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Way Weekly Bulletin 210419

by 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

 

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 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.

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

Canada Life          

Insurance

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.

 

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)

2nd 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 210412

by 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 23rd 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

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 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)

 

 

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, 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)

2nd 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 210405

by 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

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, 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

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, 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.

iA

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)

2nd 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 210329

by 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 4th 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

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

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 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)

2nd 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 210322

by 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.

  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.

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 2nd 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 2nd 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

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, 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:

  1. ML_2021_Grow 4 It One-Pager_EN
  2. ML_Apple Watch offer Oct 2020
  3. ML_Lifecheque – LivingCare Benefit Product Matters English
  4. 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

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.

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)

2nd 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 210315

by 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

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.

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

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.

iA

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)

2nd 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 210308

by 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

iA

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

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.

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)

2nd 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 210301

by 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

iA

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

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.

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 .

—————————————————————————————————————————-

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

—————————————————————————————————————————-

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)

2nd 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 210222

by 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 Principal & Senior Financial Planner of Wealthpedia, Sophia Li, on how high level efficiency can enhance your whole business and make more money.   Tune in according to the schedule below to hear what Sophia’s way of success is.

AM1320 – 10:15am every Wednesday

AM1470 – 11:16am every Thursday

NEW 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).

Rishu Bains and Jackqueline Singzon will be coming this Friday for virtual training.  Please feel free to interact with them at that time.

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

Canada Life has announced to extend the promotion.  The last eligible date for application submission is March 19, 2021.  As previously mentioned, Canada Life is offering 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.   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.  Details as below.

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

iA

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

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.

New Top Members’ Training Series by Certified Public Accountant Joanne Ma – every 4th Wednesday

Director of Fortunepath Financial and 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.  Joanne’s training is at 11am on every 4th Wednesday.

With over 15 years of accounting experience and having worked at the Public Guardian and Trustee of BC, Joanne is familiar with Estate and Personal Trust Services, Child and Youth Trust Services and Private Committees.  She has worked with small businesses, government organizations and publicly trade corporations, which have given her unique perspectives to the financial services field.

In addition, Joanne is both a Certified Group Fitness Professional and Certified Personal Trainer, having been teaching since 2012.  Her success in the fitness world is proven by the loyalty of her students, many of whom have followed her throughout the years.  Joanne is widely seen as a trustworthy financial professional, reliable friend and a life coach.

Income Tax Filing Part 1: How to fill T1 General -Joanne Ma, CPA

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

Click here to join meeting

 

iA Financial Kick off – A reintroduction to iA Life & Living Benefits with special CPB Feature -iA Rishu Bains & Jacqueline Singzon

Rishu and Jacqueline will refresh your memory on iA Life & Living Benefits with special CPB feature.  It’s a kick start to enter the New Sales Contest and win the cash rewards.

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

Click here to join meeting

Meeting ID: 881 2750 7632

Reminder of CE Credit Requirements for License Renewal

All life insurance licensees are required to renew their licenses before June 1st. It is time to check if you have enough CE credits for the renewal.

  • All licensees must meet the continuing education requirements of their class of licence, for each licence year (June 1 to May 31, annually).
  • Licensees must maintain valid records of continuing education course attendance and completion, for Council audits.
  • If you have an approved designation, e.g. CFP, CLU, RHU, you must have 5 technical hours of continuing education.
  • If you have been licensed for at least 5 of the last 7 years, and you do not have an approved designation, you must have 10 technical hours of continuing education.
  • If you have NOT been licensed for at least 5 of the last 7 years, and you do not have an approved designation, you must have 15 technical hours of continuing education.
  • If you were licensed after March 1, 2019 and you haven’t completed the Council Rules Course, you have to take the course ASAP.

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)

2nd 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 210216

by 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」

Following last week’s show where Jennifer Chan, Director of Unique One Financial, shared how she first got into the RESP industry and then developed into a well-rounded financial advisor on the Way Platform, this week’s Connecting Talents匯賢天下 has Stephen interviewing Chief Executive Advisor of Convoy Financial, Wilson Ng, on the most important aspect in his practice to make it successful.   Tune in according to the schedule below to hear what Wilson’s secret is.

AM1320 – 10:15am every Wednesday

AM1470 – 11:16am every Thursday

Upcoming Client Events

3 RRSP Mistakes 9 Solutions: #4 Withdrawn Timing #8 PAR Synthesis

Date: Thursday, February 18

Language: Mandarin

Time: 10:55 am PST

YouTube link: https://youtu.be/h-Vv5M6g-DQ

Language: Cantonese

Time: 1:55 pm

YouTube link: https://youtu.be/y7UE_3OCyO8

And here is the registration link: http://sv.mikecrm.com/DJ5UZZk

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

Marketing Poster for Canada Life 3-Months Free Premium Promotion (February) – only 2 weeks left!

The last eligible date for application submission is March 1st, 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 Februrary:

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.

RRSP Deadline Reminder – March 1, 2021

Please be reminded that all RRSP business must be signed and dated by March 1, 2021 and received by the office by 9:30am on March 2, 2021 to count towards the contribution for 2020. Feel free to ask your case coordinator or e-mail process@www.wayfinancial.ca if you have any question.

Carriers’ Updates

iA

As tax season approaches, your clients’ tax documents (Savings) are available from their My Client Space account, online or through the iA Mobile app.  Consult the tables below to know the dates to remember.  Below are some instructions.

How can my clients access their tax documents online

  •  Login to My Client Space
  •  Click on Your Documents and select Tax Documents.

How to access your clients’ tax documents

  •  Login to the Advisor Centre and click on My Clients.
  •  Search for your client.
  •  Click on Your Documents and select Tax Documents
Tax documents Date available
online
My Client Space and
Advisor Centre
Paper version mailing date

Sent only if the communication preference “by mail” has been selected for tax documents

T4RIF – (RL-2*) – RRIF withdrawals February 17, 2021 Gradually starting
February 18, 2021
T4RSP – (RL-2*) – RRSP withdrawals
T4A – (RL-1*) – RESP withdrawals
T5 – (RL-3*) – Guaranteed interest investment, Non-registered contracts
NR4 – Non-residents, registered contracts
T3 – (RL-16*) – Investment fund income, Non-registered contracts February 24, 2021 February 26, 2021

*Only Quebec residents will receive these statements.

Tax documents Format Dates available
RRSP – Contributions from March 2, 2020 to December 31, 2020 Deposits and PAD Electronic Available now
Paper Available now
RRSP – Contributions from January 1, 2021 to March 1, 2021 Deposits Electronic and paper Available now
PAD Electronic Week of March 15, 2021
Paper Week of March 15, 2021


Contact iA Customer Service Department at savings@ia.ca or 1-844-442-4636 if there is any questions.

Also attached is the 2021 tax reference sheet for your reference.

This document brings together a variety of information regarding:

  •  Government plans
  •  The Quebec Pension Plan (QPP) and the Canada Pension Plan (CPP)
  •  RRSP and TFSA contribution limits
  •  Tax tables by province
  •  RESPs and grants
  •  And much more.

Manulife

Manulife Advisor Portal is online now.   To access the new secured and user friendly website, you will need an Advisor Manulife ID.

If you haven’t registered an Advisor Manulife ID, please click here to register.  Repsource is still available but with reduced functions.

Once you have an Advisor Manulife ID setup, you can experience the new website by visiting:  https://advisor.manulife.ca/landing  then:

  1.  Click “Sign In” from the top-right corner
  2.  Click “Advisor Portal”.
  3.  Provide your user name and password

 

Please contact ML technical Support if you need their help at ManulifeIDSupport@manulife.com or 1-877-666-2764 (Monday to Friday, 8 a.m. to 6 p.m. ET)

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.

Way Platform Resource Sharing: How to Generate Residual Income from Profit Sharing – Stephen Lai

 

Profit Sharing is an unique product available on the Way Platform.  Stephen will let you know how to generate residual income from it.

 

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

 

Click here to join meeting

 

 

Manulife Strategic Income Fund Update + Global Fixed Income Outlook – Chuck Tomes

Stefan will be hosting a call with Chuck Tomes (PM for Manulife Strategic Income Fund) in the Webinar and a small group presentation.  Please click here for Webinar registration.

Topic: Manulife Strategic Income Fund Update + Global Fixed Income Outlook

Time & Date: 10:00 am PST, Thursday, February 18

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

 

GIAs, market update, top picks and themes for 2021 – ML Stefan Goddard

Stefan will give you an overview and update on GIAs, market update, top picks and themes for 2021.

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

Click here to join Zoom meeting

Passcode: 515554

Canada Life Webinar with multiple topics – CL Mike Cunneen, Senior Vice-President, Insurance and Independent Distribution

You’ll hear a range of topics including how the Canadian Chamber of Commerce plans on continuing to support Canadian businesses, what the current state of the virus means for our communities in the coming months and what the work in our innovation labs will allow you to do in the near future.  Click here for registration,

Time & Date: 10am PST,  Wednesday, February 24

Events Schedule – March

The updated Events Schedule for March 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)

2nd 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.