Author: kingtechadmin

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Manulife Vitality $500 Gas Card Campaign – 4 Term Cases to Win!

Some members are already close to winning the $500 gas card because all you need is to submit 4 Term cases with Vitality by the end of June and settle them within 2 months.  Leverage the Better Quotation strategy and generate repeated insurance business systematically.  Those in the Better Quotation focus group will be generating 100+ cases, and others should also be able to get 20+ cases each year.  Check out the Vitality program below, which offers clients a brand new Apple Watch, free annual body check, premiums reduction and more.

Vitality proof points – infographic

Vitality active rewards with apple watch-client flyer

Your first year with Manulife vitality

Vitality client guide

Feel free to ask Chris Chang at 604-355-4879 or Chris_Chang@Manulife.ca or Cherry Xiang at 604-678-1558 or Cherry_Xiang@manulife.ca for questions on Vitality.

For questions on this unique Way campaign, ask Stephen at 604-279-0866 ext. 114 or stephen.lai@www.wayfinancial.ca.

Client Events

11 Ways of Real Estate & Property Tax Coding : Lock in the Property Tax 3 + Legacy Building

Time & Date : 11:00 am – 12:30 pm PST , Saturday, June 4, 2022

Language: Mandarin 

YouTube link: https://youtu.be/a2ZEkkuH-OQ

Time & Date :2:00 pm – 3:30 pm PST , Saturday, June 4, 2022

Language: Cantonese 

YouTube link: https://youtu.be/Y82nzNCTFmw

The posters below for broadcasting to your clients.

And here is the registration link: http://financialplatform.sv.mikecrm.com/kT4ByUx

Ask admin@www.wayfinancial.ca if you have any question.

May & June Campaigns – Additional $8,000 bonus on life + CII

You can double dip and win both the $500 Gas Card and the additional $4,000 bonus at the same time!

Upcoming Training

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Times & Date: 11:00am PST, Friday, June 3

Preferred Insurance Solutions For Corporate Clients –  EQ Monica Zhang

Equitable Life trainings now require advanced registration to attend and log CE credits.  The carrier will send the CE certificate to you directly after the session.

Click here to register for this Friday’s training.

Upcoming Case Studies (30 – 60 mins sessions) – Answer practical questions and generate real business 

Bring any questions or cases to get your desired results.  Book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Insurance

New illustration (version 4.8) now available for update

Contact Carol Ng at 604-377-7203 or carol.ng@canadalife.com or Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com if you have any question.

Investment

Market Update / Wealth Product Refresher

Last Friday, wholesaler Richard Chen illustrated the market updates and introduced advisors how to leverage Canada Life products to build better business. Please refer to the attachment (CL Why Canada Life –  MGA 2022) for more details.

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Jessica Leung at 604-646-2118 or Jessica.Leung@canadalife.com if you have any questions.

Equitable Life

Weekly Business Builder Series

Topic: Building Your Large Insurance Case Files for Underwriting – Presented by Large Case Underwriter, Denise Lasiuk

Time & Date: 9am PST, May 31, 2022

Register here: https://equitable-ca.zoom.us/webinar/register/WN_q_ST837oSXKL5VYeSk1Bog

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

iA

Insurance

Check out the easing of medical requirements for iA’s critical illness insurance products here such as saying goodbye to fluids for clients aged 40 or under, up to $250,000 of coverage.

Contact Rishu Bains at 604-354-2711 or Rishu.Bains@ia.ca or Vanora McLay at 604-737-9170 or vanora.mclay@ia.ca if you have any question.

Industry Updates

Insurance Council of British Columbia

License renewal

Annual licence renewal deadline is June 1, 2022. More info about non-renewal and changes to licence status can be found here.

Disciplinary decisions

William Charles Brash was disciplined in April 2022 for breaching the Insurance Council Rules by failing to complete continuing education requirements for four consecutive licensing years.

Read more

Holiday Notice

Please note that our office will be closed on:

Friday, July 1, 2022 (Canada Day)

Regular operations will resume on:

Monday, July 4, 2022

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Better Quotation $500 Gas Card and Apple Watch Vitality Steps 2, 3 & 4 Focus Group – Overbooked

The Better Quotation focus group is fully reserved.  Members who did not get a spot can look forward to other focus groups such as those on Event Clients, Connections and in July, the Platform will host the Shared Ownership Dividend strategy training.  That invitation will be sent out in June via the Weekly Bulletin.  We look forward to your speedy registration then.

Now all members are eligible to win a $500 Gas Card by submitting 4 Term cases with Vitality by the end of June and settling them within 2 months.  Leverage the Better Quotation strategy and generate repeated insurance business systematically.  Those in the focus group will be generating 100+ cases, and others should also be able to get 20+ cases each year.  Check out the Vitality program below, which offers clients a brand new Apple Watch, free annual body check, premiums reduction and more.

Vitality proof points – infographic

Vitality active rewards with apple watch-client flyer

Your first year with Manulife vitality

Vitality client guide

Feel free to ask Chris Chang at 604-355-4879 or Chris_Chang@Manulife.ca or Cherry Xiang at 604-678-1558 or Cherry_Xiang@manulife.ca for questions on Vitality.

For questions on this unique Way campaign, ask Stephen at 604-279-0866 ext. 114 or stephen.lai@www.wayfinancial.ca.

May & June Campaigns – Additional $8,000 bonus on life + CII

You can double dip and win both the $500 Gas Card and the additional $4,000 bonus at the same time!

Upcoming Training

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Times & Date: 11:00am PST, Friday, May 27

Market Update and Wealth Product Refresher – CL Richard Chen

Click here to join the meeting

Upcoming Case Studies (30 – 60 mins sessions) – Answer practical questions and generate real business 

Bring any questions or cases to get your desired results.  Book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

B2B

Please be reminded that B2B only accepts e-signature for new business.  All existing loan service transactions (switches/redemptions/changes request) still require a wet signature.

Contact Danya Wang at 236-688-6201 or danya.wang@b2bbank.com if you have any question.

Canada Life

Register for the upcoming Canada Life Day on June 2, 2022.  View the full event agenda and register here.

Insurance

System enhancement for SimpleProtect

All draft applications waiting in your SimpleProtect dashboard will be removed on June 12, 2022 as part of the system enhancement preparation. Be sure you have the necessary client data to redo the applications if you can’t submit by that time.

Contact Carol Ng at 604-377-7203 or carol.ng@canadalife.com or Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com if you have any question.

Equitable Life

Weekly Business Builder Series – Join this webinar to learn about stable growth in dividends provided by Par in the tumultuous market by Brant Tomie, Regional Sales Manager, Interior BC and Southern Alberta.

Topic: Anatomy of a Dividend

When: 8:00am PST on May 24, 2022

Register for this webinar.

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

RBCI

Investment

RBCI Segregated Funds were ranked number one in percentage of funds ranked in the first and second quartile with 83.1% in 2021. Attached are RBCI’s Wealth Newsletter in May addressing your questions in financial plans, market timing and tactical changes to their overall portfolio asset mix in today’s volatility, as well as info you can share with clients on having a plan with long term investment decisions.

Contact Mike Jackson at 604-699-2345 or mike.jackson@rbc.com or Jeffrey Ng at 604-699-2348 or Jeffery.ng@rbc.com if you have any question .

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Better Quotation $500 Gas Card and Apple Watch Vitality Training

Do you want to reserve your spots of the new Better Quotation strategy and Apply Watch Vitality training for all of Steps 2,3,4 in-person boardroom classes, and win a $500 gas card? If yes, please reply to this email “Yes to Steps 2,3,4 training” as it is limited to only 6 participants.

The sessions are hosted in English, Mandarin and Cantonese

Step 2 – Wed, Jun 1 (11:00 am-12:30 pm)

Step 3 – Wed, June 8 (11:00 am-12:30 pm)

Step 4 – Wed, June 15 (11:00 am-12:30 pm)

If you are able to generate benefits for clients without needing them to contribute more, clients would always like to meet with you.

If advisors think they already know Better Quotation but have less than 100 businesses per year, they haven’t utilized enough Way’s unique tactics and resources to master the knowledge and skills on Better Quotation.

This is a 4 steps training, trained by Tim Lau and Rebecca Wu. They have generated 100+ cases per year. With the Better Quotation strategy, you can generate $250,000 per year of residual income without depending on new clients. See agenda below.

In-person attendees are reminded to continue to adhere to office protocols of managing COVID-19 risks, including to not visit the office when unwell.  Feel free to ask Administration should you have any question.

Upcoming Client Events

Lock in the Property Tax + Pension Enhancement

Time & Date: 11:00 am-12:30 pm PST, Saturday, May 28, 2022
Language: Mandarin
YouTube link: https://youtu.be/1oaFJHUQ0NY

Time & Date: 2:00-3:30 pm PST, Saturday, May 28, 2022
Language: Cantonese
YouTube link: https://youtu.be/5TjC0Xi9d1M

Here is the registration link for the online live broadcast: http://sv.mikecrm.com/AKUJJQO

Ask admin@www.wayfinancial.ca if you have any question.

May & June Campaigns – Additional $8,000 bonus on life + CII

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114, or ask admin@www.wayfinancial.ca to book you some useful case studies sessions.

Upcoming Training

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Times & Date: 11:00am and 12:30pm PST, Friday, May 20

Better Quotation $500 Gas Card and Apple Watch Vitality Training – ML Chris Chang & CEA CFP CLU TOT Tim Lau

Clients would always like to meet with you if you are able to generate benefits for them without contributing more. If you have less than 100 businesses per year, then you haven’t sufficiently utilized Way’s unique tactics and resources to master the knowledge and skills on Better Quotation.  With this strategy, you are expected to generate $250,000 per year of residual income without relying on new clients.  Also learn at this session how each and every member can win a $500 gas card.

Click here to join the meeting

Feel free to share the training poster with your external broker connections to showcase the type of topics and strategies taught on the Way Platform.  A free training trial can be arranged for qualified connections.  Ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Samuel Xu at relations@www.wayfinancial.ca or 604-279-0866 ext. 120 for more details.

Upcoming Case Studies (30 – 60 mins sessions) – Answer practical questions and generate real business 

Bring any questions or cases to get your desired results.  Book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Insurance

Canada Life has announced their increased dividend scale, effective July 1, 2022. View the announcement video and details for more information.

Further to Amber Wang’s training last Friday on e-app and processing, attached is the set of training slides for your reference.

Contact Carol Ng at 604-377-7203 or carol.ng@canadalife.com or Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com if you have any question.

Equitable Life

Insurance

Weekly Business Builder Series – Join this webinar to learn more about Equitable’s view on today’s market and the opportunities it brings to your Par clients.

Topic: Market Update & A Closer Look Into Equitable’s Par Account

When: 9:00am PST on May 17, 2022

Register for this webinar.

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

RBCI

Investment

Join this webinar to learn Seg Fund trends, product evolution as well as retiree and inheritance patterns from Carlos Cardone, Senior Managing Director.

Topic: The Evolution of Seg Funds and Opportunities for the Future

When: 10:00am PST on May 31, 2022

Register for this webinar.

Contact Mike Jackson at 604-699-2345 or mike.jackson@rbc.com if you have any question.

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Property Tax Program Training (Advanced 4 Steps) – Focus Groups Fully Booked

The six members who have successfully gotten a spot to the Property Tax Program focus groups have been informed and received an individual calendar invitation.

Other members are encouraged to RSVP as soon as the next featured concept training is announced so to secure a spot.

$500 Gasoline Card Term + Vitality Campaign (June)

Get prepared for the newly add-on $500 gas card campaign next month, when the Better Quotation strategy will be featured and members will learn how to generate repeated insurance business systematically using Manulife Vitality as a tool. Similar to the PTP training in May, it will be a 4-step training with the first session hosted online on May 20 followed by three in-person focus groups. Details as well as steps to register will be available in next week’s bulletin. Stay tuned.

May & June Campaigns – Additional $8,000 bonus on life + CII

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114, or ask admin@www.wayfinancial.ca to book you some useful case studies sessions.

Upcoming Training – internal training sessions count towards campaign qualification

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Feel free to share the training posters with your external broker connections to showcase the type of topics and strategies taught on the Way Platform. A free training trial can be arranged for qualified connections.  Ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Samuel Xu at relations@www.wayfinancial.ca or 604-279-0866 ext. 120 for more details.

Times & Date: 11:00am and 1:30pm PST, Wednesday, May 11

Property Tax Program Steps 2 & 3 Focus Groups – MDRT Mentor Simon Mok

Time & Date: 11:00am PST, Friday, May 13

E-applications and processing by CL Amber Wang

More details regarding e-app and processing will be covered.

Click here to join the meeting

Upcoming Case Studies (30 mins sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the case studies schedule in May below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Insurance

Canada Life has shared their insight into activity in each asset class in their combined open participating account and provided Q&As of accelerated underwriting for life insurance.

Contact Carol Ng at 604-377-7203 or carol.ng@canadalife.com or Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com if you have any question.

Equitable Life

Insurance

Weekly Business Builder Series – Join this webinar to learn more about how a participating whole life is priced and built from Martin Reeves, VP Individual Actuarial and Finance.

Topic: A Deep Dive into Equitable’s Par Whole Life Presented

When: 9:00am PST on May 10, 2022

Register in advance for this webinar

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

TuGo

There is a new “Extend Policy” button on TuGo’s portal, Partner Express, to make it easy for you to help your clients extend their coverage, including that for Multi-Trip Annual & Single Trip Emergency Medical plans, and Single Trip AD&D plans.  An example is shown below.  As travel restrictions eases and there’s a renewed surge of international visitors as per government data found here, it’s the perfect time to prepare to sell Visitors to Canada insurance.

Contact Helene Desjardins at 905-267-1724 or hdes@tugo.com if you have any question.

Industry Updates

Financial Services Regulatory Authority

Compliance

The FSRA of Ontario has recently released Guidance of the Financial Professionals Title Protection concerning the use of financial planner and financial advisor titles. If you are Life licensed in Ontario and use or plan to use these or similar titles learn what this means for you.

Insurance Council of British Columbia

Disciplinary decisions

Yun-Wei (Erica) Niu, a former licensee, was disciplined in March 2022 for breaching the Insurance Council Rules and Code of Conduct by failing to be covered by E&O insurance, failing to notify the Insurance Council of a lapse in E&O insurance, conducting business without E&O coverage, forging signatures on insurance applications, rebating premium in excess of what was legally allowed, replacing a client’s life insurance policy without completing a disclosure statement, and conducting insurance activities under a business name not registered with the Insurance Council.

Read more

CE reminder and license renewal

Licensees are reminded to meet annual CE requirements by May 31, 2022. Learn more about CE guidelines and FAQs. Annual licence renewal deadline is June 1, 2022. More info about non-renewal and changes to licence status can be found here.

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Property Tax Program Training (Advanced 4 Steps) – limited spots so RSVP now

You have been invited to attend the Property Tax Program (PTP) online training this Wednesday, May 4 (Step 1), to learn practical strategy to help your clients leverage PTP in different scenarios to generate more income and ongoing businesses. Don’t miss out to utilize this strategy immediately this coming Property Tax season!

This is a 4 steps training which includes PTP prospecting, illustration, presentation and closing skills.  You must attend this Wednesday’s session to enroll in Steps 2, 3 and 4.  Only 6 spots are available for each subsequent in-person session.  E-mail “Yes to PTP Steps 2, 3 & 4 training” to admin@www.wayfinancial.ca now to get a spot!  See the training agenda below:

In-person attendees are reminded to continue to adhere to office protocols of managing COVID-19 risks, including to not visit the office when unwell.  Feel free to ask Administration should you have any question.

Upcoming Client Events

12 Executor Tactics: Estate Freeze + Family Trust

Time & Date: 11:00 am-12:30 pm PST, Saturday, May 7, 2022
Language: Mandarin
YouTube link: https://youtu.be/FopVTQtzoQo

Time & Date: 2:00-3:30 pm PST, Saturday, May 7, 2022
Language: Cantonese
YouTube link: https://youtu.be/geHlurmB7v8

Ask admin@www.wayfinancial.ca if you have any question.

May & June Campaigns – Additional $8,000 bonus on life + CII

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114, or ask admin@www.wayfinancial.ca to book you some useful case studies sessions.

Upcoming Training – internal training sessions count towards campaign qualification

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Feel free to share the training posters with your external broker connections to showcase the type of topics and strategies taught on the Way Platform.  A free training trial can be arranged for qualified connections.  Ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Samuel Xu at relations@www.wayfinancial.ca or 604-279-0866 ext. 120 for more details.

Time & Date: 11:00am PST, Wednesday, May 4

Property Tax Program (PTP) online training – MDRT Mentor Simon Mok

Homeowners always want to meet with you if you can help them save cost on their property. If you have less than 10 PTP businesses per year during Property Tax season, then you haven’t sufficiently utilized Way’s unique tactics to master the knowledge and skills on PTP.

Step 1 to Step 4 will be trained by Simon Mok, who has met with thousands of homeowners about PTP in past 10 years.  He had achieved MRDT in just 4 months by just helping clients with PTP.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, May 6

CI Path To Success – Equitable Life Monica Zhang

Learn more from Monica about Equitable’s new 20 pay CI product. 2 CE credits will be offered.

Click here to join the meeting

Upcoming Case Studies (30 mins sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the case studies schedule in May below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Insurance

Register to join Gayle Murdoch, the Vice-President Market Development, and Dr. Moira Somers, psychologist, family wealth consultant and executive coach to find out more about wealth transfer.

Topic: Strategies for successful wealth transfers in high-conflict families

When: 10:00am PST on May 18, 2022

Canada Life has issued its 2021 life insurance Financial facts with key performance highlights including the asset mix and participating account return. For each of the assets classes, the Q4 participating account investment reports are also available.

Contact Carol Ng at 604-377-7203 or carol.ng@canadalife.com or Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com if you have any question.

Investment

Canada Life Win with Wealth in 2022 – Get an Extra 1 Bps of your AUM

By generating net sales of 5% of your January 1, 2022 assets under management (AUM), minimum $500,000, you could receive an extra 1 bps of your December 31, 2022 AUM.  Check out the attached PDF (CL Win with Wealth in 2022) and the Q&A for more information on qualifications & rules.

Contact Richard Chen at (604)338-6416 or richard.chen@canadalife.com or Jessica Leung at (604)331-2420 or jessica.leung@canadalife.com if you have any question.

Equitable Life

Insurance

$10,000 Step Up Campaign

Win an extra $10,000 with your Equitable business this year!

Place at least FYC20,000 more than your business amount in 2021 and four insurance cases to win.

Read attached PDF file (EQ Step Up Your Sales 2022) for more details.

Upcoming Webinar

Weekly Business Builder Series – Join this webinar to learn more about Preferred Retirement Solution using PAR with John Perre, Regional Life Sales Manager.

Topic: Preferred Retirement Solution using Whole Life PAR Insurance

When: 9:00am PST on May 3, 2022

Register in advance for this webinar: Webinar Registration – Zoom

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

Manulife

Insurance

New Grow For It Campaign by Manulife – Win up to two iPad Airs this year

You will get an iPad Air when you:

• Settle 10 or more life or living benefits policies in 2022 or

• Sell 5 or more health and dental policies with an effective date in 2022

If you achieve both policy count requirements, you will receive two iPads!  Read attached PDF file (ML Grow For It 2022 Poster) for more details.

Contact Chris Chang at (604)355-4879 or chris_chang@manulife.com or Cherry Xiang at (604)678-1558 or Cherry_Xiang@manulife.ca if you have any question.

Sunlife

Insurance

Further to Renée Ho’s training last Friday on RHA, attached is the training slides for your reference.

Contact Renée Ho at 604-657-9251 or renee.ho@sunlife.com or June Wang at 604-895-5413 or june.wang@sunlife.com if you have any question.

Holiday Notice

Please note that our office will be closed on:

Monday, May 23, 2022 (Victoria Day)

Regular operations will resume on:

Tuesday, May 24, 2022

Friendly Reminder – Property Tax Program Training (Advanced 4 Steps): limited spots so RSVP now

E-mail “Yes to PTP Steps 2, 3 & 4 training” to admin@www.wayfinancial.ca now to get a spot!  See agenda and details above.

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

In-person Internal Trainings Restarting – beginning with the Property Tax Program Strategy Focus Groups in May

As previously mentioned, the office has restarted some in-person events and starting in May, some of Wednesday’s internal trainings will be open for in-person participation.  RSVP will be needed for those sessions as spots are limited, and each month will focus on a particular strategy to ensure Members can close relevant cases immediately.

The Property Tax Season is coming and the first training in May will give you an introduction on how to expand your clientele with this strategy as well as polishing your existing closing skills.  We will announce how to get a spot for the subsequent in-person focus groups during the training on May 4.  Be sure you attend to not miss out.

In-person attendees are reminded to continue to adhere to office protocols of managing COVID-19 risks, including to not visit the office when unwell.  Feel free to ask Administration should you have any question.

New / Experienced Members Boot Camp – double your income and/or achieve MDRT

Last chance to RSVP by tomorrow, April 26, 2022 for in-person sessions for the next series of New Members Boot Camp, starting on May 2, 2022.  New members, as well as those who have made requests, have received a calendar invitation to attend the whole camp, while experienced members are welcome to join individual classes by sending a request to admin@www.wayfinancial.ca.  It’s a good time to beef up your knowledge again in person!

Live sessions will be hosted for attendance of 10 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Contact Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 if you have any question.

May & June Campaigns – Additional $8,000 bonus!

Get ready for these big-ticket new business campaigns to promote life and critical illness business in May and June.

March & April Campaigns – $54,000 up for grabs!

Last week to go for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Training – internal training sessions count towards campaign qualification

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Feel free to share the training posters with your external broker connections to showcase the type of topics and strategies taught on the Way Platform.  A free training trial can be arranged for qualified connections.  Ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Samuel Xu at relations@www.wayfinancial.ca or 604-279-0866 ext. 120 for more details.

Time & Date: 11:00am PST, Wednesday, April 27

Risk Management / Health Insuring and Legacy Building – MDRT Holly Miao (Mandarin)

Learn from Holly how to gain clients’ trust, fact find, conduct needs analysis and present solutions.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, April 29

Sun RHA Product Overview and CII – Sun Life Renee Ho

As you build and review retirement income plans for your clients, it’s important to help them recognize and consider their future health care needs and the impact their choices and expectations will have on their plans. Sun RHA is a LTCI solution focused on planning for the health risk associated with later retirement.

Click here to join the meeting

Upcoming Case Studies (30 mins sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the case studies schedule in April below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Desjardins

Insurance

Further to Amy Tong’s training last Wednesday on corporate shared ownership on CII, attached is the brochure of the Executive Health Plan.

Contact Bailey Bews-Luykx at 604-346-5600 or bailey.bews-luykx@dfs.ca if you have any question.

Equitable Life

Insurance

Weekly Business Builder Series – Join this webinar to learn more about the difference between CI and life underwriting with Jennifer Engman, the Regional Life Sales Manager who used to work as an underwriter.

Topic: Critical Illness Insurance – Understanding CI Underwriting

When: 9:00am PST on April 26, 2022

Register in advance for this webinar: Webinar Registration – Zoom

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

iA

Insurance

iA offers more flexibility to advisors with the immediate lifting of the face amount limit on remote sales of Term Life, Whole Life, Universal Life and Par. Click here to see more details.

Contact Rishu Bains at 604-354-2711 or Rishu.Bains@ia.ca or Vanora McLay at 604-737-9170 or vanora.mclay@ia.ca if you have any question.

Investment

Watch a market review on the recent inflation increase by iA Chief Strategist, Sébastien McMahon, click here to see how it may affect you and your clients.

Contact Hilda Ng at 778-873-1254 or hilda.ng@ia.ca if you have any question.

Manulife

Insurance

Manulife has just enhanced their Par features by guaranteeing the cost to buy paid-up and deposit option insurance.  Click here for more details on how this can attract more clients for you.

Contact Chris Chang at 604-355 4879 or Chris_Chang@Manulife.ca or Cherry Xiang at 604-678-1558 or Cherry_Xiang@manulife.ca if you have any question.

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

New / Experienced Members In-Person Boot Camp – double your income and/or achieve MDRT

We are excited to be returning to in-person sessions for the next series of New Members Boot Camp, starting on May 2, 2022.  New members, as well as those who have made requests, have received an invitation to attend the whole camp, while experienced members are welcome to join individual classes by sending a request to admin@www.wayfinancial.ca.  It’s a good time to beef up your knowledge again in person!

Please confirm your spot by this Friday, April 22.  Live sessions will be hosted for attendance of 10 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Contact Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 if you have any question.

In-person attendees are reminded to continue to adhere to office protocols of managing COVID-19 risks, including to not visit the office when unwell.  Feel free to ask Administration should you have any question.

May & June Campaigns – Additional $8,000 bonus!

Get ready for these big-ticket new business campaigns to promote life and critical illness business in May and June.

March & April Campaigns – $54,000 up for grabs!

Last 2 weeks to go for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections. Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Training – internal training sessions count towards campaign qualification

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Time & Date: 11:00am PST, Wednesday, April 20

Corporate CII Shared Ownership Strategy – TOT Amy Tong

Click here to join the meeting

Time & Date: 11:00am PST, Friday, April 22

CII Training / Underwriting for Large Cases & CPB FYC bonus of 15+% – iA Vanora McLay

Click here to join the meeting

Upcoming Case Studies (30 mins sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the case studies schedule in April below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Equitable Life

Insurance

Weekly Business Builder Series – Join this webinar to learn more about Equitable’s EZ Complete E-app.

​

Topic: Equitable Life’s EZ Complete E-APP

When: 8:00am PST on April 19, 2022

Register in advance for this webinar: Webinar Registration – Zoom

You may also register for all the sessions from Equitable in Q2 2022 in advance: https://lu.ma/u/usr-HkcAPtJyeNfv7fZ

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

iA

Investment

Watch a market analysis on the recent rate hike by the Bank of Canada by iA Chief Strategist, Sébastien McMahon, here to see how it may affect you and your clients.

Contact Hilda Ng at 778-873-1254 or hilda.ng@ia.ca if you have any question.

National Bank

National Bank is making regulatory changes on their privacy policy amongst other things and your clients may receive correspondence directly from the bank. See attached for details.

Contact Lin Scheller at 514-412-2499 or lin.scheller@bnc.ca if you have any questions.

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

In-person Events Restarting

As we continue to stay cautious of COVID-19 implications, the office will be restarting in-person events, including training, focus groups and lunch and learns, and invite selected members to participate.  Some of you may have already received invitations to events this month, including:

April 19 – Canada Life Focus Group for Strategy on Asset Efficiency (earning potential income of $300,000)

April 21 – Canada Life  Focus Group for Strategy on Asset Efficiency (earning potential income of $1 million)

April 25 – Lunch & Learn with Manulife Term Insurance and Vitality

Next month’s in-person event schedule includes:

Boot Camp

iA 101 Lunch & learn

B2B ACP Strategy Focus Group

Stay tuned for more details or contact Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

In-person attendees are reminded to continue to adhere to office protocols of managing COVID-19 risks, including to not visit the office when unwell.  Feel free to ask Administration should you have any question.

May & June Campaigns – Additional $8,000 bonus!

Get ready for these big-ticket new business campaigns to promote life and critical illness business in May and June.

March & April Campaigns – $54,000 up for grabs!

3 more weeks to go for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Training (Internal training sessions qualify for campaign)

Special note on CE credits:  License renewal is around the corner and it is the licensees’ own obligation to ensure enough CE credits have been accumulated by keeping a good record themselves. Trainings with CE credits will be detailed in their topic.  Members are also welcome to participate in other webinars highlighted in the Carriers’ Updates section below to obtain more CE credits. Individual carriers’ website such as Canada Life and Manulife have their own CE Training Centre as well.  Feel free to ask Administration if you have any question.

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Time & Date: 11:00am PST, Wednesday, April 13

RRSP Meltdown / Investment Amount: $1 million Investment – MDRT Mentor Simon Mok (Cantonese)

Click here to join the meeting

Upcoming Case Studies (30 mins sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the case studies schedule in April below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Insurance

Insurance Live! – Raman Srivastava (Global Chief Investment Officer) and Ryan Marcy (Vice-President) will provide a participating account and market update.

Click here for full details.

The event will begin at 10:00am PST on April 28 – register today! *CE credits pending approval.

2022 federal budget analysis

The federal government released the 2022 Federal Budget on April 7. Canada Life’s experts have reviewed the newly released proposals to provide you with insightful analysis and commentary. See Canada Life’s commentary on the changes that could affect you, your clients or your business here.

Contact Carol Ng at 604-377-7203 or carol.ng@canadalife.com or Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com if you have any question.

Equitable Life

Insurance

Weekly Business Builder Series – Leading Critical Illness insurance advisors, Keith Leech and Kelly Ganter, with 35 years of insurance experience will share more on CI sales.

Topic: Expert Advice on Navigating CI Sales – Overview & History of Critical Illness Insurance – 1.00 CE credit

When: 9:00am PST on April 12, 2022

Register in advance for this webinar:

https://equitable-ca.zoom.us/webinar/register/WN_2W4O21r7R56kGaOKPUn_Lw

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

Manulife
Investment

Manulife has released their Q2 chartbook. Notable changes include an increase in equity allocation by 5%, taken from the high yield bond position.

Contact Stefan Goddard at 778-954-9685 or stefan_goddard@manulife.ca if you have any question.

Sun Life
Insurance
Sun Life’s eApp has been enhanced!  You can use the new reflexive questionnaire to answer questions in the non-medical questionnaire (COVID-19 questionnaire included) for better customer experience.

In addition, a pre-approval feature has been added to present the likely outcome of an application in select cases, pending final review.

To qualify for this pre-approval, the following guidelines apply:

Contact Renee Ho at 604-657-9251 or renee.ho@sunlife.com or June Wang at 604-895-5413 or june.wang@sunlife.com or Advisor Experience Team if you have any questions.

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

March & April Campaigns – $54,000 up for grabs!

Less than a month ahead for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Trainings (Internal training sessions qualify for campaign)

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (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:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, April 6

Risk Calculation and Wealth Building with ACP (Case Size: FYC50,000 and $1,000,000 Investment) – COT Amanda Ngan

COT Amanda will share her recent real case helping a couple to address their problems and provide solutions for their insurance needs and the way to create wealth. Please click the below link for the training.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, April 8

Positioning Strength – Canada Life’s Par in a competitive environment – CL Carol Ng (Pending)

Click here to join the meeting

Upcoming Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the case studies schedule in April below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Investment

Canada Life Win with Wealth in 2022 – Get an Extra 1 Bps of your AUM

By generating net sales of 5% of your January 1, 2022 assets under management (AUM), minimum $500,000, you could receive an extra 1 bps of your December 31, 2022 AUM.  Check out the attached PDF (CL Win with Wealth in 2022) and the Q&A for more information on qualifications & rules.

Contact Richard Chen at (604)338-6416 or richard.chen@canadalife.com or Jessica Leung at (604)331-2420 or jessica.leung@canadalife.com if you have any question.

Desjardins

One of Way’s Top Training Members, TOT Amy Tong, and her team have been invited to present at Desjardin’s national Vodcasts on estate planning and growing client base.

Topic: Discovery Series: 5 Dimensions to Prospect the Perfect Client
Time & Date: 10:00am PST, Tuesday, April 5, 2022
Register in advance for the event: https://event.on24.com/eventRegistration/EventLobbyServletV2?target=reg20V2.jsp&eventid=3648465&sessionid=1&key=A93E9E62899A5BD66D377F264FA76A8B&groupId=3597750&partnerref=PRAIRIES&sourcepage=register

Contact Bailey Bews-Luykx at (604)346-5600 or bailey.bews-luykx@dfs.ca if you have any question.

Dynacare

Lindsay elaborated a detailed medical underwriting preparation for advisors last Friday. See her training presentation from the attached PDF (DynaCare – Medical Underwriting Preparation April 1) for details.  You can click here for more information.
Contact Lindsay at 236-668-7353 or BealL@dynacare.ca if you have any question.

Equitable Life

Insurance

$10,000 Step Up Campaign

Win an extra $10,000 with your Equitable business this year!

Place at least FYC20,000 more than your business amount in 2021 and four insurance cases to win.

Read attached PDF file (EQ Step Up Your Sales 2022) for more details.

Upcoming Webinar

Topic: Equitable Spring Updates with Donna Carbell & Dean Erickson

Time & Date: 9:00 am PST, Wednesday, April 5, 2022

Description: Join the session to know more about current projects, industry best practices and insight on the trending health of Canadians.

Register in advance for this webinar:

https://equitable-ca.zoom.us/webinar/register/WN_8Dh2TfRVTh6LNhUUNIjChw

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

Manulife

Insurance

New Grow For It Campaign by Manulife – Win up to two iPad Airs this year

You will get an iPad Air when you:

• Settle 10 or more life or living benefits policies in 2022 or

• Sell 5 or more health and dental policies with an effective date in 2022

If you achieve both policy count requirements, you will receive two iPads!  Read attached PDF file (ML Grow For It 2022 Poster) for more details.

Contact Chris Chang at (604)355-4879 or chris_chang@manulife.com or Cherry Xiang at (604)678-1558 or Cherry_Xiang@manulife.ca if you have any question.

Sun Life
Insurance
Help clients prepare for their future by managing the increasing cost of care during retirement

In order to help clients prepare for their future, you can review updated cost of care reports with them for their awareness of care options as well as introduce Sun Retirement Health Assist.

Click here for more details. The reports are available by clicking Sun Retirement Assist landing page. Look under Additional Reference – Cost of care by province.

Contact Renee Ho at (604)657-9251 or renee.ho@sunlife.com or June Wang at (604)895-5413 or june.wang@sunlife.com if you have any questions.

TuGo
Insurance
Application Changes for Visitors to Canada Insurance Effective April 6, 2022
A new $500,000 sum insured amount will be added and effective April 6.
Coverage Agreement
An enhancement to the Coverage Agreement have been made to make the sales process easier:

Application filling will be simplified, e.g. only travellers who have departed their home countries will need to answer the questions in the Coverage Agreement in Partner Express, which would be exempted for those who are still in their home countries.

Contact Helene Desjardins at 800-697-7520 ext. 3501 or hdes@tugo.com if you have any questions.

News from Insurance Council of British Columbia

Annual Licence Renewal Opened April 1

Please note that the process of annual licence renewal opened on April 1. You must complete the annual licence renewal to maintain your licence for the following year. The deadline to renew is June 1, 2022. Click here to know more details.

The Council had launched instruction webinar on March 24. Those who missed this webinar may click Watch video for the recorded sessions.

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Reminder on E&O Renewal

Many members are timely in renewing their E&O and uploading their new certificate on Apexa.

For those who are using BFL Canada Life Agents E&O Insurance, the annual renewal is to be completed by April 1.  Here are the steps to assist you with the process using its new portal:

1. Access the portal here: https://digital.bflcanada.ca/en/agents/
2. Click the button “Renewing clients: click here to create your account and begin the application process”
3. Click “Sign up now” on the left hand side of the page if you haven’t already created an account for the new portal
4. Create an account
5. Once logged in, click on “Renewing clients: start your application here”

Remember to update your Apexa profile after your renewal.  Ask admin@www.wayfinancial.ca if you have any question.

Upcoming High Net Worth In-Person Client Lecture

Please be informed that all spots for the High Net Worth In-Person Client Lecture have been reserved and members who have successfully gotten a ticket have been informed directly.  For those who did not manage to get a ticket, feel free to view the event online with your clients via the live broadcast on YouTube.  Clients with tickets to attend in-person will be given the opportunity for consultation with the speakers.

Date: Saturday, April 2, 2022
Language: English
Time: 1:55 pm PST 
YouTube link: https://youtu.be/4vGELDAzt3E

Please note that the above event is mainly conducted in English.

And here is the registration link for the online live broadcast: http://sv.mikecrm.com/HiilkgP

Ask admin@www.wayfinancial.ca if you have any question.

March & April Campaigns – $54,000 up for grabs!

About one more month to go for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Trainings (Internal training sessions qualify for campaign)

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (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:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, March 30

How a TEP can help advisor do business with Asian market – TEP Joseph Lin (Mandarin Session)

TEP Joseph will demonstrate a real case with his expertise on Asian market and teach you how to do business in an efficient way.

Please be informed the training will be conducted in Mandarin and via Zoom Meeting. Please contact Administration if you experience any issue logging on.

https://us02web.zoom.us/j/87012813204?pwd=ektKRmJwcitJY3JValRvcmVTcTJtQT09

Meeting ID：870 1281 3204
Password：168168

Time & Date: 11:00am PST, Friday, April 1

Medical Underwriting Preparation – Dynacare Lindsay Beal (1 CE Credit)

Dynacare Lindsay will teach you the best practices of completing an application for an underwriter to review as well as preparing clients for a paramedical exam. Meanwhile, she will give an overview of the ordering system and demo the registration during the training.

Click here to join the meeting

Upcoming Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the case studies schedule in April below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Investment

Upcoming Changes to Canada Life Segregated Funds

Click the below landing pages for more details on the changes.  Advisors will receive an alert from Canada Life in April, May and June to take action. Impacted clients will be mailed a notification letter on March 24, 2022.

• Canada Life balanced funds managed by Mackenzie Investments 
• Canada Life segregated funds managed by CI Global Asset Management (CI)
• CI Balanced Income segregated fund 

You can request a list of your clients who are impacted by these changes by doing the following:
Email wealthhocommunication@canadalife.com and you’ll need to include your:
1. Name and Advisor code
2. Indicate which client impact list they are seeking
It will take approximately 3 to 5 business days to receive a client impact list.

Richard Chen and John Yanchus shared how to Identifying sales opportunities in tax returns, financial statements as well as the corporate organization charts last Friday. See their training presentation from the attached PDF (CL – Sales Opportunities From Returns and Organization Charts) for details.

Contact Richard Chen at (604)338-6416 or richard.chen@canadalife.com or Jessica Leung at (604)331-2420 or jessica.leung@canadalife.com if you have any question.

Insurance

Dial It Up Campaign – Deadline Extended to April 26

The extra $10,000 bonus campaign has extended its deadline by which you need to settle your insurance cases!  An advisor could receive an additional 33% bonus, up to $10,000, for life and living benefits insurance sales with Canada Life. Insurance applications received by March 31 and issued and placed by the newly extended date of April 26 will qualify for this special offer.

To be eligible, advisor must first make at least four insurance sales with a combined minimum total growth of $5,000 in first-year commission (FYC) over the same period in 2020/2021. After these goals have been achieved, the $5,000 and subsequent insurance sales will receive an additional 33% bonus up to a maximum of $10,000. Please read the attached PDF(CL- Dial It Up Campaign) for more detail.

Contact Carol Ng at 604-377-7203 or Carol.Ng@canadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com or Wenjia Li at 6046125105 or wenjia.li@canadalife.com if you have any questions.

Equitable Life

Insurance

Webinar Topic: Underwriting Trends – Sorin Segal, MD, FALU, FLMI, Chief Technical Underwriter

Description: Sorin will address frequently encountered topics, namely Equitable Life’s current underwriting considerations related to COVID-19, recreational & medicinal marijuana use, diabetes, as well as an overview of MIB – how it works, what it does, and what it doesn’t do.

Time & Date: 9:00 am PST, Tuesday, March 29, 2022
Register in advance for this webinar: https://equitable-ca.zoom.us/webinar/register/WN_PS3UwFjyR9avoyfutGEr7A

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

Manulife
Investment
A copy of the 2022 Andex Chart (ML – 2022 Manulife Andex Chart) is attached for your reference and use.

Contact Stefan Goddard at (778)954-9685 or stefan_goddard@manulife.ca, or Nathan Ma at (604)664-8041 or nathan_ma@manulife.com if you have any question.

RBCI
Investment
Review the attached market update to keep posted on impacts of the war in Ukraine and the economy forecast (RBC – One Minute Market Update-Spring-2022).

Also attached is the latest fund recommendations by RBCI (RBCI – Top Fund Picks April 2022).

Contact Mike Jackson at (604)363-7583 or mike.jackson@rbc.com, or Jeffery Ng at 236-333-1621 or jeffery.ng@rbc.com if you have any question.

Holiday Notice

Please note that our office will be closed on:

Friday, April 15, 2022 (Good Friday)

Regular operations will resume on:

Monday, April 18, 2022           

Best regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.