Home » 新闻资料 » Weekly Bulletin 200120

Weekly Bulletin 200120

Home » 新闻资料 » Weekly Bulletin 200120

Weekly Bulletin 200120

by kingtechadmin

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.

 

Canada Life Par is now on Simple Protect

 

Less waiting. Less uncertainty. Instant decisions. Complete a participating life insurance (par) application in minutes. If you’re new to SimpleProtectTMthese resources will help you get started. If you’re already familiar with SimpleProtect, try completing an application now.

Click here for more information: https://gwl.campaign.adobe.com/nl/jsp/m.jsp?c=%40bCBOh6ZSqozqb0gGRsvd2uN8aEoI5GF8FVUobDi3Ih0%3D

Or ask wholesaler, Carol Ng, for more details at Carol.Ng@productsolutionscentre.ca or (604) 377-7203.

 

Assumption Life Support – New Wholesaler’s Contact

 

Mohammed Saiepour is now our Business Development Manager for Assumption Life business and he is the go-to person for any questions on getting coverage for your non-resident or hard-to-insure clients, as well as the newly designed portal for advisors to launch their insurance business online!

Ask Mo for more details at mohammed.saiepour@assomption.ca or (403) 542-5209.

 

RBC PAC Campaign – $2,000 Lump-Sum Bonus (January to March 2020)

Join the 24 members who are on track to getting an extra $2,000 Lump-Sum Bonus on their RBC PAC business.  They have attended the first training in this concept and will be rewarded an advanced $100 for submitting 5 RBC PACs by the next training session on January 31st.

In view of poor weather conditions last week, for those of you who missed the first training, you can still qualify for the $2,000 if you attend the remaining second and third training sessions.  Don’t miss out again as this is your last chance.

Connection Profits

It was a robust year in 2019 with many members trying the Platform resources to build their connections and are rewarded with new streams of residual income.

The Connection Profits are being calculated and will be distributed by the Annual Compliance Training on February 19th.

For those looking to connect to more members, simply input their names and information on the bottom part of Way’s homepage to get started: https://www.wayfinancial.ca/

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 (ext. 114).

Upcoming Featured Trainings

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.

How to do PACs efficiently using WealthLink and opportunities from RRSP Season – RBC Mike Jackson

11am, Friday, January 31st

Take part in this second session to beef up your PAC concept knowledge and to qualify for the $2,000 Lump-Sum Bonus Campaign.  Also come to learn how to get another advance on the bonus payment!