{"id":76091,"date":"2021-04-14T17:31:05","date_gmt":"2021-04-15T00:31:05","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76091"},"modified":"2021-04-14T17:31:05","modified_gmt":"2021-04-15T00:31:05","slug":"way-weekly-bulletin-210216","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/14\/way-weekly-bulletin-210216\/","title":{"rendered":"Way Weekly Bulletin 210216"},"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

Way\u2019s Weekly Radio Talk Show \u2013 Connecting Talents\u300c\u532f\u8ce2\u5929\u4e0b\u300d<\/strong><\/p>\n

Following last week\u2019s show where Jennifer Chan, Director <\/strong>of Unique One Financial<\/strong>, shared how she first got into the RESP industry and then developed into a well-rounded financial advisor on the Way Platform, this week\u2019s Connecting Talents<\/strong>\u532f\u8ce2\u5929\u4e0b has Stephen interviewing Chief Executive Advisor <\/strong>of Convoy Financial<\/strong>, Wilson Ng<\/strong>, on the most important aspect in his practice to make it successful. \u00a0 Tune in according to the schedule below to hear what Wilson\u2019s secret is.<\/p>\n

AM1320 \u2013 10:15am every Wednesday<\/p>\n

AM1470 \u2013 11:16am every Thursday<\/p>\n

Upcoming Client Events<\/strong><\/p>\n

3 RRSP Mistakes 9 Solutions: #4 Withdrawn Timing #8 PAR Synthesis<\/strong><\/p>\n

Date: Thursday, February 18<\/p>\n

Language: Mandarin<\/strong><\/p>\n

Time: 10:55 am PST<\/p>\n

YouTube link: https:\/\/youtu.be\/h-Vv5M6g-DQ<\/a><\/p>\n

Language: Cantonese<\/strong><\/p>\n

Time: 1:55 pm<\/p>\n

YouTube link: https:\/\/youtu.be\/y7UE_3OCyO8<\/a><\/p>\n

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And here is the registration link: http:\/\/sv.mikecrm.com\/DJ5UZZk<\/a><\/p>\n

Ask admin@wayfinancial.ca<\/a> if you have any question.<\/p>\n

Marketing Poster for Canada Life 3-Months Free Premium Promotion (February) \u2013 only 2 weeks left!<\/strong><\/p>\n

The last eligible date for application submission is March 1st<\/sup>, 2021.\u00a0 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. \u00a0\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 Februrary:<\/p>\n

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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

RRSP Deadline Reminder \u2013 March 1, 2021<\/strong><\/p>\n

Please be reminded that all RRSP business must be signed and dated by March 1, 2021 and received by the office by 9:30am on March 2, 2021 to count towards the contribution for 2020. Feel free to ask your case coordinator or e-mail process@wayfinancial.ca<\/a> if you have any question.<\/p>\n

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

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

As tax season approaches,\u00a0your clients’ tax documents\u00a0(Savings)\u00a0are available from their My Client Space account, online or through the iA Mobile app.\u00a0 Consult the tables below to know the dates to remember.\u00a0 Below are some instructions.<\/p>\n

How can my clients access their tax documents online<\/strong><\/p>\n