{"id":76112,"date":"2021-04-15T12:36:33","date_gmt":"2021-04-15T19:36:33","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76112"},"modified":"2021-04-15T12:36:33","modified_gmt":"2021-04-15T19:36:33","slug":"way-weekly-bulletin-210322","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/15\/way-weekly-bulletin-210322\/","title":{"rendered":"Way Weekly Bulletin 210322"},"content":{"rendered":"<p>Dear Members,<\/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>NEW Online Schedule for Way Platform Events \u2013 book your 1-on-1 case studies directly online<\/strong><\/p>\n<p>The Way Platform Events schedule is now online via Google Calendar \u201cWay Platform Events\u201d (<a href=\"mailto:wayplatformevents@gmail.com\">wayplatformevents@gmail.com<\/a>).<\/p>\n<p>Simply subscribe to this calendar on your Google and you can see the upcoming training, client events, etc and book your 1-on-1 case studies session directly.\u00a0 Follow the simple steps below or ask Administration for assistance.<\/p>\n<ol>\n<li>Add <a href=\"mailto:wayplatformevents@gmail.com\">wayplatformevents@gmail.com<\/a> to your own Google calendar<\/li>\n<li>See the different events and 1-on-1s available.<\/li>\n<li>1-on-1s with adjacent blockings mean the session is already booked.<\/li>\n<li>1-on-1s without adjacent blockings are available.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" width=\"624\" height=\"376\" class=\"wp-image-76143\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-12.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-12.jpeg 624w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-12-300x181.jpeg 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ol>\n<li>Make a booking by creating an event and indicate \u201c1-on-1 booked by (your name)\u201d<\/li>\n<li>Add <a href=\"mailto:wayplatformevents@gmail.com\">wayplatformevents@gmail.com<\/a> as your guest.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" width=\"624\" height=\"460\" class=\"wp-image-76144\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-13.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-13.jpeg 624w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-13-300x221.jpeg 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<ol>\n<li>Save &amp; send the invitation to secure your slot.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" width=\"255\" height=\"85\" class=\"wp-image-76145\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-46.png\" \/><\/p>\n<p>1-on-1 case studies can be 30 minutes or an hour each.\u00a0 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>New Top Members\u2019 Training Series by CFP, CIM, COT Sophia Li \u2013 every 2<sup>nd<\/sup> Wednesday <\/strong><\/p>\n<p>We are pleased to announce a new Top Members\u2019 Training Series by CFP, CIM, COT Sophia Li<strong>,<\/strong> who will be teaching members tips of Case Preparation and Closing.<\/p>\n<p>Sophia\u2019s training is at 11am on every 2<sup>nd<\/sup> Wednesday, starting with April 14 and will alternate sessions with Carmen Ke\u2019s Case Studies.\u00a0 For the first training, she will talk about applying techniques from the 20 Taxman Secrets.<\/p>\n<p>With her 9 years continuous MDRT achievement, Sophia can help you close cases via effective case preparations and joint-field work to achieve your own business targets.<\/p>\n<p><strong><img loading=\"lazy\" width=\"468\" height=\"620\" class=\"wp-image-76146\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-47.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-47.png 468w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-47-226x300.png 226w\" sizes=\"(max-width: 468px) 100vw, 468px\" \/><\/strong><\/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>Frida Liang, Principal <\/strong>of<strong> Splendid Gateway <\/strong>on how she lays a strong knowledge foundation and sharpens her techniques by attending Way\u2019s Trainings.\u00a0 Tune in according to the schedule below to hear how Frida overcomes challenges to find her own niche.<\/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>Time &amp; Date: 11am PST, Wednesday, Mar 24<\/strong><\/p>\n<p><strong>Annual Compliance Meeting (Mandatory) \u2013 Stephen Lai <\/strong><\/p>\n<p>As some of you are already aware, there will be a <strong>Big Ticket Monthly Campaign<\/strong> of <strong>at least $2000 in rewards every month starting April<\/strong>.\u00a0 Details will be announced this Wednesday at the Annual Compliance Meeting with previews of the upcoming two campaigns.\u00a0 Attend on time to not miss out!<\/p>\n<p><img loading=\"lazy\" width=\"543\" height=\"590\" class=\"wp-image-76147\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-48.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-48.png 543w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-48-276x300.png 276w\" sizes=\"(max-width: 543px) 100vw, 543px\" \/><\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_N2JiMzBjMzItNTViOC00OGEyLTkxZDItN2Q1MTljNjkyYzU0%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=1616604118987000&amp;usg=AOvVaw34pRQk3rNxyfe_oe2KOVRg\">Click here to join meeting<\/a><\/p>\n<p><img loading=\"lazy\" width=\"597\" height=\"63\" class=\"wp-image-76148\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-14.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-14.jpeg 597w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-14-300x32.jpeg 300w\" sizes=\"(max-width: 597px) 100vw, 597px\" \/><\/p>\n<p><strong>Time &amp; Date: 11am PST, Friday, Mar 26<\/strong><\/p>\n<p><strong>Value Investing for 2021 &#8211; CL Richard Chen &amp; Rocco Vessio<\/strong><\/p>\n<p>Richard and guest speaker Rocco Vessio from Setanta Asset Management will share with us Setanta&#8217;s value investing philosophy and how they&#8217;re positioned to win for 2021, as value stocks recover and &#8220;value rotation&#8221; continues.<\/p>\n<p><a href=\"https:\/\/www.google.com\/url?q=https:\/\/teams.microsoft.com\/l\/meetup-join\/19%253ameeting_ZmE1ZGJjNzEtZDk2Ny00MWI3LTlkZDEtZjhiMDgzN2IwOWEx%2540thread.v2\/0?context%3D%257b%2522Tid%2522%253a%2522633f3069-d670-4419-9fee-2ab4251c88ee%2522%252c%2522Oid%2522%253a%252218270096-416f-4d6e-a4d0-b47a2377f54e%2522%257d&amp;sa=D&amp;source=calendar&amp;ust=1616628244242000&amp;usg=AOvVaw2rkzu_jQBELZT4vWK4jGTO\">Click here to join meeting<\/a><\/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>Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)<\/strong><\/p>\n<p><strong>Time &amp; Date: 1-3pm PST, Friday, Mar 26 <\/strong><\/p>\n<p><strong>1-on-1 Case Studies with CL Richard Chen<\/strong><\/p>\n<p>Book your session online via the WayPlatformEvents Google calendar.\u00a0 Contact Administration if you have any question.<\/p>\n<p>1-on-1 case studies can be 30 minutes or an hour each.\u00a0 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>Carriers\u2019 Updates<\/strong><\/p>\n<p><strong>Manulife <\/strong><\/p>\n<p>Check out the four attachments from Chris Chang\u2019s training last Friday:<\/p>\n<ol>\n<li>ML_2021_Grow 4 It One-Pager_EN<\/li>\n<li>ML_Apple Watch offer Oct 2020<\/li>\n<li>ML_Lifecheque \u2013 LivingCare Benefit Product Matters English<\/li>\n<li>ML_Lifecheque \u2013 Removal of 30 Day Waiting Period<\/li>\n<\/ol>\n<p>A key highlight is the increased coverage level of $3,000,000 for non-face-to-face life business for clients aged 18-50.<\/p>\n<p>As well, advisors who place $10,000 annual premiums or 4 Vitality cases can get featured in Manulife\u2019s <strong>Find An Advisor<\/strong> page: <a href=\"https:\/\/www.manulife.ca\/personal\/support\/find-an-advisor.html\">https:\/\/www.manulife.ca\/personal\/support\/find-an-advisor.html<\/a><\/p>\n<p>Our office has already helped qualifying members get listed and some have already received calls from prospects interested in Manulife products.\u00a0 This is a good way to expand your network.<\/p>\n<p>Please ask Chris Chang at <a href=\"mailto:Chris_Chang@manulife.com\">Chris_Chang@manulife.com<\/a> or at \u00a0(604)355-4879 or Cherry Xiang at <a href=\"mailto:Cherry_Xiang@manulife.ca\">Cherry_Xiang@manulife.ca<\/a> or 604-678-1558 for more information or if there is any questions.<\/p>\n<p><strong><em>Compliance Presentation \u2013 Conflict of Interest<\/em><\/strong><\/p>\n<p>Members with a Manulife contract are asked to take part in this compliance presentation by Cindy Bauder, Manager, Market Conduct Compliance, which will provide you with an understanding of your obligations as advisors and the potential risks associated with entering into a conflict of interest with a client.\u00a0 <strong>There is no need to register but do note that attendance may be kept on your Manulife advisor record.<\/strong><\/p>\n<p>Time &amp; Date: 10:30am-12:00pm PST, Tuesday, Mar 30<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/l\/meetup-join\/19%3ameeting_NWZhMjQxNDctYmEyMi00MmVkLWExY2QtOWE4ZGE4OTkyZjVl%40thread.v2\/0?context=%7b%22Tid%22%3a%225d3e2773-e07f-4432-a630-1a0f68a28a05%22%2c%22Oid%22%3a%22f2a229ba-86b8-4440-b0c8-9356f41e781f%22%7d\" target=\"_blank\" rel=\"noopener noreferrer\">Click here to join meeting<\/a><\/p>\n<p><strong>TuGo <\/strong><\/p>\n<p>TuGo has added new benefits, increased the limits of existing benefits and there is a decrease in the premium for some visitors.\u00a0 Here is the TuGo blog which highlights some of the market advantages our product has for Visitors to Canada: <a href=\"https:\/\/blog.tugo.com\/en\/blog\/visitors-to-canada-your-guide-to-navigating-visitor-visas-and-travel-insurance\/\">https:\/\/blog.tugo.com\/en\/blog\/visitors-to-canada-your-guide-to-navigating-visitor-visas-and-travel-insurance\/<\/a><\/p>\n<p>Or, you can watch this video: <a href=\"https:\/\/www.screencast.com\/t\/Z98rm60CuL\">https:\/\/www.screencast.com\/t\/Z98rm60CuL<\/a><\/p>\n<p>There is a live webinar \u201cTuGo Visitors to Canada: What You Need to know\u201d and click <a href=\"https:\/\/attendee.gotowebinar.com\/rt\/3828411940245380624\">here<\/a> for registration.<\/p>\n<p>Time &amp; Date: 12-1pm PST, Wednesday, Mar 31<\/p>\n<p>As international travels are expected to pick up with COVID vaccinations made more available, learn TuGo added new benefits, increased the limits of existing benefits and decrease in the premium!\u00a0 See the 2 attached files for your reference.\u00a0 (tugo_visitor_02pw_2020-09_final and tugo_visitors_02kfb_medical_2020-11_final)<\/p>\n<p>Contact H\u00e9l\u00e8ne Desjardins at <a href=\"mailto:hdes@tugo.com\">hdes@tugo.com<\/a> or\u00a0(905)267-1724 if you have any questions.<\/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. NEW Online Schedule for Way Platform Events \u2013 book your 1-on-1 case studies directly online The Way Platform Events schedule is now online via Google Calendar \u201cWay Platform Events\u201d (wayplatformevents@gmail.com). Simply [&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\/76112"}],"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=76112"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76112\/revisions"}],"predecessor-version":[{"id":76149,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76112\/revisions\/76149"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=76112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=76112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=76112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}