{"id":76160,"date":"2021-04-15T12:51:44","date_gmt":"2021-04-15T19:51:44","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76160"},"modified":"2021-04-15T12:51:44","modified_gmt":"2021-04-15T19:51:44","slug":"way-weekly-bulletin-210405-2","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/15\/way-weekly-bulletin-210405-2\/","title":{"rendered":"Way Weekly Bulletin 210405"},"content":{"rendered":"

Hi Members,<\/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

NEW ACP $2000 Campaign<\/strong><\/p>\n

ACP $2000 campaign has started in on April 1!\u00a0 Join Amanda\u2019s training this 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

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

New Business Compliance Forms<\/strong><\/p>\n

As announced in Annual Compliance Meeting on March 24, an updated version of the KYC with the new Investment Fund Sales Charge Disclosure are already available for use, especially for those of you who use Deferred Sales Charge (DSC) or Low Sales Charge (LSC) in your practice \u2013 make sure you have the signed Disclosure in your client\u2019s files.\u00a0 The relevant Reason Why Letters are also updated.\u00a0 Please refer to the attachments, which can also be found on VirtGate.<\/p>\n

Please see the six attached forms for your references.\u00a0 Fillable PDF version for the KYC will be available shortly.<\/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 Simon Mok, Director <\/strong>of Seed Financial <\/strong>on how he was coached to be a financial planner and to grow the business from a seedling.\u00a0 His business keeps expanding by coaching potential members as well as clients.\u00a0 Tune in according to the schedule below to hear how Simon leverages the Platform resources to produce his business success.<\/p>\n

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

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

Upcoming Virtual Trainings<\/strong><\/p>\n

Time & Date: 11\u00a0:00am PST, Wednesday, Apr 7<\/strong><\/p>\n

Real Results: Using Other People\u2019s Money to Create Wealth – Amanda Ngan<\/strong><\/p>\n

Learn from MDRT prospecting expert, Amanda, will tell you how to generate steady client streams.\u00a0 She will be teaching you how to generate new clients via ACP, a wealth creation strategy.\u00a0 Join the training as a prerequisite to win the upcoming $2000 ACP Campaign!<\/strong><\/p>\n

Click here to join meeting <\/a><\/p>\n

<\/p>\n

Time & Date: 11\u00a0:00am PST, Friday, Apr 9<\/strong><\/p>\n

NEW Canada Life Product: My Term – CL Carol Ng<\/strong><\/p>\n

New Canada Life My Term Insurance Product has arrived, with coverage period starting at 5 years!\u00a0 Click here to Learn more about Canada Life My Term<\/strong><\/a> and download the new illustration.\u00a0 Also join Carol Ng\u2019s training at 11am this Friday to find out more details.<\/p>\n

Click here to join meeting
\n<\/a><\/p>\n

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