ACP $2000 campaign will start in on April 1!\u00a0 Join Amanda\u2019s training next Wednesday to be a qualifier for the campaign.\u00a0 Also book your 1-on-1s with her to learn how to close your cases and win this extra cash.\u00a0 Read the Poster for details.<\/p>\n
Way Platform Events Calendar <\/strong><\/p>\n The Way Platform Events schedule is now online via Google Calendar \u201cWay Platform Events\u201d (wayplatformevents@gmail.com<\/a>).<\/p>\n 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.<\/p>\n 1-on-1s with iA investment wholesaler & Hilda Ng and B2B wholesaler Danya Wang are coming up in April to help you win the ACP campaign.\u00a0 Book your slot on the Way Platform Events Schedule now or contact Admin for assistance.<\/p>\n Upcoming Client Events <\/strong><\/p>\n 20 Taxman Secret: #1 Principal Home Deduction #18 Intergeneration Tax Saving<\/strong><\/p>\n Date: Saturday, Apr 3<\/p>\n Language: Mandarin<\/strong><\/p>\n Time: 10:55 am PST<\/p>\n YouTube link: https:\/\/www.youtube.com\/watch?v=y6lGhgS6jq4<\/a><\/p>\n Language: Cantonese<\/strong><\/p>\n Time: 1:55 pm<\/p>\n YouTube link: https:\/\/www.youtube.com\/watch?v=8MUjrdvH5TA<\/a><\/p>\n And here is the registration link: http:\/\/sv.mikecrm.com\/FVlbC7e<\/a><\/p>\n Ask admin@wayfinancial.ca<\/a> if you have any question.<\/p>\n Way & iA Financial Group Sales Contest <\/strong><\/p>\n Only one more month to go!\u00a0 Get additional $300, $600 or even more cash rewards from your business application submissions!\u00a0 For the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and 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 For iA Life Insurance enquiries, please contact Rishu Bains at rishu.bains@ia.ca<\/a> or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca<\/a> or (604)737-9154.<\/p>\n For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca<\/a> or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca<\/a> or 778-886-8492.<\/p>\n Way\u2019s Weekly Radio Talk Show \u2013 Connecting Talents\u300c\u532f\u8ce2\u5929\u4e0b\u300d<\/strong><\/p>\n This week\u2019s Connecting Talents <\/strong>\u532f\u8ce2\u5929\u4e0b has Stephen interviewing COT<\/strong> Stanley Tsui, Founder <\/strong>of Stanbridge Financial <\/strong>on how he uses a soccer team performance as a metaphor to play and win in his business.\u00a0 He appreciates the effort of every team members who takes part in the Client Events and he simply enjoys the fruits by inviting prospects.\u00a0 Tune in according to the schedule below to hear how Stanley turns the Platform resources into his successful performance.<\/p>\n AM1320 \u2013 10:15am every Wednesday<\/p>\n AM1470 \u2013 11:16am every Thursday<\/p>\n Upcoming Virtual Trainings<\/strong><\/p>\n Time & Date: 10\u00a0:30am PST, Tuesday, Mar 30<\/strong><\/p>\n Compliance Presentation \u2013 Conflict of Interest<\/strong><\/p>\n 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 There is no need to register but do note that attendance may be kept on your Manulife advisor record.<\/strong><\/p>\n Click here to join meeting<\/a><\/p>\n Time & Date: 11\u00a0:00am PST, Wednesday, Mar 31<\/strong><\/p>\n Group Benefits : Canada Life Digital On-boarding process – CL Jason Yang<\/strong><\/p>\n Jason will introduce us Digital On-boarding process of Group Benefit.<\/p>\n Click here to join meeting <\/a><\/p>\n Carriers\u2019 Updates<\/strong><\/p>\n Apexa <\/strong><\/p>\n Many members are already getting used to the Apexa system to directly update their E&O and upcoming license renewal.\u00a0 Attached is a simple set of guidelines to take you through the steps.\u00a0 Ask admin@wayfinancial.ca<\/a> if you have any question.<\/p>\n BMO<\/strong><\/p>\n Effective May 1, 2021 to April 30, 2022, the Performance Bonus Rate for BMO Insurance Whole Life policies will be 5.50%.<\/p>\n Contact Greg Einarsson at\u00a0gregory.einarsson@bmo.com<\/a>\u00a0or (236)994-5289 if you have any questions.<\/p>\n Canada Life<\/strong><\/p>\n Please check for the presentation file (CL_Setanta Funds Feb 4th<\/sup> 2021_0326) from CL Richard Chen\u2019s training last Friday.<\/p>\n Contact Richard Chen at richard.chen@canadalife.com<\/a> or (604)338-6416 if you have any question.<\/p>\n iA <\/strong><\/p>\n iA Connected teaches you how to attract new clients and followers when you create Facebook contests.\u00a0 Click here<\/a> for the tips.<\/p>\n Manulife <\/strong><\/p>\n Time & Date: 10-11:30am PST, Thursday, Apr 15\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/strong>Click here<\/a> for registration<\/p>\n Check out the presentation file (ML_2021 Q1 update_ 0319) from Chris Chang\u2019s training on Mar 19.<\/p>\n Please ask Chris Chang at Chris_Chang@manulife.com<\/a> or at \u00a0(604)355-4879 or Cherry Xiang at Cherry_Xiang@manulife.ca<\/a> or 604-678-1558 for more information or if there is any questions.<\/p>\n News from the Insurance Council of British Columbia <\/strong><\/p>\n The deadline for Insurance Council licensees to complete their annual continuing education (CE) requirements last year was extended for one year, so make sure you have two years\u2019 credits for renewal this year.\u00a0 Read here<\/a> for more details.<\/p>\n Attend Way\u2019s trainings to fulfill license renewal requirement.\u00a0 For those who do not have enough CE credits, there are still 2 months to catch up!<\/p>\n Best regards,<\/p>\n Administration Department<\/p>\n![](\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-49.png\")
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\n<\/strong> There is an upcoming Manulife session for Disability Training.\u00a0 It will be focusing on answers to the frequently asked questions pertaining to both DI underwriting and DI claims.<\/p>\n