Dear Members,
The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.
B2B RSP Loans Promotion
Submit your clients’ RSP Loan applications to save 0.25% off the posted rate. RSP Loan applications must be:
- Submitted by January 17th, 2020;
- At least $20,000 on a 6- to 10-year term
For more information, visit B2B’s website here: RSP Resource Centre
How to Start the Conversation on Long Term Care Insurance with Clients?
Start by showing them how much long term care cost is in British Columbia:
Here is also a guide to how to get clients’ applications efficiently processed and approved:
https://www.sunlife.ca/files/advisor/english/PDF/LTCI_External_Field_UW_Guide.pdf
Ask wholesaler Viola Lam for more details at Viola.Lam@sunlife.com or 604-417-0791.
Upcoming Featured Trainings
The PAC Concept, Benefits to Clients & Advisors – RBC Mike Jackson
11am, Friday, January 17th
This is the start of the RBC PAC Campaign Training Series – you must attend if you wish to qualify for the $2,000 Lump-Sum Bonus! Mike will explain how to use this strategy to enlarge your clientele and increase your repeated business and residual income.
Role Play: Level-Up Closing Appointment of RRSP Meltdown – Simon Mok
11am, Wednesday, January 22nd
Continue the good practice from last year in polishing your client meetings’ skills and enhancing your closing rate! Learn from top sales, Simon Mok, in the topic of RRSP and close more business this RRSP season.
RBC PAC Campaign – $2,000 Lump-Sum Bonus (January to March 2020)
Sign up 30 RBC PACs from January to March 2020 to receive an additional $2,000 bonus. Any PAC amount works! And it’s per account, be it RRSP, TFSA, non-reg, etc.
Those who sign up over 15 but less than 30 RBC PACs will also be rewarded with a lump-sum $750 bonus.
You can learn the details of this concept and how to efficiently apply it at the three upcoming RBC training sessions. To be eligible for the bonus, you must attend all three sessions:
Jan 17th – The PAC concept, benefits to clients and advisors (clientele, repeated business, residual income)
Jan 31st – How to do PACs efficiently using WealthLink and opportunities from RRSP loans
Feb 21st – Answering clients’ objections: Seg Funds vs Mutual Funds, Comparing to the Bank’s service, etc
Start your PAC business now!
Client Events
The 3 types and 11 ways of Comprehensive Property Tax Program Planning
Time & Date: 1:45pm, Saturday, January 18th – Open for registration
Language: Mandarin
3 common mistakes and 9 rare solutions of RRSP
Time & Date: 1:45pm, Thursday, 23rd – Open for registration
Language: Cantonese
Follow the Social Media & Event Development group in WeChat for registration and updated news.