The BIG Connection $50,000 Campaign is coming up in two weeks so get ready by reaching out to your potential connections now.\u00a0 Join this Wednesday training on $70,000 Extra Commission Campaign & Business Plan<\/em> to get tools to make your connections efficiently and effectively.<\/p>\n ACP $2000 Campaign \u2013 only 2 weeks to go!<\/strong><\/p>\n Only 2 more weeks to go for submissions for the ACP $2000 campaign.\u00a0 Book a 1-on-1 or Joint-Field Work if you need help with your cases \u2013 ask Admin how if uncertain.<\/p>\n Way & iA Financial Group Sales Contest – last month to win!\u00a0 <\/strong><\/p>\n Half a month left to 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 <\/p>\n This week\u2019s Connecting Talents <\/strong>\u532f\u8ce2\u5929\u4e0b features Way\u2019s Vice President<\/strong>, Compliance & Advisor Development<\/strong>, Stephen Lai<\/strong> as the interviewee and Director, Operations & Development, Carol Lau as the host.\u00a0 Stephen shares his vast experience as he approaches the Pearl Anniversary in the industry and the beliefs he holds dear to during times of crisis and difficulties.<\/p>\n Tune in to hear this human encyclopedia for the financial services industry.<\/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 March) 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 the Way Platform supports members.<\/p>\n <\/p>\n Upcoming Virtual Trainings<\/strong><\/p>\n \u00a0<\/strong><\/p>\n Time & Date: 08:30am PST, Tuesday, Apr 20<\/strong><\/p>\n Advocis Training: Advice Delivery Mentor Input<\/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 <\/p>\n Click here to join meeting <\/a><\/p>\n Time & Date: 11:00am PST, Wednesday, Apr 21<\/strong><\/p>\n \u00a0<\/strong><\/p>\n $70,000 Extra Commission Campaign & Business Plan – Tim Lau<\/strong><\/p>\n What will you do with an extra $70,000 income? Many people can\u2019t even make $70,000 a year, and now you have this opportunity.\u00a0 Special guest speaker Tim Lau has been invited by Stephen to give you a crash course to success.<\/p>\n Hear from CEA, CLU, CFP & TOT Tim Lau<\/strong> the effective and systematic way to win the extra $70,000.\u00a0 Don\u2019t miss this opportunity to learn and earn!<\/p>\n And there will be an additional $150 reward \u2013 only to those who attend and meet the requirements.<\/strong><\/p>\n Click here to join meeting Time & Date: 11:00am PST, Friday, Apr 23<\/strong><\/p>\n The Advantages and Hot Spots of iA’s Transition Critical Illness – iA Danielle Fairbank<\/strong><\/p>\n <\/p>\n This is the last month for Way & iA Financial Group Sales Contest.\u00a0 Please join iA Danielle\u2019s training and learn how to win.\u00a0 She will talk about the Advantages and Hot Spots of iA’s Transition Critical Illness.<\/p>\n <\/p>\n Click here to join meeting<\/p>\n <\/a> WebinarID: 871 9908 2731<\/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 \u00a0<\/strong><\/p>\n Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) <\/strong><\/p>\n Time & Date: 1-3pm PST, Wednesday, Apr 21<\/strong><\/p>\n \u00a0<\/strong><\/p>\n 1-on-1 Case Studies with iA Hilda Ng<\/strong><\/p>\n \u00a0<\/strong><\/p>\n Time & Date: 1-3pm PST, Friday, Apr 23<\/strong><\/p>\n \u00a0<\/strong><\/p>\n 1-on-1 Case Studies with iA Danielle Fairbank<\/strong><\/p>\n \u00a0<\/strong><\/p>\n Book your session online via the Way Platform Events calendar.\u00a0 Contact admin@wayfinancial.ca<\/a> or 604-279-0866 if you have any question.<\/p>\n <\/p>\n 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 <\/p>\n Carriers\u2019 Updates<\/strong><\/p>\n Apexa<\/p>\n Most members have already set-up their Apexa account from our initial migration last year.\u00a0 Now we are into the second phase and will be on boarding the remaining carriers\u2019 contracts for you.\u00a0 When you receive new invitations from Apexa, simply click the \u201cAdd Your Contracts\u201d button and the steps are easy to follow.\u00a0 Remember, the sooner you finish onboarding all your contracts, the faster you will be able to enjoy its effective tools in managing your contracting and licensing requirements, so look out for the Apexa e-mails.<\/p>\n Ask Way\u2019s Contracting Team (contracing@wayfinancial.ca<\/a>) if you need any assistance.<\/p>\n iA<\/strong><\/p>\n Insurance<\/em><\/strong><\/p>\n A new onboarding letter will be mailed directly to the client\u2019s home after a new insurance contract has been issued.\u00a0 It will be sent automatically to the applicant 30 days after the issuing of any new individual insurance contract on the EVO platform. A copy of the letter will also be available in the Advisor Centre and My Client Space.\u00a0 Read here<\/a> for more details.<\/p>\n Investment<\/em><\/strong><\/p>\n Mark Dziedzic, Vice President of Sales, will interview iA Chief Investment Officer, Dan Bastasic, about stocks and bonds to look at in 2021 and the factors that will influence the markets for the next couple of years. Participate in this webinar and be among the first to learn about and gain access to the new iA Estate Cost Comparison tool exclusively before its official launch.\u00a0 Please click here<\/a> for registration.<\/p>\n Time & Date: 1-3pm PST, Friday, Apr 23<\/strong><\/p>\n Canada Life\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/strong><\/p>\n Insurance<\/em><\/strong><\/p>\n Sign up for the Insurance Live webinar which goes into depth on how a Par policy works \u2013 its mechanic functions and stability, and how it serves the purpose of your client\u2019s financial planning. \u00a0There will also be an in-depth participating account investment panel with Canada Life investment managers and an exclusive interview with keynote speaker Paul Desmarais III, Chairman and CEO of Sagard Holdings and Senior Vice-President of Power Corporation of Canada. \u00a0Anyone who does Par business should attend.<\/p>\n Click here<\/a> for registration; Mandarin session option available too<\/strong>.<\/p>\n <\/p>\n Insurance Live!<\/strong><\/p>\n Time & Date: 12- 2pm PST, Friday, Apr 29<\/strong><\/p>\n Manulife <\/strong><\/p>\n Investment <\/em><\/strong><\/p>\n <\/p>\n Please see the attached presentation file to review Manulife Investment, Stefan\u2019s training last Friday.\u00a0 (ML+Q1 Chartbook_2021)<\/p>\n <\/a> Contact Stefan Goddard at stefan_goddard@manulife.ca<\/a> or (778)954-9685 or Nathan Ma at nathan_ma@manulife.com<\/a> or (604)664-8041 if you have any questions.<\/p>\n <\/p>\n Events Schedule \u2013 May<\/strong><\/p>\n The updated Events Schedule for May is attached for your reference.<\/p>\n <\/p>\n Best regards,<\/p>\n <\/p>\n Administration Department<\/p>\n![](\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/05\/word-image.png\")
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