Admin Way Financial, Author at Way Financial Inc.

Way Weekly Bulletin 210503

May 7, 2021by Admin Way Financial Admin Way Financial No Comments

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.

Connection $50,000 Campaign – May

The BIG Connection $50,000 Campaign is on so get ready by reaching out to your potential connections now.

Mini Campaigns

Congratulations to members who won the rewards (valued from $50 to $150 ) for Tim’s training last month. There are 2 more Mini Campaigns currently running that every member can qualify for.

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.

Fine Dining Experience Reward ($50 or $100):

For members who attend both sessions of Case Preparations & Closing training (April 14 & May 12) and complete the assignment given on April 15 by May 10, plus before the next month’s training, arrange a JFW with either one of the Top Members (Carmen Ke, Sophia Li, Amanda Ngan), get $50; arrange 2 JWFs get $100.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

The first series of Way Connecting Talents 匯賢天下 has concluded last week, with positive feedback from the audience and fellow members alike.

In helping interviewed members further leverage their promotion on air, as well as to help other members connect external brokers, a featured marketing piece is designed for your use. The three attached pdf versions for each month (Way Connecting Talents Feb, Mar and Apr) include links to the abridged version of each member’s interview and can be accessed by clicking on the member’s name/photo. Showcase this to your potential connections so they know the unique resources available on the Way Platform.

Upcoming Virtual Trainings

Time & Date: 11:00am PST, Wednesday, May 5

The Alternative Use of your Property Tax money & How to Open the Conversation with Clients – Amanda Ngan

Learn from MDRT prospecting expert, Amanda, will tell you how to generate steady client streams. She will let you know the alternative use of your property tax money and give you tips on opening conversation with clients to grow your business.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, May 7

Why Corporate Buy Life Insurance (High Net Worth Market)- EQ guest speaker, Marvin Toy

Equitable guest speaker, Mr. Marvin Toy, Tax & Estate Planning Consultant, will be sharing the reasons for Corporate buying Life Insurance. It will lead you to open the high net worth market.

Please be reminded to be online 5 mins before 11am for completing CE signing form.

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: 10-11am, 2-5pm PST, Wednesday, May 5

1-on-1 Prospecting Studies with Amanda Ngan

Time & Date: 1-3pm PST, Friday, May 7

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

The digital version of 2020 Financial facts is ready to download. Read here for key details about the first-year performance of the combined Canada Life™ open participating account and the important changes coming to the participating account investment strategy in 2021.

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: 10am PST, Thursday, May 6

Insurance

It’s Cancer Awareness Month. Send this iA poster to your clients to generate immediate enquiries and interests.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca.

Manulife

TWO more months left for Manulife’s Grow 4 It $10,000 Campaign’s 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.

Please review Renee’s attached training files (SL_Bolstering_Balance_Sheet_Paper EN.pdf, SL_Sun eApp_eSign process.pdf) last Friday.

Holiday Notice

Please note that our office will be closed on:

Monday, May 24, 2021 (Victoria Day)

Thursday, July 1, 2021 (Canada Day)

Normal operations will resume on:

Tuesday, May 25, 2021

Friday, July 2, 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

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.

Way Weekly Bulletin 210426

May 7, 2021by Admin Way Financial Admin Way Financial No Comments

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

15 Company Tax Solutions #1 Health Spending Account #4 Estate Freeze

Date: Saturday, May 1

Language: Mandarin

Time: 10:55 am PST

YouTube link: https://zoom.us/j/94632923957

Language: Cantonese

Time: 1:55 pm PST

YouTube link:  https://zoom.us/j/98118361509

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

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

Connection $50,000 Campaign – starting in May!

The BIG Connection $50,000 Campaign is coming up in a week so get ready by reaching out to your potential connections now. Make use of the tools from Tim and Stephen’s training last week to make your connections efficiently and effectively.

ACP $2000 Campaign – only 1 week to go!

Only THIS week to go for submissions for the ACP $2000 campaign. Book a 1-on-1 or Joint-Field Work if you need help with your cases – ask Admin how if uncertain.

Way & iA Financial Group Sales Contest – last week to win!

This week to get additional $300, $600 or even more cash rewards from your business application submissions! For the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below.

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.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 is the last episode for the current series, wrapping up the unique and powerful tools on the Way Platform which help drive members’ business development and connections.

AM1320 – 10:15am PST every Wednesday

AM1470 – 11:16am PST every Thursday

Upcoming Virtual Trainings

Time & Date: 11:00am PST, Wednesday, Apr 28

Tax Filing Tips for Self-employed- Joanne Ma

Certified Public Accountant Joanne Ma will be teaching members how to address clients’ tax issues. For members who are self-employed or may have questions from self-employed clients, you will get tips from Joanne before the self-employed tax-filing deadline in mid-June. By providing this added value to your clients, you will in return be getting more business opportunities.

Stephen will also announce a new Training Attendance Reward on Wednesday – come learn and earn!

Click here to join meeting

Time & Date: 11:00am PST, Friday, Apr 30

Special Offers for Your Clients from Sun Life: Long Term Care Insurance & Par Accumulator II and Using their e-App – SL Renee Ho

Did you know that Sunlife was closing its Long-Term Care Insurance business in June? Now is the good time to complete those cases for your clients who asked about this protection as it will no longer be available after June 14. Join the training on Friday to find out how.

https://sunlife.zoom.us/webinar/register/WN_Ach1NA97QaS6AT9S4v4Sfw

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, Apr 28

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

Federal Budget Update

Check out the carriers’ summaries of the Federal Government Budget last week:

Way Weekly Bulletin 210419

May 7, 2021by Admin Way Financial Admin Way Financial No Comments

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.

Connection $50,000 Campaign – starting in May!

The BIG Connection $50,000 Campaign is coming up in two weeks so get ready by reaching out to your potential connections now. Join this Wednesday training on $70,000 Extra Commission Campaign & Business Plan to get tools to make your connections efficiently and effectively.

ACP $2000 Campaign – only 2 weeks to go!

Only 2 more weeks to go for submissions for the ACP $2000 campaign. Book a 1-on-1 or Joint-Field Work if you need help with your cases – ask Admin how if uncertain.

Way & iA Financial Group Sales Contest – last month to win!

Half a month left to get additional $300, $600 or even more cash rewards from your business application submissions! For the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below.

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.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 features Way’s Vice President, Compliance & Advisor Development, Stephen Lai as the interviewee and Director, Operations & Development, Carol Lau as the host. Stephen shares his vast experience as he approaches the Pearl Anniversary in the industry and the beliefs he holds dear to during times of crisis and difficulties.

Tune in to hear this human encyclopedia for the financial services industry.

AM1320 – 10:15am PST every Wednesday

AM1470 – 11:16am PST every Thursday

In helping interviewed members further leverage their promotion on air, as well as to help other members connect external brokers, a featured marketing piece is designed for your use. The attached pdf version (Way Connecting Talents March) has links to the abridged version of each member’s interview and can be accessed by clicking on the member’s name/photo. Showcase this to your networks to share how the Way Platform supports members.

Upcoming Virtual Trainings

Time & Date: 08:30am PST, Tuesday, Apr 20

Advocis Training: Advice Delivery 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 meeting

Time & Date: 11:00am PST, Wednesday, Apr 21

$70,000 Extra Commission Campaign & Business Plan – Tim Lau

What will you do with an extra $70,000 income? Many people can’t even make $70,000 a year, and now you have this opportunity. Special guest speaker Tim Lau has been invited by Stephen to give you a crash course to success.

Hear from CEA, CLU, CFP & TOT Tim Lau the effective and systematic way to win the extra $70,000. Don’t miss this opportunity to learn and earn!

And there will be an additional $150 reward – only to those who attend and meet the requirements.

Click here to join meeting

Time & Date: 11:00am PST, Friday, Apr 23

The Advantages and Hot Spots of iA’s Transition Critical Illness – iA Danielle Fairbank

This is the last month for Way & iA Financial Group Sales Contest. Please join iA Danielle’s training and learn how to win. She will talk about the Advantages and Hot Spots of iA’s Transition Critical Illness.

Click here to join meeting

WebinarID: 871 9908 2731

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, Apr 21

1-on-1 Case Studies with iA Hilda Ng

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

1-on-1 Case Studies with iA Danielle Fairbank

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

Apexa

Most members have already set-up their Apexa account from our initial migration last year. Now we are into the second phase and will be on boarding the remaining carriers’ contracts for you. When you receive new invitations from Apexa, simply click the “Add Your Contracts” button and the steps are easy to follow. Remember, the sooner you finish onboarding all your contracts, the faster you will be able to enjoy its effective tools in managing your contracting and licensing requirements, so look out for the Apexa e-mails.

Ask Way’s Contracting Team (contracing@www.wayfinancial.ca) if you need any assistance.

Insurance

Investment

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

Canada Life

Insurance

Click here for registration; Mandarin session option available too.

Insurance Live!

Time & Date: 12- 2pm PST, Friday, Apr 29

Manulife

Investment

Please see the attached presentation file to review Manulife Investment, Stefan’s training last Friday. (ML+Q1 Chartbook_2021)

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

Events Schedule – May

The updated Events Schedule for May is attached for your reference.

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.

Way Weekly Bulletin 210412

April 15, 2021by Admin Way Financial Admin Way Financial No Comments

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.

How to help clients Protect Against COVID – iA_Acci7 Plus Hospital Benefits

The recent COVID case count of 1,000+ is really worrying clients, seniors and youngsters alike, who have asked more about protection. Offer them peace of mind by getting their Acci7 Plus Hospital Benefits set up immediately. See attached iA training slides on how to protect against COVID (iA_How to Protect Against COVID – Way Kickoff). Utilize the text templates below for easy prospecting– don’t wait, this is an unprecedented situation with unprecedented opportunities! Book a 1-on-1 with iA Danielle for more details on Apr 23^rd via the Way Platform Events calendar – ask Admin to help if needed.

Traditional Chinese:

XXX,你好,在這新冠肺炎每天1000+個案期間,XXX(advisor name) 關心您的健康請查收若因感染這個病毒而要住院的現金保險賠償。XXX (advisor’s phone number). 您的親友亦會關注,請多轉發。

Simplified Chinese:

XXX,你好,在这新冠肺炎每天1000+个案期间,XXX(advisor name) 关心您的健康请查收若因感染这个病毒而要住院的现金保险赔偿。 XXX (advisor’s phone number). 您的亲友亦会关注,请多转发。

English:

Hi XXX, in view of the worrying 1,000+cases per day of COVID, take a look at the info below on getting cash benefits from coverage on hospitalization due to the virus. XXX (advisor’s phone number). Please forward this message and info to the people you care about so they can get the same protection.

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.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at Danielle.Fairbank@ia.ca or 778-886-8492.

Upcoming Client Events

20 Taxman Secret: #13 Property Transfer Tax Planning #17 PAR Policy

Date: Thursday, Apr 15

Language: Mandarin

Time: 10:55 am PST

YouTube link: https://www.youtube.com/watch?v=XstZb99P5Nk

Language: Cantonese

Time: 1:55 pm PST

YouTube link: https://www.youtube.com/watch?v=MXnVaXW4yL8

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

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

ACP $2000 Campaign – only 3 weeks to go!

ACP $2000 campaign started this month. Please check the materials from lenders B2B, Manulife Bank and iA attached and below for your reference. (iA_Investment Loan Client brochure; MB_Investment Loan Underwriting Reference Card; MB_InvestmentLoanAppFAQ)

B2B Calculator:

https://b2bbank.com/en/calculators/net-worth-and-tdsr-for-100-loans

Application process info for B2B investment loans into RBC seg funds is found here:

https://www.rbcinsurance.com/salesresourcecentre/file-499558.pdf

Client materials:

https://b2bbank.com/sn_uploads/marketing/817-08-137E_IL_FastFwdSavings_06-04-15_WEB.pdf

https://b2bbank.com/sn_uploads/marketing/817-08-139E_IL_BorrowToInvest_07-03-2015_WEB.pdf

Way & iA Financial Group Sales Contest – last month to win!

Only half a month left! Get additional $300, $600 or even more cash rewards from your business application submissions! For the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below.

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.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 has Stephen interviewing Paula Law, Director of Cheerslife Financial on how she discovered her potential by escalating her learning motivation when surrounded by fellow driven entrepreneurs on the Way Platform. Tune in to see how Paula embraces new technology, Way’s resources and opportunities in the current unprecedented situation to produce her business success.

AM1320 – 10:15am PST every Wednesday

AM1470 – 11:16am PST every Thursday

In helping interviewed members further leverage their promotion on air, as well as to help other members connect external brokers, a featured marketing piece is designed for your use. The attached pdf version (Way Connecting Talents February) has links to the abridged version of each member’s interview and can be accessed by clicking on the member’s name/photo. Showcase this to your networks to share how our platform supports our members.

Upcoming Virtual Trainings

Time & Date: 08 :30am PST, Tuesday, Apr 13

Advocis Training: Advice Delivery

Click here to join meeting

Time & Date: 11:00am PST, Wednesday, Apr 14

RRSP Meltdown: A Tax Efficient Strategy 1 – Sophia Li

With her 9 years of continuous MDRT achievement and industry designations, Sophia can help you close cases via effective case preparation and joint-field work that will help achieve your own business targets.

As a kick-off to Sophia’s training, a special Virtual Fine Dining Experience (~$100 value) will be rewarded to those who attend and meet the requirements – details will be announced at the session!

Click here to join meeting

Time & Date: 11:00am PST, Friday, Apr 16

Market, Seg Fund Update, Top Picks and Government Policy/Covid Outlook – ML Stefan Goddard

Don’t miss the presentation from Manulife on Market, Seg Fund Update, Top Picks and Government Policy/Covid Outlook.

Click here to join meeting

(Passcode: 934033)

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: 12:30-1pm, Wednesday, Apr 14

1-on-1 Case Studies with Sophia Li

Time & Date: 1-3pm PST, Friday, Apr 16

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

B2B

To align with the 2020 B2B Bank Prime Rate changes, if applicable, the payment amount on the interest-only Investment Loan will be reset effective April 19, 2021. Please see the attached sample client letter that will be sent out to your clients. (B2B_20210310EF_RM_B2B_IL PaymentReset_ClientComm)

Canada Life

Insurance

There are two upcoming webinars which provide a digital dive into participating life insurance and refresh your term insurance knowledge, especially for those who missed last week’s My Term new product introduction. Click here for more details and registrations.

Canada Life My Term

Time & Date: 12- 2pm PST, Friday, Apr 14

Insurance Live!

Time & Date: 12- 2pm PST, Friday, Apr 29

Please see the attached presentation file to review Canada Life Carol’s training last Friday. (CL_MyTernLaunch_210409)

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

Sun Life

New Toolkit

Millennials are the largest generation in Canada – and they’re growing up. They want help with their finances and are looking to partner with an advisor they trust. Get a toolkit to tap into this market here.

Office Patio is now open

Enjoy spring’s warmer weather safely on the office’s patio. Access it through the boardroom and use the pleasant environment to inspire your business planning and goal setting for Q2!

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.

Way Weekly Bulletin 210405

April 15, 2021by Admin Way Financial Admin Way Financial No Comments

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 ACP $2000 Campaign

ACP $2000 campaign has started in on April 1! Join Amanda’s training this Wednesday to be a qualifier for the campaign. Also book your 1-on-1s with her to learn how to close your cases and win this extra cash. Read the Poster for details.

New Business Compliance Forms

As announced in Annual Compliance Meeting on March 24, an updated version of the KYC with the new Investment Fund Sales Charge Disclosure are already available for use, especially for those of you who use Deferred Sales Charge (DSC) or Low Sales Charge (LSC) in your practice – make sure you have the signed Disclosure in your client’s files. The relevant Reason Why Letters are also updated. Please refer to the attachments, which can also be found on VirtGate.

Please see the six attached forms for your references. Fillable PDF version for the KYC will be available shortly.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 has Stephen interviewing Simon Mok, Director of Seed Financial on how he was coached to be a financial planner and to grow the business from a seedling. His business keeps expanding by coaching potential members as well as clients. Tune in according to the schedule below to hear how Simon leverages the Platform resources to produce his business success.

AM1320 – 10:15am PST every Wednesday

AM1470 – 11:16am PST every Thursday

Upcoming Virtual Trainings

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

Real Results: Using Other People’s Money to Create Wealth – Amanda Ngan

Learn from MDRT prospecting expert, Amanda, will tell you how to generate steady client streams. She will be teaching you how to generate new clients via ACP, a wealth creation strategy. Join the training as a prerequisite to win the upcoming $2000 ACP Campaign!

Click here to join meeting

Time & Date: 11 :00am PST, Friday, Apr 9

NEW Canada Life Product: My Term – CL Carol Ng

New Canada Life My Term Insurance Product has arrived, with coverage period starting at 5 years! Click here to Learn more about Canada Life My Term and download the new illustration. Also join Carol Ng’s training at 11am this Friday to find out more details.

Click here to join meeting

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: 10-11am, 2-5pm PST, Wednesday, Apr 7

1-on-1 Prospecting Studies with Amanda Ngan

Time & Date: 1-3pm PST, Friday, Apr 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

Canada Life

Insurance

New Canada Life My Term Insurance Product has arrived, with coverage period starting at 5 years. Click here to Learn more about Canada Life My Term and download the new illustration. Also join Carol Ng’s training at 11am this Friday to find out more details.

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.

Investments

The current suspension on transfers out and redemptions from the real estate fund will be lifted and the fund will return to normal operations. This means investors can continue to purchase units of the fund or request a transfer or redemption of the value of their fund units on a daily basis. You may find out more by joining the webinar. Click here for registration.

Time & Date: 10am PST, Friday, Apr 9

Time & Date: 10am PST, Thursday, Apr 15

Group Benefits

Please find the presentation file (CL_Canada Life Group Benefits ALL IN ONE_210331) for CL Jason’s training last Wednesday.

The following webinars will teach how to enhance your clients’ assets and take advantage of participating life insurance with an integrated wealth management approach. Click here for registration.

For Individuals

Time & Date: 10am PST, Tuesday, Apr 20

For Corporations

Time & Date: 10am PST, Tuesday, May 11

Manulife

Manulife’s Grow 4 It rewards program gives advisors up to $10,000 in additional bonus for settling insurance cases this year. 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

2021 annual filing for all Insurance Council of BC licensees is now available. The deadline to complete your annual filing is June 1, 2021. Filing will be carried out through the Insurance Council’s Online Portal exclusively. The filing fee is $225 (including government fee). After June 1, all filings received will be subject to a late fee ($200) for a total of $425. Please be aware that any licences not renewed via annual filing by August 3, 2021, will be terminated automatically for non-filing. Annual Filing is completed through the Online Portal on the Insurance Council website. All new and current Insurance Council licensees have an account that will let them login to the Online Portal. Please click here for filling instructions and details.

New Continuing Education Guidelines will come into effect for all Insurance Council licensees starting June 1, 2021. Please click here for Continuing Education (CE) Guidelines.

Holiday Notice

Please note that our office will be closed on:

Monday, May 24, 2021 (Victoria Day)

Normal operations will resume on:

Tuesday, May 25, 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

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.

Way Weekly Bulletin 210329

April 15, 2021by Admin Way Financial Admin Way Financial No Comments

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 ACP $2000 Campaign

ACP $2000 campaign will start in on April 1! Join Amanda’s training next Wednesday to be a qualifier for the campaign. Also book your 1-on-1s with her to learn how to close your cases and win this extra cash. Read the Poster for details.

Way Platform Events Calendar

The Way Platform Events schedule is now online via Google Calendar “Way Platform Events” (wayplatformevents@gmail.com).

Simply subscribe to this calendar on your Google and you can see the upcoming training, client events, etc and book your 1-on-1 case studies session directly.

1-on-1s with iA investment wholesaler & Hilda Ng and B2B wholesaler Danya Wang are coming up in April to help you win the ACP campaign. Book your slot on the Way Platform Events Schedule now or contact Admin for assistance.

Upcoming Client Events

20 Taxman Secret: #1 Principal Home Deduction #18 Intergeneration Tax Saving

Date: Saturday, Apr 3

Language: Mandarin

Time: 10:55 am PST

YouTube link: https://www.youtube.com/watch?v=y6lGhgS6jq4

Language: Cantonese

Time: 1:55 pm

YouTube link: https://www.youtube.com/watch?v=8MUjrdvH5TA

And here is the registration link: http://sv.mikecrm.com/FVlbC7e

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

Way & iA Financial Group Sales Contest

Only one more month to go! Get additional $300, $600 or even more cash rewards from your business application submissions! For the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below.

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.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 has Stephen interviewing COT Stanley Tsui, Founder of Stanbridge Financial on how he uses a soccer team performance as a metaphor to play and win in his business. He appreciates the effort of every team members who takes part in the Client Events and he simply enjoys the fruits by inviting prospects. Tune in according to the schedule below to hear how Stanley turns the Platform resources into his successful performance.

AM1320 – 10:15am every Wednesday

AM1470 – 11:16am every Thursday

Upcoming Virtual Trainings

Time & Date: 10 :30am PST, Tuesday, Mar 30

Compliance Presentation – Conflict of Interest

Members with a Manulife contract are asked to take part in this compliance presentation by Cindy Bauder, Manager, Market Conduct Compliance, which will provide you with an understanding of your obligations as advisors and the potential risks associated with entering into a conflict of interest with a client. There is no need to register but do note that attendance may be kept on your Manulife advisor record.

Click here to join meeting

Time & Date: 11 :00am PST, Wednesday, Mar 31

Group Benefits : Canada Life Digital On-boarding process – CL Jason Yang

Jason will introduce us Digital On-boarding process of Group Benefit.

Click here to join meeting

Carriers’ Updates

Apexa

Many members are already getting used to the Apexa system to directly update their E&O and upcoming license renewal. Attached is a simple set of guidelines to take you through the steps. Ask admin@www.wayfinancial.ca if you have any question.

BMO

Effective May 1, 2021 to April 30, 2022, the Performance Bonus Rate for BMO Insurance Whole Life policies will be 5.50%.

Contact Greg Einarsson at gregory.einarsson@bmo.com or (236)994-5289 if you have any questions.

Canada Life

Please check for the presentation file (CL_Setanta Funds Feb 4^th 2021_0326) from CL Richard Chen’s training last Friday.

Contact Richard Chen at richard.chen@canadalife.com or (604)338-6416 if you have any question.

iA Connected teaches you how to attract new clients and followers when you create Facebook contests. Click here for the tips.

Manulife

There is an upcoming Manulife session for Disability Training. It will be focusing on answers to the frequently asked questions pertaining to both DI underwriting and DI claims.

Time & Date: 10-11:30am PST, Thursday, Apr 15 Click here for registration

Check out the presentation file (ML_2021 Q1 update_ 0319) from Chris Chang’s training on Mar 19.

Please ask Chris Chang at Chris_Chang@manulife.com or at (604)355-4879 or Cherry Xiang at Cherry_Xiang@manulife.ca or 604-678-1558 for more information or if there is any questions.

News from the Insurance Council of British Columbia

Attend Way’s trainings to fulfill license renewal requirement. For those who do not have enough CE credits, there are still 2 months to catch up!

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.

Way Weekly Bulletin 210322

April 15, 2021by Admin Way Financial Admin Way Financial No Comments

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.

NEW Online Schedule for Way Platform Events – book your 1-on-1 case studies directly online

The Way Platform Events schedule is now online via Google Calendar “Way Platform Events” (wayplatformevents@gmail.com).

Simply subscribe to this calendar on your Google and you can see the upcoming training, client events, etc and book your 1-on-1 case studies session directly. Follow the simple steps below or ask Administration for assistance.

Add wayplatformevents@gmail.com to your own Google calendar
See the different events and 1-on-1s available.
1-on-1s with adjacent blockings mean the session is already booked.
1-on-1s without adjacent blockings are available.

Make a booking by creating an event and indicate “1-on-1 booked by (your name)”
Add wayplatformevents@gmail.com as your guest.

Save & send the invitation to secure your slot.

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

New Top Members’ Training Series by CFP, CIM, COT Sophia Li – every 2^nd Wednesday

We are pleased to announce a new Top Members’ Training Series by CFP, CIM, COT Sophia Li, who will be teaching members tips of Case Preparation and Closing.

Sophia’s training is at 11am on every 2^nd Wednesday, starting with April 14 and will alternate sessions with Carmen Ke’s Case Studies. For the first training, she will talk about applying techniques from the 20 Taxman Secrets.

With her 9 years continuous MDRT achievement, Sophia can help you close cases via effective case preparations and joint-field work to achieve your own business targets.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 has Stephen interviewing Frida Liang, Principal of Splendid Gateway on how she lays a strong knowledge foundation and sharpens her techniques by attending Way’s Trainings. Tune in according to the schedule below to hear how Frida overcomes challenges to find her own niche.

AM1320 – 10:15am every Wednesday

AM1470 – 11:16am every Thursday

Upcoming Virtual Trainings

Time & Date: 11am PST, Wednesday, Mar 24

Annual Compliance Meeting (Mandatory) – Stephen Lai

As some of you are already aware, there will be a Big Ticket Monthly Campaign of at least $2000 in rewards every month starting April. Details will be announced this Wednesday at the Annual Compliance Meeting with previews of the upcoming two campaigns. Attend on time to not miss out!

Click here to join meeting

Time & Date: 11am PST, Friday, Mar 26

Value Investing for 2021 – CL Richard Chen & Rocco Vessio

Richard and guest speaker Rocco Vessio from Setanta Asset Management will share with us Setanta’s value investing philosophy and how they’re positioned to win for 2021, as value stocks recover and “value rotation” continues.

Click here to join meeting

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, Friday, Mar 26

1-on-1 Case Studies with CL Richard Chen

Book your session online via the WayPlatformEvents Google calendar. Contact Administration 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

Manulife

Check out the four attachments from Chris Chang’s training last Friday:

ML_2021_Grow 4 It One-Pager_EN
ML_Apple Watch offer Oct 2020
ML_Lifecheque – LivingCare Benefit Product Matters English
ML_Lifecheque – Removal of 30 Day Waiting Period

A key highlight is the increased coverage level of $3,000,000 for non-face-to-face life business for clients aged 18-50.

As well, advisors who place $10,000 annual premiums or 4 Vitality cases can get featured in Manulife’s Find An Advisor page: https://www.manulife.ca/personal/support/find-an-advisor.html

Our office has already helped qualifying members get listed and some have already received calls from prospects interested in Manulife products. This is a good way to expand your network.

Please ask Chris Chang at Chris_Chang@manulife.com or at (604)355-4879 or Cherry Xiang at Cherry_Xiang@manulife.ca or 604-678-1558 for more information or if there is any questions.

Compliance Presentation – Conflict of Interest

Time & Date: 10:30am-12:00pm PST, Tuesday, Mar 30

Click here to join meeting

TuGo

TuGo has added new benefits, increased the limits of existing benefits and there is a decrease in the premium for some visitors. Here is the TuGo blog which highlights some of the market advantages our product has for Visitors to Canada: https://blog.tugo.com/en/blog/visitors-to-canada-your-guide-to-navigating-visitor-visas-and-travel-insurance/

Or, you can watch this video: https://www.screencast.com/t/Z98rm60CuL

There is a live webinar “TuGo Visitors to Canada: What You Need to know” and click here for registration.

Time & Date: 12-1pm PST, Wednesday, Mar 31

As international travels are expected to pick up with COVID vaccinations made more available, learn TuGo added new benefits, increased the limits of existing benefits and decrease in the premium! See the 2 attached files for your reference. (tugo_visitor_02pw_2020-09_final and tugo_visitors_02kfb_medical_2020-11_final)

Contact Hélène Desjardins at hdes@tugo.com or (905)267-1724 if you have any questions.

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.

Way Weekly Bulletin 210315

April 15, 2021by Admin Way Financial Admin Way Financial No Comments

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.

Last Chance : Canada Life 3-Months Free Premium Promotion – Application Deadline: this Friday, March 19

Last week to go to enjoy Canada Life’s free three months premium promotion on qualifying, new term 20, term 30 and term-to-age-65 policies.

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 March:

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.

Way & iA Financial Group Sales Contest

Get additional $300, $600 or even more cash rewards from your business application submissions! For the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below.

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.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.

Upcoming Client Events

RRSP/RRIF 3 Mistakes 9 Solutions: #7 Individual Pension Plan #2 Child First Time Home Buying

Date: Thursday, March 18

Language: Mandarin

Time: 10:55 am PST

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

Language: Cantonese

Time: 1:55 pm PST

YouTube link: https://youtu.be/6nDft51XzVU

And here is the registration link: http://sv.mikecrm.com/9z0FHSA

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

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 has Stephen interviewing TOT Carmen Ke of Guaranti WealthPlus on how she manages her time, strategies and makes use of the Way Platform to sustain her success in the business. Tune in according to the schedule below to hear Carmen’s business secrets.

AM1320 – 10:15am every Wednesday

AM1470 – 11:16am every Thursday

Upcoming Virtual Trainings

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.

Income Tax Filing Part 2: How to fill T1 General – Joanne Ma

Certified Public Accountant Joanne Ma, who will be teaching members how to address clients’ tax problems and sharing tips on how insurance makes taxation sense.

Time & Date: 11am PST, Wednesday, Mar 17

Click here to join meeting

All you need to know at Manulife: How we help to grow your business in 2021– ML Chris Chang

Highlighting the key features of Manulife, Chris will let you know how to grow your business to win the $10,000 Grow 4 It Campaign. Please click the meeting link as below.

Time & Date: 11am PST, Friday, Mar 19

Click here to join meeting

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

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

1-on-1 Case Studies with RBC Mike Jackson

Time & Date: 1-3pm, Wednesday, Mar 17

1-on-1 Case Studies with Manulife Chris Chang

Time & Date: 1-3pm, Friday, Mar 19

Contact admin@www.wayfinancial.ca or 604-279-0866 to book for you. Next week, we will introduce the Online Booking System for Way Platform Events so members can book directly and conveniently online.

Carriers’ Updates

Apexa

iA Connected

Did you know iA gives instant decisions even for clients aged 51 or above? The highlights are below and click the link for more details.

Clients ages 51 to 55: face amounts up to $500,000 (inclusive)
Clients ages 56 to 60: face amounts up to $300,000 (inclusive)

Accelerated application and instant decision, and so much more, with EVO

Canada Life

Payout of redemption requests for the Canada Life real estate fund was started on Mar 12. Canada Life will process the redemption requests and will be able to pay out 100% of the total amount requested. Clients will receive details of this transaction on confirmation notices being mailed, starting March 15, 2021. Attached pdf (CL_Payout of Redemption Request) for your reference.

Please check the attachment (CL_Planning for Mid Market_210312) from Canada Life’s training last Friday.

Please feel free to 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.

Events Schedule – April

The updated Events Schedule for April is attached for your reference.

Holiday Notice

Please note that our office will be closed on:

Friday, April 2, 2021 (Easter Friday)

Monday, May 24, 2021 (Victoria Day)

Normal operations will resume on:

Monday, April 5, 2021

Tuesday, May 25, 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

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.

Way Weekly Bulletin 210308

April 15, 2021by Admin Way Financial Admin Way Financial No Comments

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.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 has Stephen interviewing of President of SuperAchievers Financial, Esther Yu, on how she made a critical change and engaged in the Financial Industry. She quickly benefited from the Unique Sharing Profit of Way Platform to build her business after joining our Platform. Tune in according to the schedule below to hear what Esther’s way of success is.

AM1320 – 10:15am every Wednesday

AM1470 – 11:16am every Thursday

Upcoming Client Events

RRSP/RRIF 3 Mistakes 9 Solutions: #7 Individual Pension Plan #2 Child First Time Home Buying

Date: Thursday, March 18

Language: Mandarin

Time: 10:55 am PST

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

Language: Cantonese

Time: 1:55 pm

YouTube link: https://youtu.be/6nDft51XzVU

And here is the registration link: http://sv.mikecrm.com/9z0FHSA

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

Way & iA Financial Group Sales Contest

How to get additional $300, $600 or even more cash rewards from your business application submissions? From the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below and attached pdf (iA_Dash for Cash Sales Contest).

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.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.

Last Chance : Canada Life 3-Months Free Premium Promotion – Application Deadline: Mar 19

Make use of the last chance to place applications before March 19, 2021. 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 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 March:

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.

Carriers’ Updates

Insurance

See the attached files to find out how to help your clients protect against COVID:

iA_How to Protect Against COVID – Way Kickoff – Feb 2021

iA_Acci 7 Plus – Product Summary

iA_Transition – Summary

iA_CancerGuard Advisor Guide

iA_SRM503A-25_LivingBenefits-SingzonFairbank-11-2020

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.

For iA Living Benefit enquiries, please contact Jacqueline Singzon at Jacqueline.Singzon@ia.ca or (604) 220-7692 or Danielle Fairbank at danielle.fairbank@ia.ca or 778-886-8492.

Investment

Check iA weekly economic publication by Mr. Clément Gignac, Chief Economist here.

Canada Life

Canada Life has launched a health product line “PlanDirect” available to the MGA channel on Mar 25. It can provide individual health benefits to your clients who have either lost their group benefits at retirement or who are self-employed or on contract and don’t have access to a group benefits plan. There is an introduction online session on March 18. Click here for registration link.

Time & Date: 1 :00pm ET, Thursday, Mar 18

Upcoming Virtual Trainings

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.

Case Study: 3 Mistakes 9 Solutions – 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.

Time & Date: 11am PST, Wednesday, Mar 10

Click here to join meeting

Canada Life CI Planning for different market segment – CL Carol Ng

Carol will talk about Canada Life’s CI competitive advantage and plans available for different market segment.

Time & Date: 11am PST, Wednesday, Mar 12

Click here to join meeting

There will be 1-on-1 Case Studies sessions after Carol’s Training at 1pm-3pm. Please contact admin@www.wayfinancial.ca or 604-279-0866 to book for you.

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.

Way Weekly Bulletin 210301

April 15, 2021by Admin Way Financial Admin Way Financial No Comments

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.

Way’s Weekly Radio Talk Show – Connecting Talents「匯賢天下」

This week’s Connecting Talents 匯賢天下 has Stephen interviewing of Chief Advisor of Wealth First Financial Planning, Hayman Tam, on how he makes use of the trend of technology to establish his business and reaches his retirement dream early. Tune in according to the schedule below to hear what Hayman’s way of success is.

AM1320 – 10:15am every Wednesday

AM1470 – 11:16am every Thursday

Upcoming Client Events

RRSP/RRIF 3 Mistakes 9 Solutions: #3 Company Income Hedging #5 Lifetime Guarantee Income

Date: Saturday, March 6

Language: Mandarin

Time: 10:55 am PST

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

Language: Cantonese

Time: 1:55 pm

YouTube link: https://youtu.be/u_VTrfNtuE4

And here is the registration link: http://sv.mikecrm.com/Fig0a0a

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

NEW Way & iA Financial Group Sales Contest

The Campaign has just started today. How to get additional $300, $600 or even more cash rewards from your business application submissions? From the Sales Contest held by Way & iA, Way will top up your reward by 50% once you hit 5 apps and DOUBLE it once you hit 10 apps! All business must be submitted by April 30, 2021 and placed by June 30, 2021. See the details below and attached pdf (iA_Dash for Cash Sales Contest).

Contact Rishu Bains at rishu.bains@ia.ca or (604)354-2711, or Michelle Kwan at Michelle.Kwan@ia.ca or (604)737-9154

Canada Life 3-Months Free Premium Promotion extended to Mar 19

The last eligible date for application submission is March 19, 2021. 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 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 March:

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.

Carriers’ Updates

Investment

Check iA weekly economic publication by Mr. Clément Gignac, Chief Economist here.

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) for details or ask Chris Chang at chris_chang@manulife.com or at (604)355-4879 for more information.

Upcoming Virtual Trainings

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.

Create Wealth with ACP – Amanda Ngan

Amanda will be teach you how to generate new clients via ACP, a wealth creation strategy in the Prospecting Training. Join the training as a prerequisite to win the upcoming $2000 ACP Campaign!

Time & Date: 11am PST, Wednesday, Mar 3

Click here to join meeting

Allianz Global – Travel Insurance: Visitor to Canada Plan Update & Rates Change – Judi Kjartansson

Judi will give you an update for the Travel Insurance and rate changes. It will be another source for building your clientele. Please make sure that you register in advance before Mar 5 for the training .

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To register for this training session (This session does not require a registration password.)

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Go to https://allianz-agn.webex.com/allianz-agn/k2/j.php?MTID=tca87a253e3759d98261e7bd57481b47b and register.

Once you are approved by the host, you will receive a confirmation an email with instructions for joining the session.

To view in other time zones or languages, please click the link

https://allianz-agn.webex.com/allianz-agn/k2/j.php?MTID=t441d74f6aec4b1b19ab81bff3c0118c

News from the Insurance Council of British Columbia

Discipline Decision

Eunice Chew Hoon Gan was disciplined for breaching the Financial Institutions Act, Insurance Council Rules, and Code of Conduct by providing unsuitable investment recommendations to an elderly client, and by failing to conduct an accurate needs analysis for the investments, respond to the client’s requests in a timely manner, and keep adequate records. Read more here.

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.