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 11th, 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 18th 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 15th 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 18th
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
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.