{"id":76103,"date":"2021-04-15T12:29:11","date_gmt":"2021-04-15T19:29:11","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76103"},"modified":"2021-04-15T12:29:11","modified_gmt":"2021-04-15T19:29:11","slug":"way-weekly-bulletin-210222","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/15\/way-weekly-bulletin-210222\/","title":{"rendered":"Way Weekly Bulletin 210222"},"content":{"rendered":"<p>Dear Members,<a id=\"post-76103-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>Way\u2019s Weekly Radio Talk Show \u2013 Connecting Talents\u300c\u532f\u8ce2\u5929\u4e0b\u300d<\/strong><\/p>\n<p>This week\u2019s <strong>Connecting Talents <\/strong>\u532f\u8ce2\u5929\u4e0b has Stephen interviewing <strong>Principal &amp; Senior Financial Planner <\/strong>of <strong>Wealthpedia<\/strong>, <strong>Sophia Li<\/strong>, on how high level efficiency can enhance your whole business and make more money. \u00a0 Tune in according to the schedule below to hear what Sophia\u2019s way of success is.<\/p>\n<p>AM1320 \u2013 10:15am every Wednesday<\/p>\n<p>AM1470 \u2013 11:16am every Thursday<\/p>\n<p><strong>NEW Way &amp; iA Financial Group Sales Contest<\/strong><\/p>\n<p>How to get additional $300, $600 or even more cash rewards from your business application submissions?\u00a0 From the Sales Contest held by Way &amp; iA, Way will top up your reward by 50% once you hit 5 apps and <strong>DOUBLE<\/strong> it once you hit 10 apps!\u00a0 All business must be submitted by April 30, 2021 and placed by June 30, 2021.\u00a0 See the details below and attached pdf (iA_Dash for Cash Sales Contest).<\/p>\n<p><strong><img loading=\"lazy\" width=\"453\" height=\"574\" class=\"wp-image-76104\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-19.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-19.png 453w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-19-237x300.png 237w\" sizes=\"(max-width: 453px) 100vw, 453px\" \/><\/strong><\/p>\n<p>Rishu Bains and Jackqueline Singzon will be coming this Friday for virtual training.\u00a0 Please feel free to interact with them at that time.<\/p>\n<p><strong>Canada Life 3-Months Free Premium Promotion extended to Mar 19<\/strong><\/p>\n<p>Canada Life has announced to extend the promotion.\u00a0 The last eligible date for application submission is March 19, 2021.\u00a0 As previously mentioned, Canada Life is offering\u00a0<strong>free 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\u00a0This is an unprecedented offer and there are also updates on SimpleProtect to make your application process smoother.\u00a0<strong>A client can get $2 million in coverage in just 10 minutes!<\/strong>\u00a0Watch this\u00a0<a href=\"https:\/\/share.vidyard.com\/watch\/bpprReDogk8u4Zjijs8cMX\">video<\/a>\u00a0if you do not know how to use SimpleProtect.\u00a0 Details as below.<\/p>\n<p><img loading=\"lazy\" width=\"820\" height=\"592\" class=\"wp-image-76105\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-20.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-20.png 820w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-20-300x217.png 300w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-20-768x554.png 768w\" sizes=\"(max-width: 820px) 100vw, 820px\" \/><\/p>\n<p>Contact 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 questions.<\/p>\n<p><strong>Carriers\u2019 Updates<\/strong><\/p>\n<p><strong>iA<\/strong><\/p>\n<p><strong><em>Investment<\/em><\/strong><\/p>\n<p>Check iA weekly economic publication by Mr. Cl\u00e9ment Gignac, Chief Economist <a href=\"https:\/\/ia.ca\/economic-publications\/posts\/2021\/february\/a-year-ago-covid-19-pushed-the-market-into-the-fastest-bear-market-in-history\">here<\/a>.<\/p>\n<table>\n<tbody>\n<tr>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Manulife<\/strong><\/p>\n<p><strong><em>Insurance<\/em><\/strong><\/p>\n<p>Manulife is launching a <strong>Grow 4 It<\/strong> rewards program this year that gives advisors up to <strong>$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 <a href=\"mailto:chris_chang@manulife.com\">chris_chang@manulife.com<\/a> or at \u00a0(604)355-4879 for more information.<\/p>\n<p><img loading=\"lazy\" width=\"762\" height=\"536\" class=\"wp-image-76106\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-21.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-21.png 762w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-21-300x211.png 300w\" sizes=\"(max-width: 762px) 100vw, 762px\" \/><\/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><strong>New Top Members\u2019 Training Series by Certified Public Accountant Joanne Ma \u2013 every 4<sup>th<\/sup> Wednesday<\/strong><\/p>\n<p>Director of Fortunepath Financial and Certified Public Accountant Joanne Ma, who will be teaching members how to address clients\u2019 tax problems and sharing tips on how insurance makes taxation sense.\u00a0 Joanne\u2019s training is at 11am on every 4<sup>th<\/sup> Wednesday.<\/p>\n<p>With over 15 years of accounting experience and having worked at the Public Guardian and Trustee of BC, Joanne is familiar with Estate and Personal Trust Services, Child and Youth Trust Services and Private Committees.\u00a0 She has worked with small businesses, government organizations and publicly trade corporations, which have given her unique perspectives to the financial services field.<\/p>\n<p>In addition, Joanne is both a Certified Group Fitness Professional and Certified Personal Trainer, having been teaching since 2012.\u00a0 Her success in the fitness world is proven by the loyalty of her students, many of whom have followed her throughout the years.\u00a0 Joanne is widely seen as a trustworthy financial professional, reliable friend and a life coach.<\/p>\n<p><strong>Income Tax Filing Part 1: How to fill T1 General -Joanne Ma, CPA<\/strong><\/p>\n<p>Time &amp; Date: 11am PST, Wednesday, Feb 24<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_NzhjZWNjZTgtMjkxNi00MWIxLWEzMmQtODhiYmJlNmIyMTA2%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=1614455744432000&amp;usg=AOvVaw37lZzXP0eKrAtKtwXtnF-u\">Click here to join meeting<\/a><\/p>\n<p><img loading=\"lazy\" width=\"388\" height=\"562\" class=\"wp-image-76107\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-10.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-10.jpeg 388w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-10-207x300.jpeg 207w\" sizes=\"(max-width: 388px) 100vw, 388px\" \/><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>iA Financial Kick off \u2013 A reintroduction to iA Life &amp; Living Benefits with special CPB Feature -iA Rishu Bains &amp; Jacqueline Singzon<\/strong><\/p>\n<p>Rishu and Jacqueline will refresh your memory on iA Life &amp; Living Benefits with special CPB feature.\u00a0 It\u2019s a kick start to enter the New Sales Contest and win the cash rewards.<\/p>\n<p>Time &amp; Date: 11am PST, Friday, Feb 26<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/us02web.zoom.us\/j\/88127507632&amp;sa=D&amp;source=calendar&amp;ust=1614455744432000&amp;usg=AOvVaw0BEHrC2sfWPUCSZRuqBLAi\">Click here to join meeting<\/a><\/p>\n<p>Meeting ID: 881 2750 7632<\/p>\n<p><strong>Reminder of CE Credit Requirements for License Renewal<\/strong><\/p>\n<p>All life insurance licensees are required to renew their licenses before June 1<sup>st<\/sup>. It is time to check if you have enough CE credits for the renewal.<\/p>\n<ul>\n<li>All licensees must meet the <a href=\"https:\/\/www.insurancecouncilofbc.com\/licensee-resources\/continuing-education\/#requirements\">continuing education requirements of their class of licence,<\/a>\u00a0for each licence year (June 1 to May 31, annually).<\/li>\n<li>Licensees must maintain valid <a href=\"https:\/\/www.insurancecouncilofbc.com\/licensee-resources\/continuing-education\/#records\">records of continuing education course attendance and completion<\/a>,\u00a0for Council audits.<\/li>\n<li>If you have an approved designation, e.g. CFP, CLU, RHU, you must have 5 technical hours of continuing education.<\/li>\n<li>If you have been licensed for at least 5 of the last 7 years, and you do not have an approved designation, you must have <strong>10<\/strong> technical hours of continuing education.<\/li>\n<li>If you have <strong>NOT<\/strong> been licensed for at least 5 of the last 7 years, and you do not have an approved designation, you must have <strong>15<\/strong> technical hours of continuing education.<\/li>\n<li>If you were licensed after March 1, 2019 and you haven\u2019t completed the Council Rules Course, you have to take the course ASAP.<\/li>\n<\/ul>\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. Way\u2019s Weekly Radio Talk Show \u2013 Connecting Talents\u300c\u532f\u8ce2\u5929\u4e0b\u300d This week\u2019s Connecting Talents \u532f\u8ce2\u5929\u4e0b has Stephen interviewing Principal &amp; Senior Financial Planner of Wealthpedia, Sophia Li, on how high level efficiency can [&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\/76103"}],"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=76103"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76103\/revisions"}],"predecessor-version":[{"id":76108,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76103\/revisions\/76108"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=76103"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=76103"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=76103"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}