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.
Virtual Client Events
2 to 6 Ways of Property Tax Coding
Time & Date: 10:55 am, Saturday, June 6th
Time & Date: 1:55 pm, Saturday, June 6th
7 to 11 Ways of Property Tax Coding
Time & Date: 10:55 am, Thursday, June 18th
Time & Date: 1:55 pm, Thursday, June 18th
Speaker: Global Life & Wealth
Global Life & Wealth hosts a series of webinars for clients including Crisis Rebound Investment Secret Manual, RRSP Mistakes & Solutions amongst others. Contact Theresa Lai at 604-278-0122 (ext. 105) or firstname.lastname@example.org for more details on how to participate and share the resource with your clients.
Manulife Market Update for Way Advisors’ Clients
Time & Date: 11 am, Thursday, June 11th
Speaker: Stefan Goddard, District Vice-President, Manulife Investment
As you already know, these events are organized exclusively for Way Advisors’ clients. This is a good chance for your clients and prospects to appreciate your professional support in managing their finances while staying connected with them during these unprecedented times. Do also to ask them to extend the invitation to their family and friends to bring you referrals.
The webinar zoom link and password have already been added to your calendars. Start gauging your network’s interest to utilize this initiative to generate immediate business:
- New investment plans
- Transfer existing investments to your management
- Referral business
iA Spring Fling Contest
Let’s win some extra $$$ from iA’s Spring Contest, which is exclusive to Way Members! Only 5 more weeks to go!
Business-owned insurance applications are now available on SimpleProtect!
Join the webinar this Thursday at 10am to learn how to submit corporate applications using SimpleProtect:
Also listen to Canada Life’s weekly call audio recording on the additional resources available during this time. Last week, Senior Vice-President, Independent Distribution and Wholesaling Mike Cunneen moderated an advisor panel that discussed non-face-to-face interactions and how this shift to working digitally will benefit their business going forward. A common theme between the panelists is they’ve each taken the time to check in with their client’s mental well-being which they’ve found naturally opens the conversation to talk about their financial plans that can be supported through the products we offer.
See the attached presentation from last week on Life Business and Benefits for Advisors (New Par, CPB, etc.).
Some highlights include:
- Life Limits without vitals/fluids:
- Life Non Face to Face limits max – $5million
- Age 50 & below: $1million
- Age 50 to 61: $300,000
- Age 61 above: $99,999
- For large cases, the face amounts are $3million & + or $50K premiums – paramedicals allowed via ExamOne and Medifast
- iA Superior Risk Tolerance Program will reduce rating for your clients.
- Additional PDFs are attached for your reference : iA Access Life – Prequestionnaire, iA Genesis Brochure YRT, iA Life Heath Duo – Marketing, iA Mortgage Package & iA Superior Risk Tolerance Program.
iA’s NEW PAR LAUNCH
Members on Way’s platform will be getting an advance preview on iA’s new Par this Wednesday afternoon (2:30pm on June 3rd). Also register for the national virtual launch on June 8th below.
Join us to see what new business opportunity this latest product can offer and how it will certainly help you achieve the additional 20% FYB bonus easier!
Ken Godfray and Kevin Miller,
Connection Campaign 2020 – Earn Extra 5% FYC Bonus on Your Business with Every New Connection
While the current situation gives you the opportunity to outshine your competitors and showcase to your clients your continuous support to their financial well-being, it is also the time to connect your external broker network and share with them the different resources you have from the Platform – marketing support, client events, unique trainings, exclusive campaigns, knowledgeable processing, etc., and get additional rewards for your connections!
Upcoming Virtual Trainings
Special Advance Launch of iA New PAR with Way Financial — iA Rishu Bains & Michelle Kwan
Join iA’s pre-launch of its New Par Whole Life product with software demo.
Click on the link below to join:
Why Equimax Wealth Accumulator — EQ Monica Zhang
Click on the link below to join:
Events Schedule – June (Updated)
The updated Events Schedule for June is attached for your reference.
Please note that our office will be closed on:
Wednesday, July 1st, 2020 (Canada day)
Normal operations will resume on:
Thursday, July 2nd, 2020
“The WAY to connect people. The WAY to drive business.”
Way Financial Inc.
Tel: (1) 604 279 0866
Fax: (1) 604 278 0133
2nd Floor, 8171 Ackroyd Road
Richmond, BC V6X 3K1
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