Hi Members,
Weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.
We Have Moved & Chance to Display Your Company Logo at Our New Office
We are delighted to announce that we have moved into our brand-new office to support the growth and expansion of our members and platform. The innovative and modern design inspires everyone to be avant-garde in how we create value for clients in the traditional industry of financial services.
The Platform is helping Members promote their own brand name right at the office entrance (see photo below). The spots are limited to 4 Members’ company logo, on a first-come-first-served basis while considering production volume.
The Logo Promotion Fee is $200/month and Way is sponsoring 50% (i.e. $100/month) of the cost for qualified Members. Some have indicated their interest since the tours with 2 spots already taken, so there are now only 2 spots left. Please send your request to account@www.wayfinancial.ca by next Wednesday, January 4, 2023 to leverage this opportunity and sponsorship. The Platform will select and inform the most qualified Members of arrangement details thereafter.
Feel free to ask if you have any question.
January Unique Strategy Training & Focus Group – Other Options besides RRSP
Many people have misconceptions about RRSP; they think that they can only buy RRSP from the bank and buying RRSP is the only option to save tax. If you can advise your clients on other tools besides RRSP, they would surely want to meet with you. Maximize Way’s unique training to master the knowledge and skills to help clients achieve their retirement and tax-saving goals. Registration invitation (via calendar invitations) with training contents will be sent out at 5pm this Friday, December 30. We look forward to your speedy registration.
November & December Campaigns – Additional $8,000 bonus!
Last week of 2022 and 2 more days to get extra monies promoting Life Insurance and Critical Illness Insurance. We will be announcing our 2023 campaigns shortly. Stay tuned!
New Office Meeting Areas
We are pleased to see many Members excited to showcase the new office to their clients. There are two meeting rooms in the office – Ocean and Sky; both designed to have movable panels which can be transformed into a joint room or opened up completely, connecting with the reception, into a large event space. While we wait for the movable panels to be delivered and installed in the new year, we have prepared an interim meeting room for you.
To book the interim meeting room, cilck here. The same booking rules apply.
And don’t forget the Bar where you can enjoy a chat with colleagues and clients alike without booking formalities.
Feel free to contact admin@www.wayfinancial.ca if you have any questions.
Upcoming Trainings & Case Studies
ONLINE
Time & Date: 7:30am PST, Friday, December 30
Class 7 – Tax Filing Service Leading to Business for Beginners – TOT Sally Lin
Join Zoom Meeting
https://us02web.zoom.us/j/85956715643?pwd=RTJIK3dwYTVIcXQ0bldVVDlUK0Y3Zz09
Meeting ID: 859 5671 5643
Passcode: 221230
DECEMBER CASE STUDIES SCHEDULE
Carriers’ Updates
Canada Life
Insurance
PAR applications submitted through Simple Protect from January 1, 2020 to May 21, 2021 had an error in the question related to tax classification. Impacted policy owners will receive a request letter to complete form 46-9704 “International tax classification for an individual”. Please send the completed form 46-9704 to process@www.wayfinancial.ca to confirm the tax status. For details, please see the attached form and letter sample.
Contact Canada Life New Business Operations at CLNBO-AAR@canadalife.com, if you have any question.
Happy New Year!
It was a great 2022 with several milestones achieved for the Way Platform as a whole, including helping individual Members achieve their business objectives. We wish you and your family all the best as we head into a new year. There is so much to look forward to next year and we can’t wait to share our plans and more exciting news with you in January.
Holiday Notice
Please note that our office will be closed on:
Monday, January 2, 2023 (Observed: New Year’s Day)
Regular operations will resume on:
Tuesday, January 3, 2023
Monday, February 20, 2023 (Family Day)
Regular operations will resume on:
Tuesday, February 21, 2023
Feel free to let us know if you have any questions. Thank you!
Best regards,
Greater Vancouver Area (GVA) 400 – 6388 No. 3 Road, Richmond BC V6Y 0L4
Greater Toronto Area (GTA) Suite N500, 675 Cochrane Drive, North Tower, Markham, ON L3R 0B8
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Administration | ||
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604 279 0866 | ||
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604 278 0133 | ||
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We have moved and look forward to receiving you at the newest and most premium office building in the city at 400 – 6388 No. 3 Road, Richmond, BC V6Y 0L4.
Get an additional $4000 for Life OR an additional $4,000 for CII Campaign for Nov & Dec
“The WAY to connect members. The WAY to drive business.”
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