News

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.

 

January & February Campaigns $4,000 X 2 = $8,000 

The Investment Transfer-In and RBC PAC Campaigns are on! Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for each campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

 

 

 Upcoming Trainings   

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

 

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.

Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, January 12

Investment Strategies by RBCI Mike Jackson & B2B Bank Danya Wang

This session count as one of the sessions for campaign qualification.

Click here to join the meeting
 

 
Time & Date: 11:00am PST, Friday, January 14
 
Disability Insurance, the Basics and Beyond – CL Carol Ng

Click here to join the meeting

 

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 

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

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

 

Time & Date: 1:00 – 3:00pm PST, Wednesday, January 12 1-on-1 Case Studies with SL Renee Ho   Time & Date: 1:00 – 3:00pm PST, Friday, January 14 1-on-1 Case Studies with CL Carol Ng   Schedule of 1-on-1 Case Studies in January 2022
Monday	Tuesday	Wednesday	Thursday	Friday
3	4	5	6	7
				1-on-1 Case Studies with EQ Monica Zhang (1:30 – 4:00pm)
10	11	12	13	14
		1-on-1 Case Studies with SL Renee Ho (1:00-3:00pm)		1-on-1 Case Studies with CL Carol Ng (1:00-3:00pm)
17	18	19	20	21
				1-on-1 Case Studies by ML Chris Chang  (1:00-3:00pm)
24	25	26	27	28
		1-on-1 Case Studies with RBCI Mike Jackson (1:00-3:00pm)		1-on-1 Case Studies with CL Richard Chen (1:00-3:00pm)
31

 

 

 Carriers’ Updates

 ​

B2B Bank

Help your clients reach their retirement goals faster 

Click to read the B2B Bank RSP Load, which has 5- and 10-year competitive rate, and help wider range of clients to catch up their RRSP contribution and invest in the retirement of their dreams.

1. No Proof of Income (POI)/ Proof of Assets (POA) required for loans up to $50,000.
2. Send applications prior to February 14, 2022 to avoid delays and ensure your clients’ applications can be approved and funded before the contribution deadline of March 1, 2022.

 

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

​

Canada Life

Insurance

Go paperless with My Canada Life

Canada Life has piloted a new client site, My Canada Life. It will give clients 24/7 access to information about their Canada Life products and the ability to switch to paperless eStatements, which will be more convenient and easier for advisors and clients. Please refer to attached file (CL – We’re inviting clients to go paperless with My Canada Life) for more details.

 

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com or Wenjia Li at 6046125105 or wenjia.li@canadalife.com if you have any questions.

​

Equitable  

Insurance

In the training of last Friday, EQ wholesaler Monica gave a new insight of the benefit in choosing Equitable Life and gave strategies on using EQ products to better serve your clients’ needs. Read attached presentation file for more details.

 

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

 

iA Financial 

Investment 

Tools provided by iA can be used to help you optimize your service as advisor.

1.     Contribution tool

Help your clients be more independent and increase the amount of their RRSP or TFSA contributions or set up regular contributions.

 

2.      Financial Calculators

This tool will illustrate the different financial scenarios for your clients, including investments, tax savings, or retirement budget, etc. It allows you to better understand your clients’ reality.

 

3.     RRSP calculator

It helps your clident find out how much they’d need to contribute to their RRSPs based on their individual situation and retirement goals.

 

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

​​​

Sun Life

Insurance

Helping advisors better serve Mandarin-speaking Clients

Sun Life’s advisor site is now available in English and Simplified Chinese. Click the Chinese Marketing Centre, where it includes the Simplified Chinese marketing materials and sales strategies in one easy-to-find location. Advisors can feel free to use those tools to better support the Mandarin-speaking clients.

 

Bust the myths about insurance for your wealthy Clients

In advisor site, new tools are currently provided to help advisors better serve your wealthy clients and add value to preserve their affluent lifestyle. It includes many marketing videos, analytical articles, as well as the excel strategy tools. Click here to read more and get the tools!

 

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

 

 

 

 

 

 

 

 

Best Regards,

 

Administration Department

 

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

 

Way Financial Inc. 

 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

 

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

 

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

 

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Reply

Forward

 

 

 

 

 

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.

Investment Transfer-In Campaign – January & February

The investment transfer-in campaign is now on!  You will have two months to win up to $4,000 additional bonus for transferring Non-Reg, TFSA, RRSP accounts from the third parties (e.g. banks, mutual funds companies, etc)!

Transferring-in 6 investment accounts will get $1,000 in advance. Double that (i.e. transfer-in 12 accounts) to win $4,000 bonus. See poster below for details.

Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for the campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

RBC PAC Campaign – January & February

The ACP $2000 campaign is now on! You will have two months to win up to $4,000 additional bonus for signing up 60 PACs account. Sign-up 20 PACs accounts will get $1,000 in advance. Non-registered, RRSP and TFSA accounts all qualify. See more details below.

Make sure to attend 6 internal trainings or 1-on-1s to qualify for the campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext.114.

Upcoming Client Events

11 Ways of Real Estate & Property Tax Coding: Debt Repayment  + Property Tax Terms and Inquiry

Date: Saturday, January 8 

Language: Mandarin 

Time: 10:55 am PST 

YouTube link:  https://youtu.be/BW57I2lvWSM

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/d-4DlBLdqeg

Check out the posters below for broadcasting to your clients.

 

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

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

MDRT Special Event – January 18

Topic: Go for the goals: How goal-setting can make 2022 your best year yet

Date & Time: January 18, 9:45 to 11:15am PST

We all know that we should set goals, but why?  Members are invited to join us in attending this MDRT exclusive event with business coach Max Bolka and 18-year MDRT member Kathleen R. Benjamin, CFP, CPA, to find out why goal-setting is important, the difference it can make in your business, how to do it effectively and how to cultivate the proper mindset for achieving your goals. The presentation will include a discussion on starting the year on the right foot by creating a business plan to help grow your practice, including six practical steps for designing your destiny.

As this is a resource specifically shared by the Platform, you would have to reply yes to the calendar invitation by Way Admin by January 14 to secure your spot and receive the presentation link.

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

 

The first series of New Members Boot Camp 2022 will start on next Monday, January 10, 2022. New members will receive an invitation to attend the whole camp, while experienced members are welcome to join individual classes through registering with Administration (admin@www.wayfinancial.ca) based on their needs. Live sessions will be hosted for attendance of 8 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Date	Time	Topic	Audience
Jan 10	10am – 1pm	Class 1: Basic insurance product suitability for various types of clients	Green members
Jan 11	10am – 1pm	Class 2: Various financial carriers’ strengths by software/illustrations comparison	Green members
Jan 13	10am – 1pm	Class 3: Investment – Untapped market especially amongst Asian clientele	Green members
Jan 17	10am – 1pm	Class 4: Business cycle – marketing, prospecting, advising, servicing, referring, repeating (with Special Guest Trainer)	Green & Experienced members
Jan 18	10am – 1pm	Class 5: Way’s uniqueness – helping various types of members achieve their goals	Green & Experienced members
Jan 20	10am – 1pm	Class 6: Applying Way’s Tools (with Special Guest Trainer)	Green & Experienced members
Jan 24	10am – 1pm	Class 7: Compliance to help your ship sail smoothly in the ocean	Green & Experienced members
Jan 25	10am – 1pm	Class 8: Unique financial concepts and calculation tools (with Special Guest Trainer)	Experienced members

Upcoming Trainings

 

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

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

Choosing Equitable Life – Equitable Life Monica Zhang

Come and learn from EQ wholesaler Monica Zhang, who will share you the reason of choosing Equitable life and make better plan for your clients.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 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

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Time & Date: 1:30 – 4:00pm PST, Friday, January 7 1-on-1 Case Studies with EQ Monica Zhang Schedule of 1-on-1 Case Studies in January 2022
Monday	Tuesday	Wednesday	Thursday	Friday
3	4	5	6	7
				1-on-1 Case Studies with EQ Monica Zhang (1:30 – 4:00pm)
10	11	12	13	14
		1-on-1 Case Studies with SL Renee Ho (1:00-3:00pm)		1-on-1 Case Studies with CL Carol Ng (1:00-3:00pm)
17	18	19	20	21
				1-on-1 Case Studies by ML Chris Chang  (1:00-3:00pm)
24	25	26	27	28
		1-on-1 Case Studies with RBCI Mike Jackson (1:00-3:00pm)		1-on-1 Case Studies with CL Richard Chen (1:00-3:00pm)
31

Carriers’ Updates

Canada Life

Insurance

Dial It Up

There are three more months to win the extra $10,000 from the Dial It Up campaign (Sep 2021 to Mar 2022).

To be eligible, advisor must first make at least four insurance sales with a combined minimum total growth of $5,000 in first-year commission (FYC) over the same period in 2020/2021. After these goals have been achieved, the $5,000 and subsequent insurance sales will receive an additional 33% bonus up to a maximum of $10,000. Please refer to attached materials (CL-Dial_it_up_question_and_answers_MGA CL and CL_Dial_it_up_resource_page_MGA) for more details.

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com or Wenjia Li at 6046125105 or wenjia.li@canadalife.com if you have any questions.

Investment

Panel Webinar: Canada Life’s 2022 Market Outlook Call

A webinar will be hosted by Canada Life at 10:00 am on January 13 (Thursday). Experts will feature the forecast of the global economy and explain the increasing inflation rate, as well as answer how the recovery of economy might affect client’s portfolio. Register to reserve a spot now.

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or Floria.song@canadalife.com if you have any questions.

Equitable

Insurance

A virtual weekly Business Builder series will be hosted by EQ from January 11. Advisors will be able to join every week to a wide variety of topics and speakers from across Canada that will help to build your business.

Register to attend the first session at 9:00am on January 11 (Tuesday). VP of EQ – Dean Erickson, will introduce the details of this series, wrap up 2021, and announce the changes for 2022.

Click to see all the topics and speakers for Q1 2022, and register all the sessions that you would like to attend.

Contact Monica Zhang  at 604-366-4314  or mzhang@equitable.ca if you have any question.

Best Regards,

 

Administration Department

 

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

 

Way Financial Inc. 

 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

 

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

 

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

 

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

 

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Marketing Posters for Term Insurance Promotion (January)

To help members generate more interest from clients and to leverage the discount on term insurance from Canada Life, a generic poster template has been designed for your use so you would not see any logos, including Way’s, on it – personalize it by adding your own logo and contact information. All business must be received by January 31, 2022.

To read more details about this promotion, please click here.

Check out and utilize the attached and below posters, as well as, leverage the text templates to generate immediate client interest:

XXX, are you already paying for your mortgage or term life insurance? If yes, are you interested in finding out whether you can qualify for 15% less cost?

XXX, 你已經為你的房屋貸款保險作好準備了嗎? 你有興趣知道你怎樣可以節省15%的費用嗎?

XXX，你已经为你的房屋贷款保险作好准备了吗？ 你有兴趣知道你怎样可以节省15%的费用吗?

 

Reminder on Office Guidelines in Managing COVID-19

In face of the new Omicron variant and current wave of COVID cases, the office remains prudent in managing the pandemic risk and safe-guarding the health and safety of our members while using innovative ways to help everyone generate more business and revenue.  Please be reminded of the safety protocols currently undertaken.

In visiting the office, everyone including those who have been vaccinated should continue to maintain a high level of personal hygiene and be mindful of the following when you enter the premise:

• Sanitize your hands and put on a face mask;
• Keep social distance when communicating with each other in person; and
• Ask your visitors to do the same above.

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

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

Let’s place our attention on growing business in 2022 while continuing our efforts to keep this virus at bay.

Business Campaigns 2022 – doubling the rewards to $4,000+/campaign

Next year will see another set of Big Ticket business campaigns to help members grow their business and income.  In reviewing members’ request, each campaign will double in duration, target and reward amounts!  That means you would have two months each campaign to win up to $4,000, with two concurrent campaigns, making the maximum reward amount each member can win to $8,000!

Get ready to win up to $4,000 rewards from the Investment Transfer-In and RBC PAC Campaigns in January. The campaign posters will be available shortly so be prepared for your business submissions right at the turn of the new year!

Finale Frenzy Campaign – December

Last week to go for the Finale Frenzy campaign to win total rewards up to $70,000! It reopens the campaign qualification for all 2021 Big Ticket Campaigns. Good luck! See details in the poster below.

Upcoming Trainings

 

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

In view of renewed concerns of COVID-19, in-person training arrangements will be postponed, including Tim Lau’s special training originally scheduled for January 5. The first training of 2022 will take place on January 7, with details below.

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

Choosing Equitable Life – Equitable Life Monica Zhang

Come and learn from EQ wholesaler Monica Zhang, who will share you the reason of choosing Equitable life and make better plan for your clients.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 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

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Schedule of 1-on-1 Case Studies in January 2022
Monday	Tuesday	Wednesday	Thursday	Friday
3	4	5	6	7
				1-on-1 Case Studies with EQ Monica Zhang (1:30 – 4:00pm)
10	11	12	13	14
		1-on-1 Case Studies with SL Renee So (1:00-3:00pm)		1-on-1 Case Studies with CL Carol Ng (1:00-3:00pm)
17	18	19	20	21
				1-on-1 Case Studies with ML Chris Chang (1:00-3:00pm)
24	25	26	27	28
		1-on-1 Case Studies with RBC Mike Jackson (1:00-3:00pm)		1-on-1 Case Studies with CL Richard Chen (1:00-3:00pm)
31

Carriers’ Updates

Equitable

Insurance

Accept eSignature on All Documents

Effective immediately, EQ will accept eSignature from the approved vendors, including DocuSign, eSignLive (OneSpan/Silanis), HelloSign, AdobeSign, and iGeny, on all documents of individual insurance, savings, and retirement. When submitting a form, please remember to include esign@equitable.ca, which will be a reviewer of the eSignature to ensure a smooth and timely process.

Contact Monica Zhang  at 604-366-4314  or mzhang@equitable.ca if you have any question.

Tugo

15 minute Live Information Sessions in January

There will have a 15 minute short live webinars throughout the month of January, designed to help you better understand Tugo’s coverages, find correct information, and ask questions. Check out the calendar below and register.

		January 2022
Sunday	Monday	Tuesday	Wednesday	Thursday	Friday	Saturday
						1
						HAPPY NEW YEAR!
2	3	4	5	6	7	8
	HOLIDAY ⛄️		Everything Covid19 Register	Quarantine Register	Trip Cancellation & Interruption + CFAR Register
9	10	11	12	13	14	15
	Medical Questionnaire Register	Pre-existing Conditions Register	Partner Express Orientation Register	Everything Covid19 Register	Quarantine Register
16	17	18	19	20	21	22
	Trip Cancellation & Interruption + CFAR Register	Everything Covid19 Register	Quarantine Register	Real Claim Stories + Prov. Healthcare Register	Submitting a claim Register
23	24	25	26	27	28	29
	Visitors to Canada Register	Marketing Travel Insurance Register	Trip Cancellation & Interruption + CFAR Register	Medical Questionnaire Register	Pre-existing Conditions Register
30	31
	Partner Express Orientation Register

Contact Helene Desjardins at 905-267-1724 or hdes@tugo.com if you have any question.

Happy New Year

Wish Members a joyful new year, staying safe and happy together with family and friends.

Our office will be closed from 1:30pm Friday, December 31 (Friday), to January 3 (Monday). Normal business hours will resume on Tuesday, January 4, 2022.

Best Regards,

 

Administration Department

 

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

 

Way Financial Inc. 

 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

 

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

 

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

 

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

 

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Finale Frenzy Campaign – December

Last two weeks to go for the Finale Frenzy campaign to win total rewards up to $70,000! It reopens the campaign qualification for all 2021 Big Ticket Campaigns. Good luck! See details in the poster below.

Special Training – CEA CFP CLU TOT Tim Lau  (Hybrid Training)

There will have a special training hosted by Way Instructor, the one and only financial advisor in Canada with a combined designation of CEA, CFP, CLU and 10 years plus TOT honours, Tim Lau, on January 5, 2022. This training will be a hybrid session and selected members have been invited to participate in person. Others are welcome to join online.

 

More hybrid training sessions will be arranged in the coming year, and other members will have the chance to participate in person as well. Please follow our weekly bulletins for details of future sessions.

 

Details of Tim’s training are as below:

Topic: Pure Motivation – Wake Up at 4am

Date: Wednesday, January 5, 2022

Time: 11:00am to 12:30pm (PST)

Upcoming Trainings

 

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, December 22

Market Concept: Risk Management / Strategy: Share Ownership Dividends / Case Size: $30,000 FYC – Holly Miao

Come and learn from MDRT Holly, who will share a case on SOD strategy in a closing appointment with a couple. She will also share her successful JFW experience with one of the members on the Way Platform.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

 

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

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

Time & Date: 1:00 – 3:00pm PST, Wednesday, December 22

1-on-1 Case Studies with RBCI 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

iA Financial

Investment

iA RESP Training

In the iA RESP training on last Wednesday, wholesaler Hilda highlighted two types of iA RESP products: Diploma and My Education+.  Also, she introduced the RESP – Electronic New Issue Tools, which is an useful tool in assisting advisor to finish the RESP application much faster and easier. Please refer to the attached presentation files (iA – RESP) for more details.

iA $5,000 Client Contest

Clients who contribute to an iA RRSP or TFSA before March 1, 2022 will have chances to win $5,000 in cash. Contributing before January 31, 2022 will double the chances of winning! Advisor can use the toolbox to help your client and get more business as well. Click here to know more details of this client contest.

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

Manulife

Investment

Last Friday, Manulife wholesaler Stefan shared the general performance of Manulife Balanced Portfolio with advisors, and featured some market risks, global equity market’s earning situation as well as the Capital Market Strategy Model Asset Mix. Additionally, he recommended some high income and high yield segregated funds that can be found on Manulife’s website.

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

Happy Winter Solstice

Wish Members a happy Winter Solstice, staying safe and happy together with family and friends.

Our office will be closed from 1:30pm tomorrow, December 21 (Tuesday). Normal business hours will resume on Wednesday, December 22.

Merry Christmas

Our office will be closed from 1:30pm on Christmas Eve, December 24 (Friday) to December 28. Normal business hours will resume on Wednesday, December 29.

Let me know if you have any questions. Thank you!

Best Regards,

 

Administration Department

 

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

 

Way Financial Inc. 

 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

 

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

 

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

 

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

 

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Finale Frenzy Campaign – December

The Finale Frenzy has started. It reopens the campaign qualification for all 2021 Big Ticket Campaigns. Good luck to win total rewards up to $70,000! See details in the poster below.

Upcoming Client Events

12 Executor Tactics: Property Rollover + Family Trust

Date: Saturday, December 18

Language: Mandarin 

Time: 10:55 am PST 

YouTube link: https://youtu.be/ufK09dUrWNw

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/UIQy7SnfMUc

Check out the posters below for broadcasting to your clients.

And here is the registration link: http://sv.mikecrm.com/tnHrZ6R

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

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

 

The first series of New Members Boot Camp 2022 will start on Monday, January 10, 2022. New members will receive an invitation to attend the whole camp, while experienced members are welcome to join individual classes through registering with Administration (admin@www.wayfinancial.ca) based on their needs. Live sessions will be hosted for attendance of 8 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below. RSVP by Thursday, December 23, 2021, to register a spot in one or all of the classes.

Date	Time	Topic	Audience
Jan 10	10am – 1pm	Class 1: Basic insurance product suitability for various types of clients	Green members
Jan 11	10am – 1pm	Class 2: Various financial carriers’ strengths by software/illustrations comparison	Green members
Jan 13	10am – 1pm	Class 3: Investment – Untapped market especially amongst Asian clientele	Green members
Jan 17	10am – 1pm	Class 4: Business cycle – marketing, prospecting, advising, servicing, referring, repeating (with Special Guest Trainer)	Green & Experienced members
Jan 18	10am – 1pm	Class 5: Way’s uniqueness – helping various types of members achieve their goals	Green & Experienced members
Jan 20	10am – 1pm	Class 6: Applying Way’s Tools (with Special Guest Trainer)	Green & Experienced members
Jan 24	10am – 1pm	Class 7: Compliance to help your ship sail smoothly in the ocean	Green & Experienced members
Jan 25	10am – 1pm	Class 8: Unique financial concepts and calculation tools (with Special Guest Trainer)	Experienced members

Claiming your campaign rewards ($2000 Business Campaigns, Carriers 101 Mini Campaigns, etc)

Members who qualified for the monthly $2000 Business Campaigns or the Carriers 101 session Mini Campaigns can use the attached Incentive Application form to claim their rewards. For example, the Canada Life insurance 101 gives away an additional 10% FYC Bonus as marketing allowance for attendees who submit a case within two weeks of the class (i.e. October 14) and place it within two months (i.e. December 14).  An additional special Canada Life wireless mousepad charger will be rewarded for annual premiums of $200.

Ask Accounting at account@www.wayfinancial.ca if you have any question.

Upcoming Trainings

 

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, December 15

IA RESP Training – EPC Stephen Lai + iA Investment Hilda Ng

Come and learn from Stephen and Hilda. Stephen will share you the RESP rules and regulations, as well as why RESP. Hilda will give you the details of iA’s Diploma and My Education +.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

 

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

Time & Date: 11:00am PST, Friday, December 17

Market Update and Year End Reviews, with Expectations for 2022 – Manulife Stefan Goddard

Come join Manulife Stefan’s sharing of the Market Update and Year End Review. He will also talk about the expectations for 2022, which will prepare you with new perspectives of the economic situation to make better investment plans for your clients.

Click here to join the meeting

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

Time & Date: 1:00 – 3:00pm PST, Wednesday, December 15

1-on-1 Case Studies with iA Hilda Ng

Time & Date: 1:00 – 3:00pm PST, Wednesday, December 17

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

Assumption Life

Insurance

Check out the new Simplified Selection Tool to find the right solution for your clients, especially those hard-to-insure cases. A full range of simplified issue products can be done at your fingertips on this tool. It can also help to pre-qualify your client and get the cost of coverage in minutes! Click here to view more about this tool.

Contact Mohammed (Mo) Saiepour at 403-542-5209 or mo.saiepour@assomption.ca if you have any question.

Canada Life

Insurance

Premium Offsets

Canada Life is providing new resources to help both advisor and clients understand it Premium Offsets. Visit the Canada Life’s client website to see more details about how premium offset works with visuals and client-friendly language.

Canada Life Recent Updates, Enhancements and Promotions

Last Friday, Canada Life wholesaler Carol Ng briefly introduced the most recent promotions, Simpleprotect enhancements, and the new underwriting requirements. Additionally, she also showed advisors Canada Life’s Par investment activities and returns, as well as the DSIR. To read more details, please refer to attached presentation file (CL – Update Dec 2021_final).

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com  if you have any question.

Investment

Heading to 2022, Segregated fund policies will move to a new system, in which you will see simpler statements and possibly less paper.

• Policies other than tax-fee savings accounts will receive a new policy number. Clients no need to make any changes to their banking.
• If clients have more than one type of policy, clients may start receiving a single, combined statement. All statements will now be sent semi-annually.
• Clients will pay investment management fees, operating expense fees and advisory fees monthly instead of quarterly. There is no change to the way that these fees are accrued.

Please refer to the attachment (CL – A new look for Canada Life segregated funds) for more info of this change. More details will come in the new year.

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or Floria.song@canadalife.com if you have any question

Equitable

Insurance

New Process For Applications for Term Conversation to Equimax with Excelerator  Deposit Option (EDO)

Equitable is now allowing term conversions to Equimax with EDO with no additional underwriting provided the maximum net amount at risk (NAAR) for the new Equimax policy that does not exceed the Term coverage amount being converted.

Advisor can use the new created ‘1616 worksheet’ to confirm that the conversion and properly complete the Application for Term Conversion (Form 1616). This worksheet is only for use in situations where the term coverage is to be converted to Equimax with EDO and must be submitted along with the signed illustration and completed Application for Term Conversion. The maximum NAAR can be found on the Underwriting page of the illustration report.

• Resources can be found on Equinet:
• 1616 Application for Term Conversion
• 1616 Term Conversion Guide
• 1616 Worksheet

Contact Monica Zhang  at 604-366-4314  or mzhang@equitable.ca if you have any question.

iA Financial

Insurance

New riders offered for iA PAR!

The addition of Critical Illness , which includes Critical Illness — Child and Disability Credit riders, is offered by iA Financial to enhance clients’ iA Participating Life Insurance(iA PAR) coverage. Both riders are available via the EVO sales platform for both versions of the product: iA PAR Estate and iA PAR Wealth, as well as include a tax-free lump sum payment to beneficiaries. The lump sum payment can even be used to pay the iA PAR premium to keep the policy in place despite a lack of income. Click to read more info of the new riders.

Contact Rishu Bains at 604-354-2711 or rishu.bains@ia.ca or Laeya Kim at 778-686-8945 or laeya.kim@ia.ca if you have any question.

Manulife

Insurance

December is the last month to go for Manulife’s Grow 4 It rewards program 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).

Contact Chris Chang at 604-355-4879 or chris_chang@manulife.com or Cherry Xiang at 604-678-1558 or Cherry_Xiang@manulife.ca for more information.

Holiday Notice

Please note that our office will be closed on:

Tuesday, December 21, 2021 (Winter Solstice, closes at 1:30pm PST) 

Normal operations will resume on:

Wednesday, December 22, 2021           

Friday, December 24, 2021 (Christmas Eve, closes at 1:30pm PST)

Monday, December 27, 2021 (In Lieu of Christmas)

Tuesday, December 28, 2021 (In Lieu of Boxing Day)

Normal operations will resume on:

Wednesday, December 29, 2021            

Friday, December 31, 2021 (New Year’s Eve, closes at 1:30pm PST)

Monday, January 3, 2022 (In Lieu of New Year’s Day )

Normal operations will resume on:

Tuesday, January 4, 2022   

Let me know if you have any questions. Thank you!

Best Regards,

 

Administration Department

 

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

 

Way Financial Inc. 

 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

 

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

 

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

 

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

 

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Finale Frenzy Campaign – December

The Finale Frenzy has started. It reopens the campaign qualification for all 2021 Big Ticket Campaigns. Good luck to win total rewards up to $70,000! See details in the poster below.

Dial It Up with Canada Life

Canada Life has launched a new promotional offer, Dial It Up, that an MGA advisor could receive an additional 33% bonus, up to $10,000, on life and living benefits insurance sales placed between September 1 to March 31, 2022.

To be eligible, advisor must first make at least four insurance sales with a combined minimum total growth of $5,000 in first-year commission (FYC) over the same period in 2020/2021. After these goals have been achieved, the $5,000 and subsequent insurance sales will receive an additional 33% bonus up to a maximum of $10,000. To confirm details and qualifications, you can refer to attached materials (CL-Dial_it_up_question_and_answers_MGA CL and CL_Dial_it_up_resource_page_MGA).

Please feel free to contact Canada Life wholesaler Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com  if you have any question about this promotional offer.

Reminder to Complete Free Unit Switch for Investments

Experienced members would know it’s best to complete the free unit switch for their client’s investments at the start of the year to generate more trailer commissions. For those who have missed this, don’t forget to submit the switch request to process@www.wayfinancial.ca  by 12:00pm PST on December 30 to capture this year’s free unit switch allowance. And in 2022, you can make the switch immediately in January. Feel free to ask your case coordinator if you have any question.

Upcoming Trainings

 

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, December 8

Concept: Investment Planning / Strategy: ACP / Investment loan amount: $300,000 – CFP CIM COT Sophia Li

Come and learn from top member Sophia Li (CFP CIM COT), who will teach you the investment planning concept and ACP strategy to help you do better in your investment cases.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

 

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

Time & Date: 11:00am PST, Friday, December 10

Canada Life Recent Updates, Enhancements and Promotions – Canada Life Carol Ng

Come and learn from Canada Life Carol to know the recent updates, enhancements and promotions of Canada Life to win more cases and provide better solutions to your clients.

Click here to join the meeting

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

Time & Date: 12:30 – 1:30pm PST, Wednesday, December 8

1-on-1 Case Studies with CFP CIM COT Sophia Li

Time & Date: 1:00 – 3:00pm PST, Wednesday, December 10

1-on-1 Case Studies with Canada Life 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

Investment

RRSP/TFSA marketing toolkit is available 

To support your clients build or update their financial plan, Canada Life has developed an RRSP/TFSA marketing toolkit. This toolkit includes everything you need (including articles, guides and shareable content) to start client conversations about investing in Canada Life solutions through RRSPs and TFSAs.

RRSP resources for you

• Tax articles
• 2021 Canadian tax rate summary
• Enhanced RRSP admin guides

Four high-calibre managed solutions

• Help keep clients’ portfolios on track to strengthen your service offering.

All resources are inside this marketing toolkit. Click to explore more!

 

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or Floria.song@canadalife.com if you have any question.

iA Financial

Discover the holiday posts and share to your clients

Holiday season is around the corner. iA Financial has prepared some holiday posts for advisors. You are able to get the personalized links and copy different language of the content to share on social media platforms or send directly to your clients. Go directly to the Web Showcase and choose from among the posts. Copy and share the content.

Contact Rishu Bains (Live Insurance) at 604-354-2711 or Rishu.bains@ia.ca or Vanora McLay (Living Benefits) at 604-737-9170 or Vanora.mclay@ia.ca or Hilda Ng (Investment) at 778-873-1254 or Hilda.ng@ia.ca if you have any questions.

Manulife

Insurance

Overview of Manulife’s Health & Dental plan and Vitality

Last Friday, Manulife wholesaler Anita briefly introduced Manulife Vitality program and 3 main types of Manulife’s Health & Dental products, which are FollowMe, FlexCare, Association Health & Dental Plan. Meanwhile, she also gave some advice and reference guide on how to choose proper type of plan to match your clients’ needs.

• FollowMe – The target market is any client whose group health coverage has recently ended or will soon end.
• FlexCare – The target market is any client does not have any health plan coverage or not fully covered by a group health plan.
• Association Health & Dental Plan – The target market is small to medium sized associations or small business.
• Manulife Vitality program – It offers a variety of ways for your clients to improve their health and rewards them for their healthy choices along the way. It is now available to FlexCare and FollowMe new individual clients (not for small business). All the cost for the primary applicant to join the Vitality is $5 a month. Then client will instantly save 5% discount on the first-year premiums and up to potentially 10% in following years, also eligible for many other rewards

Please refer to attached files shared by Manulife Anita to learn more details.

Contact Anita Mok at 778-328-4362 or Anita_mok@manulife.ca if you have any questions.

RBCI

Investment

See your clients’ fund holdings in WealthLink

Effective December 4, advisor can determine the fund held in your clients’ accounts with the new Fund Holders/Trial Balance report in WealthLink. This report will show your clients’ account holdings by fund and market value. In addition, you can view accounts based on specific investment held and the Market Value held in those investments.

Click on the new “Fund Holders/Trial Balance Report” option on the left navigation to generate the report. Find the WealthLink User Guide on the Sales Resource Centre under Menu > My Business > WealthLink.

Contact Mike Jackson at 604-363-7583 or Mike.jackson@rbc.com or Jeffery Ng at 604-699-2348 or Jeferry.ng@rbc.com if you have any question.

Thank you!

Best Regards,

Administration Department

 

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

 

Way Financial Inc. 

 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

 

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

 

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

 

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

 

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Marketing Posters for Term Insurance Promotion (December)

To help members leverage the discounts on term insurance from Canada Life and Equitable Life, a generic poster template has been designed for your use so you would not see any logos, including Way’s, on it – personalize it by adding your own logo and contact information. The wording is also intended to push for immediate action so you will get a poster template for the months of December and January.

For Equitable Life term insurance promotion, all business must be received by December 31, 2021;

To read more details about this promotion, please click here .

For Canada Life term insurance promotion, all business must be received by January 31, 2022.

To read more details about this promotion, please click here.

Check out and utilize the attached and below posters for December, as well as leverage the text templates to generate immediate client interest:

XXX, are you already paying for your mortgage or term life insurance? If yes, are you interested in finding out whether you can qualify for 15% less cost?

XXX, 你已經為你的房屋貸款保險作好準備了嗎? 你有興趣知道你怎樣可以節省15%的費用嗎?

XXX，你已经为你的房屋贷款保险作好准备了吗？ 你有兴趣知道你怎样可以节省15%的费用吗?

Finale Frenzy Campaign – December

The Finale Frenzy will start on December 1^st. It reopens the campaign qualification for all 2021 Big Ticket Campaigns. Good luck to win total rewards up to $70,000! See details in the poster below.

Connection Profits Campaign – November

Last two days to go for the Connection Profits Campaign! Reach out to your potential connections now to win up to $50,000 advanced bonus this month. Those who have connected members in earlier campaign months this year – your results accumulate!  For example, if you had connected someone during the previous campaign months, you will receive $2000 already for connecting a new member this month, or receive $3000 if you have previously connected 2 new members, etc. See more details below and ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext 114 if you have any question or want to set-up a connection meeting.

Upcoming Client Events

20 Taxman Secrets: Rental Home Exemption + Intergeneration Tax Saving

Date: Saturday, December 4

Language: Mandarin 

Time: 10:55 am PST 

YouTube link: https://youtu.be/qKVXO7lHeZM

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/Zov0nxZPq2g

Check out the posters below for broadcasting to your clients.

And here is the registration link: http://sv.mikecrm.com/bxfQ2EI

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

Upcoming Trainings

 

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, December 1

Concept: Risk Management / Strategy: IFA / Case Size: $50,000FYC – Amanda Ngan

Come and learn from MDRT Amanda, who will teach you the investment concept of risk management and strategy of IFA to help you do better in your investment cases.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

 

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

Time & Date: 11:00am PST, Friday, December 3

Overview of Manulife’s Health & Dental Plan and Vitality – Manulife Anita Mok

Come and learn from Manulife Anita Mok to hear an overview of Manulife’s Health & Dental plan and Vitality. She will show you the untapped health and dental sales opportunities in the market and how they fit into your business.

Click here to join the meeting

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

Time & Date: 2:00 – 6:00pm PST, Wednesday, December 1

1-on-1 Case Studies with MDRT Amanda Ngan

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

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

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

Carriers’ Updates

Canada Life

Insurance

The limits on non-fluid underwriting are expanding  
Starting on December. 1, Canada Life is streamlining the underwriting requirements for the life insurance with fewer tests and a better experience for your clients to get the coverage they need faster.

The improved limits for accelerated underwriting are:

• Age nearest 18-45 from $2 million to $5 million
• Age nearest 46-50 from $1 million to $3 million
• Age nearest 51-55 from $250,000 to $1 million
• Age nearest 56-60 from $100,000 to $1 million

Requirements remain the same for applicants aged 0 – 17 and 61-69. For ages 70 years and older, evidence will be needed for all applications. For more detail, please refer to attached material (CL – Accelerated_underwriting_resources_EN).

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com  if you have any question.

Investment

2021 Year End Wrap Up

There will be a webinar at 10:00 am (PST) on Thursday, December 2^nd, hosted by Canada Life Investments to review both the Global Growth Equity and Global Multi-Sector funds, as well as, discuss key themes for 2022.

Below is the link to participate:

Join Zoom Meeting:

https://trpconf.zoom.us/j/96710368954?pwd=NzArTnR4K29oUVMxckMzbk93eVQ4UT09&from=addon

Meeting ID: 967 1036 8954

Passcode: 283568

Canada Life Segregated Fund Update Training

In the last Friday training, Canada Life Investment wholesaler Richard provided his recommendations on segregated funds and mutual funds in November and Q4, as well as the forecasts of the investment market. For more details, please refer to attached two materials ( ‘CL – NOV2021 Tactical Fund Recommendations Seg and MF’ & ‘CL – Q4a 2021 Seg Fund Recommendations’ ) and more resources as below shared by Richard.

• Canada Life wealth products
• Canada Life Segregated fund name changes comparison tool
• Canada Life Sustainable Portfolios Fund Codes
• Year-end tax tips

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or Floria.song@canadalife.com if you have any question.

MyHSA 

The Shift in Benefits

Click to read about how the spending account of myHSA can help employers quickly adapt to any new circumstances to create the perfect employee benefits plan for an increasingly remote workforce.

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

Way’s MyHSA Early Bird Discount for administration fees will be ending in 2021. 

The industry average for agency administration fee is 0.5 to 2.5% while the total administration fee (including advisor’s commission) charged to the client is 10 to 15%.  Way will be adopting the lower end of the fee benchmark of 0.5%. The total fixed administration fee is 5.5% starting 2022. Members are free to select their own commission rate considering the industry average.  You are welcome to ask Stephen Lai at 604-279-0866 ext 114 or stephen.lai@www.wayfinancial.ca if you wish to learn how to select the appropriate fee structure for your clients.

RBCI

Investment

Estimated Year-end Allocations for RBC GIF

Please refer to attached ‘RBC – GIF estimated allocations’ and see how allocations work for RBC® Guaranteed Investment Funds (GIF) to  better help clients make tax planning for the 2021 tax year. (Estimates are subject to change as we approach year-end. They are being made available for information purposes only and are meant to assist clients and their advisors with tax planning.)

Contact Mike Jackson at 604-363-7583  or mike.jackson@rbc.com or Jeffery Ng at 604-699-2348 or jeferry.ng@rbc.com if you have any question.

Industry Update

Insurance Council of British Columbia

Disciplinary decisions

Shahzad Murtaza Gurmani, a former licensee, was disciplined in October 2021 for breaching the Insurance Council Rules and Code of Conduct by making misrepresentations on his licence application and failing to notify the Insurance Council of previous disciplinary action from another regulatory body.

Read more

  

Thank you!

Best Regards,

Administration Department

 

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

 

Way Financial Inc. 

 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

 

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

 

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

 

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

 

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Connection Profits Campaign – November

Connection Profits Campaign is still on! Reach out to your potential connections now to win up to $50,000 advanced bonus this month. Those who have connected members in earlier campaign months this year – your results accumulate!  For example, if you had connected someone during the previous campaign months, you will receive $2000 already for connecting a new member this month, or receive $3000 if you have previously connected 2 new members, etc. See more details below and ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext 114 if you have any question or want to set-up a connection meeting.

Upcoming Trainings

 

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted.  Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, November 24

Concept: Risk Management / Strategy: Share Ownership Dividends / Case Size: $25,000 FYC – Holly Miao

Come and learn from the MDRT Case Winner Holly Miao who will teach you how to use the strategy of Share Ownership Dividends with case size: $25,000FYC to better build your client’s expectation.

Click here to join the meeting

Live Q&A Prize Contest:

We are giving out gift cards for members who join our Top member trainings on Wednesdays.

 

3 X $20 gift card for up to 50 attendees

6 X $20 gift card for 51 to 100 attendees

9 X $20 gift card for 100+ attendees

Time & Date: 11:00am PST, Friday, November 26

Investment Strategies: Canada Life Seg Fund Update – Canada Life Richard Chen

Come and learn from Canada Life Richard Chen who will review recent Segregated Fund performance and go over the resources that will be available for the new Sustainable Portfolios.

Click here to join the meeting

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

Time & Date: 12:30-1:30pm PST, Wednesday, November 24

1-on-1 Case Studies with MDRT Holly Miao

Time & Date: 1:00-3:00pm PST, Wednesday, November 24

1-on-1 Case Studies with RBC Mike Jackson

Time & Date: 1:00-3:00pm PST, Friday, November 26

1-on-1 Case Studies with Canada Life 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

Canada Life

Insurance

Virtual Roundtable – Managing post-retirement portfolios

A virtual roundtable will be held at 11:00am (PST), on November 23, featuring Canada Life’s Tax and Estate Planning Consultant, John Yanchus, CPA, CA, TEP.

Hosted by Advisor’s Edge and Investment Executive, tax experts and a portfolio manager, they will discuss strategies and tips for tax-efficient decumulation and generating retirement income. Advisors will get a better sense of how to set up clients’ financial plans for post-retirement success from this virtual roundtable. To secure a spot, click here to register.

Canada Life 2021 Year-End Closing Dates

Don’t miss the important cut off day to ensure your pending cases are calculated in your 2021 commissions. Please refer to the attached (CL – Critical year-end cut-off dates_2021) for more details.

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com  if you have any question.

iA Financial 

Investment

iA Segregated Funds Allocations Table

Click to view the iA Segregated Funds Allocations Table for or the fund lineup in the Classic Series 75/75 of the IAG SRP as of October 29. The table shows preliminary values and does not include an estimate of distributions in the underlying mutual funds, which will be completed before the end of 2021. Only non-registered contracts are taxed annually. For more information about the tax treatment of segregated funds, please click here.

The latest fund profiles now available!

The latest fund profiles brochure is now available in the Advisor Centre. It includes a complete collection of 46 quarterly fund profiles. Advisors can stay up-to-date with iA Financial Group’s segregated funds performances, strategies and characteristics. To view the fund profile brochures, please click here.

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

Manulife

Your Repsource sign-in is changing November 22

Beginning November 22, advisor will sign in to your Repsource account with your Advisor Manulife ID username and password.

• Set up your Advisor Manulife ID and link your Repsource profile if you haven’t done so yet.
• Some bookmarks you have created within Repsource might be impacted by this change. Here’s what’s changing and some tips to effectively manage the change.
• Can’t remember your Advisor Manulife ID? You can easily reset your credentials.

Insurance

Last Friday, Manulife wholesaler Chris Chang shared some tips and tricks with different Manulife products and taught advisors how to use them to win more on the Manulife Grow 4 it campaign. For more details, please refer to attached presentation file (Manulife Tips and Tricks 2021).

Grow 4 It Sales Growth Campaign

Manulife launches 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 more details.

Contact Chris Chang at 604-355-4879 or chris_chang@manulife.com or Cherry Xiang at 604-678-1558 or Cherry_Xiang@manulife.ca or for more information

Sun Life

Insurance

The year end is coming up fast! It’s important to be aware of the following key dates to ensure pending cases are part of your 2021 commissions.

• December 16 : The last day to courier settlement documents to guarantee 2021 commission payout.
• December 17 : The last day for Sun Life to receive settlement documents (including cheques), to count the cases toward 2021 commissions.
• December 21 : Sun Life’s settlement close date for 2021 commissions.

 

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

TuGo

2-day emergency medical annual plan! 

Border-shopping will be revved up soon due to the new rule that the PCR Covid-19 tests will be no longer required for trips 72 hours or shorter from November 30. Tugo offers a special 2-day emergency medical annual plan, which is no medical questionnaire required. Plus, travellers will receive 3 bonus months when a Multi Trip Annual plan is purchased before December 31. Please refer attached (Tugo – Special 2-Day Emergency Medical Multi Trip Annual Plan) tool for rates and details.

Contact Helene Desjardins at 905-267-1724 or hdes@tugo.com if you have any question

Holiday Notice

Please note that our office will be closed on:

Tuesday, December 21, 2021 (Winter Solstice, closes at 1:30pm PST)

Normal operations will resume on:

Wednesday, December 22, 2021           

Friday, December 24, 2021 (Christmas Eve, closes at 1:30pm PST)

Monday, December 27, 2021 (In Lieu of Christmas)

Tuesday, December 28, 2021 (In Lieu of Boxing Day)

Normal operations will resume on:

Wednesday, December 29, 2021            

Friday, December 31, 2021 (New Year’s Eve, closes at 1:30pm PST)

Monday, January 3, 2022 (In Lieu of New Year’s Day )

Normal operations will resume on:

Tuesday, January 4, 2022   

         

Thank you!

Best Regards,

Administration Department

 

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

 

Way Financial Inc. 

 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

 

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

 

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

 

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.