15 Company Tax Solutions #1 Health Spending Account #4 Estate Freeze<\/strong><\/p>\n Date: Saturday, May 1<\/p>\n Language: Mandarin<\/strong><\/p>\n Time: 10:55 am PST<\/p>\n YouTube link: https:\/\/zoom.us\/j\/94632923957<\/a><\/p>\n Language: Cantonese<\/strong><\/p>\n Time: 1:55 pm PST<\/p>\n YouTube link: \u202fhttps:\/\/zoom.us\/j\/98118361509<\/a><\/p>\n And here is the registration link: http:\/\/sv.mikecrm.com\/DGqLknJ<\/a><\/p>\n Ask admin@wayfinancial.ca<\/a> if you have any question.<\/p>\n Connection $50,000 Campaign \u2013 starting in May!<\/strong><\/p>\n The BIG Connection $50,000 Campaign is coming up in a week so get ready by reaching out to your potential connections now.\u00a0 Make use of the tools from Tim and Stephen\u2019s training last week to make your connections efficiently and effectively.<\/p>\n ACP $2000 Campaign \u2013 only 1 week to go!<\/strong><\/p>\n Only THIS week 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 week to win!\u00a0 <\/strong><\/p>\n This week 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 is the last episode for the current series, wrapping up the unique and powerful tools on the Way Platform which help drive members\u2019 business development and connections.<\/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 \u00a0<\/strong><\/p>\n Time & Date: 11:00am PST, Wednesday, Apr 28<\/strong><\/p>\n \u00a0<\/strong><\/p>\n Tax Filing Tips for Self-employed- Joanne Ma<\/strong><\/p>\n Certified Public Accountant Joanne Ma will be teaching members how to address clients\u2019 tax issues.\u00a0 For members who are self-employed or may have questions from self-employed clients, you will get tips from Joanne before the self-employed tax-filing deadline in mid-June.\u00a0 By providing this added value to your clients, you will in return be getting more business opportunities.<\/p>\n Stephen will also announce a new Training Attendance Reward on Wednesday – come learn and earn!<\/p>\n Click here to join meeting Time & Date: 11:00am PST, Friday, Apr 30<\/strong><\/p>\n Special Offers for Your Clients from Sun Life: Long Term Care Insurance & Par Accumulator II and Using their e-App – SL Renee Ho<\/strong><\/p>\n Did you know that Sunlife was closing its Long-Term Care Insurance business in June?\u00a0 Now is the good time to complete those cases for your clients who asked about this protection as it will no longer be available after June 14.\u00a0 Join the training on Friday to find out how.<\/p>\n https:\/\/sunlife.zoom.us\/webinar\/register\/WN_Ach1NA97QaS6AT9S4v4Sfw <\/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 \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 28<\/strong><\/p>\n \u00a0<\/strong><\/p>\n 1-on-1 Case Studies with RBC Mike Jackson<\/strong><\/p>\n \u00a0<\/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 Federal Budget Update<\/strong><\/p>\n Check out the carriers\u2019 summaries of the Federal Government Budget last week:<\/p>\n CL<\/strong><\/p>\n Read more<\/a> details here.<\/p>\n ML<\/strong><\/p>\n Read more<\/a> details here.<\/p>\n SL<\/strong><\/p>\n Read more<\/a> details here.<\/p>\n Canada Life\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/strong><\/p>\n Insurance<\/em><\/strong><\/p>\n There is a new Large Case (annual premium $100,000+) support from Canada Life.\u00a0 See the attached guide for more details.<\/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.\u00a0 Click here<\/a> for registration; Mandarin session option available too<\/strong>.<\/p>\n Time & Date: 12- 2pm PST, Friday, Apr 29<\/strong><\/p>\n Investment<\/em><\/strong><\/p>\n The Canada Life Portfolio Manager Connect Series: conversations, opportunities and connections webinars are available for registration.\u00a0 You will learn from the portfolio managers, their expertise strategies and engage with them for questions.\u00a0 Click here<\/a> for registration.<\/p>\n Time & Date: 10am PST, Thursday, May 6<\/strong><\/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 Please see the attached 4 presentation files to review iA Living Benefits, Danielle\u2019s training last Friday. (iA CI Hot Spots – Way; \u00a0iA_CancerGuard_Eligibility_Questionnaire; iA_Transition Guide with survival periods; iA_transtition—policy-loan)<\/p>\n SL<\/strong><\/p>\n Sunlife is closing their Long Term Care Insurance to new business in June!<\/strong>\u00a0 Read more here<\/a> to see how you can make use of this opportunity and attend Renee\u2019s training on Friday to find out more.<\/p>\n <\/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 is still a month to catch up!<\/p>\n Reminder on Office Guidelines in Managing COVID-19<\/strong><\/p>\n As part of our office\u2019s efforts in keeping the COVID virus at bay, another round of commercial sanitization of the office will take place after office hours this Friday, April 30.\u00a0 We continue to be prudent in managing the pandemic risk and safe-guarding the health and safety of our members while using innovative ways to help everyone generate more business and revenue.\u00a0 Please be reminded of the safety protocols currently undertaken.<\/p>\n In visiting the office, everyone should continue maintaining high level of personal hygiene and be mindful of the following when you enter the premise:<\/p>\n Persons who are not feeling well, have travelled outside Canada within the last 14 days, have been in contact with a person confirmed to have COVID-19 or have the following symptoms are asked not to come to the office:<\/p>\n Our Operations staff remain in full-day service.\u00a0 Send us an e-mail for any enquiry or request you may have:<\/p>\n Let\u2019s return our attention to growing business while staying caution in battling COVID-19.<\/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-6.png\")
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