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.

Critical Illness Insurance $2000 – July

Get additional bonus $2000 for signing up Critical Illness Insurance this month.

Training Attendance $50 Reward– July & August

Utilize Way’s unique training resources to close more cases with your clients.  And now, you can even earn marketing allowance dollars simply by attending training!  Attend a combination of 12 internal training, product training and 1-on-1 case studies to win the $50 Marketing Allowance Reward.

Eligible expenses include advertisement, marketing events, printing of marketing materials & client gifts.  Marketing allowance will be paid out for initiatives where the member is responsible for 50% of the expense.  Just bring your receipt to Accounting along with the attached Attendance Sheet to get $50!

Upcoming Virtual Trainings – all sessions qualify for the Training Attendance $50 Reward

Time & Date: 11:00am PST, Wednesday, July 7

Corporate Wealth Planning using CI Insurance / Shared Ownership: ROPC/D / Case Size $15,000 FYC – MDRT Amanda Ngan

Learn how client can use corporate CII as a vehicle to transfer wealth out of the corporation with tax efficiency strategy.  Amanda will show you a real client presentation to earn ~ FYC $15,000 from the case.

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, July 9

Power of Cash Value – the foundations, structure and opportunities with reduced paid up – CL Carol Ng

Join Carol’s presentation on the foundation, structure and opportunities with reduced paid-up option and know how to structure a Pick a Par product to tailor the needs for your high-net-worth client.

Click here to join the meeting

Please note 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.

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions qualify for the Training Attendance $50 Reward

Time & Date: 2-6pm PST, Wednesday, July 7

1-on-1 Case Studies with MDRT Amanda Ngan

Time & Date: 1-3pm PST, Wednesday, July 9

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

Assumption Life

AL just launched 5 two NEW simplified issue products, Platinum Protection and Golden Protection Elite.  Get up to $250,000 immediate coverage for your hard-to-insure clients without medical.  Please find the AL attachments for details.  Following this update, you will be required to download version 11 the next time you connect to the LIA application.

Contact Mohammed (Mo) Saiepour at mo.saiepour@assomption.ca or at 1506870915 for any questions.

Canada Life

Create a personalized marketing brief for your network, prospects and clients using Canada Life’s Value of Advice site here.  You can pick and choose different taglines and images while adding your own logo.  See an abridged example below:

Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203, Brenda Chan at Brenda.Chan@canadalife.com or at (604) 646-2114 or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 if you have any questions.

RBC

Investment

Attached is RBC’s July Newsletter.  It covers RBC Global Asset Management’s investment outlook for the summer, emerging market outlook, and currency outlook.

Reminder on Office Guidelines in Managing COVID-19

While government COVID guidelines have been updated, we continue to be prudent in managing the pandemic risk and safe-guarding the health and safety of our members.  Please be reminded of the safety protocols currently undertaken.

In visiting the office, everyone should continue maintaining 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; 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

Our Operations staff remain in full-day service.  Send us an e-mail for any enquiry or request you may have:

• • process@www.wayfinancial.ca (for business related matters)
  • account@www.wayfinancial.ca (for compensation related matters)
  • contracting@www.wayfinancial.ca (for contracting matters)
  • admin@www.wayfinancial.ca (for licensing, E&O and other matters)

Let’s focus our attention to growing business while staying caution in keeping COVID-19 at bay.

Holiday Notice

Please note that our office will be closed on:

Monday, August 2, 2021             (BC Day)

Normal operations will resume on:

Tuesday, August 3, 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.

Upcoming Client Events  

7 Rebound Investment Tactics #1 Dollar Cost Averaging #2 Leverage Timing

Date: Saturday, July 3

Language: Mandarin 

Time: 10:55 am PST 

Zoom link: https://zoom.us/j/93239246730

Language: Cantonese 

Time: 1:55 pm PST

Zoom link: https://zoom.us/j/98432708780

And here is the registration link: http://sv.mikecrm.com/vq0Q6sh

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

Upcoming Business Campaign – Critical Illness Insurance $2000 & NEW First Mover Bonus

Get additional bonus for signing up Critical Illness Insurance next month.  And there’s a NEW First Mover Bonus for members who respond quickly – submit your 1st CII case by the 1st weekend of July (i.e. by Sunday, July 4) and get an additional 10% of your Campaign Reward and making a possible total of $2200.

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

The next series of New Members Boot Camp will start next Monday, July 5.  New members have already received an invitation to attend the whole camp, while experienced members are welcome to join individual classes based on their needs.  See the curriculum attached.

The schedule is as follows. Existing members can register individual classes with Administration (admin@www.wayfinancial.ca)

Upcoming Virtual Trainings

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

Using the PAC strategy to Deliver Results to Clients in Midst of Market Volatility – RBC Mike Jackson

Mike will be teaching you on how using the PAC strategy to deliver results to clients in midst of Market Volatility.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, July 2

New Equimax Product Feature – EDO on Term Rider by EQ Monica Zhang

Monica will introduce you the new Equimax product feature.  Please be reminded to be online sharp at 11am to complete CE sign-in sheet.

Click here to join the meeting

Please note 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.

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

 Time & Date: 1:30-4pm PST, Friday, June 25

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

The Canada Life Portfolio Manager Connect Series: conversations, opportunities and connections webinars are available for registration.  You will learn from the portfolio managers, their expertise strategies and engage with them for questions.  Click here for registration.

Time & Date: 10-11am PST, Thursday, July 15

Putnam Investments: Canada Life US All Cap Growth Fund with portfolio managers Richard Bodzy and Gregory McCullough.

iA

Please find the attached presentation files and link below the webinar recording last Friday.

Webinar Recording https://we.tl/t-Qfp5AandqF

For iA Life Insurance enquiries, please contact Rishu Bains at rishu.bains@ia.ca or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca or (604)737-9154.

Sun Life

Please review the attached Manage Market Volatility leaflet from SL Investment training on June 18.

Contact Ryan Cipolla at Ryan.Cipolla@sunlife.com or at (604)353-0392 or Brock Chatterley at  brock.chatterley@sunlife.com or (604)235-9045 at 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.

Upcoming Business Campaign – Critical Illness Insurance $2000 & NEW First Mover Bonus

Get additional bonus for signing up Critical Illness Insurance in next month.  And there’s a NEW First Mover Bonus for members who respond quickly – submit your 1st CII case by the 1st weekend of July (i.e. by Sunday, July 4) and get an additional 10% of your Campaign Reward and making a possible total of $2200.

Idea for Client Gifts – Calendars 2022

Good planning ahead equals to good business coming. It’s the time of the year to consider ordering 2022 calendars as gifts for your clients and prospects.

Vendor CPB Marketing is offering Way Members the special rates below.  Please contact Mimi Chan directly for any question and order placement at Tel: 604-247-0888 or email the vendor at info@cbpgroup.ca. Place your order by June 30, 2021 to ensure a timely delivery for November this year.

Some highlighted options are:

1. Gold Frame craft Calendar : 100 pieces up @ $5.25 CAY-3b

http://calendaravenue.com/product.php?product=101-3L

1. Red Wood Frame Craft Calendar : 100 pieces up @ $5.95 CAY-1abcd

http://calendaravenue.com/product.php?product=101-1L

Click this link to see more options:

http://calendaravenue.com/category.php?category=1&subcategory=

Notes from Vendor: If the quantity is less than 100 pcs, the setup fee would be $38.00.  The minimum quantity is 50 pcs.

Claiming Your Campaign Rewards

Members who have already qualified for the June $2000 campaign can complete the attached Incentive Application Excel and claim your rewards with Accounting Department.  Ask your Accounting Support at account@www.wayfinancial.ca if you have any question.

Life Insurance $2000 Campaign – June (One week to go!)

One week to go for the Life Insurance $2000 Campaign.  Get additional $2000 bonus for signing up life insurance.

Upcoming Virtual Trainings

Time & Date: 11:00am PST, Wednesday, June 23

Tax Issues on Living Benefits – CPA Joanne Ma

Certified Public Accountant Joanne Ma will be teaching members how to address clients’ tax issues.  This is the last training session that qualifies for the $50 Training Attendance Reward!

Click here to join the meeting

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

Roadmap to CPB 15%+ Additional Bonus with iA – International Student Market opportunities – Rishu Bains

Rishu will teach you how to open the opportunities in international student market and show you the Roadmap to CPB’s 15%+ additional bonus.

Register in advance for this meeting:

https://www.google.com/url?q=https://us02web.zoom.us/meeting/register/tZUsc–qpjgqGNbTuDnWhMFGc9ZQuEg7ZBUA&sa=D&source=calendar&usd=2&usg=AOvVaw0pJHI-G8QBOvMW2axq0NSd

After registering, you will receive a confirmation email containing information about joining the meeting.

Training Attendance Reward ($50 Marketing Allowance):

For members who attend 4 Top Members trainings, plus two 1-on-1 Case Studies with either Top Members or Carriers (total 6) in May and June.

Please note 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.

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

Time & Date: 1-3pm PST, Tuesday, June 22

1-on-1 Case Studies with B2B Danya Wang

Time & Date: 1-3pm PST, Friday, June 23

1-on-1 Case Studies with RBC Mike Jackson

 Time & Date: 1-3pm PST, Friday, June 25

1-on-1 Case Studies with iA Jacqueline Singzon

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

The new Life Insurance Underwriting Advisor Guide is available now (See the attachment).  
Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203 or Brenda Chan at Brenda.Chan@canadalife.com or at (604) 646-2114 or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 if you have any questions.

iA

Insurance

iA has made reductions to the range of T20 and Pick-A-Term T11 to T29 term life insurance products to allow clients who need mortgage insurance to save money in response to the booming mortgage market.   Read here for more information.

For iA Life Insurance enquiries, please contact Rishu Bains at rishu.bains@ia.ca or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca or (604)737-9154.

myHSA

Check out a different way to kick-out the conversation with the clients on setting up a Health Spending Account:

Contact Tim Kane at tim@myhsasecure.com or (403)474-4544 if you have any questions.

Sun Life

Insurance

Sunlife announced a transition period for Long Term Care Insurance submissions, which will be accepted if they are signed and received by June 25.  See the attached notice for your reference.  To meet this deadline, please send your cases to Processing (process@www.wayfinancial.ca) by the new business cut-down time for same-day processing on June 25 (i.e. 9:30am PST).

There are new age and amount limits for non-medical underwriting.  Read here for details.

There is also new preferred rates for SunTerm.  Below is a summary and read here for details.

·  Preferred rates are available for ages 41+ at $250,001 and up.

·  For ages 18-40, preferred rates remain available at $1,000,001 and up.

·  Clients applying for preferred rates will need to provide labs.

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

TuGo

There are several important updates to the Traveller and Visitors to Canada policy wordings, effective June 22, 2021.  They include New Emergency Medical Insurance COVID-19 Benefit,  New COVID-19 Insurance – Unvaccinated Plan, Trip Cancellation/ Trip Interruption Insurance and some General Exclusion in Travelling.  See the attached TuGo file for details.

Contact Hélène Desjardins at hdes@tugo.com or (905)267-1724 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.

Upcoming Client Events  

11 Ways of Property Tax Coding #1 Debt Repayment #2 Retirement Enhancing #3 Legacy Building

Date: Thursday, June 17

Language: Mandarin 

Time: 10:55 am PST 

Zoom link: https://zoom.us/j/93239246730

Language: Cantonese 

Time: 1:55 pm PST

Zoom link: https://zoom.us/j/98432708780

And here is the registration link: http://sv.mikecrm.com/rvaEh0N

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

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

The next series of New Members Boot Camp will start on July 5.  New members have already received an invitation to attend the whole camp, while experienced members are welcome to join individual classes based on their needs.  See the curriculum attached.

The schedule is as follows. Experienced members can register individual classes with Administration (admin@www.wayfinancial.ca)

Life Insurance $2000 Campaign – June (Two weeks to go!)

Two weeks to go for the Life Insurance $2000 Campaign.  Get additional $2000 bonus for signing up life insurance.

Upcoming Virtual Trainings

Time & Date: 08:30am PST, Tuesday, June 15

Advocis Training: Practice Development Series Module 9A – Practice Management (Mentor Input)

Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.

Click here to join the meeting

Time & Date: 11:00am PST, Wednesday, June 16

CI Benefits Comparison – EPC Stephen Lai

EPC Stephen will give you a comparison on CI Benefits among different carriers, and the second half of the session will have iA’s Jackie Singzon, to talk about the Corporate Shared Ownership Concept.  This training session is eligible for Training Attendance Reward ($50 Marketing Allowance).

Click here to join the meeting

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

Sunlife Investments – Suitable Clientele and How to Set-up Daily PACs – SL Ryan Cipolla

Ryan Cipolla from Sunlife Investments will let you know who are suitable clients for their products and how to set-up daily PACs.

Click here to join the meeting

Training Attendance Reward ($50 Marketing Allowance):

For members who attend 4 Top Members trainings, plus two 1-on-1 Case Studies with either Top Members or Carriers (total 6) in May and June.

Please note 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.

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

Time & Date: 1-3pm PST, Wednesday, June 16

1-on-1 Case Studies with  iA Hilda Ng

Time & Date: 1-3pm PST, Friday, June 21

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

The new Duplicate Applications for Term feature which helps clients to apply for more than one Term Product at a time.  Advisors can now easily copy clients information from one term application to another.   Watch the video here to learn more.  Besides, there is a drop from a previous coverage amount of $100,000 to the minimum term coverage amount of $50,000 which can be applied via SimpleProtect. The client’s annual premium must be $500 or more.

Please see the attached presentation file to review Canada Life Carol’s training last Friday.

Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203, Brenda Chan at Brenda.Chan@canadalife.com or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 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

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.

Life Insurance $2000 Campaign – June

The Life Insurance $2000 Campaign is now on.  Get additional $2000 bonus for signing up life insurance.

Attend TOT Carmen Ke’s training on Wednesday to get tips on winning the campaign.  Attendance to this training session is part of the campaign requirement.

Upcoming Virtual Trainings

Time & Date: 08:30am PST, Tuesday, June 8

Advocis Training: Advice Delivery

Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.

Click here to join meeting

Time & Date: 11:00am PST, Wednesday, June 9

Wisely Use your Tax Money – TOT Carmen Ke

Members are asked to bring a case with you to learn from the best, TOT Member, Carmen Ke.  She will help you increase your closing rate and teach you tactics in dealing with different clienteles.  Please note that the attendance to Carmen’s training session is mandatory for the June Campaign qualification.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, May 14

Estate Preservation and Investment Protection with Critical Illness Insurance – CL Carol Ng

CL Carol will let you know that how Critical illness insurance is not only for health protection but it’s also critical to protect your client’s investment and preserve their estate.  Please click the below link for training.

Click here to join the meeting

Training Attendance Reward ($50 Marketing Allowance):

For members who attend 4 Top Members trainings, plus two 1-on-1 Case Studies with either Top Members or Carriers (total 6) in May and June.

For those members who are already qualified, you will see the Marketing Allowance vouchers in your mail boxes.  Congratulations!

Please note 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.

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

Time & Date: 12-12:30pm PST, Wednesday, June 9

1-on-1 Case Studies with TOT Carmen Ke

Time & Date: 1-3pm PST, Friday, June 11

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

iA

Investment 

There is the fourth and last Let’s Talk webinar before the summer break, discussing Emerging Markets Equity Management.  Shuang Yun (Director & Senior Research Analyst) and Marc Novakoff (Managing Director & Portfolio Manager, Emerging Markets & Global Equities) are the speakers respectively for Mandarin and English sessions.

Time & Date: 10am PST, Monday, June 14

Register here for Mandarin.

Time & Date: 10am PST, Monday, June 16

Register here for English.

Manulife

Some members are on track to winning Manulife’s Grow 4 It $10,000 Campaign.  Remember to qualify for the first tier by this month to get the $1000 early bird reward!  Take a look at the attachment (ML 2021_Grow 4 It One-Pager_EN) for details or ask Chris Chang at chris_chang@manulife.com or at (604)355-4879 for more information.

News from the Insurance Council of British Columbia

Starting in June 2021, new Continuing Education Guidelines are in effect for all Insurance Council licensees.

Licensees are required to complete 15 CE credits each year regardless of the number of years licensed or additional professional designations.

Please see here for the full details.

Holiday Notice

Please note that our office will be closed on:

Thursday, July 1, 2021             (Canada Day)

Normal operations will resume on:

Friday, July 2, 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.

Life Insurance $2000 Campaign – June

The Life Insurance $2000 Campaign is on tomorrow.  Get additional $2000 bonus for signing up life insurance.

Upcoming Client Events  

11 Ways of Property Tax Coding #1 Debt Repayment #8 Property Tax Locking #11 Payment by Corporation   

Date: Saturday, June 5

Language: Mandarin 

Time: 10:55 am PST 

YouTube link:  https://zoom.us/j/97743094661

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://zoom.us/j/92216464654

And here is the registration link: http://sv.mikecrm.com/CtolQt7

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

Upcoming Virtual Trainings

Time & Date: 11:00am PST, Wednesday, June 2

Real Case Presentation on Property Tax Deferment- MDRT Amanda Ngan

Learn from MDRT prospecting expert, Amanda, will tell you how to generate steady client streams.

Click here to join the meeting

Time & Date: 11:00am PST, Friday

Term: A Peace of Mind Protection at Affordable Price & Equitable Term Specialty – EQ Monica Zhang 

Monica will introduce you a Peace of Mind Protection At Affordable Price & Equitable Term Specialty.

Click here to join the meeting

Training Attendance Reward ($50 Marketing Allowance):

For members who attend 4 Top Members trainings, plus two 1-on-1 Case Studies with either Top Members or Carriers (total 6) in May and June.

Please note 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.

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

Time & Date: 2-6pm PST, Wednesday, June 2

1-on-1 Prospecting Studies 1-on-1 with MDRT Amanda Ngan

Time & Date: 1:30-4pm PST, Friday, June 4

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

B2B Bank

Effective June 1, 2021, all applications MUST be completed and submitted via EASE. Paper applications for B2B Bank RSP, TFSA and Investment Loans will no longer be available or accepted.  See the attached pdf (B2B Bank_via EASE.pdf) for details.

Canada Life

Join the Canada Life Day event on June 10 and know how Canada Life bounces back after the pandemic, drawing on real-life examples to demonstrate how crisis periods are always followed by recovery and growth.  Review the agenda and choose the breakout sessions most relevant to you and your business. Click here for registration in English and click here for that in Mandarin.

Insurance

The most updated Canada Life ConcourseTM (v4.6) illustration software is now available for download and effective today.  Please download it here.  Attached a pdf (CL_Illustration software resource page – Repnet S1_298504.pdf) for details.

Investment 

The Canada Life Portfolio Manager Connect Series: conversations, opportunities and connections webinars are available for registration.  You will learn from the portfolio managers, their expertise strategies and engage with them for questions.  Click here for registration. 

Time & Date: 8-9am PST, Thursday, June 10

See the attached presentation file from Richard’s training last Friday.  Contact Richard Chen at Richard.Chen@canadalife.com or (604)338-6416 if you have any question.

iA

Investment 

Show your clients the benefits of using segregated funds by showing the savings from estate costs in comparison to mutual funds.  Check out the iA calculator here.

News from the Insurance Council of British Columbia  

Disciplinary Decisions

Carl Bernard Brodie was disciplined and fined $2,500 in April 2021 for breaching the Insurance Council’s Rules by failing to maintain Errors & Omissions (E&O) insurance coverage and to inform Council so, as well as that his authority to represent an agency had ended and previous disciplinary action by another regulator.  Read here for more.

Best regards,

Administration Department

“The WAY to connect people. 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.

Dear 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.

Client Events for Way Members – How to Use it in the Most Efficient and Effective Way

Members who have made use of the client events have all received positive feedback from their clients.  Now, there is an easier for you to promote this service to your network so as to generate new business and referrals and build your reputation.

For each client event, there will be a registration link along with the related poster for you to send out, broadcast, or simply upload onto your own social media platform.  Your clients register by themselves, indicating who invited them, and Administration Department will collect the data for you to follow-up.  Before the event, you will be sent the link of the live event and you can either send it to those clients who have registered, or host it as your own client virtual gathering.

Here is the information for the first event in January:

11 Ways of Property Tax Coding: #1 Debt Repayment #8 Property Tax Locking #11 Payment by Corporate

Time & Date: 10:55 am, Saturday, January 2^nd

Language: Mandarin

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

Time & Date: 1:55 pm, Saturday, January 2^nd

Language: Cantonese

YouTube link:https://youtu.be/7NPQAVR0EOc

And here is the registration link: http://sv.mikecrm.com/23tIiU5

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

Marketing Poster for Canada Life 3-Months Free Premium Promotion (January)

As previously mentioned, Canada Life is extending their special introductory offer of free three months premium on qualifying, new term 20, term 30 and term-to-age-65 policies, in BC.  Business from other provinces will enjoy four months premium free.  The last eligible date for application submission is March 1^st, 2021.  The poster is designed for members’ unique use so you would not see any logos, including Way’s, on it – feel free to add your own company logo to it.  The wording is also intended to push for immediate action from clients.  There will be a poster for each of the subsequent months of the campaign.  This is an unprecedented offer and there are also updates on SimpleProtect to make your application process smoother.  A client can get $2 million in coverage in just 10 minutes!  Watch this video if you do not know how to use SimpleProtect.

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

Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203 or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 if you have any questions.

Investment Transfer-in $2,000 Campaign (Dec to Jan)

Only 5 more weeks to go to get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies, etc.)!

All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!

Transfer-in 5 clients and qualifiers will already get $500 in advance. 5 different accounts (e.g. 1 RRSP, 1 Spousal RRSP, 1 RRIF, 1 TFSA, 1 RESP) transferred by the same client will also qualify for 5 counts.

Two or more of the same account transferred by the same client will qualify for one count. For example: A mother transfers in 2 RESPs for her different children will be treated as one count.

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!

Sponsorship for The 20 Secrets that the Taxman Doesn’t Want You to Know

The “Taxman Book” is selling fast and copies are limited.

You can order a copy on Amazon directly or place your order via Coordinator@yourqna.com.  Simply indicate the following in your e-mail:

Name:

Phone number:

Mailing address (for receipt purpose): 

Number of copies:

Remarks: I, a Way member, am making payment for my order via Way to have shipping and handling fees waived.  Please deliver my order to the Way office.

Cheque payments are made to QNA Technology Inc and can be dropped off at the Front Desk.

For Members only, Way will provide a sponsorship for your orders via the office.  If you order 20 copies, you can bring your receipt to Accounting Department to claim a $200 sponsorship.  That means you can get a copy for only $15.

This is to encourage you to do more business and build a closer relation with your clients as the book will help you close cases after your clients read it.

Seasons’ Greetings

We wish you a very happy holiday season and a prosperous Year 2021 !

Best regards,

Administration Department

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

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

www.wayfinancial.ca

2nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

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.

Dear 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.

Investment Transfer-in $2,000 Campaign (Dec to Jan)

Only 6 more weeks to go to get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies, etc.)!

All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!

Transfer-in 5 clients and qualifiers will already get $500 in advance. 5 different accounts (e.g. 1 RRSP, 1 Spousal RRSP, 1 RRIF, 1 TFSA, 1 RESP) transferred by the same client will also qualify for 5 counts.

Two or more of the same account transferred by the same client will qualify for one count. For example: A mother transfers in 2 RESPs for her different children will be treated as one count.

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!

Sponsorship for The 20 Secrets that the Taxman Doesn’t Want You to Know

The “Taxman Book” is selling fast and copies are limited.

You can order a copy on Amazon directly or place your order via Coordinator@yourqna.com.  Simply indicate the following in your e-mail:

Name:

Phone number:

Mailing address (for receipt purpose): 

Number of copies:

Remarks: I, a Way member, am making payment for my order via Way to have shipping and handling fees waived.  Please deliver my order to the Way office.

Cheque payments are made to QNA Technology Inc and can be dropped off at the Front Desk.

For Members only, Way will provide a sponsorship for your orders via the office.  If you order 20 copies, you can bring your receipt to Accounting Department to claim a $200 sponsorship.  That means you can get a copy for only $15.

This is to encourage you to do more business and build a closer relation with your clients as the book will help you close cases after your clients read it.

Carriers’ Updates

B2B

Did you know that you can help clients get RSP loans up to $50,000 without any Proof of Income/ Proof of Assets?  B2B is introducing the option with No POI/POA.  Key features include:

• Deferred payment options
• Flexible terms of 1-10 years
• Multiple funding options
• Easy online application

See more information here.

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

myHSA

More members are opening up Health Spending Accounts for their clients.  Here are some useful videos which helps you quickly understand how to use the online system to submit your business.

• How to add a client
• How to add a plan admin
• How to add a plan
• How to include add-on partners

Contact Tim Kane at tim@myhsasecure.com or  (403)474-4544 if you have any questions.

Seg Funds and Market Update — ML Nathan Ma

Review Nathan’s training (Dec 18^th)  on seg funds, GIAs (new product) and top fund picks for 2021.  Attached pdf file.

Events Schedule – January

The events schedule for January is attached for your reference.

ICBC Updates

Barbara Ann Nash was disciplined for breaching the Insurance Council Rules and Code of Conduct for acting in a conflict interest by entering into a loan agreement with a client among other issues.  Please see the below link for more details.

• Disciplinary Decisions

Seasons’ Greetings

During this holiday season more than ever, we take time to reflect upon the good things we have, like our partnership with each member.  We appreciate working with you and hope that the holidays and the coming year will bring you and your family joy, good health and prosperity.

Best regards,

Administration Department

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

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

www.wayfinancial.ca

2nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

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.

Dear 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 Client Events for Way Members

20 Taxman Secrets: #2 Rental Home Exemption & #17 PAR Policy

Time & Date: 10:55 am, Thursday, December 17^th

Language: Mandarin

Link: https://youtu.be/StAw0PhNWdU

Time & Date: 1:55 pm, Thursday, December 17^th

Language: Cantonese

Link: https://youtu.be/h38hXDkVqpA

Registration link: http://sv.mikecrm.com/Qo01SuS

And here are the posters for you to broadcast or personally invite your clients with.

For those who are uncertain how to leverage this unique resource to grow your business, ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or the Administration Department for any technical questions.

NEW Investment Transfer-in $2,000 Campaign (Dec to Jan)

Get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies, etc.)!

All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!

Transfer-in 5 clients and qualifiers will already get $500 in advance. 5 different accounts (e.g. 1 RRSP, 1 Spousal RRSP, 1 RRIF, 1 TFSA, 1 RESP) transferred by the same client will also qualify for 5 counts.

Two or more of the same account transferred by the same client will qualify for one count. For example: A mother transfers in 2 RESPs for her different children will be treated as one count.

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!

Carriers’ Updates

Canada Life

Group Benefits

Did you know that employees of your Group Benefits’ clients can now apply for life insurance via the new Portable Benefits without additional administrative work from you, and you will be credited with the sale and commissions?  See more information here.

Contact Jason Yang at YingJason.Yang@canadalife.com or (236)668-3194 if you have any questions.

iA

iA Connected – RRSP Loan to maximize your clients’ contributions

Until February 12^th, 2021, your clients will get a discount of 0.5% on the current interest rate! 

Click here for more details.

Hilda will be hosting a training on RRSP investments and loans next month on January 15^th.  Stay tuned for the invitation.  Feel free to contact her at hilda.ng@ia.ca or (778)873-1254 or Barbra Vuan at barbra.vuan@ia.ca or (604)737-9245 if you have any questions in the meantime.

Manulife

Insurance

Download the ready-to-use marketing toolkit here for Health & Dental Insurance with Manulife Vitality.

The toolkit contains:

• Social media posts
• Manulife Vitality member testimonials
• Videos
• Flyers

When your clients sign up for a Health & Dental Insurance plan with Manulife Vitality, they can get an Apple Watch!  Some conditions apply.  Learn more information here.

Contact Chris Chang at chris_chang@manulife.com or (604)355-4879 or Jason Ma at Jason_Ma@manulife.com or (604)678-1558 if you have any questions.

Upcoming Virtual Trainings

Please note 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.

Mandatory 4th Quarter Compliance Update (attendance required): – Stephen Lai

11am, Wednesday, December 16^th

As part of this mandatory compliance training, you will learn new changes and requirements to the industry, as well as how to use available tools to sustain your business.

Click here to join the meeting

Seg Funds and Market Update — ML Nathan Ma

11am, Friday, December 18^th

Listen to Nathan’s training on seg funds, GIAs (new product) and top fund picks for 2021.

Click on the link below to join:

https://manulife-johnhancock.zoom.us/j/94137350387?from=addon

Password: 961370

Best regards,

Administration Department

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

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

www.wayfinancial.ca

2nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

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.

Dear 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.

Client Events for Way Members

Over 20 members utilized the Client Event last Saturday with positive reviews and results.  For those who are uncertain how to leverage this unique resource to grow your business, ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or the Administration Department for any technical questions.

The next event will be on December 17^th with details below. The registration form and webinar links will be available shortly.  Stay tuned.

20 Taxman Secrets: #2 Rental Home Exemption & #17 PAR Policy

Time & Date: 10:55 am, Thursday, December 17^th

Language: Mandarin

Time & Date: 1:55 pm, Thursday, December 17^th

Language: Cantonese

NEW Investment Transfer-in $2,000 Campaign (Dec to Jan)

Get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies, etc.)!

All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!

Transfer-in 5 clients and qualifiers will already get $500 in advance. 5 different accounts (e.g. 1 RRSP, 1 Spousal RRSP, 1 RRIF, 1 TFSA, 1 RESP) transferred by the same client will also qualify for 5 counts.

Two or more of the same account transferred by the same client will qualify for one count. For example: A mother transfers in 2 RESPs for her different children will be treated as one count.

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!

Additional 20% FYC Bonus Campaign for IA Business

1 more month to place a year total of FYC10,000 to get an additional 15% FYC bonus.

Remember all winners will get a further 5% making the total additional bonus to 20% if there are 15 or more qualifiers!

And for whose who’ve already qualified, doing more business means more total bonus for you.

Contact Rishu Bains at rishu.bains@ia.ca or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca or (604)737-9154 for iA’s new Par and other life business, and Jackie Singzon at (604)220-7692 and Danielle Fairbank danielle.fairbank@ia.ca or (778)886-8492 for Critical Illness and Acci7 Hospitalization Benefit.

Connection Campaign 2020 – Earn Extra 5% FYC Bonus on Your Business with Every New Connection

Some members have indicated that business with clients has been slower this year due to the pandemic but don’t let the situation prevent you from growing your overall income.  Connect with your external broker network and share with them the different resources you have from the Platform – marketing support, client events, unique trainings, exclusive campaigns, knowledgeable processing, etc., that they are currently lacking and get additional rewards for your connections!

Carriers’ Updates

Canada Life

Insurance

Effective at the end of December, you will be required to log in to RepNet to see content intended only for you.

Make sure you know your individual user ID and password to avoid a delay in accessing all the tools and support materials you use in your daily activities with Canada Life.

If you send links to PDFs or other files from RepNet to clients, you will now have to download the file to your laptop or device first. Clients won’t be able to access any internal content.

Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203 or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 if you have any questions.

iA

iA Connected

Check out the new complete fund profiles brochure with the latest financial information on iA’s segregated funds.

And here is more details.

Did also you know that the death benefit guarantee reset is an excellent opportunity to show your value as an advisor to your clients and open the door to reviewing their needs for 2021?

Click here for more details.

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

TuGo

Further to last Friday’s training presentation on TuGo’s new Visitor to Canada product, currently only available to a few firms, including Way Financial, attached are the presentation file and product info for your reference.  Contact Hélène Desjardins at hdes@tugo.com or (905)267-1724 if you have any questions.

Upcoming Virtual Trainings

Please note 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.

Real Life Case Studies: Follow up PAC clients to Prepare for RRSP Season — Carmen Ke (Chinese; English available subject to the case client’s requirement)

11am, Wednesday, December 9^th

Learn from the best and have COT Member, Carmen Ke, help you increase your closing rate and teach you tactics in dealing with different clienteles.

Click here to join the meeting

Estate Transfer Strategy in English and Chinese — CL Carol Ng

11am, Friday, December 11^th

Carol will show clients how they can use permanent life insurance to preserve their capital and enhance net estate values all while taking advantage of tax-free growth.  Plus, there is an opportunity to access build-up cash value in the policy.

Click here to join the meeting

Holiday Notice

Please note that our office will be closed on:

Thursday, December 24^th, 2020      (Christmas Eve, closes at 1:30pm)

Friday, December 25^th, 2020           (Christmas)

Thursday, December 31^st, 2020      (New Year’s Eve, closes at 1:30pm)

Friday, January 1^st, 2021                  (New Year’s Day)

Normal operations will resume on:

Monday, December 28^th, 2020

Monday, January 4^th, 2021

Best regards,

Administration Department

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

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

www.wayfinancial.ca

2nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

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.

Dear 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.

Client Events for Way Members

Over 20 members utilized the Client Event last Saturday with positive reviews and results.  For those who are uncertain how to leverage this unique resource to grow your business, ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or the Administration Department for any technical questions.

The next event will be on December 17^th with details below. The registration form and webinar links will be available shortly.  Stay tuned.

20 Taxman Secrets: #2 Rental Home Exemption & #17 PAR Policy

Time & Date: 10:55 am, Thursday, December 17^th

Language: Mandarin

Time & Date: 1:55 pm, Thursday, December 17^th

Language: Cantonese

NEW Investment Transfer-in $2,000 Campaign (Dec to Jan)

Get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies, etc.)!

All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!

Transfer-in 5 clients and qualifiers will already get $500 in advance. 5 different accounts (e.g. 1 RRSP, 1 Spousal RRSP, 1 RRIF, 1 TFSA, 1 RESP) transferred by the same client will also qualify for 5 counts.

Two or more of the same account transferred by the same client will qualify for one count. For example: A mother transfers in 2 RESPs for her different children will be treated as one count.

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!

Additional 20% FYC Bonus Campaign for IA Business

1 more month to place a year total of FYC10,000 to get an additional 15% FYC bonus.

Remember all winners will get a further 5% making the total additional bonus to 20% if there are 15 or more qualifiers!

And for whose who’ve already qualified, doing more business means more total bonus for you.

Contact Rishu Bains at rishu.bains@ia.ca or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca or (604)737-9154 for iA’s new Par and other life business, and Jackie Singzon at (604)220-7692 and Danielle Fairbank danielle.fairbank@ia.ca or (778)886-8492 for Critical Illness and Acci7 Hospitalization Benefit.

Connection Campaign 2020 – Earn Extra 5% FYC Bonus on Your Business with Every New Connection

Some members have indicated that business with clients has been slower this year due to the pandemic but don’t let the situation prevent you from growing your overall income.  Connect with your external broker network and share with them the different resources you have from the Platform – marketing support, client events, unique trainings, exclusive campaigns, knowledgeable processing, etc., that they are currently lacking and get additional rewards for your connections!

Carriers’ Updates

Canada Life

Insurance

Effective at the end of December, you will be required to log in to RepNet to see content intended only for you.

Make sure you know your individual user ID and password to avoid a delay in accessing all the tools and support materials you use in your daily activities with Canada Life.

If you send links to PDFs or other files from RepNet to clients, you will now have to download the file to your laptop or device first. Clients won’t be able to access any internal content.

Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203 or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 if you have any questions.

iA

iA Connected

Check out the new complete fund profiles brochure with the latest financial information on iA’s segregated funds.

And here is more details.

Did also you know that the death benefit guarantee reset is an excellent opportunity to show your value as an advisor to your clients and open the door to reviewing their needs for 2021?

Click here for more details.

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

TuGo

Further to last Friday’s training presentation on TuGo’s new Visitor to Canada product, currently only available to a few firms, including Way Financial, attached are the presentation file and product info for your reference.  Contact Hélène Desjardins at hdes@tugo.com or (905)267-1724 if you have any questions.

Upcoming Virtual Trainings

Please note 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.

Real Life Case Studies: Follow up PAC clients to Prepare for RRSP Season — Carmen Ke (Chinese; English available subject to the case client’s requirement)

11am, Wednesday, December 9^th

Learn from the best and have COT Member, Carmen Ke, help you increase your closing rate and teach you tactics in dealing with different clienteles.

Click here to join the meeting

Estate Transfer Strategy in English and Chinese — CL Carol Ng

11am, Friday, December 11^th

Carol will show clients how they can use permanent life insurance to preserve their capital and enhance net estate values all while taking advantage of tax-free growth.  Plus, there is an opportunity to access build-up cash value in the policy.

Click here to join the meeting

Holiday Notice

Please note that our office will be closed on:

Thursday, December 24^th, 2020      (Christmas Eve, closes at 1:30pm)

Friday, December 25^th, 2020           (Christmas)

Thursday, December 31^st, 2020      (New Year’s Eve, closes at 1:30pm)

Friday, January 1^st, 2021                  (New Year’s Day)

Normal operations will resume on:

Monday, December 28^th, 2020

Monday, January 4^th, 2021

Best regards,

Administration Department

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

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

www.wayfinancial.ca

2nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

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