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.

Upcoming High Net Worth In-Person Client Lecture

As we move out of COVID restrictions, our first in-person client event is a highly anticipated one for clients with assets of $10+ million.  Many clients believe in the benefits and importance of estate planning, but they do not know where to find resourceful advice.  Even if they had money, they may not have the connections to get proper and effective service.

Date: Saturday, April 2, 2022

Language: English

Time: 2:00 pm PST

Speakers:

Mr. Nick Smith

Founding principal of Legacy Tax + Trust Lawyers

30+ years, focused on federal, provincial and international tax and estate planning.

Mr. Tim Lau

CEA CFP CLU 10+ TOT

The only tax and financial planner who holds all 4 of the above titles in Canada.

Regular consultation fee schedules of Mr. Nick Smith and Mr. Tim Lau are $900/hour.

Admission Requirement: Client to have $10 million plus in assets

Tickets: $300/admission (Member pays $150/admission, Way will sponsor $150/admission)

Capacity: Only 8 clients can be accommodated, on a first come first served basis

Time & Date: 2 to 3:30pm, April 2, 2022

Venue: Boardroom, Legacy Tax + Trust Lawyers, 777 Dunsmuir St #1300, Vancouver

Attached is more information on Legacy Tax + Trust Lawyers as well as on Mr. Nick Smith himself.  To register, please reply to this email with the following information to admin@www.wayfinancial.ca by today, March 21, 2022.

Member’s name:

Number of tickets:

Members successful in getting a ticket will be given further details on payment and event arrangements.

Leverage Way’s unique modern values delivered to you to help you stand out to your clients!

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

Compliance Update

Starting from April 16, all paper forms of Compliance documents, Applications, etc will not be returned to advisors’ mailboxes after processing. They will continue to be uploaded to Virtgate and paper documents will be shredded after processing by the processing team.

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

New Office Capacity Full – Get Your Spot on the Waitlist Now

Send your request to account@www.wayfinancial.ca to get your name on the waitlist.  Also feel free to ask Accounting for rates and other details.

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

The Asset Creation Plan (ACP) and Connection campaigns with the maximum reward of $54,000 have started for the months of March and April!  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 23

Risk Management: Shared Ownership Dividends (SOD) / FYC33,000 – MDRT Holly Miao

MDRT Holly Miao will share a case on SOD strategy that helps her client to effectively use corporate earnings in corporate wealth planning. Please click the below link for the training.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, March 25

How to prospect wealth opportunities with business owners –  CL Richard Chen & CL John Yanchus

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 February 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

Prestige Advisor Program 2022 – get your own dedicated Underwriter and Case Manager

To qualify, an advisor must settle either:

1. A minimum of 15 policies and $75,000>  NAFYC; OR
2. A minimum of 5 policies and $150,000>  NAFYC;

In addition to this production criteria, an advisor must receive approval from Equitable Life’s Compliance/Market Conduct Department.

Webinar Topic: Levelize the Tax on your Fixed Income Investments with Participating Whole Life – EQ Tony Zhang (0.5 Credit)

Time & Date: 9 am PST, Tuesday, Mar 22
Register in advance for this webinar: https://equitable-ca.zoom.us/webinar/register/WN_3HBSdHY3REOJnOaL0bVkyg

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

iA
investment
In line with investment business submissions, iA Diploma can now be submitted using FundServ code, making it more efficient and easy for advisors to track the account on VirtGate as well as have commissions paid out faster.

Contact Hilda Ng at (778)873-1254 or hilda.ng@ia.ca , or Barbra Vuan at (604)737-9245 or barbra.vuan@ia.ca if you have any question.

Best Regards,

Administration Department

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

Way Financial Inc. 

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 Office Guidelines in Managing COVID-19

While everyone is glad to hear that COVID-19 is seemingly subsiding, the office remains prudent in managing the risk and safe-guarding the health and safety of our members while using innovative ways to help everyone generate more business and revenue.  Please be reminded of the safety protocols in place.

In visiting the office, everyone including those who have been vaccinated should continue to maintain a high level of personal hygiene and be mindful of the following when you enter the premise:

• Sanitize your hands and put on a face mask;
• Keep social distance when communicating with each other in person; and
• Ask your visitors to do the same above.

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:

• Fever
• Chills
• Cough
• Shortness of breath
• Loss of sense of smell or taste
• Diarrhea
• Nausea and vomiting

Routine disinfection of the office will continue.

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

The Asset Creation Plan (ACP) and Connection campaigns with the maximum reward of $54,000 have started for the months of March and April!  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 Client Events

20 Taxman Secret: Principal Home Deduction & 5 Misunderstanding of Foreign Assets Reporting (Cantonese session only)

Date: Saturday, March 19, 2022

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/1Mwu4ZAcQZo

Check out the posters below for broadcasting to your clients.

Please note that the above event is only available for Cantonese session.

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

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

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 16

Annual Compliance Update (Mandatory) and More New Resources for Members’ Use – EPC Stephen Lai

EPC Stephen Lai will be providing you with an annual compliance update while new resources for Members’ use will also be shared.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, March 18

Insurance As An Alternative Asset Class- Specialized Lending With Manulife PAR – ML Chris Chang

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 February 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 My Term™ Insurance: Four-week product marketing campaign for Chinese client

The campaign would be started from Mar 7 to Apr 4 with digital marketing resources in both traditional and simplified Chinese. You can use these materials to easily share and connect with clients. Check out the attached PDF : CL- Canada Like My Term (Simplified Chinese) & CL- Canada Like My Term (Traditional  Chinese) for more information.

SimpleProtect dashboard cleanup is coming soon

All incomplete and unsubmitted applications will be deleted soon, please delete or submit your applications now to prepare for upcoming system enhancements.
Watch clip here to know more about the process. More details on timing will be provided on the SimpleProtect dashboard once it is available.

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: Evolution of the Corporate Insurance Sale – Chris Thompson, Advanced Case Consultant (1.0 CE credit)
Time & Date: 9 am PST, Tuesday, Mar 15
Register in advance for this webinar: https://equitable-ca.zoom.us/webinar/register/WN_vNGw9n9JS3yg_9bzed4Oow
After registering, you will receive a confirmation email containing information about joining the webinar.

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

iA

Insurance

Register to hear from large case specialist Ross Cook in utilizing strategies like IRP and IFA by https://us02web.zoom.us/webinar/register/WN_OmjSw1OjQq2ovlES8GY3jw

Time & Date: 9:30 am PST, Thursday, Mar 24

Marketing materials available in Chinese

iA has published 26 documents in Chinese in the Document Centre.  Click here to see available documents.

Contact Rishu Bains at (604)354-2711 or rishu.bains@ia.ca , or Vanora McLay at 604-737-9170 or vanora.mclay@ia.ca , or Laeya Kim at 778-686-8945 or laeya.kim@ia.ca , or Alfredson Tolentino at 844-744-4282 ext. 403206 or fredson.tolentino@ia.ca if you have any question.

Sun Life
Insurance
Congratulations to members who have qualified for Sun Life’s Premier Strategic Partner Program (FYC250,000+/year), get supported by a dedicated case manager, underwriter and even a hotline, amongst other benefits.  For others who want to get into the program, qualifications start at FYC50,000 for Partner status.  Click here for more information.

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.

Best Regards,

Administration Department

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

Way Financial Inc. 

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 have started – $54,000 up for grabs!

The Asset Creation Plan (ACP) and Connection campaigns with the maximum reward of $54,000 have started for the months of March and April!  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.

Way New Members Boot Camp – helps you double your income and/or achieve MDRT!

The next New Members Boot Camp has started today.  Members are welcome to join individual classes through registering with Administration (admin@www.wayfinancial.ca) based on their needs. 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.

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 9

Investment Planning / Strategy: RRSP Meltdown / Investment Amount: 1 million – MDRT Mentor Simon Mok

MDRT Mentor Simon Mok will teach you how to turn $250,000 into a 1 million investment. Attend the session by clicking the link below.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, March 11

Canada Life Term enhancements and Updates – CL Carol Ng

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 February 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

Special Webinar: Elevate your business with Canada Life: 3 opportunities top advisors are implementing in 2022

Description: Hugh Moncrieff will kick off this session by introducing Kelley Keehn who’ll moderate a panel of top advisors that will discuss three opportunities in 2022. The session would be included three key topics including Inter-generational and inter-spousal wealth transfer, leveraging social media to attract the next generation of clients, as well as staying ahead by implementing tech into your business.
Time & Date: 10 am – 11 am PST, Wednesday, March 30
Register in advance for this webinar: https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:QS!10100&ShowUUID=02536E73-8636-449D-B4C0-5DB335471BC2&AffiliateData=Februarylaunchstandalone

Open your illustration software today for an automatic update

You can download the new version of ConcourseTM v4.7 Illustration software with AutoUpdater by opening your illustration software. AutoUpdater automatically detects updates and prompts you to install the most current version. After updated the new version, you would see the new term rates, new term conversion with reset feature, accelerated life underwriting enhancements as well as new Canada Life My Term marketing materials.

Click here to know more details.

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.

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 Floria Song at (604)331-2420 or floria.song@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.

EQ Monica had elaborated two module of  path to success about critical illness last Friday. See her training presentation from last Friday attached (EQ – Module 1 – Overview of CI 220304 & EQ – Module 2 – Overcoming objections Combined 220304) for details.

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) and refer to the poster below 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
Did you know that there is a permanent life product with the Return of Premium upon Death?  Check out the attachment (SL – ReTHINK Sun Permanent Life) and book a case study with SL Renee Ho on Wednesday (date & time) to learn how to apply it and help your clients immediately!

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.

News from Insurance Council of British Columbia

Updated Rebating Guidelines Issued
The Insurance Council of BC has updated guidelines for licensees engaging in the practice of rebating. It applies to all general, life and/or accident & sickness insurance licensees and effective immediately.
An overview of licensee requirements related to the new guidelines is attached (ICBC – Rebating Guidelines).

Click here to read the notice for more information.

Best Regards,

Administration Department

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

Way Financial Inc. 

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.

Marketing Posters for Equitable Life 15% Discount Term Promotion (October)

To help members generate more interest from clients and to leverage the 15% discount from Equitable Life Term Promotion, a generic poster template has been designed for your use so you would not see any logos, including Way’s, on it – personalize it by adding your own logo and contact information. The wording is also intended to push for immediate action so you will get a poster template for the months of October, November and December.  All business must be received by Equitable by December 31, 2021.

Check out and utilize the attached and below posters for October:

RBC $2000 PAC Campaign – October  

Last week to go for the $2000 RBC PAC Campaign. Attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign.  See more details below.

Way New Members Boot Camp – helps you double your income and/or achieve MDRT!

The next series of New Members Boot Camp will start Monday, November 1.  New members will receive an invitation to attend the whole camp, while experienced members are welcome to join individual classes through registering with Administration (admin@www.wayfinancial.ca) based on their needs. Live sessions will be hosted for attendance of 8 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.  RSVP by Wednesday, October 27, to register a spot in one or all of the classes.

Upcoming Virtual Trainings

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, Oct 27

CPA Tax Tips: Understand Tax Issue of Life Insurance Policy – CPA Joanne Ma

Utilize the tax tips of Life Insurance Policy learned from CPA Joanne to provide your clients your professional knowledge & service.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

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

myHSA Demo – Kirsten Carr

Come and learn from myHSA’s Kirsten Carr on the system and the plans of myHSA.

Join Zoom Meeting

https://us02web.zoom.us/j/8933353404

Meeting ID: 893 335 3404

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 1:00-3:00pm PST, Wednesday, Oct 27

1-on-1 Case Studies with RBC Mike Jackson

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  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

Carriers’ Updates

Assumption Life

Insurance

Final Experience Sales Tool – Funeral Planner  

Preparing their final expenses can be overwhelming for clients. This funeral planner is a roadmap for your clients, allowing them to document their final wishes for their loved ones. Download the funeral planner, click here! For more client friendly Final Expense tools, click here!

Contact Mohammed (Mo) Saiepour at 403-542-5209 or mo.saiepour@assomption.ca if you have any question.

Canada Life

Insurance

Learn how to be at the forefront of the industry by incorporating mental health strategies into your clients’ financial plans – watch now!

At this month’s Elevate your business with Canada Life hosted by Brad Fedorchuk, keynote speakers, Ian Hull and Adam Wiseman discussed how to incorporate mental health strategies into your high-net-worth client’s plans and enhance the value of your advice. Watch a recording of the session, if you missed this session.

Be the first to experience My Canada Life, the new client site.  If you have an individual Canada Life policy, you can register to try My Canada Life and see the client experience before it is launched.

Register here for the My Canada Life pilot by October 29.

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com  if you have any question.

iA Financial

Insurance

iA Financial Group issues the addition of the Wealth version to its iA Participating Life Insurance (iA PAR) product. PAR Wealth software is now available to update and submit applications. To know details of the iA PAR Fund & key details on our investment strategy, please refer to attached presentation materials shared by Rishu, or read from the website.

A few highlights of Par Wealth are:

• The ADO and Base par amounts focus on strong comparable early cash value
• IA’s Par is competitively priced so it gives you a higher initial purchasing power of the death benefit
• Strong hold on dividend rate of 5.75%
• Client – Flexible Dividend change options available each policy anniversary year without medicals
• Client – Flexible ADO stop and go payments without medicals

Contact Rishu Bains at 604-354-2711 or rishu.bains@ia.ca or or Michelle Kwan at 604-737-9154 or Michelle.Kwan@ia.ca if you have any question.

Holiday Notice

Please note that our office will be closed on:

Thursday, November 11, 2021 (Remembrance Day)

Normal operations will resume on:

Friday, November 12, 2021   

Tuesday, December 21 (Winter Solstice, closes at 1:30pm) 

Normal operations will resume on:

Wednesday, December 22, 2021           

Friday, December 24 (Christmas Eve, closes at 1:30pm)

Normal operations will resume on:

Monday, December 27, 2021            

Friday, December 31 (New Year’s Eve, closes at 1:30pm)

Normal operations will resume on:

Monday, January 3, 2022            

Thank you!

Best Regards,

Administration Department

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

Way Financial Inc. 

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.

RBC $2000 PAC Campaign – October  

Two weeks to go!  Get the $2000 bonus for signing up the RBC PAC Campaign. Attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign. See more details below.

Connection Profits Campaign – November

Next month, the $50,000 Connection Campaign will be back!  Get ready to generate more advanced bonus!

WeChat Groups with Carriers

Feel free to join the latest WeChat Group with Carriers, hosted by Canada Life Investment’s Richard Chen and Floria Song, exclusively for Way members.

Scan below QR code to join this WeChat Group.

And here are the QR codes for the one hosted by RBC Investment and iA Insurance:

Upcoming Virtual Trainings

Please reminder 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: 8:30am PST, Tuesday, October 19

Advocis: Practice Development Series: Module 11B – Communication (Mentor Input)

Come join Advocis training to gain skills and knowledge to further your development and ensure success in the industry.

Click here to join the meeting

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

Compliance Update – Stephen Lai

Stephen will teach you to use Apexa to efficiently meet the annual attestation requirement and the importance of keeping client notes.

Click here to join the meeting

Live Q&A Prize Contest:

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

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

IA Par Wealth (NEW) 101 – IA Rishu Bains

iA is launching its Wealth Par and more details will be presented at the training.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 1:00-3:00pm PST, Wednesday, Oct 20

1-on-1 Case Studies with  iA Hilda Ng

Time & Date: 1:00-3:00pm PST, Friday, Oct 22

1-on-1 Case Studies with iA Rishu Bains

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  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

Carriers’ Updates

Assumption Life

Insurance

Assumption Life offers an IMMEDIATE COVERAGE solution for these common conditions:

• Cancer
• Insulin-dependent diabetes
• Stroke
• High blood pressure

To learn more about the immediate solutions your client could be eligible for, please click here.

Contact Mohammed (Mo) Saiepour at mo.saiepour@assomption.ca or 403-542-5209 if you have any question.

Canada Life

Investment

Demystifying ESG: Does ESG investing drive better performance?

Environmental, social and governance (ESG) investment strategies are often marketed with claims that they can outperform in terms of risk-adjusted returns. At 10:30 am (PST) on November 3, a new webinar that hosted by J.P. Morgan’s Jack Manley, Vice President, Global Market Strategist and Canada Life’s Ian Filderman, Vice President, Product Development, Wealth Solutions, will help you understand, identify and manage ESG risk in your clients’ investment portfolios. To register, please click here.

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or floria.song@canadalife.com if you have any question

iA Financial

Insurance

Two living benefits administrative updates regarding the iA disability and accident insurance products. One is the ‘Enhanced extension offer’ and the other one is ‘Reinstatement of Acci-7 PLUS contracts’. Click here to read more details.

As iA is launching is Par Wealth soon, it’s timely to review the performance of its participating account.  Read the article of the ‘Overview of the Participating Account’s Highlights as at June 30 2021’ for more details.

Contact Rishu Bains at 604-354-2711 or rishu.bains@ia.ca or or Michelle Kwan at 604-737-9154 or Michelle.Kwan@ia.ca if you have any question.

Manulife

Investment

Read the attached Capital Markets Strategy Chart Book, Recommended Segregated Fund List, and Smart ETF Segregated Funds shared by Stefan to know more about the economic and market analysis. Also, please refer attached overview of Smart ETF Segregated Funds and the available options on segregate fund contracts. The ETFs are actively managed, and are focused on picking the highest quality dividend paying stocks.

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 questions.

Sun Life

Insurance

Click here to watch the recording of the SunLife National Sales Webinar last week and a copy of the presentation.

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

Investment

Take a look at the newly launched Sun Life MFS Strategies with details attached and highlights below:

• Five available options in the Balanced, Canadian, U.S., International and Global space
• Lower fees that are very competitive in the 75/75 market segment
• $100,000 fund minimum, with $100.00 for subsequent deposits

Register for their upcoming webinar at 11am PST on October 26 here: https://kastio.com/mfs-diversified-strategies

Contact Ryan Cipolla at 604-353-0392or ryan.cipolla@sunlife.com or Brock Chatterly at 604-235-9045 or brock.chatterley@sunlife.com to run a quote or if you have any questions.

Tugo

Insurance

SOS Travel Webinar + Q&A

The news of the US land borders opening up has led to a lot of increased activity in selling travel insurance. Tugo will host a online webinar at 9:00am (PST) October 19, which will cover the advanced steps of completing a sale on our Partner Platform and live Q&A session. To register, please click here.

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

Annual Calendars Available for Members.

The annual calendars have arrived and Members can swing by the front desk to pick up a copy during office hours (9:30am-5:30pm).

Thank you!

Best Regards,

Administration Department

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

Way Financial Inc. 

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.

RBC $2000 PAC Campaign – October  

The $2000 RBC PAC Campaign is on. Attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign.  See more details below.

Claiming your campaign rewards ($2000 Business Campaigns, Carriers 101 Mini Campaigns, etc)

Members who qualified for the monthly $2000 Business Campaigns or the recent Carriers 101 session Mini Campaigns can use the attached Incentive Application to claim their rewards. For example, the latest Canada Life insurance 101 gives away an additional 10% FYC Bonus as marketing allowance for attendees who submit a case within two weeks of the class (i.e. October 14) and place it within two months (i.e. December 14).  An additional special Canada Life wireless mousepad charger will be rewarded for annual premiums of $200.

Ask Accounting at account@www.wayfinancial.ca if you have any question.

Upcoming Client Events

12 Executor Tactics – Back to Back Charity + Alter Ego Trust

Date: Saturday, October 16

Language: Mandarin 

Time: 10:55 am PST 

YouTube link:  https://youtu.be/2457NBiSCgw

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/ykF7cjoaxIY

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

The lucky draw highlighted in the poster will take place on the spot with winners announced during the event.  All clients will be eligible to participate.  Members whose clients are winners will be informed so that the members can prepare the gift and set-up a meeting to on pass it to the client as well as discuss relevant businesses.  Members who do not want their clients to participate in the lucky draw should inform Administration at least two days in advance prior to the event.

Please remind your clients to include your name as the Referring Advisor in all forms submitted so our office can distribute the relevant information to you.  For those who had clients submitted forms from the last event (on October 2) and had not yet received the data, please reach out to Administration by this month to claim the data.  Client forms without advisors’ names will be passed on to the speakers of that session to handle.

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

Upcoming Virtual Trainings

Please reminder 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, Oct 13

Concept: Risk Management and Investment Planning / Strategy: Risk Calculation and Leveraging / Case Size: 50000FYC and $500000 for Investment – TOT Carmen Ke

Come and learn from the best and have TOT Member, Carmen Ke. She will share the investment concept and strategy to help you do better on the investment cases.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

Time & Date: 11:00am PST, Friday, October 15

Market Update and Top Fund Recommendations – Manulife Stefan Goddard

Come join Stefan’s sharing about Market Update and Top Fund Recommendations to give your client better investment advices.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 12:00-1:00pm PST, Wednesday, Oct 13

1-on-1 Case Studies with TOT Carmen Ke

Time & Date: 1:00-3:00pm PST, Friday, Oct 15

1-on-1 Case Studies with B2B Danya Wang

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  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

Carriers’ Updates

Canada Life

Insurance

Elevate your business with Canada Life

Supporting clients through mental health – implications to estate planning and underwriting

Canada Life will provide you with educational and development opportunities to help you and your business grow.  An upcoming event will be at 10a.m. (PST) on Oct. 20, hosted by Brad Fedorchuk, Executive Vice-President, Group Customer, and keynote Adam Wiseman, Lead Consultant, QMHI Training and Consulting. Together, they will discuss how incorporating mental health strategies into your practice builds trust, accelerates the planning process and creates powerful client experiences.  To register, please click here.

Tailor Made Strategies

Use the Joint-LAST-to-die Term Life Insurance as tailor made strategy to better meet client expectation. Please see attached for more details.

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com  if you have any question.

Investment

Coming up on Oct. 14 in the Canada Life Portfolio Manager Connect Series: J.P. Morgan Asset Management – Global equity strategy for Canada Life Sustainable Portfolios. Tim Woodhouse, Executive Director with J.P. Morgan Asset Management (JPMAM), will explore how they are managing the global equity strategy as part of the new Canada Life Sustainable Portfolios to bring you the purpose-driven, performance-focused investment solutions. Please click here to register.

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or floria.song@canadalife.com if you have any question

Manulife

Insurance

Manulife is launching a Grow 4 It rewards program this year that gives advisors up to $10,000 in additional bonus for settling insurance cases.  Take a look at the attachment (ML 2021_Grow 4 It One-Pager_EN).

Contact Chris Chang at 604-355-4879 or chris_chang@manulife.com or Cherry Xiang at 604-678-1558 or Cherry_Xiang@manulife.ca or Jason Ma at 604-678-1558 or Jason_Ma@manulife.com  for more information.

Investment

The 2022 Tax and Estate Planning webinar is currently available to watch the video recording as well as slide deck. In the video, Speaker, Denika, highlights a few key points of the important changes in the estate planning world coming in 2022 and would be happy to take any follow up questions (feel free to email Stefan Goddard who will pass along to her). Additionally, Mike Richard reviews the seg fund landscape as well as regulatory updates coming over the next 12 months.

• Click here for the call recording (video + slides)
• Click here to access the Denika Slide Deck (2022 Tax and Estate Planning Update)

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 questions.

Sun Life

Insurance

National Sales Webinar will be host at 10am PST, this Wednesday, October 13, with topic of Exciting product updates coming this Fall. It will be presented by Mark Arruda, AVP Insurance Product Management, Sun Life. To register, please click here.

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

Best Regards,

Administration Department

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

Way Financial Inc. 

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.

RBC $2000 PAC Campaign – October  

The $2000 RBC PAC Campaign has started.  Attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign.  See more details below.

Special Carrier Sessions 101 – Sun Life Insurance (October 18)

As another resource to support members in growing their business, Way’s Training Program has launched Special Carrier Sessions 101 to help those unfamiliarized with a certain carrier’s products gain important foundational knowledge immediately.  The next session will be with Sunlife Insurance on October 18, details as below:

Date: October 18

Time: 10:00 – 11:30am

Host: Stephen Lai

Speaker: Renee Ho, Wholesaler Regional Sales Director

The 101 session will give you a crash course on Sun Life insurance products, highlighting their sweet spots as well as their Retirement Health Assist (RHA) plan for long-term care service to clients.  Wholesaler Renee Ho will also give you tips on the support for high net worth client cases. Members who are contracted with the specific carrier within the past two years or who are about to be contracted have been sent an invitation to join.  For those who have passed this timeline and would still want to join can send a request to Stephen Lai at stephen.lai@www.wayfinancial.ca by October 11 to be considered.

Upcoming Virtual Trainings

Please reminder 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, Tuesday, October 5

Advocis: Practice Development Series: Module 11A – Communication

Come join Advocis training to gain skills and knowledge to further your development and ensure success in the industry.

Click here to join the meeting

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

The Way to Achieve 2 decades of TOT Honours by Amy Tong from A.T. Financial Group

Top Member, Amy Tong, with 33-years MDRT member with 19 TOT honours, will share her secrets in how she has built her business legacy. Come prepared with questions as she embraces Way’s culture of resource sharing and is willing to share tips in growing your business.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

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

Tailor Made Life Insurance Strategies by Canada Life Carol Ng

Carol will let you know the strategies of tailor made life insurance, which will help you better meet your clients’ expectation.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 1:00-3:00pm PST, Friday, October 8

1-on-1 Case Studies with Canada Life Carol Ng

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  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

Carriers’ Updates

Canada Life

Insurance

Fall Canada Life Day on October 28

Canada Life Day will be taken place on Oct. 28, which is a half-day virtual event hosted by Jim Brownlee, Vice-President, MGA Partnerships and Mark Foris, Vice-President, National Account Partnerships.

View a complete agenda and register here.

Register in English

Register in Mandarin

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com  if you have any question.

Equitable Life

insurance

For a limited time, Equitable Life® is offering a 15% reduction on first year standalone Term Insurance premiums.

Available for standalone Term plans from September 7, 2021 to December 31, 2021.  More details about this promotion, please click here .

See the attached information about term life insurance.

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

iA Financial Group

Insurance

Discover the enhanced iA Par offer and the new Wealth version of its participating life insurance product to meet the high expectations of your wealthier clients.

To hear the announcement at 10am PST on October 19 and learn about the benefits offered, register click here

Contact Rishu Bains at 604-354-2711 or Rishu.Bains@ia.ca if you have any question.

Park Georgia Insurance – General Insurance Referral System

Many members have already signed up for the General Insurance Referral System where all of the highest referral fees are passed to members directly from Park Georgia, the largest chain in general insurance agency in the Asian market (you can see their locations in the attached PGI Brochure and use it for your clients).  This partnership is set-up by Way so Members have a systematic way to expand clientele and receive reliable support in providing general insurance service to clients, which will in turn grow your financial services business.

Send contracting@www.wayfinancial.ca your attached PGI Referral Sign-Up form to start leveraging this resource.

When you have referrals, please send them to Brandon Hui of Park Georgia Insurance Agencies at brandonhui@pgins.com or at (604)688-2323.  Feel free to also ask Brandon if you have any question on services available.

Holiday Notice

Please note that our office will be closed on:

Monday, October 11, 2021  (Thanksgiving)

Normal operations will resume on:

Tuesday, October 12, 2021   

Thursday, November 11, 2021 (Remembrance Day)

Normal operations will resume on:

Friday, November 12, 2021   

Best Regards,

Administration Department

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

Way Financial Inc. 

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 Top Member Trainer Series – bringing you another Heavyweight Trainer

We are pleased to invite you to learn from another Top Member, Amy Tong, 33-years MDRT member with 19 TOT honours.  Amy has been invited to speak at the Annual TOT Meeting next month and she will be giving her talk to our members first on Wednesday, October 6.  Join us in hearing Amy’s secrets in how she has built her business legacy, and come prepared with questions as she embraces Way’s culture of resource sharing and is willing to share tips in growing your business.

RBC $2000 PAC Campaign – October  

The $2000 RBC PAC Campaign will start this Friday.  Attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign.  See more details below.

ACP $2000 Campaign – September

Last weeks to go for the ACP $2000 campaign – attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign.  See more details below.

Upcoming Client Events

Real Estate & Corporation Tax Strategies 

Date: Saturday, October 2

Language: Mandarin 

Time: 10:55 am PST 

Zoom link:  https://zoom.us/j/94184868672

Language: Cantonese 

Time: 1:55 pm PST

Zoom link:  https://zoom.us/j/94184868672

And here is the registration link: http://sv.mikecrm.com/4hYLfkZ

Please remind your clients to include your name as the Referring Advisor in all forms submitted so our office can distribute the relevant information to you.  For those who had clients submitted forms from the last event (on August 19) and had not yet received the data, please reach out to Administration by this month to claim the data.  Client forms without advisors’ names will be passed on to the speakers of that session to handle.

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

Upcoming Virtual Trainings

Please reminder 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, September 29

How to Use General Insurance Refer System to Grow Your Financial Services Business by Park Georgia VP Brandon Hui

Come join the training from Brandon Hui on using the general insurance referral system to grow your financial services business.

Click here to join the meeting

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

Term Insurance – Insurance as Flexible as Life by Equitable Life Monica Zhang

Hear how to utilize term insurance to grow your overall insurance business.  This is a CE accredited course.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 1:00-3:00pm PST, Friday, September 24

1-on-1 Case Studies with EQ Monica Zhang

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  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

Carriers’ Updates

Canada Life

Investment

Come join fully interactive event featuring globally-respected economist, Dr. Mohamed EI-Erian, with special remarks from Jeff Macoun, President and Chief Operating Officer,  Canada Life and more at Canada Life Investment Live! on Sep. 29 at 10am (PST). Click here to register now.

Further to Richard Chen’s presentation on Canada Life sustainable investment portfolios, click here to learn more.  Also attached is his presentation file: CL Sustainable Portfolios vMGA.pdf

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or floria.song@canadalife.com if you have any question.

National Bank

Did you know about National Bank’s current rate promotion?  For investment loan amounts $100K or more, the rate will be P + 0.25%.  Amounts under $100K will be P + 1%.

Contact Lin Scheller at (866) 552-0559 |extension # 20948 or Lin.Scheller@bnc.ca if you have any problem.

RBC

Investment

One of the main topics of conversation in the global markets this week has been surrounding the Evergrande situation in China and what will the impact or ramification be to the global market as this situation continues to play out. Chinese corporations having large amounts of leverage have become a concern to the Chinese government which is why they have begun placing limits and putting in place various other regulations to curb excessive leverage – this has led to the difficulty now facing Evergrande and likely other firms in similar situations in the future.

RBC GAM’s Emerging Markets Team put together the attached commentary on the situation. While it may pose challenges in the short-term, GAM feels that it does not change their overall outlook on China.

Contact Mike Jackson at 604-699-2345 or mike.jackson@rbc.com or Sara Ho at 236-838-4334 or sara.ho@rbc.com if you have any question.

Industry Updates

Insurance Council of British Columbia

The Insurance Council will be offering a continuing education webinar for life and/or accident & sickness insurance agents with details below:

Time: 9:30-10:30am PST

Date: Thursday, October 21

Content:

• Life agent definitions and expectations
• Life and accident & sickness professional responsibilities and conduct
• Continuing education and errors and omissions (E&O) requirements
• Licence renewal

For more info and to register, click here.

National Day for Truth and Reconciliation (September 30) – Office Closed

As a socially responsible corporation, Way remains aware of the changing trends in our community and helps our members adapt to them.  In recognizing the significance of the National Day for Truth and Reconciliation, while it is stipulated as a federal statutory holiday, Way will also embrace this meaningful stance for this inaugural year and show our solidarity in honouring the lost children and survivors of residential schools, their families and communities.

The office will be closed on this day and normal business hours will resume the next day on October 1.

For investment trade requests, please reach out to your case coordinator on the processing alternatives on this day at process@www.wayfinancial.ca.

Thank you!

Best Regards,

Administration Department

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

Way Financial Inc. 

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.

ACP $2000 Campaign – September

Less than two weeks to go for the ACP $2000 campaign – attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign.  See more details below.

RBC &2000 PAC Campaign – October  

Close to $10,000 additional bonus was given out last year for the RBC PAC campaign and it’s back again next month to give you another encouragement to utilize this systematic way to grow your business and residual income!  Attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign.  See more details below.

Special Carrier Sessions 101 – Canada Life Insurance (October 27 & 30)

As another resource to support members in growing their business, Way’s Training Program has launched Special Carrier Sessions 101 to help those unfamiliarized with a certain carrier’s products gain important foundational knowledge immediately.  The next session is with Canada Life insurance with details below:

Date: October 27 & 30

Time: 10 – 11:30am (2 sessions of 1.5 hrs each)

Host: Stephen Lai

Speaker: Carol Ng, Wholesaler Regional Sales Manager

Members who are contracted with the specific carrier within the past two years or who are about to be contracted have been sent an invitation to join.  For those who have passed this timeline and would still want to join can send a request to Stephen Lai at stephen.lai@www.wayfinancial.ca by tomorrow, September 20, to be considered.

Upcoming Virtual Trainings

Please reminder 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: 8:30am PST, Tuesday, September 21

Advocis: Practice Development Series: Module 10B – Marketing Your Practice (Mentor Input)

Come join Advocis training to gain skills and knowledge to further your development and ensure success in the industry.

Click here to join the meeting

Time & Date: 11:00am PST, Wednesday, September 22

CPA Tax Tips by CPA Joanne Ma

Utilize the CPA tips from Joanne at her training show your clients your professional knowledge & service.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

Time & Date: 11:00am PST, Friday, September 24

Sustainable Investing by Canada Life Richard Chen

Richard from Canada Life will share information about the Sustainable Investing.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 1:00-3:00pm PST, Wednesday, September 22

1-on-1 Case Studies with RBC Mike Jackson

Time & Date: 1:00-3:00pm PST, Friday, September 24

1-on-1 Case Studies with CL Richard Chen

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  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

Carriers’ Updates

Assumption Life

The new Lia Version 12.0 is now available for download.  There will be new lower rates for FlexTerm – T15, T20 and T25.

Follow the steps above or contact Mo Saiepour at 403-542-5209 or mo.saiepour@assomption.ca if you have any question.

iA

Investment

The upcoming Let’s Talk webinar is on “Quality Matters – Investing in a Growing Economy” and will be conducted in Mandarin by Benjamin Zhan, Vice President & Portfolio Manager, Global Core Investing – Dynamic Funds.  Click here to REGISTER NOW – Mandarin

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

RBC

Investment

Given that the subject of Canadian housing is such a “hot” topic these days and of course has become subject matter during the current federal election race, Robert Hogue – Senior Economist of RBC has released his Canadian Housing Update for September as attached.

Contact Mike Jackson at 604-699-2345 or mike.jackson@rbc.com or Sara Ho at 236-838-4334 or sara.ho@rbc.com if you have any question.

Happy Mid-Autumn Festival

Wish you and your families a wonderful time together for the Mid-Autumn Festival tomorrow, enjoying mooncakes and lighting lanterns.

Our office will be closed early at 1:30pm.  Normal business hours will resume on Wednesday, September 22.

Thank you!

Best Regards,

Administration Department

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

Way Financial Inc. 

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.

ACP $2000 Campaign – September

The ACP $2000 campaign is on – attend two of the Top Members’ trainings on Wednesdays to qualify for the campaign.  See more details below.

Upcoming Client Events

8 Life Long Risks – Tricky Medical System+ Shared Ownership Dividend

Date: Thursday, September 16

Language: Mandarin 

Time: 10:55 am PST 

Zoom link: https://us06web.zoom.us/j/83795072588

Language: Cantonese 

Time: 1:55 pm PST

Zoom link: https://us06web.zoom.us/j/83795072588

Check out the posters below for broadcasting to your clients.

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

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

Upcoming Virtual Trainings

Please reminder 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: 8:30am PST, Tuesday, September 14

Advocis: Practice Development Series: Module 10A – Marketing Your Practice

Come join Advocis training to gain skills and knowledge to further your development and ensure success in the industry.

Click here to join the meeting

Time & Date: 11:00am PST, Wednesday, September 15

$2,000 RBC PAC Campaign – Mike Jackson & Stephan Lai

Click here to join the meeting

Close to $10,000 additional bonus was given out last year for the RBC PAC campaign and it’s back again to give you another encouragement to utilize this systematic way to grow your business and residual income!  Learn how to become MDRT by simply doing PACs.  Stephen will give you tips on how to win the campaign next month while Mike will show you step-by-step how it is done.

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

Time & Date: 11:00am PST, Friday, September 17

Important Updates & Critical Illness + Long-Term Care Insurance, Better Together – Manulife Chris Chang

Chris from Manulife will share information about the Critical Illness and Long-Term Care Insurance.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 1:00-3:00pm PST, Wednesday, September 15

1-on-1 Case Studies with SL Renee Ho

Time & Date: 1:00-3:00pm PST, Friday, September 17

1-on-1 Case Studies with ML Chris Chang

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  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

Carriers’ Updates

iA

Insurance

The Continuous Production Bonus (CPB) program not only gives you an additional 15% in FYC bonus, but also sponsors $1000 for your continued education.  See the attached poster for more details.  So a first year qualifier can end up getting 25% of additional FYC bonus!  Also see the attached poster on CPB qualifications and rewards.  Info on the investment Business Development Bonus is also included.

Contact Rishu Bains at (604)354-2711 or rishu.bains@ia.ca or Laeya Kim at (778-686-8945) or laeya.kim@ia.ca for more details.

iA Connect shares this piece on finding prospects on LinkedIn – take a look to see if you can apply the tricks.

Sun Life

Insurance

Did you know that starting October 1, you can become the official servicing agent for clients with Sunlife policies set-up by their career agents?  You can even convert those term policies and earn commissions on them!  Read here after logging for more details: https://www.sunnet.sunlife.com/slfas/en/resources/news/2021/making-it-easier-for-clients-to-choose-their-advisor/

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

Thank you!

Best Regards,

Administration Department

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

Way Financial Inc. 

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.