circulars2019

Dear members,

This the last weekly bulletin of the year and we are excited to give a preview to the upcoming events in 2020, including new Mandarin client seminars, new campaigns and more resources to do your business!

Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Client Events

The 3 types and 11 ways of Comprehensive Property Tax Program Planning

Time & Date: 1:45pm, Saturday, January 11^th – Open for registration (only 10 spots left)
Language: Cantonese

Time & Date: 1:45pm, Saturday, January 18^th – Open for registration (only 20 spots left)
Language: Mandarin

3 common mistakes and 9 rare solutions of RRSP

Time & Date: 1:45pm, Thursday, 23^rd – Open for registration (only 10 spots left)
Language: Cantonese

Follow the Social Media & Event Development group in WeChat for registration and updated news.

Booth Sponsorship Campaign

For those of you who attended the November sharing by Jennifer Chan on booth activities and indicated your interest in taking this marketing initiative, stay tuned for details on how to sign up for upcoming booth events and get fully sponsored by Way, valued at ~$250 each event.

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 17^th – The PAC concept, benefits to clients and advisors (clientele, repeated business, residual income)

Jan 31^st – How to do PACs efficiently using WealthLink and opportunities from RRSP loans

Feb 21^st – Answering clients’ objections: Seg Funds vs Mutual Funds, Comparing to the Bank’s service, etc

Those who indicated their commitment to this strategy at the November 15^th training will get the first dips, and their PAC business will be counted starting immediately.

Start your PAC business now!

IA 20% More FYC Bonus Campaign 2020

Qualification is simple: if there are 15 or more members who qualify for the Continuous Production Bonus (“CPB”) in 2020, all who qualify will get an additional 20% commission bonus on their IA FYC in 2020, jointly paid out by Way and IA.

Become a CPB qualifier by placing FYC10,000 or more IA insurance business in 2020!  So the bonus will give you at least $2,000 more in compensation!

Also stay tuned for their revamped Critical Illness Insurance, to be launched in the first quarter next year, and see how to make use of new features like 10-pay, new pricing to increase your business volume.

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

IA 20% More FYC Bonus Campaign 2020

For those of you who attended the IA training last Friday, you have learned the upcoming campaign on getting 20% more FYC bonus on IA’s business in 2020.  Qualification is simple: if there are 15 or more members who qualify for the Continuous Production Bonus (“CPB”) in 2020, all who qualify will get an additional 20% commission bonus on their IA FYC in 2020, jointly paid out by Way and IA.

Become a CPB qualifier by placing FYC10,000 or more IA insurance business in 2020!  So the bonus will give you at least $2,000 more in compensation!

Also stay tuned for their revamped Critical Illness Insurance, to be launched in the first quarter next year, and see how to make use of new features like 10-pay, new pricing to increase your business volume.

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

To encourage members to utilize the PAC concept in building their business block and residual income, a lump-sum $2,000 bonus will be awarded to eligible first-movers.

Sign up 30 RBC PACs from January to March 2020 to receive this additional 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 of three sessions: Jan 17^th, Jan 31^st and Feb 21^st.

Those who indicated their commitment to this strategy at the November 15^th training will get the first dips, and their PAC business will be counted starting immediately.

Start your PAC business now!

Upcoming Featured Trainings

How to use Long Term Care Insurance as part of Estate Planning for clients – SL Viola Lam

11am, Friday, December 27^th

In addition to understanding the structure of the policy, find out how to close more business by incorporating LTCI as part of clients’ Estate Planning.

Events Schedule – January

The events schedule for January is attached for your reference.

Seasons’ Greetings

During this holiday season more than ever, we take time to reflect upon the good things we have, like our partnership with each member.  We appreciate working with you and hope that the holidays and the coming year will bring you and your family joy, good health and prosperity.

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Special Pro-D Day for Financial Advisors – December 11^th, 2019

It was a great turnout and guests and members alike have indicated their desire to participate in similar events in the future.  There will be more info on that, as well as the materials for last Wednesday’s presentation, shortly.  In the meantime, enjoy some photos from the day.

New Product Launch – B2B 3.3% high rate savings account https://b2bbank.com/digital/high-interest-savings-account

Today is the last day to sign up for the Second Round of the promotion.  For those who wish to participate in this promotion, send an e-mail to admin@www.wayfinancial.ca answering the following question to put your name on the list.

How many clients will you sign up within the first 3 months:

Referral codes for engaging in this promotion are distributed based on commitment levels of the member.  For the first round, we have seen levels ranging from 200, 300 and even 500, and likewise those members were first rewarded to build their network with this promotion.

Act now to not miss out!

Making 20% more commission on CII products and others

For those of you who attended the October 18^th IA training, you will remember the upcoming campaign on getting 20% more commissions on IA business in 2020.  Qualification is simple: if there is at least 15 members who qualify for the Continuous Production Bonus (“CPB”) in 2020, all who qualify will get an additional 20% commission bonus on their IA FYC in 2020, jointly paid out by Way and IA.  For those who have not yet indicated their participation in this campaign, join this Friday’s training to do so as only members who have signed up would be eligible!

RBC PAC Campaign – $2,000 Lump-Sum Bonus

At the November 15^th RBC training, you learned the PAC strategy and how it can grow your business and residual income.  To help members embrace this concept quicker, a lump-sum $2,000 will be awarded to eligible first-movers.  Stay tuned for more details as well as the dates for the upcoming RBC training sessions which will give you all the tools to be a qualifier.  You must attend all the RBC training sessions to qualify.

Upcoming Featured Trainings

Merits of Disability Insurance, starting with the Advisor’s Own Practice – Stephen Lai & RBC Lucy Fairbotham

11am, Wednesday, December 18^th

Have you always wondered how to do DI?  Are you interested in enrolling in it yourself?  Don’t miss this session where a reward will be given to each advisor who submits a DI case, be it for yourself or for a client.  Details will be announced then but only those in attendance will qualify.

How to make 20% more commissions and enhance efficiency on CII business – IA Rishu Bains & Michelle Kwan

11am, Friday, December 20^th  

Learn not only how the Additional 20% Commission Bonus Campaign works, but how to do your CII business effectively and get a preview of changes that will be coming to IA’s CII product shelf.  Attached is a refresher for you on Shared Ownership CII so you can come prepared with questions for Rishu and Michelle.

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Special Pro-D Day for Financial Advisors – Dec 11^th, 2019

Only a few more days to register!  You can invite up to two external brokers to the event.  Please give your guest names to admin@www.wayfinancial.ca by Wednesday, December 4^th, to secure your spots.

Canada Life New Par – Illustration now available

As some of you already now, Canada Life has come up with a new Par that offers new rates and cash values, which is available from January 1^st, 2020.  There is also an exchange policy to help clients exchange their policies placed in 2019 to the new one.  Check out the new illustration (4.0) and download it from the page here: Concourse Direct (scroll down to page 2 for the link to the illustration program).

Ask wholesaler, Carol Ng, for more details at Carol.Ng@productsolutionscentre.ca or (604)377-7203.  Carol will also be coming in at 11am, next Friday, December 13^th, to brief you on this new product.

Upcoming Featured Trainings

How to make cross-industry partnerships work for your business and benefits – Ace Liew & Jack Cao

11am, Wednesday, December 4^th

Don’t miss the chance to establish your own successful referral partnerships!

Understanding for Critical Illness Underwriting (using dividends from a Par policy to pay for CII premiums) – EL Monica Zhang

11am, Friday, December 6th

Did you know that you could use the dividends from a Par policy to pay for premiums for a CII?  Learn these additional features of Par to capture more Critical Illness Insurance business.

New Product Launch – B2B 3.3% high rate savings account https://b2bbank.com/digital/high-interest-savings-account

Many advisors have already indicated their commitment in promoting this new product and there’s an oversubscription to the 15 spots for this initial round.  Allocation of these first codes is based on levels of commitments.  For those of you who’ve been selected as a first mover in this promotion, you will receive a notification shortly on your code.

For others, your names will be on the list for the following rounds.  We will help on board everyone who’s committed to reaping business and prospects with this product.  For those who have not subscribed, send an e-mail to admin@www.wayfinancial.ca answering the following question to put your name on the list.

How many clients will you sign up within the first 3 months:

Also join the briefing by B2B wholesaler, Ash Kotadia, from 10:15 to 10:45am this Wednesday, Dec 4^th, to learn the most efficient way to open up accounts for your clients.

Client Events: #6-10 12 Tactics your Executor should Learn – 遺產執行人12個秘訣研討會

Thank you for your enthusiastic participation in the Client Events. Given the popularity of the above mentioned topic, more sessions have been organized.  There is only one more session this month!  See below for more details.

Time & Date: 1:45pm, Thursday, December 12th – Open for registration
Language: Cantonese

Follow the Social Media & Event Development group in WeChat for registration and updated news.

Helping You Build Connections – Career Orientations every 2^nd and 4^th Thursday afternoon of each month

Next session: 5pm, December 12th  

Make use of these career orientation sessions and the Connection Campaign below to generate more business and income!

Connection Campaigns – Get $500

RESP Campaign (deadline extended!)

To work closely and support the overall business development of all members, we are forwarding the following details of the Connection Campaign organized by RESP members:

In response to members’ interest, the Connection Campaign for the RESP Industry is extended by a month.

From now until December 15^th, refer a friend to join the RESP industry to be eligible to get $500!

Once the referee gets licensed by February 2020 and submits any business by June 2020, you will receive $500 in cash!

And your referred friend will also get one year’s of license fee (~$500) sponsored!  That’s over $1,000 in total rewards.

Ask Jennifer Chan chan.jennifer15@gmail.com or Alice Pau alice.pau@pfiins.com for more details.

Equitable Life EZcomplete Campaign On NOW (September 15^th to December 14^th, 2019)

Last two weeks to qualify!

Holiday Notice

Please note that our office will be closed on:

Tuesday, December 24^th, 2019        (Christmas Eve, closes at 1:30pm)

Wednesday, December 25^th, 2019   (Christmas)

Thursday, December 26^th, 2019      (Boxing Day)

Tuesday, December 31^st, 2019        (New Year’s Eve, closes at 1:30pm)

Normal operations will resume on:

Friday, December 27^th, 2019

Wednesday, January 1^st, 2020