Circulars 2022

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.

In-person Internal Trainings Restarting – beginning with the Property Tax Program Strategy Focus Groups in May

As previously mentioned, the office has restarted some in-person events and starting in May, some of Wednesday’s internal trainings will be open for in-person participation.  RSVP will be needed for those sessions as spots are limited, and each month will focus on a particular strategy to ensure Members can close relevant cases immediately.

The Property Tax Season is coming and the first training in May will give you an introduction on how to expand your clientele with this strategy as well as polishing your existing closing skills.  We will announce how to get a spot for the subsequent in-person focus groups during the training on May 4.  Be sure you attend to not miss out.

In-person attendees are reminded to continue to adhere to office protocols of managing COVID-19 risks, including to not visit the office when unwell.  Feel free to ask Administration should you have any question.

New / Experienced Members Boot Camp – double your income and/or achieve MDRT

Last chance to RSVP by tomorrow, April 26, 2022 for in-person sessions for the next series of New Members Boot Camp, starting on May 2, 2022.  New members, as well as those who have made requests, have received a calendar invitation to attend the whole camp, while experienced members are welcome to join individual classes by sending a request to admin@www.wayfinancial.ca.  It’s a good time to beef up your knowledge again in person!

Live sessions will be hosted for attendance of 10 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Contact Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 if you have any question.

May & June Campaigns – Additional $8,000 bonus!

Get ready for these big-ticket new business campaigns to promote life and critical illness business in May and June.

March & April Campaigns – $54,000 up for grabs!

Last week to go for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Training – internal training sessions count towards campaign qualification

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.

Feel free to share the training posters with your external broker connections to showcase the type of topics and strategies taught on the Way Platform.  A free training trial can be arranged for qualified connections.  Ask Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Samuel Xu at relations@www.wayfinancial.ca or 604-279-0866 ext. 120 for more details.

Time & Date: 11:00am PST, Wednesday, April 27

Risk Management / Health Insuring and Legacy Building – MDRT Holly Miao (Mandarin)

Learn from Holly how to gain clients’ trust, fact find, conduct needs analysis and present solutions.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, April 29

Sun RHA Product Overview and CII – Sun Life Renee Ho

As you build and review retirement income plans for your clients, it’s important to help them recognize and consider their future health care needs and the impact their choices and expectations will have on their plans. Sun RHA is a LTCI solution focused on planning for the health risk associated with later retirement.

Click here to join the meeting

Upcoming Case Studies (30 mins 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 case studies schedule in April below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Desjardins

Insurance

Further to Amy Tong’s training last Wednesday on corporate shared ownership on CII, attached is the brochure of the Executive Health Plan.

Contact Bailey Bews-Luykx at 604-346-5600 or bailey.bews-luykx@dfs.ca if you have any question.

Equitable Life

Insurance

Weekly Business Builder Series – Join this webinar to learn more about the difference between CI and life underwriting with Jennifer Engman, the Regional Life Sales Manager who used to work as an underwriter.

Topic: Critical Illness Insurance – Understanding CI Underwriting

When: 9:00am PST on April 26, 2022

Register in advance for this webinar: Webinar Registration – Zoom

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

iA

Insurance

iA offers more flexibility to advisors with the immediate lifting of the face amount limit on remote sales of Term Life, Whole Life, Universal Life and Par. Click here to see more details.

Contact Rishu Bains at 604-354-2711 or Rishu.Bains@ia.ca or Vanora McLay at 604-737-9170 or vanora.mclay@ia.ca if you have any question.

Investment

Watch a market review on the recent inflation increase by iA Chief Strategist, Sébastien McMahon, click here to see how it may affect you and your clients.

Contact Hilda Ng at 778-873-1254 or hilda.ng@ia.ca if you have any question.

Manulife

Insurance

Manulife has just enhanced their Par features by guaranteeing the cost to buy paid-up and deposit option insurance.  Click here for more details on how this can attract more clients for you.

Contact Chris Chang at 604-355 4879 or Chris_Chang@Manulife.ca or Cherry Xiang at 604-678-1558 or Cherry_Xiang@manulife.ca if you have any question.

Best regards,

Administration Department

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

Way Financial

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.

New / Experienced Members In-Person Boot Camp – double your income and/or achieve MDRT

We are excited to be returning to in-person sessions for the next series of New Members Boot Camp, starting on May 2, 2022.  New members, as well as those who have made requests, have received an invitation to attend the whole camp, while experienced members are welcome to join individual classes by sending a request to admin@www.wayfinancial.ca.  It’s a good time to beef up your knowledge again in person!

Please confirm your spot by this Friday, April 22.  Live sessions will be hosted for attendance of 10 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Contact Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 if you have any question.

In-person attendees are reminded to continue to adhere to office protocols of managing COVID-19 risks, including to not visit the office when unwell.  Feel free to ask Administration should you have any question.

May & June Campaigns – Additional $8,000 bonus!

Get ready for these big-ticket new business campaigns to promote life and critical illness business in May and June.

March & April Campaigns – $54,000 up for grabs!

Last 2 weeks to go for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections. Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Training – internal training sessions count towards campaign qualification

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.

Time & Date: 11:00am PST, Wednesday, April 20

Corporate CII Shared Ownership Strategy – TOT Amy Tong

Click here to join the meeting

Time & Date: 11:00am PST, Friday, April 22

CII Training / Underwriting for Large Cases & CPB FYC bonus of 15+% – iA Vanora McLay

Click here to join the meeting

Upcoming Case Studies (30 mins 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 case studies schedule in April below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Equitable Life

Insurance

Weekly Business Builder Series – Join this webinar to learn more about Equitable’s EZ Complete E-app.

​

Topic: Equitable Life’s EZ Complete E-APP

When: 8:00am PST on April 19, 2022

Register in advance for this webinar: Webinar Registration – Zoom

You may also register for all the sessions from Equitable in Q2 2022 in advance: https://lu.ma/u/usr-HkcAPtJyeNfv7fZ

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

iA

Investment

Watch a market analysis on the recent rate hike by the Bank of Canada by iA Chief Strategist, Sébastien McMahon, here to see how it may affect you and your clients.

Contact Hilda Ng at 778-873-1254 or hilda.ng@ia.ca if you have any question.

National Bank

National Bank is making regulatory changes on their privacy policy amongst other things and your clients may receive correspondence directly from the bank. See attached for details.

Contact Lin Scheller at 514-412-2499 or lin.scheller@bnc.ca if you have any questions.

Best regards,

Administration Department

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

Way Financial

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.

In-person Events Restarting

As we continue to stay cautious of COVID-19 implications, the office will be restarting in-person events, including training, focus groups and lunch and learns, and invite selected members to participate.  Some of you may have already received invitations to events this month, including:

April 19 – Canada Life Focus Group for Strategy on Asset Efficiency (earning potential income of $300,000)

April 21 – Canada Life  Focus Group for Strategy on Asset Efficiency (earning potential income of $1 million)

April 25 – Lunch & Learn with Manulife Term Insurance and Vitality

Next month’s in-person event schedule includes:

Boot Camp

iA 101 Lunch & learn

B2B ACP Strategy Focus Group

Stay tuned for more details or contact Stephen Lai at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

In-person attendees are reminded to continue to adhere to office protocols of managing COVID-19 risks, including to not visit the office when unwell.  Feel free to ask Administration should you have any question.

May & June Campaigns – Additional $8,000 bonus!

Get ready for these big-ticket new business campaigns to promote life and critical illness business in May and June.

March & April Campaigns – $54,000 up for grabs!

3 more weeks to go for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Training (Internal training sessions qualify for campaign)

Special note on CE credits:  License renewal is around the corner and it is the licensees’ own obligation to ensure enough CE credits have been accumulated by keeping a good record themselves. Trainings with CE credits will be detailed in their topic.  Members are also welcome to participate in other webinars highlighted in the Carriers’ Updates section below to obtain more CE credits. Individual carriers’ website such as Canada Life and Manulife have their own CE Training Centre as well.  Feel free to ask Administration if you have any question.

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.

Time & Date: 11:00am PST, Wednesday, April 13

RRSP Meltdown / Investment Amount: $1 million Investment – MDRT Mentor Simon Mok (Cantonese)

Click here to join the meeting

Upcoming Case Studies (30 mins 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 case studies schedule in April below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Insurance

Insurance Live! – Raman Srivastava (Global Chief Investment Officer) and Ryan Marcy (Vice-President) will provide a participating account and market update.

Click here for full details.

The event will begin at 10:00am PST on April 28 – register today! *CE credits pending approval.

2022 federal budget analysis

The federal government released the 2022 Federal Budget on April 7. Canada Life’s experts have reviewed the newly released proposals to provide you with insightful analysis and commentary. See Canada Life’s commentary on the changes that could affect you, your clients or your business here.

Contact Carol Ng at 604-377-7203 or carol.ng@canadalife.com or Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com if you have any question.

Equitable Life

Insurance

Weekly Business Builder Series – Leading Critical Illness insurance advisors, Keith Leech and Kelly Ganter, with 35 years of insurance experience will share more on CI sales.

Topic: Expert Advice on Navigating CI Sales – Overview & History of Critical Illness Insurance – 1.00 CE credit

When: 9:00am PST on April 12, 2022

Register in advance for this webinar:

https://equitable-ca.zoom.us/webinar/register/WN_2W4O21r7R56kGaOKPUn_Lw

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

Manulife
Investment

Manulife has released their Q2 chartbook. Notable changes include an increase in equity allocation by 5%, taken from the high yield bond position.

Contact Stefan Goddard at 778-954-9685 or stefan_goddard@manulife.ca if you have any question.

Sun Life
Insurance
Sun Life’s eApp has been enhanced!  You can use the new reflexive questionnaire to answer questions in the non-medical questionnaire (COVID-19 questionnaire included) for better customer experience.

In addition, a pre-approval feature has been added to present the likely outcome of an application in select cases, pending final review.

To qualify for this pre-approval, the following guidelines apply:

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

Best regards,

Administration Department

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

Way Financial

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.

March & April Campaigns – $54,000 up for grabs!

Less than a month ahead for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Trainings (Internal training sessions qualify for campaign)

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, April 6

Risk Calculation and Wealth Building with ACP (Case Size: FYC50,000 and $1,000,000 Investment) – COT Amanda Ngan

COT Amanda will share her recent real case helping a couple to address their problems and provide solutions for their insurance needs and the way to create wealth. Please click the below link for the training.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, April 8

Positioning Strength – Canada Life’s Par in a competitive environment – CL Carol Ng (Pending)

Click here to join the meeting

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

Carriers’ Updates

Canada Life

Investment

Canada Life Win with Wealth in 2022 – Get an Extra 1 Bps of your AUM

By generating net sales of 5% of your January 1, 2022 assets under management (AUM), minimum $500,000, you could receive an extra 1 bps of your December 31, 2022 AUM.  Check out the attached PDF (CL Win with Wealth in 2022) and the Q&A for more information on qualifications & rules.

Contact Richard Chen at (604)338-6416 or richard.chen@canadalife.com or Jessica Leung at (604)331-2420 or jessica.leung@canadalife.com if you have any question.

Desjardins

One of Way’s Top Training Members, TOT Amy Tong, and her team have been invited to present at Desjardin’s national Vodcasts on estate planning and growing client base.

Topic: Discovery Series: 5 Dimensions to Prospect the Perfect Client
Time & Date: 10:00am PST, Tuesday, April 5, 2022
Register in advance for the event: https://event.on24.com/eventRegistration/EventLobbyServletV2?target=reg20V2.jsp&eventid=3648465&sessionid=1&key=A93E9E62899A5BD66D377F264FA76A8B&groupId=3597750&partnerref=PRAIRIES&sourcepage=register

Contact Bailey Bews-Luykx at (604)346-5600 or bailey.bews-luykx@dfs.ca if you have any question.

Dynacare

Lindsay elaborated a detailed medical underwriting preparation for advisors last Friday. See her training presentation from the attached PDF (DynaCare – Medical Underwriting Preparation April 1) for details.  You can click here for more information.
Contact Lindsay at 236-668-7353 or BealL@dynacare.ca if you have any question.

Equitable Life

Insurance

$10,000 Step Up Campaign

Win an extra $10,000 with your Equitable business this year!

Place at least FYC20,000 more than your business amount in 2021 and four insurance cases to win.

Read attached PDF file (EQ Step Up Your Sales 2022) for more details.

Upcoming Webinar

Topic: Equitable Spring Updates with Donna Carbell & Dean Erickson

Time & Date: 9:00 am PST, Wednesday, April 5, 2022

Description: Join the session to know more about current projects, industry best practices and insight on the trending health of Canadians.

Register in advance for this webinar:

https://equitable-ca.zoom.us/webinar/register/WN_8Dh2TfRVTh6LNhUUNIjChw

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

Manulife

Insurance

New Grow For It Campaign by Manulife – Win up to two iPad Airs this year

You will get an iPad Air when you:

• Settle 10 or more life or living benefits policies in 2022 or

• Sell 5 or more health and dental policies with an effective date in 2022

If you achieve both policy count requirements, you will receive two iPads!  Read attached PDF file (ML Grow For It 2022 Poster) 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 if you have any question.

Sun Life
Insurance
Help clients prepare for their future by managing the increasing cost of care during retirement

In order to help clients prepare for their future, you can review updated cost of care reports with them for their awareness of care options as well as introduce Sun Retirement Health Assist.

Click here for more details. The reports are available by clicking Sun Retirement Assist landing page. Look under Additional Reference – Cost of care by province.

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
Insurance
Application Changes for Visitors to Canada Insurance Effective April 6, 2022
A new $500,000 sum insured amount will be added and effective April 6.
Coverage Agreement
An enhancement to the Coverage Agreement have been made to make the sales process easier:

Application filling will be simplified, e.g. only travellers who have departed their home countries will need to answer the questions in the Coverage Agreement in Partner Express, which would be exempted for those who are still in their home countries.

Contact Helene Desjardins at 800-697-7520 ext. 3501 or hdes@tugo.com if you have any questions.

News from Insurance Council of British Columbia

Annual Licence Renewal Opened April 1

Please note that the process of annual licence renewal opened on April 1. You must complete the annual licence renewal to maintain your licence for the following year. The deadline to renew is June 1, 2022. Click here to know more details.

The Council had launched instruction webinar on March 24. Those who missed this webinar may click Watch video for the recorded sessions.

Best regards,

Administration Department

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

Way Financial

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.

Reminder on E&O Renewal

Many members are timely in renewing their E&O and uploading their new certificate on Apexa.

For those who are using BFL Canada Life Agents E&O Insurance, the annual renewal is to be completed by April 1.  Here are the steps to assist you with the process using its new portal:

1. Access the portal here: https://digital.bflcanada.ca/en/agents/
2. Click the button “Renewing clients: click here to create your account and begin the application process”
3. Click “Sign up now” on the left hand side of the page if you haven’t already created an account for the new portal
4. Create an account
5. Once logged in, click on “Renewing clients: start your application here”

Remember to update your Apexa profile after your renewal.  Ask admin@www.wayfinancial.ca if you have any question.

Upcoming High Net Worth In-Person Client Lecture

Please be informed that all spots for the High Net Worth In-Person Client Lecture have been reserved and members who have successfully gotten a ticket have been informed directly.  For those who did not manage to get a ticket, feel free to view the event online with your clients via the live broadcast on YouTube.  Clients with tickets to attend in-person will be given the opportunity for consultation with the speakers.

Date: Saturday, April 2, 2022
Language: English
Time: 1:55 pm PST 
YouTube link: https://youtu.be/4vGELDAzt3E

Please note that the above event is mainly conducted in English.

And here is the registration link for the online live broadcast: http://sv.mikecrm.com/HiilkgP

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

March & April Campaigns – $54,000 up for grabs!

About one more month to go for the ACP and Connection Advanced Bonus campaigns!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Trainings (Internal training sessions qualify for campaign)

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, March 30

How a TEP can help advisor do business with Asian market – TEP Joseph Lin (Mandarin Session)

TEP Joseph will demonstrate a real case with his expertise on Asian market and teach you how to do business in an efficient way.

Please be informed the training will be conducted in Mandarin and via Zoom Meeting. Please contact Administration if you experience any issue logging on.

https://us02web.zoom.us/j/87012813204?pwd=ektKRmJwcitJY3JValRvcmVTcTJtQT09

Meeting ID：870 1281 3204
Password：168168

Time & Date: 11:00am PST, Friday, April 1

Medical Underwriting Preparation – Dynacare Lindsay Beal (1 CE Credit)

Dynacare Lindsay will teach you the best practices of completing an application for an underwriter to review as well as preparing clients for a paramedical exam. Meanwhile, she will give an overview of the ordering system and demo the registration during the training.

Click here to join the meeting

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

Carriers’ Updates

Canada Life

Investment

Upcoming Changes to Canada Life Segregated Funds

Click the below landing pages for more details on the changes.  Advisors will receive an alert from Canada Life in April, May and June to take action. Impacted clients will be mailed a notification letter on March 24, 2022.

• Canada Life balanced funds managed by Mackenzie Investments 
• Canada Life segregated funds managed by CI Global Asset Management (CI)
• CI Balanced Income segregated fund 

You can request a list of your clients who are impacted by these changes by doing the following:
Email wealthhocommunication@canadalife.com and you’ll need to include your:
1. Name and Advisor code
2. Indicate which client impact list they are seeking
It will take approximately 3 to 5 business days to receive a client impact list.

Richard Chen and John Yanchus shared how to Identifying sales opportunities in tax returns, financial statements as well as the corporate organization charts last Friday. See their training presentation from the attached PDF (CL – Sales Opportunities From Returns and Organization Charts) for details.

Contact Richard Chen at (604)338-6416 or richard.chen@canadalife.com or Jessica Leung at (604)331-2420 or jessica.leung@canadalife.com if you have any question.

Insurance

Dial It Up Campaign – Deadline Extended to April 26

The extra $10,000 bonus campaign has extended its deadline by which you need to settle your insurance cases!  An advisor could receive an additional 33% bonus, up to $10,000, for life and living benefits insurance sales with Canada Life. Insurance applications received by March 31 and issued and placed by the newly extended date of April 26 will qualify for this special offer.

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 read the attached PDF(CL- Dial It Up Campaign) for more detail.

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 Life

Insurance

Webinar Topic: Underwriting Trends – Sorin Segal, MD, FALU, FLMI, Chief Technical Underwriter

Description: Sorin will address frequently encountered topics, namely Equitable Life’s current underwriting considerations related to COVID-19, recreational & medicinal marijuana use, diabetes, as well as an overview of MIB – how it works, what it does, and what it doesn’t do.

Time & Date: 9:00 am PST, Tuesday, March 29, 2022
Register in advance for this webinar: https://equitable-ca.zoom.us/webinar/register/WN_PS3UwFjyR9avoyfutGEr7A

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

Manulife
Investment
A copy of the 2022 Andex Chart (ML – 2022 Manulife Andex Chart) is attached for your reference and use.

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 question.

RBCI
Investment
Review the attached market update to keep posted on impacts of the war in Ukraine and the economy forecast (RBC – One Minute Market Update-Spring-2022).

Also attached is the latest fund recommendations by RBCI (RBCI – Top Fund Picks April 2022).

Contact Mike Jackson at (604)363-7583 or mike.jackson@rbc.com, or Jeffery Ng at 236-333-1621 or jeffery.ng@rbc.com if you have any question.

Holiday Notice

Please note that our office will be closed on:

Friday, April 15, 2022 (Good Friday)

Regular operations will resume on:

Monday, April 18, 2022           

Best regards,

Administration Department

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

Way Financial

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

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

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

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

Hi members,

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

Upcoming High Net Worth In-Person Client Lecture

As we move out of COVID restrictions, our first in-person client event is a highly anticipated one for clients with assets of $10+ million.  Many clients believe in the benefits and importance of estate planning, but they do not know where to find resourceful advice.  Even if they had money, they may not have the connections to get proper and effective service.

Date: Saturday, April 2, 2022

Language: English

Time: 2:00 pm PST

Speakers:

Mr. Nick Smith

Founding principal of Legacy Tax + Trust Lawyers

30+ years, focused on federal, provincial and international tax and estate planning.

Mr. Tim Lau

CEA CFP CLU 10+ TOT

The only tax and financial planner who holds all 4 of the above titles in Canada.

Regular consultation fee schedules of Mr. Nick Smith and Mr. Tim Lau are $900/hour.

Admission Requirement: Client to have $10 million plus in assets

Tickets: $300/admission (Member pays $150/admission, Way will sponsor $150/admission)

Capacity: Only 8 clients can be accommodated, on a first come first served basis

Time & Date: 2 to 3:30pm, April 2, 2022

Venue: Boardroom, Legacy Tax + Trust Lawyers, 777 Dunsmuir St #1300, Vancouver

Attached is more information on Legacy Tax + Trust Lawyers as well as on Mr. Nick Smith himself.  To register, please reply to this email with the following information to admin@www.wayfinancial.ca by today, March 21, 2022.

Member’s name:

Number of tickets:

Members successful in getting a ticket will be given further details on payment and event arrangements.

Leverage Way’s unique modern values delivered to you to help you stand out to your clients!

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

Compliance Update

Starting from April 16, all paper forms of Compliance documents, Applications, etc will not be returned to advisors’ mailboxes after processing. They will continue to be uploaded to Virtgate and paper documents will be shredded after processing by the processing team.

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

New Office Capacity Full – Get Your Spot on the Waitlist Now

Send your request to account@www.wayfinancial.ca to get your name on the waitlist.  Also feel free to ask Accounting for rates and other details.

March & April Campaigns – $54,000 up for grabs!

The Asset Creation Plan (ACP) and Connection campaigns with the maximum reward of $54,000 have started for the months of March and April!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Trainings (Internal training sessions qualify for campaign)

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, March 23

Risk Management: Shared Ownership Dividends (SOD) / FYC33,000 – MDRT Holly Miao

MDRT Holly Miao will share a case on SOD strategy that helps her client to effectively use corporate earnings in corporate wealth planning. Please click the below link for the training.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, March 25

How to prospect wealth opportunities with business owners –  CL Richard Chen & CL John Yanchus

Click here to join the meeting

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

Carriers’ Updates

Equitable Life

Insurance

Prestige Advisor Program 2022 – get your own dedicated Underwriter and Case Manager

To qualify, an advisor must settle either:

1. A minimum of 15 policies and $75,000>  NAFYC; OR
2. A minimum of 5 policies and $150,000>  NAFYC;

In addition to this production criteria, an advisor must receive approval from Equitable Life’s Compliance/Market Conduct Department.

Webinar Topic: Levelize the Tax on your Fixed Income Investments with Participating Whole Life – EQ Tony Zhang (0.5 Credit)

Time & Date: 9 am PST, Tuesday, Mar 22
Register in advance for this webinar: https://equitable-ca.zoom.us/webinar/register/WN_3HBSdHY3REOJnOaL0bVkyg

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

iA
investment
In line with investment business submissions, iA Diploma can now be submitted using FundServ code, making it more efficient and easy for advisors to track the account on VirtGate as well as have commissions paid out faster.

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 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.

Reminder on Office Guidelines in Managing COVID-19

While everyone is glad to hear that COVID-19 is seemingly subsiding, the office remains prudent in managing the 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 in place.

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

Routine disinfection of the office will continue.

March & April Campaigns have started – $54,000 up for grabs!

The Asset Creation Plan (ACP) and Connection campaigns with the maximum reward of $54,000 have started for the months of March and April!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Client Events

20 Taxman Secret: Principal Home Deduction & 5 Misunderstanding of Foreign Assets Reporting (Cantonese session only)

Date: Saturday, March 19, 2022

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/1Mwu4ZAcQZo

Check out the posters below for broadcasting to your clients.

Please note that the above event is only available for Cantonese session.

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

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

Upcoming Trainings (Internal training sessions qualify for campaign)

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, March 16

Annual Compliance Update (Mandatory) and More New Resources for Members’ Use – EPC Stephen Lai

EPC Stephen Lai will be providing you with an annual compliance update while new resources for Members’ use will also be shared.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, March 18

Insurance As An Alternative Asset Class- Specialized Lending With Manulife PAR – ML Chris Chang

Click here to join the meeting

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

Carriers’ Updates

Canada Life

Insurance

Canada Life My Term™ Insurance: Four-week product marketing campaign for Chinese client

The campaign would be started from Mar 7 to Apr 4 with digital marketing resources in both traditional and simplified Chinese. You can use these materials to easily share and connect with clients. Check out the attached PDF : CL- Canada Like My Term (Simplified Chinese) & CL- Canada Like My Term (Traditional  Chinese) for more information.

SimpleProtect dashboard cleanup is coming soon

All incomplete and unsubmitted applications will be deleted soon, please delete or submit your applications now to prepare for upcoming system enhancements.
Watch clip here to know more about the process. More details on timing will be provided on the SimpleProtect dashboard once it is available.

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 Life

Insurance

Webinar Topic: Evolution of the Corporate Insurance Sale – Chris Thompson, Advanced Case Consultant (1.0 CE credit)
Time & Date: 9 am PST, Tuesday, Mar 15
Register in advance for this webinar: https://equitable-ca.zoom.us/webinar/register/WN_vNGw9n9JS3yg_9bzed4Oow
After registering, you will receive a confirmation email containing information about joining the webinar.

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

iA

Insurance

Register to hear from large case specialist Ross Cook in utilizing strategies like IRP and IFA by https://us02web.zoom.us/webinar/register/WN_OmjSw1OjQq2ovlES8GY3jw

Time & Date: 9:30 am PST, Thursday, Mar 24

Marketing materials available in Chinese

iA has published 26 documents in Chinese in the Document Centre.  Click here to see available documents.

Contact Rishu Bains at (604)354-2711 or rishu.bains@ia.ca , or Vanora McLay at 604-737-9170 or vanora.mclay@ia.ca , or Laeya Kim at 778-686-8945 or laeya.kim@ia.ca , or Alfredson Tolentino at 844-744-4282 ext. 403206 or fredson.tolentino@ia.ca if you have any question.

Sun Life
Insurance
Congratulations to members who have qualified for Sun Life’s Premier Strategic Partner Program (FYC250,000+/year), get supported by a dedicated case manager, underwriter and even a hotline, amongst other benefits.  For others who want to get into the program, qualifications start at FYC50,000 for Partner status.  Click here for more information.

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.

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.

March & April Campaigns have started – $54,000 up for grabs!

The Asset Creation Plan (ACP) and Connection campaigns with the maximum reward of $54,000 have started for the months of March and April!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

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

The next New Members Boot Camp has started today.  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 10 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Upcoming Trainings (Internal training sessions qualify for campaign)

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, March 9

Investment Planning / Strategy: RRSP Meltdown / Investment Amount: 1 million – MDRT Mentor Simon Mok

MDRT Mentor Simon Mok will teach you how to turn $250,000 into a 1 million investment. Attend the session by clicking the link below.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, March 11

Canada Life Term enhancements and Updates – CL Carol Ng

Click here to join the meeting

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

Carriers’ Updates

Canada Life

Insurance

Special Webinar: Elevate your business with Canada Life: 3 opportunities top advisors are implementing in 2022

Description: Hugh Moncrieff will kick off this session by introducing Kelley Keehn who’ll moderate a panel of top advisors that will discuss three opportunities in 2022. The session would be included three key topics including Inter-generational and inter-spousal wealth transfer, leveraging social media to attract the next generation of clients, as well as staying ahead by implementing tech into your business.
Time & Date: 10 am – 11 am PST, Wednesday, March 30
Register in advance for this webinar: https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:QS!10100&ShowUUID=02536E73-8636-449D-B4C0-5DB335471BC2&AffiliateData=Februarylaunchstandalone

Open your illustration software today for an automatic update

You can download the new version of ConcourseTM v4.7 Illustration software with AutoUpdater by opening your illustration software. AutoUpdater automatically detects updates and prompts you to install the most current version. After updated the new version, you would see the new term rates, new term conversion with reset feature, accelerated life underwriting enhancements as well as new Canada Life My Term marketing materials.

Click here to know 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

Canada Life Win with Wealth in 2022 – Get an Extra 1 Bps of your AUM

By generating net sales of 5% of your January 1, 2022 assets under management (AUM), minimum $500,000, you could receive an extra 1 bps of your December 31, 2022 AUM.

Check out the attached PDF (CL Win with Wealth in 2022) and the Q&A for more information on qualifications & rules.

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 Life

Insurance

$10,000 Step Up Campaign

Win an extra $10,000 with your Equitable business this year!

Place at least FYC20,000 more than your business amount in 2021 and four insurance cases to win.

Read attached PDF file (EQ Step Up Your Sales 2022) for more details.

EQ Monica had elaborated two module of  path to success about critical illness last Friday. See her training presentation from last Friday attached (EQ – Module 1 – Overview of CI 220304 & EQ – Module 2 – Overcoming objections Combined 220304) for details.

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

Manulife

Insurance

New Grow For It Campaign by Manulife – Win up to two iPad Airs this year

You will get an iPad Air when you:

• Settle 10 or more life or living benefits policies in 2022

or

• Sell 5 or more health and dental policies with an effective date in 2022

If you achieve both policy count requirements, you will receive two iPads!

Read attached PDF file (ML Grow For It 2022 Poster) and refer to the poster below 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

if you have any question.

Sun Life
Insurance
Did you know that there is a permanent life product with the Return of Premium upon Death?  Check out the attachment (SL – ReTHINK Sun Permanent Life) and book a case study with SL Renee Ho on Wednesday (date & time) to learn how to apply it and help your clients immediately!

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.

News from Insurance Council of British Columbia

Updated Rebating Guidelines Issued
The Insurance Council of BC has updated guidelines for licensees engaging in the practice of rebating. It applies to all general, life and/or accident & sickness insurance licensees and effective immediately.
An overview of licensee requirements related to the new guidelines is attached (ICBC – Rebating Guidelines).

Click here to read the notice for more information.

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.

March & April Campaigns starting tomorrow – $54,000 up for grabs!

Asset Creation Plan (ACP) and Connection Advanced Bonus Campaigns with the maximum reward of $54,000 will start tomorrow!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Client Events

Summary of RRSP Tax Efficient Withdrawal Solutions & 3 Reasons to Decide Not to Buy RRSP  

Date: Saturday, March 5, 2022

Language: Mandarin 

Time: 10:55 am PST 

YouTube link: https://youtu.be/ClcJsTA8NG4

Language: Cantonese 

Time: 1:55 pm PST

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

Check out the posters below for broadcasting to your clients.

Please note that topic “3 Reasons to Decide Not to Buy RRSP” is only available for the Cantonese session.

And here is the registration link: http://sv.mikecrm.com/WM6hnGM

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

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

The next series of New Members Boot Camp will start next week on March 7, 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 10 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Upcoming Trainings (Internal training sessions qualify for campaign)

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, March 2

Investment Planning / Strategy: Transfer-In / Investment amount: Total $1 million – COT Amanda Ngan

Our top member, COT Amanda Ngan will teach you how to transfer client’s investment accounts from bank and apply meltdown strategy afterward which may involve a total of $1 million investment business.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, February 25

Path To Success About Critical Illness Part I – EQ Monica
Click here to join the meeting

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

Carriers’ Updates

Canada Life

Insurance

New rates and enhancements for Canada Life’s term products

Your illustration software will be updated with the new rates on March 7.  Click here to read more

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 Life

Insurance

Webinar Topic: Building A Stronger Investment Portfolio with Equimax Participating Whole life (1.00 Life CE)

Time & Date: 9 am PST, Tuesday, March 1.
Register in advance for this webinar:
https://equitable-ca.zoom.us/webinar/register/WN_gUoFNRqFQw-trXJuopF4ng

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

Manulife
Investment
Webinar Topic: Market Update: Conflict in Ukraine – Implications for Investors, featuring Macan Nia
Description: Due to the mounting tensions between Russia and Ukraine, oil prices reflect this concern as it has increased more than 40% since the beginning of December on concerns of a disruption in Russian energy supplies. Speaker Macan Nia, CFA will discuss the environment and what it means for investors, central bank policy moving forward and commodity prices.
Time & Date: 10 am PST, Tuesday, March 1

Register in advance for this webinar:
https://manulife-johnhancock.zoom.us/webinar/register/WN_2Nk_g6YETvCTazdqMlA5ZQ

News from Insurance Council of British Columbia

Updated Council Rules Course will be launched on March 15, 2022
This course is a prerequisite for all new insurance licence applicants and can also be taken by licensees to count towards their continuing education requirements.

Click here for more details.

Annual licence renewal and fee changes

Licence renewal opens on April 1, which will include changes to fees that will come into effect for the upcoming licence year that starts on June 1.

Click here to see the fee changes.

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.

VirtGate – client’s carrier statements now available on the portal

As another way to support Members’ business operations via technology, digital client statements and notices (both insurance and investment) previously mailed to advisors from the carriers will soon become available directly in the client’s account on VirtGate, replacing the paper correspondence.  Clients will continue getting their own paper or electronic copies from the carriers.

Canada Life is the first carrier feeding in such documents and some Members have already received an e-mail notice notifying them of newly available documents, with the subject “Way Financial Inc. – VirtGate Notifications”. Each email includes a hyperlink to the document on VirtGate.  Login to view the document, which is named “Statement Uploaded” under the Document Tab in the specific account.

Contact your case coordinator at process@www.wayfinancial.ca or 604-279-0866 if you have any question.

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

Last week to go for Investment Transfer-In and RBC PAC Campaigns! 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.

New Campaigns for March & April – $54,000 up for grabs!

Asset Creation Plan (ACP) and Connection campaigns with the maximum reward of $54,000 will start next week!  Attend at least 6 internal trainings or 1-on-1 case study during campaign period as part of the prerequisites to winning.

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.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Up coming Trainings (Internal training sessions qualify for campaign)

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, February 23

Income tax filing preparation, another tool for prospecting – CPA Joanne Ma

One of our top member, CPA Joanne Ma will teach you about the income tax filing preparation as well as how to reach out more potential clients to do more businesses with another tool for prospecting.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, February 25

Roadmap to CPB with IA Life & Living Benefits by iA Life Insurance Rishu Bains

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 February below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Equitable Life

$10,000 Step Up Campaign

Win an extra $10,000 with your Equitable business this year!

Place at least FYC20,000 more than your business amount in 2021 and four insurance cases to win.

Read attached PDF file (EQ Step Up Your Sales 2022) for more details.

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

Instructions of using various eSignatures for submitting ALL Equitable forms
Click Here to Equinet and then click Guide you’ll see a list with all detail instructions for each e-sign App. Should you have further questions, please call Equitable IT at 1-800-722-6615 ext. 8888.

iA Financial
Insurance
iA Par’s dividend scale is kept at 5.75%.  See the attached PDF (iA Overview of the participating account- December 2021) for details.

Contact Rishu Bains at (604)354-2711 or rishu.bains@ia.ca or Laeya Kim at (778)686-8945 or laeya.kim@ia.ca.

Investment

Death claim for Individual Savings and Retirement plans has been improved. Reading the attached PDF (iA – Death – Individual Savings and Retirement Claimant’s Statement (F37-14A) for more details.

iA Hilda Ng introduced the RRSP Benefits and RRSP Loans last Wednesday. See Hilda’s training presentation from the attached PDF (iA – RRSP Benefits and RRSP Loans) for details.

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 question.

RBCI

Investment

The Andex Chart 2021 is attached for your use in advising your clients (RBC – Andex-2021-digital-version).  Also attached is the asset class diversification for your reference (RBC – Asset Class Diversification)

Contact Mike Jackson at (604)363-7583 or mike.jackson@rbc.com, or Jeffery Ng at 236-333-1621 or Jeffery.ng@rbc.com 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.