Circulars 2023

Hi Members,

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

Registration for Unique In-Person Training Session on March 8: Access Corporate Reserve in a Tax-Efficient Way – TOT Amy Tong

The Platform is opening up the usual focus group format for the month of March to include more members in learning this key strategy by 20+ years TOT, Amy Tong, who is flying in from Toronto on March 8.  This is a one-time 2-hour training, which starts at 11:30am PST.

Only 15 in-person spots are available. RSVP to admin@www.wayfinancial.ca by replying “yes to in-person training” by 5:30pm this Friday, March 3, to secure your spot!  First come first served for in-person participation, while those who did not get a spot can view the live broadcast online through the meeting link below:

Click here to join the meeting

By applying Way’s unique skills and tactics, you can reach MDRT with systematic developmental steps without chasing after new clients.

February Campaigns – Additional $12,000 bonus!

One day left! See details from the posters below on how to win this 5-digit reward amount and get tips below on how to leverage the RBCI kick-start campaigns. Start winning with just 5 RBCI PACs/RRSPs!

T4A 2022 is Now Available

Tax season is fast approaching and Members’ T4A for 2022 is now available in your mail slots.

Feel free to ask Accounting at account@www.wayfinancial.ca or 604-279-0866 ext 3 if you have any question.

VirtGate ThinkPort – Remind Me App Now Available for Use

Further to the roll-out of VirtGate ThinkPort to help Members manage business efficiently, more Apps have been added, including “Remind Me”, where you can input your reminders and important dates which will appear in your VirtGate Calendar as well as generate a reminder e-mail according to your preference.  Check it out and ask your Case Coordinator at process@www.wayfinancial.ca or 604-279-0866 ext 2 if you have any question.

VirtGate Document Legend

To help Members better manage their client documents on VirtGate, the file name legend is attached here Legend for VirtGate File Names.pdf for easy reference. In general, client files are named as follows: client name + carrier + type of policy/account + type of document.

Here are some examples:

John Chan CL Par eApp

John Chan iA CII eApp

John Chan iA CII RWL (for Reason Why Letter)

John Chan MB ML Non-Reg LLW (Manulife Bank Investment Loan into Manulife Non-Reg account Leverage Loan Worksheet)

Feel free to ask your case coordinator if you have any question at process@www.wayfinancial.ca

Upcoming Training

HYBRID    

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

Equimax 2023 Enhancements – EQ Monica Zhang (followed by Lunch hosted by Equitable for Kick-start Campaign Winners)

Only 15 in-person spots available for the training. RSVP now if you have not already. For those who did not get a seat can view the live broadcast online through the meeting link below:

click here to join the meeting

Carriers’ Updates

iA

Insurance and Living Benefits

iA Life Insurance & Continuous Production Bonus – Rishu Bains and Jackie Singzon

See attached presentation files from Rishu Bains’s and Jackie Singzon’s training last Friday.

For questions on Life Insurance, contact Rishu Bains at 604-354-2711 or rishu.bains@ia.ca or Michelle Kwan at 604-737-9154 or michelle.kwan@ia.ca.

For questions on Living Benefits, contact Jackie Singzon at 604-220-7692 or jacqueline.singzon@ia.ca or Alfredson Tolentino at 604-737-9206 or alfredson.tolentino@ia.ca.

RBCI

Insurance

How to Use the Silver Bullet of RBC Insurance – Lorenzo Mercado

See attached presentation files from Lorenzo Mercado’s training last Wednesday.

Contact Lorenzo Mercado at 236-808-6658 or lorenzo.mercado@rbc.com or Ling Lim at 236-877-7861 or ling.lim@rbc.com if you have any questions.

RRSP Submission Deadline on March 1

RRSP deadline is in 2 days!  Advisors can put the applications in the office NB box or email to Processing at process@www.wayfinancial.ca. All new business applications (except Sunlife) must be received no later than 9:30am on March 2, 2023. Sunlife has an earlier deadline.  Advisors have to pay attention to this timeline in order to help clients successfully submit their applications. Feel free to ask your case coordinator at process@www.wayfinancial.ca if you have any questions.

Streamlined Communications from the Platform Starting in March

In ensuring Members can leverage Platform resources promptly and effectively, the office is streamlining how we distribute communications starting next month.

General updates for informative purpose will be circulated in a monthly bulletin on the second Monday of the month, while business initiatives requiring Members’ actions, such as event and training registrations, will be circulated as needed by the occasion.

There will also be an online shared folder for Way Members to access files such as training presentations.  The link will be provided shortly.

Stay tuned for the new look and feel free to ask Administration at admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

Holiday Notice

Please note that our office will be closed on:

Friday, April 7 (Good Friday) 

Regular operations will resume on:

Monday, April 10, 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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb   “The WAY to connect members.  The WAY to drive business.”   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 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 of recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

February Campaigns – Additional $12,000 bonus!

See details from the posters on how to win this 5-digit reward amount and get tips below on how to leverage the RBCI kick-start campaigns.  Start winning with just 5 RBCI PACs/RRSPs!

Utilizing the Silver Bullet of Way’s RBCI Contract

Great start to the RBCI-Way kick-off last week (presentations attached) with members learning how to use this silver bullet exclusive to the Way Platform.  A couple of members already won onsite prizes and have committed to earning more from the campaigns Way is sponsoring to help everyone generate more insurance and investment business, as well as more connections.  For those who want to be first-movers, submit your contract request to contracting@www.wayfinancial.ca, and join the February 22 training to submit your first life case and qualify for a ticket to the off-site RBCI-Way Luncheon next month, where qualified members can invite up to 10 external brokers to attend.

Here is the link to download the RBCI illustration: Sales Resource Centre for Insurance Advisors (rbcinsurance.com)

And attached is text templates to help you get immediate RRSP business as well as connections.

For insurance, please contact Lorenzo Mercado at 236-808-6658 or lorenzo.mercado@rbc.com or Ling Lim at 236-877-7861 or ling.lim@rbc.com if you have any questions.

For investment, please contact Mike Jackson at 604-363-7583 or mike.jackson@rbc.com or Jeffery Ng at 604-699-2348 or jeffery.ng@rbc.com if you have any questions.

Upcoming Client Event

9 RRSP Tax Efficient Withdrawal Solutions – How to Calculate the RRSP Withdrawn Timing to Save ½ Tax? + How to Utilize the Interest Meltdown Strategy to Save 1/3 Tax?

Cantonese Session: 11:00 am  – 12:00 pm PST, Saturday, February 18

Lucky Draw:              12:00pm  –  12:05pm PST,  Saturday, February 18

Mandarin Session:   12:05pm  –  01:15pm PST,  Saturday, February 18

YouTube link: https://youtube.com/live/JIoW2mUmjrg

Upcoming Trainings & Case Studies

IN-PERSON

1. Time & Date: 11:00am PST, Wednesday, February 15

Annual Business Plan Training to Reach MDRT COT TOT – CEA CLU CFP TOT 10+ Tim Lau 

ONLINE 

1. Time & Date: 11:00am PST, Friday, February 17

Outlook for 2023 with Market Update and the Advantage of Seg Funds – ML Stefan Goddard

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Carriers’ Updates

iA 

Insurance

iA Webseries: Participating Life Insurance as A Liquid Asset – CE Credit Available

Join this webinar to learn how participating life insurance can help meet your business clients’ life insurance needs, while maintaining access to the cash flow needed to support their business growth.

Time & Date: 10:00am PST, Thursday, February 23

Register here.

Contact Rishu Bains at 604-354-2711 or rishu.bains@ia.ca,  if you have any question on life insurance products.

RRSP Submission Deadline

RRSP deadline is fast approaching and will be on March 1!  Advisors can put the applications in the office NB box or email to Processing at process@www.wayfinancial.ca. All new business applications (except Sunlife) must be received no later than 9:30am on March 2, 2023.  Sunlife has an earlier deadline.  Advisors have to pay attention to this timeline in order to help clients successfully submit their applications. Feel free to ask your case coordinator at process@www.wayfinancial.ca if you have any questions.

Feel free to let us know if you have any questions. Thank you!

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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb.  “The WAY to connect members.  The WAY to drive business.”  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 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 of recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

February Campaigns – Additional $12,000 bonus!

See details from the posters on how to win this 5-digit reward amount and get tips below on how to leverage the RBCI kick-start campaigns. Start winning with just 5 RBCI PACs/RRSPs!

March & April Campaigns – Additional $54,000 bonus!

Get ready for the next big-ticket business campaigns to promote ACP and Connections in March and April.  The RBCI-Way luncheon next month will be a timely event to help you secure your connections.  Getting yourself a free ticket by submitting a piece of RBCI life business or inviting a broker connection to join you.  More details will be announced at the RBCI training tomorrow.

VirtGate ThinkPort – Remind Me App available for use

Further to the roll-out of VirtGate ThinkPort to help Members manage business efficiently, more Apps have been added, including “Remind Me”, where you can input your reminders and important dates which will appear in your VirtGate Calendar as well as generate a reminder e-mail according to your preference.  Check it out and ask your Case Coordinator at process@www.wayfinancial.ca or 604-279-0866 ext 2 if you have any question.

New Members Boot Camp – Helps You Double Your Income and/or Achieve MDRT!

Do you want to reserve your spot for the in-person boot camp that helps members who aim to double their income or achieve MDRT?  The next New Member Boot Camp will start on March 2 with only 8 spots available.

Reply to this e-mail by 5:30pm, Friday, February 24, 2023, indicating “Yes to Boot Camp” to save you a spot for the whole series or if you wish to register for specific classes, indicate “Yes to Class X”.  First come first served.

Members who have successfully reserved a spot will receive a separate calendar invitation. See attached for the curriculum.

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

Upcoming Trainings & Case Studies

IN-PERSON

1. Time & Date: 9:00am PST, Wednesday, February 22

Annual Business Plan Training to Reach MDRT COT TOT – CEA CLU CFP TOT 10+ Tim Lau 

HYBRID    

1. Time & Date: 11:00am PST, Wednesday , February 22

How to Use the Silver Bullet of RBC Insurance – RBCI Lorenzo Mercado

Only 15 in-person spots available.  RSVP now if you have not already.  For those who did not get a seat can view the live broadcast online through the this meeting link:

click here to join the meeting

1. Time & Date: 11:00am PST, Friday, February 24

Lunch and Learn on iA Life Insurance & Continuous Production Bonus – iA Rishu Bains

Only 15 in-person spots available. RSVP now if you have not already.  For those who did not get a seat can view the live broadcast online through the this meeting link:

click here to join the meeting .

Carriers’ Updates

Canada Life

Insurance

Deadline Extended – Critical Illness Insurance Premium Reduction

The Critical Illness insurance premium reduction has been extended to June 30, 2023

Clients can access a 5% premium reduction on qualifying new Canada Life LifeAdvance™ critical illness policies for applications received between November 7, 2022 and June 30, 2023.

Click here for more information. Got a question? Check the FAQs.

Contact Carol Ng at 604-377-7203 or carol.ng@canadaLife.com, Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com or Amber Wang at 604-648-3087 or amberhanyi.wang@canadalife.com if you have any question.

Equitable Life

Insurance

Equimax Software Update / New Web Illustrations

Click on the link below to read more details and download the new version of Equimax:

Equimax PAR Whole Life Enhancements – Feb 2023

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

Kick-Start Luncheon for Way Members only on March 3

Last week to get your ticket to the Equitable hosted lunch gathering exclusively for Way Members.

You just need to submit any piece of insurance business with Equitable Life by February 28 to win a seat at the table.  The luncheon will follow Equitable Life’s training at the office on March 3.

Feel free to ask your Case Coordinator at process@www.wayfinancial.ca if you have any question.

Manulife

Investment

Outlook for 2023 with Market Update and the Advantage of Seg Funds – Stefan Goddard

See attached presentation files from Stefan Goddard’s training last Friday.

Contact Stefan Goddard at 778-954-9685 or stefan_goddard@manulife.ca, or Chin Han at 604-664-8041 or chin_han@manulife.ca if you have any question.

RBCI

Investment

Digital Andex Chart 2022

See the attached digital copy of the Andex Chart 2022 for your use.

Contact Mike Jackson at 604-363-7583 or mike.jackson@rbc.com, Jeffery Ng at 604-699-2348 or jeffery.ng@rbc.com or Keni Ng at 604-699-2341or keni.ng@rbc.com if you have any question.

RRSP Submission Deadline Next Week

RRSP deadline is fast approaching and will be on March 1!  Advisors can put the applications in the office NB box or email to Processing at process@www.wayfinancial.ca. All new business applications (except Sunlife) must be received no later than 9:30am on March 2, 2023.  Sunlife has an earlier deadline.  Advisors have to pay attention to this timeline in order to help clients successfully submit their applications. Feel free to ask your case coordinator at process@www.wayfinancial.ca if you have any questions.

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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb   “The WAY to connect members.  The WAY to drive business.”   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 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 of recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

January & February Campaigns – Additional $8,000 bonus!

Get extra monies promoting Investment Transfer-in and RBCI PACs/RRSPs! Selected members will also have a chance to win an extra $900 in gift cards. Those members will be hearing from Stephen shortly and feel free to reach out to him (stephen.lai@www.wayfinancial.ca)  if you want to participate in this bonus initiative!

Upcoming Trainings & Case Studies

HYBRID    

1. Time & Date: 11:00am PST, Wednesday, February 8

RBCI-Way Kick-off: Leveraging The Most Famous Brand In Canada

Spots are limited for this in-person training. For those who did not get a spot can view the live broadcast online through the this meeting link: Click here to join the meeting .

1. Time & Date: 11:00am PST, Friday, February 10

Canada Life PAR: The Competitive Landscape – CL Carol Ng

Spots are limited for this in-person training, please RSVP to admin@www.wayfinancial.ca by this Wednesday, February 8, to secure your spot!

First come first served for in-person participation, while those who did not get a spot can view the live broadcast online through this below meeting link: Click here to join the meeting .

ONLINE   

1. Time & Date: 1:00pm PST, Friday, February 10

Case Studies with CL Carol Ng

Bring any questions or cases to get your desired results. Book your 30 or 60 mins 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

Increase Your Insurance Sales With Canada Life

Join this online presentation on Canada Life insurance products and their web-based tools.

Time & Date: 10:00am PST, Wednesday, February 8

Register here. After registering, you will receive a confirmation email on how to access the link on the day of the meeting.

Contact Carol Ng at 604-377-7203 or carol.ng@canadaLife.com, Amber Wang at 604-648-3087 or amberhanyi.wang@canadalife.com or Wenjia Li at 604-612-5105 or wenjia.li@canadalife.com, if you have any question.

Equitable Life

Insurance

Kick-Start Luncheon for Way Members only on March 3

To start off 2023 with a simple motivation, Way is arranging a luncheon with Equitable Life, rewarding any Member who submits a piece of Equitable Life insurance business from January 1 to February 28, 2023, with an invitation.  All case size counts.  You just need to submit any piece of insurance business with Equitable Life during these two months to win a seat at the table.  The luncheon will follow Equitable Life’s training at the office on March 3.

Feel free to ask your Case Coordinator at process@www.wayfinancial.ca if you have any question.

iA

Investment

PAC, Market Update and Outlook for 2023 – Hilda Ng

See attached presentation files from Hilda Ng’s training last Friday.

Clients’ Tax Documents Available

Your clients have access to their documents from My Client Space, online or through the iA Mobile app. They can also receive them by mail if they have chosen this communication preference.

For more information, 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 question.

Industry Updates

Insurance Council of British Columbia

Update on CE And E&O Requirements For Annual License Renewal

The annual deadline for licensees to complete their continuing education (CE) requirements is May 31, 2023, for the licensing period of June 1, 2022 – May 31, 2023. Licensees who renew their licence past deadline and do not meet their CE requirements by May 31 may be investigated further and may result in discipline.

CE guidelines by licence class and CE credit criteria can be found here.

Using New Office Address

This is a friendly reminder for those office users who have not updated their business address in both Apexa and Carriers’ advisor portal to the new one below to do so immediately as the previous office is no longer receiving your mails.

New address: 415-6388 No. 3 Rd, Richmond, BC V6Y 0L4

For Members wanting to utilize the new office for their business operations, while they are on the waitlist for the next available room, there is still a couple of Way Station Desks left that not only give Members a work space here, but also flexible access to the office (includes after hours and the weekends) and the right to utilize the office address for their business.  Ask account@www.wayfinancial.ca for the promotion that sponsors 50% of the cost for the Member, ending this month, to see if you qualify!  First come first served.

Feel free to let us know if you have any questions. Thank you!

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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb.  “The WAY to connect members.  The WAY to drive business.”  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 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 of recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Registration for Step 2 Other Options besides RRSP II by COT CFP CIM Sophia Li

Step 1 – Virtual training.

Step 2 – in-person (6 spots only) class will not be understood if you didn’t attend Step 1.

Do you want to reserve your spots of new Other Option besides RRSP II training for Step 2 in-person boardroom class? If yes, please reply this email by typing “Yes to PTP Step 2 training” as it is limited to only 6 participants in total?

Step 2 – February 1 (Wednesday) 1:30 pm – 3:30 pm (ENG/CANT/MAN)

Many people have misconception that they can only buy RRSP in bank. They also though that buying RRSP is their only options to save tax. If you can advise your clients other tools besides RRSP, clients will line up for your service.

Maximize Way’s unique training to master the knowledge and skills to help clients achieve their retirement and tax saving goal.

Step 1 to Step 2 will be trained by Ms Sophia Li in English, Mandarin & Cantonese. By applying Way’s unique skills and tactics, you should be able to generate 50+ RRSP related accounts in the RRSP season.

Next Steps Following Grand Opening

We believe everyone who’s joined the Grand Opening last week had garnered great fortune and happiness from our God of Wealth. In fact, we also had two members who won the onsite lucky draws for an extra $50 or $100 red pocket cash!  What good luck!

In the 100+ Google reviews received, there were some specifically naming members for their commendable advice, which proves the positive results and great value of Way’s service to financial advisors.  For those who invited your connections over, it’s time to give them a chance at a free trial training.  The training on “Other Options Besides RRSP II” on Wednesday, February 1, will be timely. Please talk to Stephen at stephen.lai@www.wayfinancial.ca to arrange.

For your guests, while you will remind them to join the March 18 client seminar to find out if they are the lucky winner to the extra $1,000 cash prize, you will also follow up directly when you send them the photos from yesterday:

Link to photos for you to download: Way Grand Opening Photos  The link is for members’ use only.

Template to broker connections:

Good to have you join our grand opening celebration with the God of Wealth.  Great smiles in the enclosed photos!

As promised, I will arrange a free trial training session by our platform for you to see how to achieve your business objectives.  It is on “Other Options Besides RRSP”, next Wednesday, Feb 1.  Let me know if you want to join and I will send you the link.

Template to clients:

Glad to have you join our grand opening celebration with the God of Wealth.  I have downloaded the photos for your fond memory and continuous fortune.

Are you available on Feb XXX?  I have an updated XXX strategy to help you on XXX.

我幫您下載了跟財神合照的添福照片，笑容滿面，寓意兔年大吉大祥！

您下周XXX有空嗎?我有個關於XXX的策略可以幫到您的。

Upcoming Client Event

9 RRSP Tax Efficient Withdrawal Solutions – How to Achieve 100% Performance of RRSP + A Good Alternative to RRSP that Save 53% Tax (RRSP vs ACP)

Time & Date : 11:00 am – 12:30 pm PST , Saturday, February 4

Language: Cantonese

YouTube link: https://youtu.be/6gRbLJwTi8s

Time & Date :    2:00 pm – 3:30 pm PST , Saturday, February 4

Language: Mandarin

YouTube link: https://youtu.be/e9I7ribzUa4

Sample Client Events Poster

You can now create your own unique Client Events posters to be used in your registration form.

Use the attached Way Client Events Poster Template.pptx and personalize it by adding your own picture, company name and logo, contact information and other details you want to showcase.

Below is a sample Client Events poster.

January & February Campaigns – Additional $8,000 bonus!

Get extra monies promoting Investment Transfer-in and RBC PAC! Selected members will also have a chance to win an extra $900 in gift cards. Those members will be hearing from Stephen shortly and feel free to reach out to him (stephen.lai@www.wayfinancial.ca)  if you want to participate in this bonus initiative!

Upcoming Trainings & Case Studies

ONLINE   

1. Time & Date: 11:00am PST, Wednesday, February 1

Step 1 – Options besides RRSP II  – COT Sophia Li

Microsoft Teams Meeting

Join on your computer, mobile app or room device

Click here to join the meeting

1. Time & Date: 11:00am PST, Friday, February 3

New bonus campaign &  market update and outlook for 2023 – iA Investment Hilda Ng

Hilda will be giving you details of a mini investment campaign then so don’t miss out!

Microsoft Teams Meeting

Join on your computer, mobile app or room device

Click here to join the meeting

1. Time & Date: 1:00pm PST, Friday, February 3

Case Studies with iA Investment Hilda Ng

Bring any questions or cases to get your desired results. Book your 30 or 60 mins 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

2023 Capital Market Outlook and Fund Discussion

Referring to the Canada Life investment training last Friday, please find the attached ’CL – PWC – 2023-01 outlook and update’ for more details.

Contact Richard Chen at 604-338-6416 or richard.chen@canadalife.com, Jessica Leung at 604-331-2420 or jessica.leung@canadalife.com or Louis Asare at 604-335-4513 or louis.asare@canadalife.com if you have any question.

Equitable Life

Insurance

Kick-Start Luncheon for Way Members only on March 3

To start off 2023 with a simple motivation, Way is arranging a luncheon with Equitable Life, rewarding any Member who submits a piece of Equitable Life insurance business from January 1 to February 28, 2023, with an invitation.  All case size counts.  You just need to submit any piece of insurance business with Equitable Life during these two months to win a seat at the table.  The luncheon will follow Equitable Life’s training at the office on March 3.

Feel free to ask your Case Coordinator at process@www.wayfinancial.ca if you have any question.

Sunlife

Insurance

Announcing an increase to the Sun Life dividend scale

Sun Life is increasing its dividend scale interest rate to 6.25% (from 6.00%) on April 1. Please 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.

Tugo

Insurance

Please find below February training webinars calendar to register and gain the CE credit after participating all 4 attendance polls.

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

Connection Profits Distributed

The latest Connection Profits have been distributed.  Members can login to the Intranet and check out your results on “My Connections” page, in which you can see your accumulated connection profits, current balance, as well as the number of connections!  Feel free to contact Accounting Department at account@www.wayfinancial.ca if you have any questions.

New Interface for VirtGate (ThinkPort) Rolling Out Tomorrow

The new VirtGate interface, called ThinkPort, will be rolling out tomorrow.  It includes new tools such as Compulife, Fund Pick, Fund Search and others to help Members grow their business more effectively and efficiently. Please note that the cost is fully sponsored by the Platform.

The interface will go live on January 31, with the current URL redirecting to https://wayfinancial.thinkport.vip/

You will first see a selection of new Apps as below.

Click to access VirtGate as usual and enjoy playing with the other Apps.

Please note that some Apps like Reminders  are still being tested and we will let you know when they become functional too.

While the Apps’ functions are fairly self-explanatory, feel free to ask your Case Coordinator if you have any question at process@www.wayfinancial.ca.

Using New Office Address

This is a friendly reminder for those office users who have not updated their business address in both Apexa and Carriers’ advisor portal to the new one below to do so immediately as the previous office is no longer receiving your mails.

New address: 415-6388 No. 3 Rd, Richmond, BC V6Y 0L4

For Members wanting to utilize the new office for their business operations, while they are on the waitlist for the next available room, there is still a couple of Way Station Desks left that not only give Members a work space here, but also flexible access to the office (includes after hours and the weekends) and the right to utilize the office address for their business.  Ask account@www.wayfinancial.ca for the promotion that sponsors 50% of the cost for the Member, ending this month, to see if you qualify!  First come first served.

Holiday Notice

Please note that our office will be closed on:

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!

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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb.  “The WAY to connect members.  The WAY to drive business.”  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 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 of recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

February Campaigns – Additional $12,000 bonus!

See details from the posters on how to win this 5-digit reward amount and get tips below on how to leverage the RBCI kick-start campaigns.  Start winning with just 5 RBCI PACs/RRSPs!

Utilizing the Silver Bullet of Way’s RBCI Contract

Great start to the RBCI-Way kick-off last week (presentations attached) with members learning how to use this silver bullet exclusive to the Way Platform.  A couple of members already won onsite prizes and have committed to earning more from the campaigns Way is sponsoring to help everyone generate more insurance and investment business, as well as more connections.  For those who want to be first-movers, submit your contract request to contracting@www.wayfinancial.ca, and join the February 22 training to submit your first life case and qualify for a ticket to the off-site RBCI-Way Luncheon next month, where qualified members can invite up to 10 external brokers to attend.

Here is the link to download the RBCI illustration: Sales Resource Centre for Insurance Advisors (rbcinsurance.com)

And attached is text templates to help you get immediate RRSP business as well as connections.

For insurance, please contact Lorenzo Mercado at 236-808-6658 or lorenzo.mercado@rbc.com or Ling Lim at 236-877-7861 or ling.lim@rbc.com if you have any questions.

For investment, please contact Mike Jackson at 604-363-7583 or mike.jackson@rbc.com or Jeffery Ng at 604-699-2348 or jeffery.ng@rbc.com if you have any questions.

Upcoming Client Event

9 RRSP Tax Efficient Withdrawal Solutions – How to Calculate the RRSP Withdrawn Timing to Save ½ Tax? + How to Utilize the Interest Meltdown Strategy to Save 1/3 Tax?

Cantonese Session: 11:00 am  – 12:00 pm PST, Saturday, February 18

Lucky Draw:              12:00pm  –  12:05pm PST,  Saturday, February 18

Mandarin Session:   12:05pm  –  01:15pm PST,  Saturday, February 18

YouTube link: https://youtube.com/live/JIoW2mUmjrg

Upcoming Trainings & Case Studies

IN-PERSON

1. Time & Date: 11:00am PST, Wednesday, February 15

Annual Business Plan Training to Reach MDRT COT TOT – CEA CLU CFP TOT 10+ Tim Lau 

ONLINE 

1. Time & Date: 11:00am PST, Friday, February 17

Outlook for 2023 with Market Update and the Advantage of Seg Funds – ML Stefan Goddard

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Carriers’ Updates

iA 

Insurance

iA Webseries: Participating Life Insurance as A Liquid Asset – CE Credit Available

Join this webinar to learn how participating life insurance can help meet your business clients’ life insurance needs, while maintaining access to the cash flow needed to support their business growth.

Time & Date: 10:00am PST, Thursday, February 23

Register here.

Contact Rishu Bains at 604-354-2711 or rishu.bains@ia.ca,  if you have any question on life insurance products.

RRSP Submission Deadline

RRSP deadline is fast approaching and will be on March 1!  Advisors can put the applications in the office NB box or email to Processing at process@www.wayfinancial.ca. All new business applications (except Sunlife) must be received no later than 9:30am on March 2, 2023.  Sunlife has an earlier deadline.  Advisors have to pay attention to this timeline in order to help clients successfully submit their applications. Feel free to ask your case coordinator at process@www.wayfinancial.ca if you have any questions.

Feel free to let us know if you have any questions. Thank you!

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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb.  “The WAY to connect members.  The WAY to drive business.”  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 delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited.

Hello Members,

Registration for Step 2 Annual Business Plan Training to Reach MDRT COT TOT by Tim Lau CEA CLU CFP TOT 10+

If you miss BOTH Step 1 and 2, unfortunately you won’t be invited to Steps 3 to 10 of the training.  Which of the following January 23 annual business plan training – STEP 2 do you want to attend?  Choose only one please:

1. To achieve MDRT Top of the Table                        Premiums $1,100,000+         9-11am
2. To achieve MDRT Court of the Table                     Premiums $550,000+            11-1pm
3. To achieve MDRT Million Dollar Round Table        Premiums $185,000+            1-3pm

For those who have attended and employed all 10 steps of Tim’s training, their rate of achieving MDRT is 100%. Should you wish to attend this annual business plan training, please respond to the below by 10am PST , Wednesday, January 18. 

For those who have attended Step 1 on January 11,  you are already one step ahead. For those who missed it, please learn and take action from the Step 1 training recording to not fall behind(MDRT Target Training – Tim Lau CEA CLU CFP TOT 10+).

In order for you to achieve MDRT/COT/TOT this year, Tim will evaluate whether your existing network, ability and mentality is able to meet MDRT’s training qualifications. In addition to registering by January 18, you also need to respond to the following by this Friday January 20:

1. Send your completed “Business Plan 2023 Way” using the attached template to tim.lau@www.wayfinancial.ca; the subject of the email will be “Business Plan 2023”.
2. Will you attend all of Step 2 to Step 10 trainings? Y/N. If not, why?
3. Will you complete all assignment? Y/N
4. Will you take the initiative to ask questions in between each training upon prospecting and closing? Y/N
5. Will you start your own cases with one of the strategies taught during the training by February?

What you will be evaluated on:

Training schedule:

MDRT qualifications:

Grand Opening God of Wealth Distributing Cash$$$ Red Pockets on Jan 26, 2023 – action to be taken now!

Here are the takeaways and actions to be taken from last Friday’s training on the Grand Opening God of Wealth Cash Distribution event:

1. Due to registration requests surpassing several hundreds, to be fair to every Member, everyone would need to spread your guests’ visit time over 3 timeslots by completing the form here: http://financialplatform.sv.mikecrm.com/DF0LHlm.  Please do so by Tuesday, January 17, in order for Administration to secure your spots and timeslots.  You can then get ready to generate great business from the event.

1. If we do not receive your completed form by the deadline above, to allow Platform resources to be equally accessible by all Members, your requested spots will not be secured.

1. Please find attached the powerful tools for your immediate action.

If you missed the Grand Opening training or would like to watch it again, please click here.

Below are the office direction videos:

For your clients:

• Directions for Clients – Drive.mp4
• Directions for Clients – Public Transportation.mp4

For your potential connections:

• Way Financial Inc. Office Directions – Drive.mp4
• Way Financial Inc. Office Directions – Public Transportation.mp4

Remember to submit your form by this Tuesday.

Upcoming Client Event

9 RRSP Tax Efficient Withdrawal Solutions – The Ways to Prevent RRSP Traps and Avoid Losing 1/2 Pension? + RRSP Tax Efficient Withdrawal Strategy to Help Reduce 1/2 Taxes

Time & Date : 11:00 am – 12:30 pm PST , Saturday, January 21

Language: Cantonese

YouTube link: https://youtu.be/-L0sr6VtnN0

Time & Date :    2:00 pm –  3:30 pm PST , Saturday, January 21

Language: Mandarin

YouTube link: https://youtu.be/yDzqEBF5NXI

Sample Client Events Poster

You can now create your own unique Client Events posters to be used in your registration form.

Use the attached Way Client Events Poster Template.pptx and personalize it by adding your own picture, company name and logo, contact information and other details you want to showcase.

Below is a sample Client Events poster.

Join the Kick-Start Luncheon with Equitable, only for Way Members, on March 3

To start off 2023 with a simple motivation, Way is arranging a luncheon with Equitable Life, rewarding any Member who submits a piece of Equitable Life insurance business from January 1 to February 28, 2023, with an invitation.  All case size counts.  You just need to submit any piece of insurance business with Equitable Life during these two months to win a seat at the table.  The luncheon will follow Equitable Life’s training at the office on March 3.

In specifically supporting Way and its members, Equitable has agreed to host as many Way members as there’s submission count, so let us jam pack the restaurant together by each submitting at least one piece of insurance business to make 10, 20 or even more tables!

Feel free to ask your Case Coordinator at process@www.wayfinancial.ca if you have any question.

New Interface for VirtGate Ready to be Rolled Out on January 31

As we have announced last year, we have been working with VirtGate to roll out a new interface called ThinkPort which includes new tools such as Compulife, Fund Pick, Fund Search and others to help Members grow their business more effectively and efficiently.

The interface will go live on January 31, with the current URL redirecting to https://wayfinancial.thinkport.vip/

You will first see a selection of new Apps as below.

Click to access VirtGate as usual and enjoy playing with the other Apps.

Please note that some Apps like Reminders  are still being tested and we will let you know when they become functional too.

While the Apps’ functions are fairly self-explanatory, feel free to ask your Case Coordinator if you have any question at process@www.wayfinancial.ca.

January & February Campaigns – Additional $8,000 bonus!

First campaigns of the year! Get extra monies promoting Investment Transfer-in and RBC PAC! Selected members will also have a chance to win an extra $900 in gift cards. Those members will be hearing from Stephen shortly and feel free to reach out to him (stephen.lai@www.wayfinancial.ca)  if you want to participate in this bonus initiative!

Upcoming Trainings & Case Studies

ONLINE  

1. Time & Date: 7:30am PST, Friday, January 20

Class 10 – Tax Filing Service Leading to Business for Beginners – TOT Sally Lin 

The meeting link will be sent via a calendar invitation the day before the training

1. Time & Date: 11:00am PST, Friday, January 20

Market Update with Outlook for 2023 and PAC – RBCI Mike Jackson 

Microsoft Teams Meeting

Join on your computer, mobile app or room device

Click here to join the meeting

1. Time & Date: 1:00pm PST, Friday, January 20

Case Studies with RBCI Mike Jackson

Bring any questions or cases to get your desired results. Book your 30 or 60 mins 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

Revenue Generating Idea – Are You Working on Your Business Plan?

Topic: Kickoff to 2023 with Equitable Life and Robert Gignac, Author of “Rich is a State of Mind”

Time & Date: ​11:00am PST, Wednesday, January 18

Register here.

Updated Guidelines For Student Permit

Equitable Life has improved our underwriting guidelines to offer higher maximum insurance coverage for international students. The changes includes:

• Elementary/High school student can apply up to $250,000 life insurance
• College/University students can apply up to $500,000 life insurance
• Students with legal & gainful employment can apply up to $1,000,000 life insurance

For more details, click here.

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

Manulife

Insurance

New Wholesaler Contact

Contact Jason Ma, External Wholesaler at 604-404-5432  or jason_ma@manulife.ca, or Samantha Xiao at 604-678-2161 or samantha_xiao@manulife.ca  if you have any question.

Sun Life

Insurance

Updated Illustrations V5.7.2 and Eos 7.5 

Sun Life Illustrations V5.7.2 now includes Security and technical updates.

Eos V7.5 now includes the rates update for Sun Retirement Health Assist.

To access the illustrations, click here.

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.

Reminders on Office Usage to Keep Environment Professional and Comfortable

We are glad to hear praises from your clients on the new office environment and professional setting, and appreciate everyone who helps maintain the high standards of our new office establishment.

In using the office facilities, please remember to return areas to original conditions, clean and organized.  While our new furniture is very chic and modern with casters (wheels), please roll them back to original locations and not misplace them elsewhere at the office.

The bar as well requires cooperation from all users to keep tidy and odour free.  Please do not microwave foods with strong odours and use air freshener after food preparation or consumption.

See below for photos of the original condition of the area:

Examples of what to be cleaned up:

Please continue to protect our wonderful new office environment to keep up the best presentation for yourselves and the Platform.

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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb   “The WAY to connect members.  The WAY to drive business.”   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 delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited.

Hello Members,

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

Registration for Annual Business Plan Training to Reach MDRT COT TOT by Tim Lau CEA CLU CFP TOT 10+

A year’s planning lies in spring 一年之計在于春. Tim Lau will be training specific members who aim to achieve MDRT, COT or TOT in 2023. Should you also have this target and wish to attend this annual business plan training, please respond to the below by 10am on January 10:

Which of the following January 11 annual business plan training – STEP 1 do you want to attend?  Choose only one please:

1. To achieve MDRT Top of the Table                        Premiums $1,000,000+          9-11am
2. To achieve MDRT Court of the Table                     Premiums $500,000+            11-1pm
3. To achieve MDRT Million Dollar Round Table        Premiums $170,000+             1-3pm

During STEP 1 training, we will provide the date and time of Step 2 to Step 10 for this year-long training.  According to experience and results from Tim’s students, should one apply all of the 10 steps training knowledge, the success rate to reaching one’s MDRT target is 100%.  Reply to this e-mail by 10am on January 10 to get your spot.

Grand Opening God of Wealth Distributing Cash Red Pockets and Training by Tim Lau CEA CLU CFP TOT 10+

In supporting your business to JUMP to new heights in the Year of the Rabbit, Way’s new office opening in the most premium location of Richmond will bring you a God of Wealth Cash Distribution event on Thursday, January 26. Invite your broker connections and clients to come garner fortune and red pockets ($10-$100) from the Way God of Wealth that day (cost is sponsored by Way)!

To help you learn how to use Way’s unique resource to generate immediate business, including how to invite and follow-up with clients and broker connections, we are hosting a training from 11am to 1pm this Friday, January 13, by Tim Lau CEA CLU CFP TOT 10+.  So for Members wanting to make use of the God of Wealth resource but haven’t confirmed your spots yet, there’s still a chance so make sure you join the training this week.

Marketing Videos on Directions to New Office for Your Use 

We are excited to welcome your clients and potential connections to our new office! Feel free to personalize and share these videos to make it easier for them to find your new sophisticated office establishment, whether they drive or take public transportation.

For your clients:

• Directions for Clients – Drive.mp4
• Directions for Clients – Public Transportation.mp4

For your potential connections:

• Way Financial Inc. Office Directions – Drive.mp4
• Way Financial Inc. Office Directions – Public Transportation .mp4

Feel free to ask if you have any question.

Reminders on Office Usage to Keep Environment Professional and Comfortable

We are glad to hear praises from your clients on the new office environment and professional setting, and appreciate everyone who helps maintain the high standards of our new office establishment.

In using the office facilities, please remember to return areas to original conditions, clean and organized.  While our new furniture is very chic and modern with casters (wheels), please roll them back to original locations and not misplace them elsewhere at the office.

The bar as well requires cooperation from all users to keep tidy and odour free.  Please do not microwave foods with strong odours and use air freshener after food preparation or consumption.

See below for photos of the original condition of the area:

Examples of what to be cleaned up:

Please continue to protect our wonderful new office environment to keep up the best presentation for yourselves and the Platform.

January & February Campaigns – Additional $8,000 bonus!

First campaigns of the year! Get extra monies promoting Investment Transfer-in and RBC PAC! Selected members will also have a chance to win an extra $900 in gift cards. Those members will be hearing from Stephen shortly and feel free to reach out to him (stephen.lai@www.wayfinancial.ca)  if you want to participate in this bonus initiative!

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, click 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.

Upcoming Trainings & Case Studies

ONLINE   

1. Time & Date: 7:30am PST, Friday, January 13 

Class 9 – Tax Filing Service Leading to Business for Beginners – TOT Sally Lin 

The meeting link will be sent via a calendar invitation the day before the training

1. Time & Date: 9:00am PST, Wednesday, January 11

Annual Business Plan Training to Reach MDRT COT TOT – CEA CLU CFP TOT 10+ Tim Lau 

1. Time & Date: 11:00am PST, Friday, January 13

Training on Way’s Grand Opening Wealth of God Cash Distribution Event – CEA CLU CFP TOT 10+ Tim Lau 

Microsoft Teams Meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Carriers’ Updates

Canada Life

Investment

2023 Market Outlook Report

Canada Life has compiled a report for 2023 featuring a diverse range of views and expertise from across the Canada Life^TM wealth. This economic forecast will help you understand market uncertainty and shifting consumer demand in response to cost of living increases and slowing economic growth, so you can prepare for the investment opportunities and challenges ahead.

To read the report, click here.

Contact Richard Chen at 604-338-6416 or richard.chen@canadalife.com or Jessica Leung at 604-331-2420 or jessica.leung@canadalife.com or Louis Asare at 604-335-4513 or louis.asare@canadalife.com if you have any question.

Equitable Life

Insurance

Helping You Sell Whole Life Insurance – Monica Zhang

See attached presentation files from Monica Zhang’s training last Friday.

EZComplete E-app 

2023 is here and Equitable is implementing newer improvements in their EZComplete e-app system.

For more details, click here.

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

TuGo

Insurance

January Training Opportunities 

Topic: Emergency Medical Insurance for Canadians Partner Express / Partner Platform Training

Time & Date: ​10:00am PST, Wednesday, January 11

Register here.

Topic: Partner Express / Partner Platform Training

Time & Date: ​12:00pm PST, Thursday, January 12

Register here.

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

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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb   “The WAY to connect members.  The WAY to drive business.” 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 delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited.

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.

Grand Opening God of Wealth Distributing Cash Red Pockets on January 26

Many members are excited to celebrate our grand opening and have registered to join the God of Wealth cash distribution event with their clients and connections on January 26. You have until this Friday, January 6, to secure your spots. Refer to previous emails on the subject from admin@www.wayfinancial.ca. We will also be sending out a separate reminder with details shortly. Looking forward to your speedy registration!

Feel free to let us know if you have any questions.

Display Your Company Logo at Our New Office

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. Please send your request to account@www.wayfinancial.ca by tomorrow, 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

Registration for this month’s focus group is already full. Members that have secured a spot have been notified. All members are welcome to join Step 1 online tomorrow morning at 10:00 am PST.

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.

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

The first New Member Boot Camp of the year will start on January 9 with only 8 spots available. To accommodate to some members’ request, this round of Boot Camp will be online to provide greater accessibility. Reply to this e-mail by 5pm Thursday, January 5, 2023  indicating “Yes to Boot Camp” to save you a spot for the whole series or if you wish to register for specific classes, indicate “Yes to Class X“.  First come first served.

Members who have successfully reserved a spot will receive a separate calendar invitation. See attached for the curriculum.

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

Upcoming Client Event

11 Ways of Real Estate & Property Tax Coding – How to Utilize Property Tax to Increase Pension By 1/3? +  How To Lock The Cost Of Property Tax To 0% Increment?

Time & Date : 11:00 am – 12:30 pm PST , Saturday, January 7

Language: Cantonese

YouTube link: https://youtu.be/iUrANo2MbDg

Time & Date :    2:00 pm –  3:30 pm PST , Saturday, January 7

Language: Mandarin

YouTube link: https://youtu.be/GAUzNMsK-Tw

Sample Client Events Poster

You can now create your own unique Client Events posters to be used in your registration form.

Use the attached Way Client Events Poster Template.pptx and personalize it by adding your own picture, company name and logo, contact information and other details you want to showcase.

Below is a sample Client Events poster.

Marketing Videos on Directions to New Office for Your Use

We are excited to welcome your clients and potential connections to our new office! Feel free to personalize and share these videos to make it easier for them to find your new sophisticated office establishment, whether they drive or take public transportation.

For your clients:

• Directions for Clients – Drive.mp4
• Directions for Clients – Public Transportation.mp4

For your potential connections:

• Way Financial Inc. Office Directions – Drive.mp4
• Way Financial Inc. Office Directions – Public Transportation .mp4

Feel free to ask if you have any question.

January & February Campaigns – Additional $8,000 bonus!

First campaigns of the year! Get extra monies promoting Investment Transfer-in and RBC PAC! Selected members will also have a chance to win an extra $900 in gift cards. Those members will be hearing from Stephen shortly and feel free to reach out to him (stephen.lai@www.wayfinancial.ca)  if you want to participate in this bonus initiative!

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, click 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

1. Time & Date: 10:00am PST, Wednesday, January 4

Step 1 – Other Options besides RRSP Training – TOT Carmen Ke

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

1. Time & Date: 7:30am PST, Friday, January 6

     Class 8 – Tax Filing Service Leading to Business for Beginners – TOT Sally Lin

The meeting link will be sent via a calendar invitation the day before the training

1. Time & Date: 11:00am PST, Friday, November 4

Helping You Sell Whole Life Insurance – EQ Monica Zhang

Register here and you will receive a confirmation email containing information on how to join the training.

1. Time & Date: 1:30pm PST, Friday, January 6

Case Studies with EQ Monica Zhang

Bring any questions or cases to get your desired results. Book your 30 or 60 mins 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

2023 Market Outlook Call

Join this virtual event to get forecast on today’s volatile market from experts who can help inform your strategic perspective and address your client concerns.

Time & Date: 10:00am PST, Thursday, January 12

Register here.

Contact Richard Chen at 604-338-6416 or richard.chen@canadalife.com or Jessica Leung at 604-331-2420 or jessica.leung@canadalife.com or Louis Asare at 604-335-4513 or louis.asare@canadalife.com if you have any question.

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	Administration
		604 279 0866
		604 278 0133
	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 bonus for signing up PACs AND an additional $4000 for transferring-in investments for 3rd parties for Jan & Feb  “The WAY to connect members.  The WAY to drive business.”   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 delete the e-mail from your system. Any disclosure, dissemination, distribution, or copying of this e-mail is strictly prohibited.