Author: Admin Way Financial

Weekly Bulletin 191202

by Admin Way Financial Admin Way Financial 没有评论

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 11th, 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@wayfinancial.ca by Wednesday, December 4th, 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 1st, 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 13th, 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 4th

 

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@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 4th, 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 2nd and 4th 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 15th, 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 15th to December 14th, 2019)

 

Last two weeks to qualify!

 

 

Holiday Notice

 

Please note that our office will be closed on:

 

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

Wednesday, December 25th, 2019   (Christmas)

Thursday, December 26th, 2019      (Boxing Day)

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

 

Normal operations will resume on:

 

Friday, December 27th, 2019

Wednesday, January 1st, 2020

 

 

 

 

Weekly Bulletin 191202

by Admin Way Financial Admin Way Financial 没有评论

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 11th, 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@wayfinancial.ca by Wednesday, December 4th, 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 1st, 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 13th, 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 4th

 

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@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 4th, 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 2nd and 4th 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 15th, 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 15th to December 14th, 2019)

 

Last two weeks to qualify!

 

 

Holiday Notice

 

Please note that our office will be closed on:

 

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

Wednesday, December 25th, 2019   (Christmas)

Thursday, December 26th, 2019      (Boxing Day)

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

 

Normal operations will resume on:

 

Friday, December 27th, 2019

Wednesday, January 1st, 2020