance Sales Representative June Wang.\u00a0 Please feel free to contact Reene Ho at <a href=\"mailto:renee.ho@sunlife.com\">renee.ho@sunlife.com<\/a> or 604-657-9251 and June Wang at \u00a0<a href=\"mailto:june.wang@sunlife.com\">june.wang@sunlife.com<\/a> or 604-895-5413 when you need help or support.<\/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<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>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Advocis Practice Development &#8211; Client Engagement<\/strong><\/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>&nbsp;<\/p>\n<p>8:30am PST, Tuesday, Feb 9<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_ODU3MGQxY2ItOTc5YS00NmFlLWE2YTYtZTlmYjg3YzEwOThk%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=1613262916845000&amp;usg=AOvVaw3eRbeKA1_YKw3x2cWbj-ob\">Click here to join meeting<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Case Study: 3 RRSP Mistakes 9 Solutions &#8211; Carmen Ke<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>Bring a case with you and learn from the best and have COT Member, Carmen Ke.\u00a0 She will help you increase your closing rate and teach you tactics in dealing with different clienteles.<\/p>\n<p>&nbsp;<\/p>\n<p>11am PST, Wednesday, Feb 10<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_OGVjMWUyOTMtNDVhYy00ZmQ0LWE5NDQtMmY4ZWZiYWNkNTE5%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=1613262670374000&amp;usg=AOvVaw2sMestwDgNi7O5cIl5Ipjx\">Click here to join meeting<\/a><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" width=\"452\" height=\"604\" class=\"wp-image-76089\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-11.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-11.png 452w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-11-225x300.png 225w\" sizes=\"(max-width: 452px) 100vw, 452px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>RRSP Meltdown Strategy using life insurance &#8211; CL Carol Ng<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>Carol will give you RRSP Meltdown Strategy using Life Insurance.\u00a0 Don&#8217;t miss it.<\/p>\n<p>&nbsp;<\/p>\n<p>11am PST, Friday, Feb 12<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_MDYzMThlMzItYjM0Ni00ZjdlLWI2ZjItODA2NTc1M2JhNWQ0%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=1613262670374000&amp;usg=AOvVaw3mx7mhRbVc23X03HmW0qYs\">Click here to join meeting<\/a><\/p>\n<p>Best regards,<\/p>\n<p>Administration Department<\/p>\n<p><em>\u201cThe WAY to connect people. The WAY to drive business.\u201d<\/em><\/p>\n<p><strong>Way Financial Inc.<\/strong><\/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\/\">https:\/\/www.dreamifymedia.com\/wayfinancial\/<\/a><\/p>\n<p><strong>Greater Vancouver Area (GVA)<\/strong><\/p>\n<p>2<sup>nd<\/sup> Floor, 8171 Ackroyd Road<\/p>\n<p>Richmond, BC V6X 3K1<\/p>\n<p><strong>Greater Toronto Area (GTA)<\/strong><\/p>\n<p>Suite N500, 675 Cochrane Drive<br \/>\nNorth Tower, Markham, ON\u00a0L3R\u00a00B8<\/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","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. Upcoming Client Events 3 RRSP Mistakes 9 Solutions: #4 Withdrawn Timing #8 PAR Synthesis Time &amp; Date: 10:55 am, Thursday, February 18 Language: Mandarin YouTube link: https:\/\/youtu.be\/h-Vv5M6g-DQ Time &amp; Date: 1:55 [&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\/76085"}],"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=76085"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76085\/revisions"}],"predecessor-version":[{"id":76090,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76085\/revisions\/76090"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=76085"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=76085"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=76085"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}