News

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

 

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 Virtual Client Events for Way Members

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 December:

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

Time & Date: 10:55 am, Saturday, December 5^th

Language: Mandarin

Time & Date: 1:55 pm, Saturday, December 5^th

Language: Cantonese

Registration link: https://forms.gle/GrHd8QEjUZfXHyS67.

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.)!

Transfer-in 5 clients and qualifiers will already get $500 in advance.

Attendance for Amanda’s training at 11am, December 2^nd, Wednesday, is mandatory for participation in this campaign.

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!

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

As previously mentioned, the Platform has designed a new poster for your use in promoting the extended Canada Life 3-Months Free Premium campaign.  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.

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

         

Connection Campaign – Advanced Bonus (October to November)

For those who have already qualified, reach out to Accounting Department at account@www.wayfinancial.ca to get your rewards.

You can continue getting Connection Profits for all of your connections.  Simply input your connection’s name on Way’s website as below to get started: https://www.wayfinancial.ca/.

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

 

Carriers’ Updates

Canada Life

Insurance

Canada Life Weekly Call

Time & Date: 10am PST, Wednesday, December 9^th

Speaker: Mike Cunneen, Senior Vice-President, Insurance and Independent Distribution; Tim Prescott, President, Quadrus Investment Services Limited and Vice-President, Wealth Distribution; Brad Fedorchuk, Executive Vice-President, Group Customer; Steve Fiorelli, Senior Vice-President, Wealth Solutions and Andrea Frossard, Senior Vice-President, Par Insurance

With 2021 just around the corner, Canada Life will be providing a 2020 year in review.

Register in advance

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

Further to members’ request on last Friday’s training presentation, attached are the files on recommended funds for your reference.  Wholesaler Richard Chen can be reached at richard.chen@canadalife.com or (604)338-6416 if you have any questions.

iA

Investment

iAIM Weekly Fall Series

Webinar #8: Asset allocation : An update on IA’s managed solutions and outlook on 2021

Time & Date: 8am to 8:30am, Wednesday, December 2^nd

Guest: Sébastien Mc Mahon, MSc., Econ, PRM, CFA, Senior Portfolio Manager, Diversified Funds and Economist

Join Meeting

For those who missed the iA investment roadshow last week, watch all the recording of the presentations here.

iA Connected – The preapproved RRSP loan offer is back!

The 0.50% RRSP loan interest rate discount is in effect from November 9^th, 2020, to February 12^th, 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.

 

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.

 

 

All You Need to Know about PAC — RBC Mike Jackson

10am, Wednesday, December 2^nd

Don’t miss this this wrap up training on announcing winners, plans going forward, eg. RRSP contribution and more referrals etc.

Click here to join the meeting

Effective Ways to Transfer-in Investment — Amanda Ngan

11am, Wednesday, December 2^nd

Learn from MDRT prospecting expert, Amanda, will tell you how to generate steady client streams.  Please note attendance for this training is mandatory for participation in the new Transfer-In $2000 Campaign.

Click here to join the meeting

 

TuGo’s New Visitors to Canada Travel Insurance – Exclusive Product and its Details — TuGo Hélène Desjardins

11am, Friday, December 4^th

Learn about this new travel insurance for visitors to Canada, currently only available exclusively to a few selected firms including Way Financial.  You will also hear from Hélène the new COVID-19 insurance and more.

Don’t miss out to providing the extra service to your clients and their families.

Click on link below to register:

https://attendee.gotowebinar.com/register/3978742665335396623

News from the Insurance Council of British Columbia

Online LLQP Exam Registration Now Available 

Registration for the LLQP Exam can now be completed online through the Insurance Council website. Examinees can register themselves for exam modules, pay exam fees, and schedule exam dates through the online portal on https://www.insurancecouncilofbc.com/. They can also view their exam results online.

To learn more, see information about the new exam registration process.

Disciplinary Decisions

Kamna Suri was disciplined for breaching the Insurance Council Rules and Code of Conduct for failing to conduct a written financial needs analysis for a client, providing inaccurate information and omitting information in the client’s policy application, providing one client’s sales illustration to another, and failing to properly document conversations with the client.

Employment Opportunity

An employment opportunity has arisen at a Way Member’s office.  Grandtag Financial is looking for a Distribution Support as per the attached job posting.  An incentive is provided to our members with successful referrals for the position.  Please contact Michelle Yeung for more information at michelle.yeung@grandtag.ca.

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.

 

 

 

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 coming up in a week’s time.  Get additional $2000 bonus for signing up life insurance.

Connection $50,000 Campaign – May (last week to go!)

Last week to utilize the Connection Campaign to generate substantial income.

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

 

The series of New Members Boot Camp has started today to help members double the income and/ or achieve MDRT!   New members were invited to attend the whole camp, while experienced members are welcome to join individual classes based on their needs.  See the curriculum attached.  There are two new sessions with special guest trainers including a Trust & Estate Practitioner (TEP).

 

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

 

Date	Time	Topic	Audience
May 25	10am-1pm	Class 1: Basic insurance product suitability for various types of clients	Green members
	2pm-5pm	Class 2: Various financial carriers’ strengths by software/illustrations comparison	Green members
May 27	10am-1pm	Class 3: Investment – Untapped market especially amongst Asian clientele	Green members
	2pm-5pm	Class 4: Business cycle – marketing, prospecting, advising, servicing, referring, repeating (with Special Guest Trainer)	Green & Experienced members
May 31	2pm-5pm	Class 5: Way’s uniqueness – helping various types of members achieve their goals	Green & Experienced members
Jun 1	2pm-5pm	Class 6: Applying Way’s Tools (with Special Guest Trainer)	Green & Experienced members
Jun 3	2pm-5pm	Class 7: Compliance to help your ship sail smoothly in the ocean	Green & Experienced members
Jun 10	2pm-5pm	Class 8: Unique financial concepts and calculation tools	Experienced members

Upcoming Virtual Trainings

Time & Date: 11:00am PST, Wednesday, May 26

The Effective and Efficient Way to Estate Planning – CPA Joanne Ma

Certified Public Accountant Joanne Ma will be teaching members how to address clients’ tax issues faced with estate planning.

Click here to join the meeting

Time & Date: 11:00am PST, Friday

Understanding Seg Fund Income Allocations vs Mutual Fund Distributions & Canada Life Q2 Fund Recommendations – guest speaker John Yanchus, Tax Consultant at CL and CL Richard Chen 

Guest speaker John Yanchus, Tax Consultant at Canada Life will give you a big picture of Understanding Seg Fund Income Allocations vs Mutual Fund Distributions.  Richard will give you Canada Life Q2 Fund Recommendations.

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, Friday, May 26

 

1-on-1 Case Studies with RBC Mike Jackson

 

Time & Date: 1-3pm PST, Friday, May 28

 

1-on-1 Case Studies with CL Richard Chen

 

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

 

1-on-1 case studies can be 30 minutes or an hour each.  Bring a case to get your desired results.  All you need to bring is the client’s name and enquiry area.  Examples include:

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

 

Carriers’ Updates

 

iA

iA Connected teaches you how to create automated social media responses so as to encourage your clients to contact you.  Click here for the tips.

ML

See the attached presentation file from Chris’ training last Friday.  Click here for the link to the Advisor Portal and e-App demo.

 

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 if you may 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.

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.

 

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 May 25.  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.  There are two new sessions with special guest trainers including a Trust & Estate Practitioner (TEP).

 

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

 

Date	Time	Topic	Audience
May 25	10am-1pm	Class 1: Basic insurance product suitability for various types of clients	Green members
	2pm-5pm	Class 2: Various financial carriers’ strengths by software/illustrations comparison	Green members
May 27	10am-1pm	Class 3: Investment – Untapped market especially amongst Asian clientele	Green members
	2pm-5pm	Class 4: Business cycle – marketing, prospecting, advising, servicing, referring, repeating (with Special Guest Trainer)	Green & Experienced members
May 31	2pm-5pm	Class 5: Way’s uniqueness – helping various types of members achieve their goals	Green & Experienced members
Jun 1	2pm-5pm	Class 6: Applying Way’s Tools (with Special Guest Trainer)	Green & Experienced members
Jun 3	2pm-5pm	Class 7: Compliance to help your ship sail smoothly in the ocean	Green & Experienced members
Jun 10	2pm-5pm	Class 8: Unique financial concepts and calculation tools	Green & Experienced members

 

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).  It will replace the pdf file for Monthly Event Schedule.

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.

 

1. Add wayplatformevents@gmail.com to your own Google calendar
2. See the different events and 1-on-1s available.
3. 1-on-1s with adjacent blockings mean the session is already booked.
4. 1-on-1s without adjacent blockings are available.

 

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

 

 

1. Save & send the invitation to secure your slot.

 

Connection $50,000 Campaign – May (2 weeks to go!)

 

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

 

Upcoming Virtual Trainings

 

Time & Date: 08:30am PST, Tuesday, May 18

 

Advocis Training: Practice Development Series – Business 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 meeting

 

Time & Date: 11:00am PST, Wednesday, May 19

 

2 Great Ideas to Boost your Life Insurance Sales – EPC Stephen Lai 

EPC Stephen will stimulate your sales by giving you 2 great ideas.  Please come and learn how you manage your business.

 

 

Click here to join the meeting

Time & Date: 11:00am PST, Friday, May 21

 

Using Manulife resources to do more business: eApps, Advisor’s Portal, Grow 4 It Campaign and more – ML Chris Chang

ML Chris will let you know how to make use of Manulife resources to do more business.  He will also share the e-Platform and some interesting case studies.

 

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, Friday, May 14

 

1-on-1 Case Studies with ML Chris Chang

 

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

 

1-on-1 case studies can be 30 minutes or an hour each.  Bring a case to get your desired results.  All you need to bring is the client’s name and enquiry area.  Examples include:

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

 

Carriers’ Updates

 

Canada Life          

 

Insurance

 

Effective July 1, 2021, the dividend scale will stay the same for all participating life insurance (par) policies.  For detailed information, see the 2021 dividend scale announcement.  ADO enhancements will be effective May 31, 2021 and read more about this.  Canada Life has also created an advisor version of the client website to help advisors to understand Premium offset.  Read here for more details.

 

Insurance Live!

Watch the recording of the digital event if you have missed it earlier.  Watch in English, French, or Mandarin to learn more about the evolving participating account investment strategy, and about the future of advice, the role of technology, and opportunities in the life insurance market. This recording will be available until May 29, 2021

 

Investment

 

The Spring 2021 information folders are now online.  Information folders have been updated and now split into two parts.  Part A covers the policy overview and governance for the segregated fund policies and part B includes fund facts.  Click here for the new information folders.

 

 

Manulife

 

Register for the upcoming Manulife’s Future Ready Webinar where some top Portfolio Managers will share their strategies.  This event will be submitted to the governing bodies for Continuing Education (CE) credits. Accreditation can take up to 8 weeks. Once approved, certificates will be issued to the CE Centre on Advisor Portal/ Repsource. Advisors will be notified once credits are issued.  Click here to register.  Time & Date: 10am-12pm PST, Tuesday, June 15

 

 

RBC

 

Register for the upcoming RBC Insurance Private Wealth Event where Kathleen Cunningham (B.Comm, LLB, MPS, TEP) and Mike Jackson (Senior Sales Consultant) will address many important aspects of estate planning such as planning for incapacity, considerations when appointing an attorney to make financial decisions, considerations for a dependent/infirm child and practical suggestions that you can use with your clients.

 

Click here for registration.  Time & Date: 1-2:15pm PST, Thursday, June 3

 

 

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.

 

 

 

 

 

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.

Claiming Your Campaign Rewards

The ACP campaign last month has seen some active submissions from members and those who have qualified – i.e. your ACP funded – can already go to Accounting Department to claim your rewards.  Just fill out the attached Rewards Application (Reward).xlsx form and get your additional bonus!

Upcoming Client Events

15 Company Tax Solutions #2 Share Ownership Dividend #8 Asset Transfer Withdrawal

Date: Thursday, May 13

Language: Mandarin

Time: 10:55 am PST

YouTube link: https://www.youtube.com/watch?v=OVssh6MoTIo

Language: Cantonese

Time: 1:55 pm PST

YouTube link: https://www.youtube.com/watch?v=JJCzy6QIY3c

And here is the registration link: http://sv.mikecrm.com/7qxT5iD

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

Connection $50,000 Campaign – May (3 weeks to go!)

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

Upcoming Virtual Trainings

Time & Date: 08:30am PST, Tuesday, May 11

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, May 12

 

RRSP Meltdown: A Tax Efficient Strategy 2 – Sophia Li

 

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

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

For members who attend both sessions RRSP Meltdown: A Tax Efficient Strategies trainings (April 14 & May 12) and complete the assignment given on April 15 by May 10, arrange a JFW before this Wednesday with either one of the Top Members (Carmen Ke, Sophia Li, Amanda Ngan) and get $50; arrange 2 JWFs to get $100.

Click here to join the meeting

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

Facing the Competition: How Canada Life’s PAR stacks up – CL Carol Ng

Learn about how Canada Life’s PAR products and accounts compare to the competition with CL Carol Ng.

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: 12:30-1pm PST, Wednesday, May 12

1-on-1 Case Studies with Sophia Li

Time & Date: 1-3pm PST, Friday, May 14

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

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.

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: 1pm PST, Thursday, May 20

iA

Insurance

For the Genesis Universal Life product, the International Stocks investment (iA) account will be closed on July 16.  Click here to read more.

There is an upcoming Webinar about iA PAR for Corporations.  Find out how to enhance your clients’ assets and take advantage of participating life insurance with an integrated wealth management approach.  The experts will discuss the many benefits of using participating life insurance as an asset class for diversifying and optimizing your clients’ investments. You’ll also learn how to enhance your clients’ assets by applying estate bond financial strategies and the iA PAR retirement insurance strategy. Continuing educational (CE) credits will be allocated for each webinar.  Click here for registration.

Time & Date: 10 – 11:30 am PST, Tuesday, May 11

Investment

iA is hosting the first Mandarin session with Dynamic Fund’s portfolio manager, Benjamin Zhan, for an upcoming webinar.  In this session, Ben, will share his investment philosophy on his Asian Pacific fund.  If you have the question on how this fund can help you and your clients to participate into the largest growing economy in the world.  Please send your questions to iA Hilda Ng at Hilda.Ng@ia.ca before the webinar.  Time & Date: 10 am PST, Tuesday, May 18.  Please register here.   Another English session with Ben will be on May 20th at 10am PST.  Please register here.

SL

Sun Par Protector II, Sun Par Accumulator II and Sun Par Accelerator – Advisor Guide (810-4628) is attached.  It’s with updates to the administrative rules for the Plus premium optional benefit.

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.

 

 

 

 

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

iA

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.

SL

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.

 

 

 

 

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

 

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, 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:

CL

Read more details here.

ML

Read more details here.

SL

Read more details here.

Canada Life          

Insurance

There is a new Large Case (annual premium $100,000+) support from Canada Life.  See the attached guide for more details.

Sign up for the Insurance Live webinar which goes into depth on how a Par policy works – its mechanic functions and stability, and how it serves the purpose of your client’s financial planning.  There will also be an in-depth participating account investment panel with Canada Life investment managers and an exclusive interview with keynote speaker Paul Desmarais III, Chairman and CEO of Sagard Holdings and Senior Vice-President of Power Corporation of Canada.  Anyone who does Par business should attend.  Click here for registration; Mandarin session option available too.

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

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

iA

Insurance

A new onboarding letter will be mailed directly to the client’s home after a new insurance contract has been issued.  It will be sent automatically to the applicant 30 days after the issuing of any new individual insurance contract on the EVO platform. A copy of the letter will also be available in the Advisor Centre and My Client Space.  Read here for more details.

Investment

Mark Dziedzic, Vice President of Sales, will interview iA Chief Investment Officer, Dan Bastasic, about stocks and bonds to look at in 2021 and the factors that will influence the markets for the next couple of years. Participate in this webinar and be among the first to learn about and gain access to the new iA Estate Cost Comparison tool exclusively before its official launch.  Please click here for registration.

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

Please see the attached 4 presentation files to review iA Living Benefits, Danielle’s training last Friday. (iA CI Hot Spots – Way;  iA_CancerGuard_Eligibility_Questionnaire; iA_Transition Guide with survival periods; iA_transtition—policy-loan)

SL

Sunlife is closing their Long Term Care Insurance to new business in June!  Read more here to see how you can make use of this opportunity and attend Renee’s training on Friday to find out more.

 

News from the Insurance Council of British Columbia

The deadline for Insurance Council licensees to complete their annual continuing education (CE) requirements last year was extended for one year, so make sure you have two years’ credits for renewal this year.  Read here for more details.

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

Reminder on Office Guidelines in Managing COVID-19

As part of our office’s efforts in keeping the COVID virus at bay, another round of commercial sanitization of the office will take place after office hours this Friday, April 30.  We continue to be prudent in managing the pandemic risk and safe-guarding the health and safety of our members while using innovative ways to help everyone generate more business and revenue.  Please be reminded of the safety protocols currently undertaken.

In visiting the office, everyone 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;
• Keep a good distance when communicating with each other in person; and
• Ask your visitors to do the same above.

Persons who are not feeling well, have travelled outside Canada within the last 14 days, have been in contact with a person confirmed to have COVID-19 or have the following symptoms are asked not to come to the office:

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

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 return our attention to growing business while staying caution in battling COVID-19.

 

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.