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 Office Updates
Members are very enthusiastic about the new office at Paramount, Richmond Downtown and it has since been overbooked. Members who have confirmed their reservation by the previously mentioned deadline have secured their sponsorship rate of up to 70% discount. Good job on leveraging the available resources on the Way Platform effectively!
For those who now wish to go on the waitlist can still do so by e-mailing account@www.wayfinancial.ca. The standard room rate of $2200/month will apply.
As you have been informed, room selection priority is based on business volume for the second half of this year (i.e. according to first year commissions payout on both insurance and investment business placed from July to December). Should a room not be available to Members on the reservation list, their non-refundable deposit will be fully returned. This is an exciting and motivating race to see who gets to pick their Dream Room for their business development!
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.
Special Carrier Sessions 101 & Rewards for Members
As another resource to support members in growing their business, Way’s Training Program will launch Special Carrier Sessions 101 to help those unfamiliarized with a certain carrier’s products gain important foundational knowledge immediately. We organized the 101s for Manulife products last month with special rewards to help Members in attendance kick-start their Manulife business:
ML investment business – submit a case (non-reg, TFSA, RRSP, minimum $5,000 lump-sum or $500 monthly PAC) by September 13 and fund within 30 days to qualify for a special Lobster & Wagyu Lunch
ML insurance business – submit a case (life, CII, DI) by September 23 and place by November 23 to qualify for an extra 10% FYC in marketing allowance
Upcoming 101s include:
September 27 & 30 (10 to 11:30am) – Canada Life Insurance
October 4 (10 to 11:30am) – Sunlife Insurance
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.
Reminder on Office Guidelines in Managing COVID-19
In facing the fourth wave of COVID cases, the office remains prudent in managing the pandemic risk and safe-guarding the health and safety of our members while using innovative ways to help everyone generate more business and revenue. Please be reminded of the safety protocols currently undertaken.
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 a good 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
Let’s return our attention to growing business while continuing our efforts to keep this virus at bay.
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 8
Investment Planning ACP & Interest Deduction – TOT Carmen Ke
Come learn & earn at Carmen’s training on investment planning ACP & interest deduction
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 10
20 in 20 out with Canada Life Participating and CI Insurance – CL Carol Ng
Carol will let you know 20 in 20 out with Canada Life Participating and CI Insurance.
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, September 8
1-on-1 Case Studies with TOT Carmen Ke
Time & Date: 1:00-3:00pm PST, Friday, September 10
1-on-1 Case Studies with CL 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
Register for next week’s webinar at 10 am PST on September 15 on a special topic on High Income Canadian Women to see how you can tap into this up and coming market that has expanded in midst of the pandemic (with women estimated to directly control half of all personal wealth by 2026).
Host Abbie MacMillan and Professor Beatrix Dart, Director, Initiative for Women in Business, Rotman School of Business, will help you understand the opportunities in the current landscape. They’ll then be joined by Colleen Moorehead, Chief Client Officer at Osler, and Adri Miller-Heckman, Founder of femXadvisor, who’ll help you define effective strategies to attract more HNW female clients and generate more referrals. Register here: https://www.mediasynq.ca/eyb2021/Home?ref=CLSA1
Contact Carol Ng at 604-377-7203 or carol.ng@canadalife.com or Brenda Chan at 604-646-2114 or brenda.chan@canadalife.com if you have any questions.
iA
Insurance
iA now takes into account the foreign assets belonging to your clients in their underwriting process provided that the client:
- Is a Canadian citizen or permanent resident
- Requires insurance coverage in Canada
- Provides the net value of their assets in Canada
- Provides the net value of their foreign assets, if required
- Provides justification for having foreign assets, if required
Check out the attached Financial Underwriting Guidelines for more details or contact Rishu Bains at (604)354-2711 or rishu.bains@ia.ca for more details. Also attached is the Contact List for our support at iA including living benefit and investment products.
Sun Life
Insurance
Clients can now enjoy an enhanced experience when they eSign through Sun eApp or the Sun Life Investment GIF e-App. Clients will see a clear outline of the steps and actions they need to take when signing – whether on desktop or mobile.
This intuitive new interface launched on August 31. While it does not affect the overall eSign process for Clients or advisors, the new interface will no longer work on Internet Explorer. Advisors and Clients can use one of the following browsers for signing:
- Chrome (the latest version, plus the two previous versions)
- Firefox (the latest version, plus the two previous versions)
- Safari (the latest version, plus the two previous versions)
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.
Holiday Notice
Please note that our office will be closed on:
Thursday, September 30, 2021 (Truth and Reconciliation Day)
Monday, October 11, 2021 (Thanksgiving)
Normal operations will resume on:
Friday, October 1, 2021
Tuesday, October 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
Greater Vancouver Area (GVA)
2nd Floor, 8171 Ackroyd Road
Richmond, BC V6X 3K1
Greater Toronto Area (GTA)
Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8
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