{"id":76111,"date":"2021-04-15T12:34:44","date_gmt":"2021-04-15T19:34:44","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76111"},"modified":"2021-04-15T12:34:44","modified_gmt":"2021-04-15T19:34:44","slug":"way-weekly-bulletin-210315","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/15\/way-weekly-bulletin-210315\/","title":{"rendered":"Way Weekly Bulletin 210315"},"content":{"rendered":"<p>Dear Members,<a id=\"post-76111-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>Last Chance : Canada Life 3-Months Free Premium Promotion \u2013 Application Deadline: this Friday, March 19<\/strong><\/p>\n<p>Last week to go to enjoy Canada Life\u2019s\u00a0<strong>free three months premium\u00a0promotion <\/strong>on qualifying, new term 20, term 30 and term-to-age-65 policies.<\/p>\n<p>This 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.<\/p>\n<p>Check out and utilize the attached and below posters for March:<\/p>\n<p><img loading=\"lazy\" width=\"440\" height=\"545\" class=\"wp-image-76134\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-39.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-39.png 440w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-39-242x300.png 242w\" sizes=\"(max-width: 440px) 100vw, 440px\" \/> <img loading=\"lazy\" width=\"453\" height=\"535\" class=\"wp-image-76135\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-40.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-40.png 453w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-40-254x300.png 254w\" sizes=\"(max-width: 453px) 100vw, 453px\" \/> \u00a0 <img loading=\"lazy\" width=\"449\" height=\"540\" class=\"wp-image-76136\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-41.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-41.png 449w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-41-249x300.png 249w\" sizes=\"(max-width: 449px) 100vw, 449px\" \/><\/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>Way &amp; iA Financial Group Sales Contest<\/strong><\/p>\n<p>Get additional $300, $600 or even more cash rewards from your business application submissions!\u00a0 For 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.<\/p>\n<p><strong><img loading=\"lazy\" width=\"453\" height=\"574\" class=\"wp-image-76137\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-42.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-42.png 453w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-42-237x300.png 237w\" sizes=\"(max-width: 453px) 100vw, 453px\" \/><\/strong><\/p>\n<p>For iA Life Insurance enquiries, please contact Rishu Bains at <a href=\"mailto:rishu.bains@ia.ca\" target=\"_blank\" rel=\"noopener noreferrer\">rishu.bains@ia.ca<\/a> or (604)354-2711, or Michelle Kwan at <a href=\"mailto:Michelle.Kwan@ia.ca\" target=\"_blank\" rel=\"noopener noreferrer\">Michelle.Kwan@ia.ca<\/a> or (604)737-9154.<\/p>\n<p>For iA Living Benefit enquiries, please contact Jacqueline Singzon at <a href=\"mailto:Jacqueline.Singzon@ia.ca\">Jacqueline.Singzon@ia.ca<\/a> or (604) 220-7692 or Danielle Fairbank at <a href=\"mailto:danielle.fairbank@ia.ca\">danielle.fairbank@ia.ca<\/a> or 778-886-8492.<\/p>\n<p><strong>Upcoming Client Events<\/strong><\/p>\n<p><strong>RRSP\/RRIF 3 Mistakes 9 Solutions: #7 Individual Pension Plan #2 Child First Time Home Buying<\/strong><\/p>\n<p>Date: Thursday, March 18<\/p>\n<p><strong>Language: Mandarin<\/strong><\/p>\n<p>Time: 10:55 am PST<\/p>\n<p>YouTube link: <a href=\"https:\/\/youtu.be\/ccGUSKsShos\">https:\/\/youtu.be\/ccGUSKsShos<\/a><\/p>\n<p><strong>Language: Cantonese<\/strong><\/p>\n<p>Time: 1:55 pm PST<\/p>\n<p>YouTube link: <a href=\"https:\/\/youtu.be\/ccGUSKsShos\">https:\/\/youtu.be\/6nDft51XzVU <\/a><\/p>\n<p><img loading=\"lazy\" width=\"558\" height=\"311\" class=\"wp-image-76138\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-43.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-43.png 558w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-43-300x167.png 300w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/p>\n<p><img loading=\"lazy\" width=\"553\" height=\"318\" class=\"wp-image-76139\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-44.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-44.png 553w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-44-300x173.png 300w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><\/p>\n<p><img loading=\"lazy\" width=\"576\" height=\"346\" class=\"wp-image-76140\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-45.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-45.png 576w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-45-300x180.png 300w\" sizes=\"(max-width: 576px) 100vw, 576px\" \/><\/p>\n<p>And here is the registration link: <a href=\"http:\/\/sv.mikecrm.com\/9z0FHSA\">http:\/\/sv.mikecrm.com\/9z0FHSA<\/a><\/p>\n<p>Ask <a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a> if you have any question.<\/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>TOT<\/strong> <strong>Carmen Ke <\/strong>of <strong>Guaranti WealthPlus <\/strong>on how she manages her time, strategies and makes use of the Way Platform to sustain her success in the business. \u00a0Tune in according to the schedule below to hear Carmen\u2019s business secrets.<\/p>\n<p>AM1320 \u2013 10:15am every Wednesday<\/p>\n<p>AM1470 \u2013 11:16am every Thursday<\/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>Income Tax Filing Part 2: How to fill T1 General &#8211; Joanne Ma<\/strong><\/p>\n<p>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.<\/p>\n<p>Time &amp; Date: 11am PST, Wednesday, Mar 17<\/p>\n<p><img loading=\"lazy\" width=\"388\" height=\"562\" class=\"wp-image-76141\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-11.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-11.jpeg 388w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-11-207x300.jpeg 207w\" sizes=\"(max-width: 388px) 100vw, 388px\" \/><\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_YzMzYzljZGUtNjA0MS00ZWE3LTkyZWEtM2U5ZjkyMzEyYzc3%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=1615904351125000&amp;usg=AOvVaw3-nPyiSUIUhHwqYgodURw-\">Click here to join meeting<\/a><\/p>\n<p><strong>All you need to know at Manulife: How we help to grow your business in 2021\u2013 ML Chris Chang<\/strong><\/p>\n<p>Highlighting the key features of Manulife, Chris will let you know how to grow your business to win the $10,000 Grow 4 It Campaign.\u00a0 Please click the meeting link as below.<\/p>\n<p>Time &amp; Date: 11am PST, Friday, Mar 19<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_MTNjMjJjZjQtNTAzZS00MWE3LWFiZDEtNTU4M2U0MjVlZDVh%2540thread.v2\/0?context%3D%257b%2522Tid%2522%253a%25225d3e2773-e07f-4432-a630-1a0f68a28a05%2522%252c%2522Oid%2522%253a%2522a98e7bc0-2db3-4d9f-be0c-3413a0973da3%2522%257d&amp;sa=D&amp;source=calendar&amp;ust=1615904351125000&amp;usg=AOvVaw3LFNlnIQuCuhCq3zdbiADM\">Click here to join meeting<\/a><\/p>\n<p><strong>Upcoming 1-on-1 Case Studies (30 mins to 1 hour sessions available)<\/strong><\/p>\n<p>Bring a case to get your desired results. \u00a0All you need to bring is the client\u2019s name and enquiry area.\u00a0 Examples include:<\/p>\n<ul>\n<li>How to present the case (illustrations &amp; presentations help)<\/li>\n<li>How to respond to clients\u2019 objections<\/li>\n<li>How to get repeated or referral business<\/li>\n<li>How to start the conversation<\/li>\n<\/ul>\n<p><strong>1-on-1 Case Studies with RBC Mike Jackson<\/strong><\/p>\n<p>Time &amp; Date: 1-3pm, Wednesday, Mar 17<\/p>\n<p><strong>1-on-1 Case Studies with Manulife Chris Chang<\/strong><\/p>\n<p>Time &amp; Date: 1-3pm, Friday, Mar 19<\/p>\n<p>Contact <a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a> or 604-279-0866 to book for you.\u00a0 Next week, we will introduce the Online Booking System for Way Platform Events so members can book directly and conveniently online.<\/p>\n<p><strong>Carriers\u2019 Updates<\/strong><\/p>\n<p><strong>Apexa<\/strong><\/p>\n<p>Many members are already getting used to the Apexa system to directly update their E&amp;O and upcoming license renewal.\u00a0 Attached is a simple set of guidelines to take you through the steps.\u00a0 Ask <a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a> if you have any question.<\/p>\n<p><strong>iA <\/strong><\/p>\n<p><strong><em>iA Connected<\/em><\/strong><\/p>\n<p>Did you know iA gives instant decisions even for clients aged 51 or above?\u00a0 The highlights are below and click the link for more details.<\/p>\n<ul>\n<li>Clients ages 51 to 55: face amounts up to $500,000 (inclusive)<\/li>\n<li>Clients ages 56 to 60: face amounts up to $300,000 (inclusive)<\/li>\n<\/ul>\n<p><a href=\"Accelerated%20application%20and%20instant%20decision,%20and%20so%20much%20more,%20with%20EVO\">Accelerated application and instant decision, and so much more, with EVO<\/a><\/p>\n<p><strong>Canada Life<\/strong><\/p>\n<p>Payout of redemption requests for the Canada Life real estate fund was started on Mar 12.\u00a0 Canada Life will process the redemption requests and will be able to pay out 100% of the total amount requested.\u00a0 Clients will receive details of this transaction on confirmation notices being mailed, starting March 15, 2021.\u00a0 Attached pdf (CL_Payout of Redemption Request) for your reference.<\/p>\n<p>Please check the attachment (CL_Planning for Mid Market_210312) \u00a0from Canada Life\u2019s training last Friday.<\/p>\n<p>Please feel free to contact <a id=\"post-76111-_Hlk63699352\"><\/a>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>Events Schedule \u2013 April<\/strong><\/p>\n<p>The updated Events Schedule for April is attached for your reference.<\/p>\n<p><strong>Holiday Notice <\/strong><\/p>\n<p>Please note that our office will be closed on:<\/p>\n<p><strong>Friday, April 2, 2021 \u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (Easter Friday)<\/strong><\/p>\n<p><strong>Monday, May 24, 2021 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (Victoria Day)<\/strong><\/p>\n<p>Normal operations will resume on:<\/p>\n<p><strong>Monday, April 5, 2021 \u00a0\u00a0\u00a0\u00a0\u00a0<\/strong><\/p>\n<p><strong>Tuesday, May 25, 2021<\/strong><\/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. Last Chance : Canada Life 3-Months Free Premium Promotion \u2013 Application Deadline: this Friday, March 19 Last week to go to enjoy Canada Life\u2019s\u00a0free three months premium\u00a0promotion on qualifying, new term [&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\/76111"}],"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=76111"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76111\/revisions"}],"predecessor-version":[{"id":76142,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76111\/revisions\/76142"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=76111"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=76111"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=76111"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}