{"id":76172,"date":"2021-04-15T12:53:12","date_gmt":"2021-04-15T19:53:12","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76172"},"modified":"2021-04-15T12:53:12","modified_gmt":"2021-04-15T19:53:12","slug":"way-weekly-bulletin-210412","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/15\/way-weekly-bulletin-210412\/","title":{"rendered":"Way Weekly Bulletin 210412"},"content":{"rendered":"

Hi Members,<\/p>\n

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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

How to help clients Protect Against COVID \u2013 iA_Acci7 Plus Hospital Benefits<\/strong><\/p>\n

The recent COVID case count of 1,000+ is really worrying clients, seniors and youngsters alike, who have asked more about protection.\u00a0 Offer them peace of mind by getting their Acci7 Plus Hospital Benefits set up immediately. \u00a0See attached iA training slides on how to protect against COVID (iA_How to Protect Against COVID \u2013 Way Kickoff).\u00a0 Utilize the text templates below for easy prospecting\u2013 don\u2019t wait, this is an unprecedented situation with unprecedented opportunities!\u00a0 Book a 1-on-1 with iA Danielle for more details on Apr 23rd<\/sup> via the Way Platform Events calendar \u2013 ask Admin to help if needed.<\/p>\n

Traditional Chinese:<\/strong><\/p>\n

XXX,\u4f60\u597d,\u5728\u9019\u65b0\u51a0\u80ba\u708e\u6bcf\u59291000+\u500b\u6848\u671f\u9593,XXX(advisor name) \u95dc\u5fc3\u60a8\u7684\u5065\u5eb7\u8acb\u67e5\u6536\u82e5\u56e0\u611f\u67d3\u9019\u500b\u75c5\u6bd2\u800c\u8981\u4f4f\u9662\u7684\u73fe\u91d1\u4fdd\u96aa\u8ce0\u511f\u3002XXX (advisor\u2019s phone number). \u60a8\u7684\u89aa\u53cb\u4ea6\u6703\u95dc\u6ce8,\u8acb\u591a\u8f49\u767c\u3002<\/p>\n

Simplified Chinese:<\/strong><\/p>\n

XXX,\u4f60\u597d,\u5728\u8fd9\u65b0\u51a0\u80ba\u708e\u6bcf\u59291000+\u4e2a\u6848\u671f\u95f4,XXX(advisor name) \u5173\u5fc3\u60a8\u7684\u5065\u5eb7\u8bf7\u67e5\u6536\u82e5\u56e0\u611f\u67d3\u8fd9\u4e2a\u75c5\u6bd2\u800c\u8981\u4f4f\u9662\u7684\u73b0\u91d1\u4fdd\u9669\u8d54\u507f\u3002 XXX (advisor\u2019s phone number). \u60a8\u7684\u4eb2\u53cb\u4ea6\u4f1a\u5173\u6ce8,\u8bf7\u591a\u8f6c\u53d1\u3002<\/p>\n

English:<\/strong><\/p>\n

Hi XXX, in view of the worrying 1,000+cases per day of COVID, take a look at the info below on getting cash benefits from coverage on hospitalization due to the virus.\u00a0 XXX (advisor\u2019s phone number). \u00a0Please forward this message and info to the people you care about so they can get the same protection.<\/p>\n

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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

Upcoming Client Events <\/strong><\/p>\n

20 Taxman Secret: #13 Property Transfer Tax Planning #17 PAR Policy<\/strong><\/p>\n

Date: Thursday, Apr 15<\/p>\n

Language: Mandarin<\/strong><\/p>\n

Time: 10:55 am PST<\/p>\n

YouTube link: https:\/\/www.youtube.com\/watch?v=XstZb99P5Nk<\/a><\/p>\n

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Language: Cantonese<\/strong><\/p>\n

Time: 1:55 pm PST<\/p>\n

YouTube link: https:\/\/www.youtube.com\/watch?v=MXnVaXW4yL8<\/a><\/p>\n

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And here is the registration link: http:\/\/sv.mikecrm.com\/dKlRFyc<\/a><\/p>\n

Ask admin@wayfinancial.ca<\/a> if you have any question.<\/p>\n

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ACP $2000 Campaign \u2013 only 3 weeks to go!<\/strong><\/p>\n

ACP $2000 campaign started this month.\u00a0 Please check the materials from lenders B2B, Manulife Bank and iA attached and below for your reference.\u00a0 (iA_Investment Loan Client brochure; MB_Investment Loan Underwriting Reference Card; MB_InvestmentLoanAppFAQ)<\/p>\n

B2B Calculator:<\/p>\n

https:\/\/b2bbank.com\/en\/calculators\/net-worth-and-tdsr-for-100-loans<\/a><\/p>\n

Application process info for B2B investment loans into RBC seg funds is found here:<\/p>\n

https:\/\/www.rbcinsurance.com\/salesresourcecentre\/file-499558.pdf<\/a><\/p>\n

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Client materials:<\/p>\n

https:\/\/b2bbank.com\/sn_uploads\/marketing\/817-08-137E_IL_FastFwdSavings_06-04-15_WEB.pdf<\/a><\/p>\n

https:\/\/b2bbank.com\/sn_uploads\/marketing\/817-08-139E_IL_BorrowToInvest_07-03-2015_WEB.pdf<\/a><\/p>\n

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Way & iA Financial Group Sales Contest – last month to win!\u00a0 <\/strong><\/p>\n

Only half a month left! 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

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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

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Way\u2019s Weekly Radio Talk Show \u2013 Connecting Talents\u300c\u532f\u8ce2\u5929\u4e0b\u300d<\/strong><\/p>\n

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This week\u2019s Connecting Talents <\/strong>\u532f\u8ce2\u5929\u4e0b has Stephen interviewing Paula Law, Director <\/strong>of Cheerslife Financial <\/strong>on how she discovered her potential by escalating her learning motivation when surrounded by fellow driven entrepreneurs on the Way Platform. Tune in to see how Paula embraces new technology, Way\u2019s resources and opportunities in the current unprecedented situation to produce her business success.<\/p>\n

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

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

In helping interviewed members further leverage their promotion on air, as well as to help other members connect external brokers, a featured marketing piece is designed for your use.\u00a0 The attached pdf version (Way Connecting Talents February) has links to the abridged version of each member\u2019s interview and can be accessed by clicking on the member\u2019s name\/photo.\u00a0 Showcase this to your networks to share how our platform supports our members.<\/p>\n

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

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Time & Date: 08\u00a0:30am PST, Tuesday, Apr 13<\/strong><\/p>\n

Advocis Training: Advice Delivery<\/strong><\/p>\n

Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.<\/p>\n

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

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Time & Date: 11:00am PST, Wednesday, Apr 14<\/strong><\/p>\n

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RRSP Meltdown: A Tax Efficient Strategy 1 – Sophia Li<\/strong><\/p>\n

\u00a0<\/em><\/strong><\/p>\n

With her 9 years of continuous MDRT achievement and industry designations, Sophia can help you close cases via effective case preparation and joint-field work that will help achieve your own business targets.<\/p>\n

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As a kick-off to Sophia\u2019s training, a special Virtual Fine Dining Experience (~$100 value)<\/strong> will be rewarded to those who attend and meet the requirements \u2013 details will be announced at the session!<\/p>\n

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Click here to join meeting
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Time & Date: 11:00am PST, Friday, Apr 16<\/strong><\/p>\n

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Market, Seg Fund Update, Top Picks and Government Policy\/Covid Outlook – ML Stefan Goddard<\/strong><\/p>\n

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Don’t miss the presentation from Manulife on Market, Seg Fund Update, Top Picks and Government Policy\/Covid Outlook.<\/p>\n

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

(Passcode: 934033)<\/p>\n

\u00a0<\/a><\/p>\n

\u00a0<\/strong><\/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