Author: Admin Way Financial

Hi 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.

March & April Campaigns starting tomorrow – $54,000 up for grabs!

Asset Creation Plan (ACP) and Connection Advanced Bonus Campaigns with the maximum reward of $54,000 will start tomorrow!  Attend at least 6 internal trainings or case studies during campaign period as part of the prerequisites to winning.

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Upcoming Client Events

Summary of RRSP Tax Efficient Withdrawal Solutions & 3 Reasons to Decide Not to Buy RRSP  

Date: Saturday, March 5, 2022

Language: Mandarin 

Time: 10:55 am PST 

YouTube link: https://youtu.be/ClcJsTA8NG4

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/yYgHzdALLGs

Check out the posters below for broadcasting to your clients.

Please note that topic “3 Reasons to Decide Not to Buy RRSP” is only available for the Cantonese session.

And here is the registration link: http://sv.mikecrm.com/WM6hnGM

Ask admin@www.wayfinancial.ca if you have any question.

New Members Boot Camp – helps you double your income and/or achieve MDRT!

The next series of New Members Boot Camp will start next week on March 7, 2022. New members will receive an invitation to attend the whole camp, while experienced members are welcome to join individual classes through registering with Administration (admin@www.wayfinancial.ca) based on their needs. Live sessions will be hosted for attendance of 10 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Upcoming Trainings (Internal training sessions qualify for campaign)

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, March 2

Investment Planning / Strategy: Transfer-In / Investment amount: Total $1 million – COT Amanda Ngan

Our top member, COT Amanda Ngan will teach you how to transfer client’s investment accounts from bank and apply meltdown strategy afterward which may involve a total of $1 million investment business.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, February 25

Path To Success About Critical Illness Part I – EQ Monica
Click here to join the meeting

Upcoming Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the case studies schedule in March below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Insurance

New rates and enhancements for Canada Life’s term products

Your illustration software will be updated with the new rates on March 7.  Click here to read more

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com or Wenjia Li at 6046125105 or wenjia.li@canadalife.com if you have any questions.

Equitable Life

Insurance

Webinar Topic: Building A Stronger Investment Portfolio with Equimax Participating Whole life (1.00 Life CE)

Time & Date: 9 am PST, Tuesday, March 1.
Register in advance for this webinar:
https://equitable-ca.zoom.us/webinar/register/WN_gUoFNRqFQw-trXJuopF4ng

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

Manulife
Investment
Webinar Topic: Market Update: Conflict in Ukraine – Implications for Investors, featuring Macan Nia
Description: Due to the mounting tensions between Russia and Ukraine, oil prices reflect this concern as it has increased more than 40% since the beginning of December on concerns of a disruption in Russian energy supplies. Speaker Macan Nia, CFA will discuss the environment and what it means for investors, central bank policy moving forward and commodity prices.
Time & Date: 10 am PST, Tuesday, March 1

Register in advance for this webinar:
https://manulife-johnhancock.zoom.us/webinar/register/WN_2Nk_g6YETvCTazdqMlA5ZQ

News from Insurance Council of British Columbia

Updated Council Rules Course will be launched on March 15, 2022
This course is a prerequisite for all new insurance licence applicants and can also be taken by licensees to count towards their continuing education requirements.

Click here for more details.

Annual licence renewal and fee changes

Licence renewal opens on April 1, which will include changes to fees that will come into effect for the upcoming licence year that starts on June 1.

Click here to see the fee changes.

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi 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.

VirtGate – client’s carrier statements now available on the portal

As another way to support Members’ business operations via technology, digital client statements and notices (both insurance and investment) previously mailed to advisors from the carriers will soon become available directly in the client’s account on VirtGate, replacing the paper correspondence.  Clients will continue getting their own paper or electronic copies from the carriers.

Canada Life is the first carrier feeding in such documents and some Members have already received an e-mail notice notifying them of newly available documents, with the subject “Way Financial Inc. – VirtGate Notifications”. Each email includes a hyperlink to the document on VirtGate.  Login to view the document, which is named “Statement Uploaded” under the Document Tab in the specific account.

Contact your case coordinator at process@www.wayfinancial.ca or 604-279-0866 if you have any question.

January & February Campaigns $4,000 X 2 = $8,000 

Last week to go for Investment Transfer-In and RBC PAC Campaigns! Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for each campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604- 279-0866 ext. 114.

New Campaigns for March & April – $54,000 up for grabs!

Asset Creation Plan (ACP) and Connection campaigns with the maximum reward of $54,000 will start next week!  Attend at least 6 internal trainings or 1-on-1 case study during campaign period as part of the prerequisites to winning.

Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.  Members’ Relations Manager, Samuel Xu, is also available to help you with your connections.  Reach out to him at relations@www.wayfinancial.ca or 604-279-0866 ext. 120.

Up coming Trainings (Internal training sessions qualify for campaign)

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, February 23

Income tax filing preparation, another tool for prospecting – CPA Joanne Ma

One of our top member, CPA Joanne Ma will teach you about the income tax filing preparation as well as how to reach out more potential clients to do more businesses with another tool for prospecting.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, February 25

Roadmap to CPB with IA Life & Living Benefits by iA Life Insurance Rishu Bains

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 
Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the 1-on-1 case studies schedule in February below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Equitable Life

$10,000 Step Up Campaign

Win an extra $10,000 with your Equitable business this year!

Place at least FYC20,000 more than your business amount in 2021 and four insurance cases to win.

Read attached PDF file (EQ Step Up Your Sales 2022) for more details.

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

Instructions of using various eSignatures for submitting ALL Equitable forms
Click Here to Equinet and then click Guide you’ll see a list with all detail instructions for each e-sign App. Should you have further questions, please call Equitable IT at 1-800-722-6615 ext. 8888.

iA Financial
Insurance
iA Par’s dividend scale is kept at 5.75%.  See the attached PDF (iA Overview of the participating account- December 2021) for details.

Contact Rishu Bains at (604)354-2711 or rishu.bains@ia.ca or Laeya Kim at (778)686-8945 or laeya.kim@ia.ca.

Investment

Death claim for Individual Savings and Retirement plans has been improved. Reading the attached PDF (iA – Death – Individual Savings and Retirement Claimant’s Statement (F37-14A) for more details.

iA Hilda Ng introduced the RRSP Benefits and RRSP Loans last Wednesday. See Hilda’s training presentation from the attached PDF (iA – RRSP Benefits and RRSP Loans) for details.

Contact Hilda Ng at (778)873-1254 or hilda.ng@ia.ca or Barbra Vuan at (604)737-9245 or barbra.vuan@ia.ca if you have any question.

RBCI

Investment

The Andex Chart 2021 is attached for your use in advising your clients (RBC – Andex-2021-digital-version).  Also attached is the asset class diversification for your reference (RBC – Asset Class Diversification)

Contact Mike Jackson at (604)363-7583 or mike.jackson@rbc.com, or Jeffery Ng at 236-333-1621 or Jeffery.ng@rbc.com if you have any question.

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi 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.

Equitable Life $10,000 Campaign – Step Up Campaign

Win an extra $10,000 with your Equitable business this year!

Place at least FYC20,000 more than your business amount in 2021 and four insurance cases to win.

Read attached PDF file (EQ Step Up Your Sales 2022) for more details.

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

January & February Campaigns $4,000 X 2 = $8,000 

Two weeks left for the Investment Transfer-In and RBC PAC Campaigns! Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for each campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

Upcoming Client Events

9 RRSP Tax Efficient Withdrawal Solutions: PAR Synthesis + Withdrawn Timing

Date: February 19, Saturday.

Language: Mandarin 

Time: 10:55 am PST 

YouTube link: https://youtu.be/ClcJsTA8NG4

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/yYgHzdALLGs

Check out the posters below for broadcasting to your clients.

And here is the registration link: http://sv.mikecrm.com/p1gAV0s

Ask admin@www.wayfinancial.ca if you have any question.

Upcoming Trainings

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, February 16

iA RRSP and RRSP loan program by iA Investment Hilda Ng

Click here to join the meeting

 
Time & Date: 11:00am PST, Friday, February 18

Estate & Income Planning – How to open the conversation with your clients by Sunlife Justin Ezekiel

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 

Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Investment

Canada Life Win with Wealth in 2022 – Get an Extra 1 Bps of your AUM

By generating net sales of 5% of your January 1, 2022 assets under management (AUM), minimum $500,000, you could receive an extra 1 bps of your December 31, 2022 AUM.

Check out the attached PDF (CL Win with Wealth in 2022) and the Q&A for more information on qualifications & rules.

Contact Richard Chen at (604)338-6416 or richard.chen@canadalife.com or Floria Song at (604)331-2420 or floria.song@canadalife.com if you have any question.

Insurance
Delete function is now available on SimpleProtect.  Watch clip here to know more about the process.

Canada Life Jeff Nason shared how Canada Life’s PAR stacks up to face the competition last Friday. See Jeff’s training presentation from the attached PDF (CL PAR Landscape Way 220211) for details.

Contact Carol Ng at 604-377-7203 or carol.ng@canadaLife.com or Amber Wang at 226-272-1297 or amberhanyi.wang@canadalife.com or Wenjia Li at (604)612-5105 or wenjia.li@canadalife.com if you have any question.

Equitable Life

New Product Launch – Equitable updates including 20 Pay CI and Par 10 Pay.

Speaker: Kelly Ganter and the Equitable Life team
Time & Date: 9:00am PST, Tuesday, February 15

Click the link https://equitable-ca.zoom.us/webinar/register/WN_oDUr_9zmSTqvDDh_iVE7lQ for registration.

After registering, you will receive a confirmation email containing information about joining the webinar.

You can also see all the topics and speakers for Q1 2022, click on the link below and register for all the sessions that you would like to attend.

https://lu.ma/u/usr-HkcAPtJyeNfv7fZ

New EquiMax 10 Pay premium option and a new EquiLiving CI plan – Effective February 12, 2022

The new illustration is available for download here: https://advisor.equitable.ca/advisor/en/forms/sales-illustrations

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

iA Financial

Insurance
STRATEGY SESSIONS – Shared Ownership CI Strategy
Speaker: Ross Cook, Sales Director – Large Cases & National Accounts
Time & Date: 9:30 am PST, Thursday, February 24
This session will cover the below topics
– Business Owners needs for Critical Illness
– Shared Ownership Strategy
– Tools available to help with this strategy at iA Financial
– Overview of the CI Product options at iA Financial by Jessica Johanson, Director of Living Benefits for MB/SK

Click here to register for the session.

Contact Rishu Bains at (604)354-2711 or rishu.bains@ia.ca , or Vanora McLay at 604-737-9170 or vanora.mclay@ia.ca , or Michelle Kwan at (778)886-8492 or Michelle.Kwan@ia.ca, or Alfredson Tolentino at 844-744-4282 ext. 403206 or fredson.tolentino@ia.ca if you have any question.

Manulife

Insurance

New Grow For It Campaign by Manulife – Win up to two iPad Airs this year

You will get an iPad Air when you:

• Settle 10 or more life or living benefits policies in 2022

or

• Sell 5 or more health and dental policies with an effective date in 2022

If you achieve both policy count requirements, you will receive two iPads!

Read attached PDF file (ML Grow For It 2022 Poster) and refer to the poster below for more details.

Contact Chris Chang at (604)355-4879 or chris_chang@manulife.com or Cherry Xiang at (604)678-1558 or Cherry_Xiang@manulife.ca

if you have any question.

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi 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.

Marketing Posters for Term Insurance Promotion (February)

To help members generate more interest from clients and to leverage the discount on term insurance from Canada Life, a generic poster template has been designed for your use so you would not see any logos, including Way’s, on it – personalize it by adding your own logo and contact information. All business must be received by March 6, 2022.

To read more details about this promotion, please click here.

Check out and utilize the attached and below posters, as well as, leverage the text templates to generate immediate client interest:

XXX, are you already paying for your mortgage or term life insurance? If yes, are you interested in finding out whether you can qualify for 15% less cost?

XXX, 你已經為你的房屋貸款保險作好準備了嗎? 你有興趣知道你怎樣可以節省15%的費用嗎?

XXX，你已经为你的房屋贷款保险作好准备了吗？ 你有兴趣知道你怎样可以节省15%的费用吗?

Way Website Revamped for Your Connections

Have you checked out the revamped Way’s website (https://www.wayfinancial.ca)? Take a look at the new Testimonials, Unique Training and Client Events pages and show your potential connections how our Platform can help them grow their business.

The Intranet is also updated with new sections such as Training Videos and My Connections. Ask Admin to reset your password if you have forgotten it.

Latest Connection Profits Distributed

The latest Connection Profits have been distributed. Members can login to the intranet and check out your results on “My Connections” page, in which you can see your accumulated connection profits, current balance, as well as the number of connections!  Feel free to contact Accounting Department at account@www.wayfinancial.ca if you have any questions.

January & February Campaigns $4,000 X 2 = $8,000 

One month left to go to win an extra $8,000 from the Investment Transfer-In and RBC PAC Campaigns! Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for each campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

Upcoming Client Events

9 RRSP Tax Efficient Withdrawal Solutions: Interest Meltdown + Spousal Income Splitting

Date: Saturday, February 5  

Language: Mandarin 

Time: 10:55 am PST 

YouTube link:  https://youtu.be/5yXPjYfxhD0

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/NLBvirrRuI4

Check out the posters below for broadcasting to your clients.

And here is the registration link: http://sv.mikecrm.com/VhHmJPr

Ask admin@www.wayfinancial.ca if you have any question.

Upcoming Trainings

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

 
Time & Date: 11:00am PST, Friday, February 4

Equitable Life New Par WL Product – EQ Monica Zhang

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 

Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Time & Date: 1:00 – 3:00pm PST, Friday, February 4

1-on-1 Case Studies with EQ Monica Zhang

Carriers’ Updates

Canada Life

Insurance

Dial It Up

Two more months to win the extra $10,000 from the Dial It Up campaign (Sep 2021 to Mar 2022).

To be eligible, advisor must first make at least four insurance sales with a combined minimum total growth of $5,000 in first-year commission (FYC) over the same period in 2020/2021. After these goals have been achieved, the $5,000 and subsequent insurance sales will receive an additional 33% bonus up to a maximum of $10,000. Please refer to attached files (CL-Dial_it_up_question_and_answers_MGA CL and CL_Dial_it_up_resource_page_MGA) for more details.

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com or Wenjia Li at 6046125105 or wenjia.li@canadalife.com if you have any questions.

Investment

Canada Life 2022 Investment Recommendations 

Please refer to the attached ‘CL – 2022 Q1 Wealth Management Solutions’ on details from Richard Chen’s presentation last Friday.

In addition, the attached ‘CL – AQS user mannual Term Annuity fund remaining 20 pay Insurance Premium’ gives you details on how to run a term annuity quote to pay off a PAR insurance policy.

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or Floria.song@canadalife.com if you have any questions.

Equitable Life  

Insurance

The next weekly business builder series is at  9:00am (PST) tomorrow (February 1). It will talk about ‘High Net Worth Strategies For Transferring Wealth’, in which you can learn how using permanent life insurance to help clients reap benefit and lower taxes today and in the future. Register to get a unique login link!  Click here for other topics in Q1.

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any questions.

iA Financial

Let clients provide their email address

To promptly receive statements or other documents from iA, clients need to update their email address in My Client Space. Click here to see how to get a list of clients who haven’t provided their email address on file and how to guide them to add email in My Client Space.

Contact Rishu Bains (Insurance) at 604-354-2711 or rishu.bains@ia.ca or Hilda Ng (Investment) at 778-873-1254 or hilda.ng@ia.ca if you have any questions.

Manulife

Investment

In the joint presentation last Wednesday, Stefan Goddard shared market updates as well as the top picks of ML investment products while Ardy Hossein-pour from Manulife Bank presented the underwriting rules for investment loans. Please refer to the attached presentation files (ML -Investment and Investment Loan) for more information.

Contact Stefan Goddard at 778-954-9685 or stefan_goddard@manulife.ca or Ardy Hossein-pour at 604 345 3873 or Ardy_Hossein-pour@manulife.ca if you have any questions.

RBC

Investment

Visit the Sales Concepts page under the new Sales Resources Centre to get the information of RRSP loans and marketing materials.

Advisors can use the fillable applications and get your clients’ money invested faster with the onetime PAD forms. Go to the Wealth Management page to select the newest version of the application forms.

Contact Mike Jackson at 604-363-7583  or mike.jackson@rbc.com or Jeffery Ng at 604-699-2348 or jeffery.ng@rbc.com if you have any questions.

Happy Lunar New Year 新年快樂 

Wish you and your family have a warm and joyful Lunar New Year!

Our office will be closed at 1:30pm on Tuesday (February 1) and normal operation will resume the next day (February 2).

Industry Updates

Insurance Council of British Columbia

Disciplinary decisions

Jeffrey Dean Mushaluk was disciplined in December 2021 for breaching the Insurance Council Rules and Code of Conduct by failing to notify the Insurance Council after he received a 12-year ban for a number of securities-related activities by the British Columbia Securities Commission.

Read more

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi 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.

Way Website Revamped for Your Connections

Way’s website (https://www.wayfinancial.ca) revamp is finished with new pages and contents to demonstrate the values the Platform brings to financial advisors. Take a look at the new Testimonials, Unique Training and Client Events pages and show your potential connections how our Platform can help them grow their business.

The Intranet is also updated with new sections such as Training Videos and My Connections. Ask Admin to reset your password if you have forgotten it.

Connection Profits Ready for Distribution Soon

Way had a great year in 2021 in supporting new and existing members alike do better business on the Platform.

The 2021 Connection Profits are soon ready for distribution and will be paid out at the end of this month!  Members can login to the intranet and check out your results on “My Connections” page, in which you can see your accumulated connection profits, current balance, as well as the number of connections!  Feel free to contact Accounting Department at account@www.wayfinancial.ca if you have any questions.

Way’s WeChat Moments

Have you checked out Way’s WeChat Moments?  To make it easier for members to follow updates on the Platform such as client events and marketing materials, we are posting on WeChat Moments – feel free to like, repost, forward the materials directly online!  Add Way’s WeChat account if you haven’t already done so (WeChat ID: WayFinancial).

January & February Campaigns $4,000 X 2 = $8,000 

The Investment Transfer-In and RBC PAC Campaigns are on! Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for each campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

Upcoming Trainings – all internal sessions count towards campaign qualification!

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, January 26

Market Update with Top Picks for Leverage Loans in 2022 – Manulife Stefan Goddard & Ardy Hossein-pour

Click here to join the meeting

 
Time & Date: 11:00am PST, Friday, January 28

Canada Life 2022 Investment Recommendations – CL Richard Chen   

Click here to join the meeting
Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 

Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Assumption Life

Insurance

Effective January 24:

1. Bronze Protection will be added in the offering of simplified issue products. Please refer to the attached ‘AL – Simplified issue info graphic’ for more details.
2. Increasing possibility of adding a CI rider at 50K with no additional UW and expanding the eligible loans definition to include rent, condo fees and commercial loans. Please refer to the attached ‘AL – Mortgage protection’ for more details.
3. Assumption Life will be responsible for ordering medical requirements, aiming to avoid any unnecessary medical requirements and faster response time for you and your clients.

Contact Mohammed (Mo) Saiepour at 403-542-5209 or mo.saiepour@assomption.ca if you have any questions.

Canada Life

Insurance

New Chinese marketing materials are available. Visit the Canada Life Combined Strengths Page and watch videos below.

• Doing business with Canada Life, Chinese team promotion
• Spotlight: Corporate Estate Transfer+

Changes to the Underwriting Financial Requirements Advisor Guide

Under the business session of the Advisor guide – Life insurance underwriting financial requirements, it has been updated to include the corporate owned coverage on a shareholder’s spouse or dependent children. Please refer to attached ‘CL – Financial underwriting guidelines 2022’ for more details.

Contact Carol Ng at 604-377-7203 or carol.ng@canadaLife.com or Amber Wang at 226-272-1297 or amberhanyi.wang@canadalife.com or Wenjia Li at (604)612-5105 or wenjia.li@canadalife.com if you have any question.

Investment

Click here to check out the Canada Life RRSP & TFSA toolkit, which is created to effectively help you and your clients reach their financial goal. It includes materials of RRSP loans, RSP loan program, client conversations, videos and so on.

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or Floria.song@canadalife.com if you have any questions.

Equitable Life  

Insurance

Weekly Business Builder Series

Upcoming EQ’s weekly business builder series will be at  9:00am (PST) tomorrow (January 25). It will talk about ‘Participating Whole Life for the Children’s Market’ with case studies & strategy sharing of child policies. Register to get a unique login link!

Back End Leveraging Webinar

At 9:00am on February 2, EQ will host a webinar with a topic of ‘Discussion about Back End Leveraging of Insurance Policies with Manulife Bank’s Billy Joe McInnis’. Register to reserve a spot now!

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

iA Financial 

Investment

iA has developed a marketing toolbox for 2022 RRSP-TFSA, in which you can find marketing materials, RRSP calculator, etc. Click to check out the toolbox.

Contact Hilda Ng at 778-873-1254 or hilda.ng@ia.ca or Barbra Vuan at 604-737-9245 or barbra.vuan@ia.ca if you have any questions.

Manulife

Insurance

Please refer to the attached file ’ML – 2022 Back to Basics Manulife tips and tricks’ for the training presentation last week.

Contact Chris Chang at 604-355-4879 or chris_chang@manulife.com or Cherry Xiang at 604-678-1558 or Cherry_Xiang@manulife.ca or for more information.

RBC

Investment

Updated RBC GIF applications will be available by the end of January. Other forms can also be found on the Sales Resource Centre, which is under Wealth Management > RBC Guaranteed Investment Funds > Forms.

Contact Mike Jackson at 604-363-7583 or mike.jackson@rbc.com or Jeffery Ng at 604-699-2348 or jeferry.ng@rbc.com if you have any questions.

Sun Life

Insurance

Announcing the 2022-2023 Sun Life Dividend Scale

On April 1, Sun Life will maintain the dividend scale interest rate at 6.00%. To read the full announcement, please click here.

Contact Renee Ho at 604-657-9251 or renee.ho@sunlife.com or June Wang at 604-895-5413 or june.wang@sunlife.com if you have any questions.

Holiday Notice

Please note that our office will be closed on:

Tuesday, February 1, 2022 (Chinese New Year, closes at 1:30pm PST)

Normal operations will resume on:

Wednesday, February 2, 2022           

Monday, February 21, 2022 (Family Day)

Normal operations will resume on:

Tuesday, February 22, 2022   

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi 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.

New Office Completed – It’s time to pick your dream room!

The office at Paramount is now completed and as the contractor proceeds with renovations, the layout is ready and we will conduct rounds of room picking as per office users’ business volume in the second half of 2021. You will be notified individually when it is your turn to select your dream room. Stay tuned.

January & February Campaigns $4,000 X 2 = $8,000 

The Investment Transfer-In and RBC PAC Campaigns are on! Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for each campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

RRSP Submission Deadline

The RRSP deadline will be on March 1!  Advisors can put the applications in the office NB box or email to process department at process@www.wayfinancial.ca. All new business applications must be received no later than 9:30am on March 2. Advisors have to pay attention to this timeline in order to help clients successfully submit their applications. Feel free to ask your case coordinator at process@www.wayfinancial.ca if you have any questions.

Upcoming Client Events

11 Ways of Real Estate & Property Tax Coding: Property Tax Locking + Retirement Enhancing

Date: Saturday, January 22

Language: Mandarin 

Time: 10:55 am PST 

YouTube link: https://youtu.be/ClcJsTA8NG4

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/yYgHzdALLGs

Check out the posters below for broadcasting to your clients.

And here is the registration link: http://sv.mikecrm.com/uHl5zyF

Ask admin@www.wayfinancial.ca if you have any question.

Way’s WeChat Moments

Have you checked out Way’s WeChat Moments?  To make it easier for members to follow updates on the Platform such as client events and marketing materials, we are posting on WeChat Moments – feel free to like, repost, forward the materials directly online!  Add Way’s WeChat account if you haven’t already done so (WeChat ID: WayFinancial).

New Top Member Trainer Series – MDRT & Mother of Four Rebecca Wu

We are pleased to announce a new Top Member Trainer for our internal sessions, giving more insights to our members to leverage the different resources and tools available. MDRT and mother of four Rebecca Wu maximizes her busy personal life schedule in advancing her business, focusing on the different needs of a typical family: children’s education, protection, travel, savings and on.

Rebecca also works smart in utilizing extra resources to generate more income for the same business amount, such as winning from campaigns including the additional 30% FYC bonus using iA’s CPB program. Learn how you can earn smart income too at her training.  Her first session is on February 9, 2022.

Upcoming Trainings – all internal sessions count towards campaign qualification!

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Tuesday, January 18

MDRT Special Event:  How Goal Setting Can Make 2022 Your Best Year Yet

This MDRT exclusive event will have business coach Max Bolka and 18-year MDRT member Kathleen R. Benjamin, CFP, CPA, to find out why goal-setting is important, the difference it can make in your business, how to do it effectively and how to cultivate the proper mindset for achieving your goals. Members who signed up to join this special event earlier should have received the meeting link last Friday.

Time & Date: 11:00am PST, Wednesday, January 19

All the Ins and Outs of RRSP – CPA Joanne Ma

Come join the training, and we will have CPA holder, Joanne Ma, who will teach you the tax tips and concerns of RRSP.

Click here to join the meeting

 
Time & Date: 11:00am PST, Friday, January 21

2022 Back to the Basics, Manulife Tips and Tricks Part II – ML Chris Chang

Click here to join the meeting
Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 

Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

B2B Bank

Last Wednesday, Danya Wang, presented the benefits & rates of B2B’s investment and RSP loans, as well as, the importance of using the 5 Cs of credit (capacity, capital, collateral, credit history and character) to evaluate client’s credit qualification. Please refer to attached file (B2B-The 5 Cs of credit) for details. For more details, please visit B2B website.

Contact Danya Wang at 236-688-6201 or danya.wang@b2bbank.com if you have any question.

Canada Life

Insurance

Canada Life My Term Insurance Promotion deadline extended to March 6!

The Canada Life My Term™ life insurance policies with issue ages of 55 or younger will be eligible for a 10% or 15% discount. All applications must be received by Mar. 6, 2022. Advisors will have more time to take advantage of the term life insurance discount with your clients. Please refer to attach file (CL – Canada_Life_My_Term_discount) for more details.

Discount quick facts:

• 15% discount for 10-year Canada Life My Term length
• 10% discount for all other Canada Life My Term lengths
• Applied to the premium for the policy’s life including renewals

Disability Insurance, the Basics and Beyond

Last Friday, Carol Ng talked about Life Disability Insurance and shared the attached presentation (CL – DI the basics and beyond).

Contact Carol Ng at 604-377-7203 or carol.ng@canadaLife.com or Amber Wang at 226-272-1297 or amberhanyi.wang@canadalife.com or Wenjia Li at (604)612-5105 or wenjia.li@canadalife.com if you have any question.

Equitable Life  

Virtual Weekly Business Builder series

Click to see and register for the weekly sessions in the first quarter. Tomorrow’s session at 9am PST is: Making Equitable’ s Eapp/E-delivery hassle Free.

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

iA Financial 

Investment

Semi-annual investment statements are currently available. Advisor can go to My Client Space, iA Mobile, and the Advisor Centre to download the electronic version. The paper version will be gradually sent out by mail this week. Click to download the document ‘Key elements to understand investment statements (F13-942A)’.

Contact Hilda Ng at 778-873-1254 or hilda.ng@ia.ca or Barbra Vuan at 604-737-9245 or barbra.vuan@ia.ca if you have any questions.

RBCI

Investment

Refer to attached presentation file (RBCI – Branch Training) from last week’s training for tips to win the two investment campaigns in January and February.

Also attached are RBCI’s fund recommendation list and application samples. Please see attached files (RBCI – GIF Top Picks Jan 22, RBCI -TFSA job aid 2021, RBCI – RRSP job aid 2021, & RBCI – Non-registed Job Aid ).

Contact Mike Jackson at 604-363-7583 or mike.jackson@rbc.com or Jeffery Ng at 604-699-2348 or jeferry.ng@rbc.com if you have any question.

Sun Life

Investment and Insurance Tax Slips Are Going Online!

Client with a valid social insurance number (SIN) or business number (BN) on file with Sunlife can now view and download their tax slips in the document centre on the sunlife.ca secure site and the my Sun Life mobile app! Click to read more details!

Contact Renee Ho (Insurance) at 604-657-9251 or renee.ho@sunlife.com or Ryan Cipolla (Investment) at 604-353-0392 or ryan.cipolla@sunlife.com.

Insurance

The 2022 National Sales Webinars

Sunlife will be hosting a series of English and Mandarin webinars featuring different topics. Click here to view all topics of 2022.

The first webinar’s topic is: Critical Illness Insurance: Shared Ownership with Return of Premium.  Click below link to register and reserve a spot.

• English – February 15
• Mandarin – February 17

Contact Renee Ho at 604-657-9251 or renee.ho@sunlife.com or June Wang at 604-895-5413 or june.wang@sunlife.com if you have any questions.

TuGo

Effective February 9, TuGo will increase some product rates as below.

Contact Helene Desjardins at 905-267-1724 or hdes@tugo.com if you have any question.

Let me know if you have any questions. Thank you!

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi 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.

New Office Completed – It’s time to pick your dream room!

The office at Paramount is now completed and as the contractor proceeds with renovations, the layout is ready and we will conduct rounds of room picking as per office users’ business volume in the second half of 2021. You will be notified individually when it is your turn to select your dream room. Stay tuned.

January & February Campaigns $4,000 X 2 = $8,000 

The Investment Transfer-In and RBC PAC Campaigns are on! Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for each campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

RRSP Submission Deadline

The RRSP deadline will be on March 1!  Advisors can put the applications in the office NB box or email to process department at process@www.wayfinancial.ca. All new business applications must be received no later than 9:30am on March 2. Advisors have to pay attention to this timeline in order to help clients successfully submit their applications. Feel free to ask your case coordinator at process@www.wayfinancial.ca if you have any questions.

Upcoming Client Events

11 Ways of Real Estate & Property Tax Coding: Property Tax Locking + Retirement Enhancing

Date: Saturday, January 22

Language: Mandarin 

Time: 10:55 am PST 

YouTube link: https://youtu.be/ClcJsTA8NG4

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/yYgHzdALLGs

Check out the posters below for broadcasting to your clients.

And here is the registration link: http://sv.mikecrm.com/uHl5zyF

Ask admin@www.wayfinancial.ca if you have any question.

Way’s WeChat Moments

Have you checked out Way’s WeChat Moments?  To make it easier for members to follow updates on the Platform such as client events and marketing materials, we are posting on WeChat Moments – feel free to like, repost, forward the materials directly online!  Add Way’s WeChat account if you haven’t already done so (WeChat ID: WayFinancial).

New Top Member Trainer Series – MDRT & Mother of Four Rebecca Wu

We are pleased to announce a new Top Member Trainer for our internal sessions, giving more insights to our members to leverage the different resources and tools available. MDRT and mother of four Rebecca Wu maximizes her busy personal life schedule in advancing her business, focusing on the different needs of a typical family: children’s education, protection, travel, savings and on.

Rebecca also works smart in utilizing extra resources to generate more income for the same business amount, such as winning from campaigns including the additional 30% FYC bonus using iA’s CPB program. Learn how you can earn smart income too at her training.  Her first session is on February 9, 2022.

Upcoming Trainings – all internal sessions count towards campaign qualification!

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Tuesday, January 18

MDRT Special Event:  How Goal Setting Can Make 2022 Your Best Year Yet

This MDRT exclusive event will have business coach Max Bolka and 18-year MDRT member Kathleen R. Benjamin, CFP, CPA, to find out why goal-setting is important, the difference it can make in your business, how to do it effectively and how to cultivate the proper mindset for achieving your goals. Members who signed up to join this special event earlier should have received the meeting link last Friday.

Time & Date: 11:00am PST, Wednesday, January 19

All the Ins and Outs of RRSP – CPA Joanne Ma

Come join the training, and we will have CPA holder, Joanne Ma, who will teach you the tax tips and concerns of RRSP.

Click here to join the meeting

 
Time & Date: 11:00am PST, Friday, January 21

2022 Back to the Basics, Manulife Tips and Tricks Part II – ML Chris Chang

Click here to join the meeting
Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 

Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

B2B Bank

Last Wednesday, Danya Wang, presented the benefits & rates of B2B’s investment and RSP loans, as well as, the importance of using the 5 Cs of credit (capacity, capital, collateral, credit history and character) to evaluate client’s credit qualification. Please refer to attached file (B2B-The 5 Cs of credit) for details. For more details, please visit B2B website.

Contact Danya Wang at 236-688-6201 or danya.wang@b2bbank.com if you have any question.

Canada Life

Insurance

Canada Life My Term Insurance Promotion deadline extended to March 6!

The Canada Life My Term™ life insurance policies with issue ages of 55 or younger will be eligible for a 10% or 15% discount. All applications must be received by Mar. 6, 2022. Advisors will have more time to take advantage of the term life insurance discount with your clients. Please refer to attach file (CL – Canada_Life_My_Term_discount) for more details.

Discount quick facts:

• 15% discount for 10-year Canada Life My Term length
• 10% discount for all other Canada Life My Term lengths
• Applied to the premium for the policy’s life including renewals

Disability Insurance, the Basics and Beyond

Last Friday, Carol Ng talked about Life Disability Insurance and shared the attached presentation (CL – DI the basics and beyond).

Contact Carol Ng at 604-377-7203 or carol.ng@canadaLife.com or Amber Wang at 226-272-1297 or amberhanyi.wang@canadalife.com or Wenjia Li at (604)612-5105 or wenjia.li@canadalife.com if you have any question.

Equitable Life  

Virtual Weekly Business Builder series

Click to see and register for the weekly sessions in the first quarter. Tomorrow’s session at 9am PST is: Making Equitable’ s Eapp/E-delivery hassle Free.

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

iA Financial 

Investment

Semi-annual investment statements are currently available. Advisor can go to My Client Space, iA Mobile, and the Advisor Centre to download the electronic version. The paper version will be gradually sent out by mail this week. Click to download the document ‘Key elements to understand investment statements (F13-942A)’.

Contact Hilda Ng at 778-873-1254 or hilda.ng@ia.ca or Barbra Vuan at 604-737-9245 or barbra.vuan@ia.ca if you have any questions.

RBCI

Investment

Refer to attached presentation file (RBCI – Branch Training) from last week’s training for tips to win the two investment campaigns in January and February.

Also attached are RBCI’s fund recommendation list and application samples. Please see attached files (RBCI – GIF Top Picks Jan 22, RBCI -TFSA job aid 2021, RBCI – RRSP job aid 2021, & RBCI – Non-registed Job Aid ).

Contact Mike Jackson at 604-363-7583 or mike.jackson@rbc.com or Jeffery Ng at 604-699-2348 or jeferry.ng@rbc.com if you have any question.

Sun Life

Investment and Insurance Tax Slips Are Going Online!

Client with a valid social insurance number (SIN) or business number (BN) on file with Sunlife can now view and download their tax slips in the document centre on the sunlife.ca secure site and the my Sun Life mobile app! Click to read more details!

Contact Renee Ho (Insurance) at 604-657-9251 or renee.ho@sunlife.com or Ryan Cipolla (Investment) at 604-353-0392 or ryan.cipolla@sunlife.com.

Insurance

The 2022 National Sales Webinars

Sunlife will be hosting a series of English and Mandarin webinars featuring different topics. Click here to view all topics of 2022.

The first webinar’s topic is: Critical Illness Insurance: Shared Ownership with Return of Premium.  Click below link to register and reserve a spot.

• English – February 15
• Mandarin – February 17

Contact Renee Ho at 604-657-9251 or renee.ho@sunlife.com or June Wang at 604-895-5413 or june.wang@sunlife.com if you have any questions.

TuGo

Effective February 9, TuGo will increase some product rates as below.

Contact Helene Desjardins at 905-267-1724 or hdes@tugo.com if you have any question.

Let me know if you have any questions. Thank you!

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi 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.

January & February Campaigns $4,000 X 2 = $8,000 

The Investment Transfer-In and RBC PAC Campaigns are on! Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for each campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

 Upcoming Trainings   

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.

Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Wednesday, January 12

Investment Strategies by RBCI Mike Jackson & B2B Bank Danya Wang

This session count as one of the sessions for campaign qualification.

Click here to join the meeting
 

 
Time & Date: 11:00am PST, Friday, January 14
 
Disability Insurance, the Basics and Beyond – CL Carol Ng

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available) – all sessions count towards campaign qualification 

Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

 Carriers’ Updates

 ​

B2B Bank

Help your clients reach their retirement goals faster 

Click to read the B2B Bank RSP Load, which has 5- and 10-year competitive rate, and help wider range of clients to catch up their RRSP contribution and invest in the retirement of their dreams.

1. No Proof of Income (POI)/ Proof of Assets (POA) required for loans up to $50,000.
2. Send applications prior to February 14, 2022 to avoid delays and ensure your clients’ applications can be approved and funded before the contribution deadline of March 1, 2022.

Contact Danya Wang at 236-688-6201 or danya.wang@b2bbank.com if you have any question.

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Canada Life

Insurance

Go paperless with My Canada Life

Canada Life has piloted a new client site, My Canada Life. It will give clients 24/7 access to information about their Canada Life products and the ability to switch to paperless eStatements, which will be more convenient and easier for advisors and clients. Please refer to attached file (CL – We’re inviting clients to go paperless with My Canada Life) for more details.

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com or Wenjia Li at 6046125105 or wenjia.li@canadalife.com if you have any questions.

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Equitable  

Insurance

In the training of last Friday, EQ wholesaler Monica gave a new insight of the benefit in choosing Equitable Life and gave strategies on using EQ products to better serve your clients’ needs. Read attached presentation file for more details.

Contact Monica Zhang at 604-366-4314 or mzhang@equitable.ca if you have any question.

iA Financial 

Investment 

Tools provided by iA can be used to help you optimize your service as advisor.

1.     Contribution tool

Help your clients be more independent and increase the amount of their RRSP or TFSA contributions or set up regular contributions.

2.      Financial Calculators

This tool will illustrate the different financial scenarios for your clients, including investments, tax savings, or retirement budget, etc. It allows you to better understand your clients’ reality.

3.     RRSP calculator

It helps your clident find out how much they’d need to contribute to their RRSPs based on their individual situation and retirement goals.

Contact Hilda Ng at 778-873-1254 or hilda.ng@ia.ca or Barbra Vuan at 604-737-9245 or barbra.vuan@ia.ca if you have any questions.

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Sun Life

Insurance

Helping advisors better serve Mandarin-speaking Clients

Sun Life’s advisor site is now available in English and Simplified Chinese. Click the Chinese Marketing Centre, where it includes the Simplified Chinese marketing materials and sales strategies in one easy-to-find location. Advisors can feel free to use those tools to better support the Mandarin-speaking clients.

Bust the myths about insurance for your wealthy Clients

In advisor site, new tools are currently provided to help advisors better serve your wealthy clients and add value to preserve their affluent lifestyle. It includes many marketing videos, analytical articles, as well as the excel strategy tools. Click here to read more and get the tools!

Contact Renee Ho at 604-657-9251 or renee.ho@sunlife.com or June Wang at 604-895-5413 or june.wang@sunlife.com if you have any questions.

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

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Forward

Hi 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.

Investment Transfer-In Campaign – January & February

The investment transfer-in campaign is now on!  You will have two months to win up to $4,000 additional bonus for transferring Non-Reg, TFSA, RRSP accounts from the third parties (e.g. banks, mutual funds companies, etc)!

Transferring-in 6 investment accounts will get $1,000 in advance. Double that (i.e. transfer-in 12 accounts) to win $4,000 bonus. See poster below for details.

Make sure you attend at least 6 internal trainings or 1-on-1s to not only learn the business strategies but also to qualify for the campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

RBC PAC Campaign – January & February

The ACP $2000 campaign is now on! You will have two months to win up to $4,000 additional bonus for signing up 60 PACs account. Sign-up 20 PACs accounts will get $1,000 in advance. Non-registered, RRSP and TFSA accounts all qualify. See more details below.

Make sure to attend 6 internal trainings or 1-on-1s to qualify for the campaign. Feel free to ask Stephen Lai if you have any question on the business submissions at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext.114.

Upcoming Client Events

11 Ways of Real Estate & Property Tax Coding: Debt Repayment  + Property Tax Terms and Inquiry

Date: Saturday, January 8 

Language: Mandarin 

Time: 10:55 am PST 

YouTube link:  https://youtu.be/BW57I2lvWSM

Language: Cantonese 

Time: 1:55 pm PST

YouTube link: https://youtu.be/d-4DlBLdqeg

Check out the posters below for broadcasting to your clients.

And here is the registration link: http://sv.mikecrm.com/iVEZoId

Ask admin@www.wayfinancial.ca if you have any question.

MDRT Special Event – January 18

Topic: Go for the goals: How goal-setting can make 2022 your best year yet

Date & Time: January 18, 9:45 to 11:15am PST

We all know that we should set goals, but why?  Members are invited to join us in attending this MDRT exclusive event with business coach Max Bolka and 18-year MDRT member Kathleen R. Benjamin, CFP, CPA, to find out why goal-setting is important, the difference it can make in your business, how to do it effectively and how to cultivate the proper mindset for achieving your goals. The presentation will include a discussion on starting the year on the right foot by creating a business plan to help grow your practice, including six practical steps for designing your destiny.

As this is a resource specifically shared by the Platform, you would have to reply yes to the calendar invitation by Way Admin by January 14 to secure your spot and receive the presentation link.

Way New Members Boot Camp – helps you double your income and/or achieve MDRT!

The first series of New Members Boot Camp 2022 will start on next Monday, January 10, 2022. New members will receive an invitation to attend the whole camp, while experienced members are welcome to join individual classes through registering with Administration (admin@www.wayfinancial.ca) based on their needs. Live sessions will be hosted for attendance of 8 members or more. Otherwise, a hybrid set-up with live and playback elements will be arranged. See the curriculum attached and schedule below.

Upcoming Trainings

Please remember to sign in using your full name to have your Way Membership confirmed and your training session uninterrupted. Unconfirmed names may be removed from the session.

Also note that the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Time & Date: 11:00am PST, Friday, January 7

Choosing Equitable Life – Equitable Life Monica Zhang

Come and learn from EQ wholesaler Monica Zhang, who will share you the reason of choosing Equitable life and make better plan for your clients.

Click here to join the meeting

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Bring a case to get your desired results. All you need to bring is the client’s name and enquiry area. Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Check out the 1-on-1 case studies schedule in January below and book your session online via the Way Platform Events Calendar or contact admin@www.wayfinancial.ca or 604-279-0866 for assistance.

Carriers’ Updates

Canada Life

Insurance

Dial It Up

There are three more months to win the extra $10,000 from the Dial It Up campaign (Sep 2021 to Mar 2022).

To be eligible, advisor must first make at least four insurance sales with a combined minimum total growth of $5,000 in first-year commission (FYC) over the same period in 2020/2021. After these goals have been achieved, the $5,000 and subsequent insurance sales will receive an additional 33% bonus up to a maximum of $10,000. Please refer to attached materials (CL-Dial_it_up_question_and_answers_MGA CL and CL_Dial_it_up_resource_page_MGA) for more details.

Contact Carol Ng at 604-377-7203 or Carol.Ng@CanadaLife.com or Amber Wang at 226-272-1297 or AmberHanYi.Wang@canadalife.com or Wenjia Li at 6046125105 or wenjia.li@canadalife.com if you have any questions.

Investment

Panel Webinar: Canada Life’s 2022 Market Outlook Call

A webinar will be hosted by Canada Life at 10:00 am on January 13 (Thursday). Experts will feature the forecast of the global economy and explain the increasing inflation rate, as well as answer how the recovery of economy might affect client’s portfolio. Register to reserve a spot now.

Contact Richard Chen at (604) 338-6416 or Richard.Chen@canadalife.com or Floria Song at (604) 331-2420 or Floria.song@canadalife.com if you have any questions.

Equitable

Insurance

A virtual weekly Business Builder series will be hosted by EQ from January 11. Advisors will be able to join every week to a wide variety of topics and speakers from across Canada that will help to build your business.

Register to attend the first session at 9:00am on January 11 (Tuesday). VP of EQ – Dean Erickson, will introduce the details of this series, wrap up 2021, and announce the changes for 2022.

Click to see all the topics and speakers for Q1 2022, and register all the sessions that you would like to attend.

Contact Monica Zhang  at 604-366-4314  or mzhang@equitable.ca if you have any question.

Best Regards,

Administration Department

“The WAY to connect members. The WAY to drive business.” 

Way Financial Inc. 

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA) 

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA) 

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure. 

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.