Pacific Place Group website at:
www.pacificplacegroup.com
Real Estate website at:
www.pacificevergreenrealty.com
Holidays & Observances
Jan 1 New Years Day
Jan 25 Chinese New Year
January Seminars
January 8 Edge Benefits
January 15 RBC - Investments
January 29 IA - CI
January NEWSLETTER
Did you know...
On average, it’s the coldest month of the year.
It’s the second month of winter
In southern hemisphere January is summer month
Holiday Office Hours:
Dec 31 9:00am—1:00pm
Jan 1 Closed
Jan 2 9:00am—5:00pm 10 Best things to do in January
Polar Bear Swim Jan 1st
Robson Square Free Ice Skating
Skiing, Snowboarding and Snowshoeing
Winter Wonderland on Grouse Mountain
Dine Out - Last two weeks of January Jan 17 –Feb 2
Bobsleigh or Skeleton
Snow-Limo at Grouse Mountain
Sea to Sky Gondola
Taste Test Food Trucks Vancouver Art Gallery Jan 16 - 24
Whistle Pride Festival Jan 26 - Feb 2
The team at Pacific Place Group wishes you
peace, joy and prosperity throughout the
coming year. Thank you for your continued
support and partnership. We look forward
to working with you in the years to come.
Vancouver—Head office Surrey
#102—1245 W. Broadway Surrey Central Business Park
Vancouver, BC V6H 1G7 #100-7565 132nd Street
Tel: 604-267-1833 Surrey, BC V3W 1K5
Tel: 778-945-9611
Burnaby Richmond
Metrotown Centre - Metrotower 1 Airport Executive Park
#2129-4710 Kingsway #130-10271 Shellbridge Way
Burnaby, BC V5H 4J5 Richmond, BC V6X 2W8
Tel: 778-945-6900 Tel: 236-521-3799
PPG Locations
Administration Roles and Responsibilities — December 1, 2019
Wayne Yu Corporate Manager 604-267-1833 EXT: 231
Yim Yu Account Manager 604-267-1833 EXT: 231
Mimi Sum Operations Co-ordinator 604-267-1833 EXT: 232
Pacific Place-Financial Services Inc./Bridgeforce Pacific Place (Financial Services Division) Tel: 604-267-1833
Hendry Liu General Manager EXT: 235
Jim Lew Director of Business Development Tel: 604-558-7610 or EXT 235
James Qiu Sales Manager Tel: 236-521-3799
Shalendra Kumar Sales Manager (Surrey) Tel: 604-558-7616
Mohan Poddar Branch Manager (Surrey) Tel: 604-558-7618
Mable Wong New Business: Manulife Life, HR, PPG Compliance Tel: 604-558-7611 or EXT: 251
Mkt materials (Van), Software
Angel Li Policy Service, Travel Insurance, New business Equitable Life Tel: 236-521-3795
Manulife investments (Rmd office), Mkt materials (Rmd) or 604-558-7614
Elia Chan Contracting, New Business: BMO, IA, IA Excellence, Group Tel: 604-558-7608
Manulife Investments (Bby), Software updates
Winnie Chan Commissions, Marketing Materials (Bby) Tel: 604-558-7614
Evelyn Ye Commissions (Bby)
Tiffany Tang New business/Investments: Assumption , Canada Life, CPP, DFS, Tel: 604-558-7609
Empire Life, Humania, Ivari, RBC, SSQ, Sunlife, The Edge,
Software updates on dropbox
Mandeep Minhas Office Administrator (Surrey) Tel: 778-945-9611
Vancouver Burnaby Surrey Richmond
Pacific Place-Insurance Services Inc. (General Insurance Division) Tel: 604-267-1833
Kate Zhang House: New Quote & Endorsements, Claims EXT: 228
Angus Yiu ICBC, IT EXT: 243
Michael Hu Condo Quotes EXT: 239
Tiffany Yu Renewal, Reminder and payments EXT: 226
Evan Shi Condo Quotes/ICBC EXT: 223
Yuki Li ICBC, ICBC Batching EXT: 237
Hendry Liu Commercial Insurance EXT 235
James Qiu Commercial Insurance EXT 235
Pacific Place-Arc Realty Ltd. (Real Estate Division) Tel: 604-267-1833
Lo-Ming Lee Managing Director EXT: 233
Annie Fong Managing Broker EXT 233
Jason Wood Business Development Consultant EXT: 233
Yiyi An Administrator/Real Estate Conveyancer EXT 224
Shan Shan Chang Office Administrator (Rmd) 236-521-3799
Pacific Evergreen Realty Ltd. (Real Estate Division) Tel: 604-267-1833
David Yang Managing Partner Tel: 604-250-3696
Lo-Ming Lee Managing Director EXT: 233
Annie Fong Managing Broker EXT: 233
Jason Wood Business Development Consultant EXT: 233
Julia He Real Estate Conveyancer EXT: 224
Teresa Chiang Real Estate Conveyancer EXT 241
Sherry Yu Marketing, Graphic Designer (PER) Tel: 236-521-3799
Shan Shan Chang Office Administrator (Rmd) 236-521-3799
Pacific Place Property Management Ltd. (Property Management Division) Tel: 236-521-3790
Jimmy Ng Managing Broker 778-788-0013
Khai Ho Property Manager/Service Manager 778-953-6396
Sela Li Business Support Executive 236-521-3790
Lidiya Wang Office Administrator 236-521-3790
Pacific Place Property Management
• L I F E I N S U R A N C E S O F T W A R E •
Insurance Software - Current Versions
Company Software Name Version Release Date Download
Assumption Life LIA 10.4 Nov 2019 Download
BMO Insurance The Wave 41.1 Oct 2019 Download
Canada Life Concourse 4.0 Nov 2019 Download
Canada Protection Plan eAccess 5.4 Nov 2019 Website
Desjardins Insurance Online Illustrator 7.8 N/A Website
Empire Life Envision Plus 11.5 Oct 2019 Download
Equitable Life Sales Illustration 2019-2 June 2019 Download
Foresters Financial Sky 2.0.176 Sept 2019 Download
Humania Assurance Illustration 2019.1 May 2019 Download
IA Financial Interface 8.8.1 Dec 2019 Download
IA Excellence Assure & Go N/A N/A Website
Ivari Lifeview 12.9.1 Nov 2019 Download
La Capital Illustration System 9.11.0 July 2019 Download
Manulife Financial Diamond View 16.06 Dec 2019 Download
RBC Insurance Illustrations 10.7 62B46 July 2019 Download
SSQ Illustration Software 8.1 Nov 2019 Download
Sun Life EOS 7.2 Oct 2017 Download
Illustrations 5.5 Oct 2019 Download
Online Illustrator N/A N/A Website
UL Mutual Illustration Software 2.10.01 June 2019 Download
• L I F E I N S U R A N C E U P D A T E S •
In the News
Now clients can view Solution Series
Term Life Insurance Policy online!
Competitive Edge Newsletter
A NEW BMO Insurance exclusive
Selling doesn't have to be complicated
See the benefits for advisors
Personal Health & Dental Plans
New Canada Life segregated fund
Express Elite - When we say “no Medical”, we really mean
NO MEDICAL
• L I F E I N S U R A N C E U P D A T E S •
Updated requirements mean fewer ECGs
Merger of Excellence Life Insurance Company and Industrial Alliance
Insurance and Financial Services Inc.
New Paramedical vendor
LaCapitale - Newsletter
We’re being environmentally conscious and reinstating our duplicate
policy processing fee
3 new ways to boost your par sales, and Advisor Learning
Navigator is now live!
Declined Critical Illness case? Humania has the solution!
Invest more. Worry less. The 2019 RRSP Campaign is here
Discover Key Underwriting Tips – Earn One CE Credit -
Webinar Dec. 4
The credit insurance rider now available at UL Mutual
“Quotes of the month”
Pacific Place Financial Services Annual Conference
Qualification Period: January 1, 2020—December 31, 2020
Travel Period: 2021
Qualification: 75,000 FYC
Be part of this annual PPFS conference on us!
This event is not to be missed!
There is lot’s of time left to submit cases from all carriers.
Check with Mable or Mimi to see how close you are to attend and
contest rules.
- Pacific Place Financial Services /Bridgeforce Pacific Place Compliance
Current Compliance Documents - Ensure You Are
Appropriately Licensed For All Sales
Are Pacific Place Financial/Bridgeforce Pacific Place and the Insurers you do business with aware of your current compliance status? Insurers and PPFS/BPP Codes of Conduct detail the requirement for Brokers to provide notification of any interruptions or changes to the status of your insurance license and E&O coverage. We call your attention to the Code of Conduct which indicates the Broker requirement to notify PPFS/BPP in writing of any material changes which may affect your status and/or ability to service clients. Brokers must hold the appropriate license in the province where the application is signed. Sales cannot be made PRIOR to the issue date of a valid license by the provincial regulator. Where this occurs, the Insurer will deem the sale invalid and it will need to be re-visited with your client at a later date or by another licensed Broker. Policy conversions are considered new sales and the Broker must hold the appropriate license. Where sales are completed on a non face-to-face basis, the Broker must decline to submit business for clients in provinces where they are not licensed. Do you know the ramifications of a lapse in E&O coverage? If a claim is received during a gap in your E&O coverage and there is no policy in force, you likely will have no coverage, despite having previously held coverage. Generally, the requirement in E&O policies to grant past acts coverage is that you have maintained continuous coverage. When you do not renew your E&O program at the renewal date and reactivate later, your new effective date becomes the first date of continuous coverage, meaning there is no past acts coverage prior to this date. Talk to your E&O provider to confirm your status in the event of a claim. As some Regulators no longer send renewal reminder notices, we encourage you to place recurring reminders in your calendar for all license and E&O renewal dates. Don’t get caught without appropriate compliance certificates in place! Please ensure that you submit a copy of your updated license and E&O renewal certificates to [email protected] on an annual basis. Please also remember to advise PPFS/BPP in the event of any lapse in licensing or E&O coverage.
Advisor, Insurance & Financial Services KEY RESPONSIBILITIES:
You will be actively working to develop and grow your client base and providing solutions including Insurance, Employee Benefits, Retirement Planning and/or Investments
Planning, building, and execution of a business / sales plan
You are a true client relationship advisor who looks for opportunities to refer and receive referrals
You will participate with all the company’s marketing activities and contribute your ideas towards their effectiveness and contributing towards their positive results
Building and growing your centers of influences
Keeping up to date with industry and regulatory trends and changes
Working with all lines of Pacific Place Financial Services/ Bridgeforce Pacific Place business offerings
DESIRED SKILLS & EXPERIENCE:
Minimum 3 years experience in a similar role and ready to take your career to the next step; experienced with Insurance and/or Investment Sales an asset but not mandatory.
Strong listening skills and willingness to learn
Insurance Licensed (LLQP) and CFP, CSC, CIM, CPA, CFA, CLU as an asset or working towards such Designation. * Willingness to obtain LLQP license if not currently licensed.
Strong communication skills oral and written
Professional, motivated, and able to work in a fast-paced dynamic environment Team centered, driven and self motivated attitude Compensation: commissions + marketing support + mentorship + coaching + networking avenues. Take advantage of this opportunity to work alongside some of the top minds in the industry and benefit from the structure, support and resources necessary to push your success to the next level. Please send a cover letter and your resume to [email protected] with “Career” in the subject line.
We thank all applicants who apply, but only those candidates selected for an interview will be contacted.
If you know of anyone who maybe interested in a career in Financial Services, please have them send in their resume for in interview.
Job Fair
LICENSE PLATES
Get the licence plate that's right for you. There are more than 40 different types of
licence plates for B.C. drivers.
PERSONALIZED L ICENCE PLATES
Customize your licence plate with your nickname, favourite hobby, wildest passion — practically any unique message that’s fit
to print.
BC PARKS L ICENCE PLA TES
Show your pride in British Columbia’s natural beauty with a park-themed licence plate and support our provincial parks and
protected areas.
PRORATE L ICENCE PLAT ES FOR COMMERCIAL VEHICLES
For commercial vehicles that regularly travel into two or more jurisdictions in Canada or the U.S., prorate plates exempt
carriers from having to buy trip permits when they enter a jurisdiction.
VETERAN L ICENCE PLAT ES
In recognition of all that our Canadian veterans have done to defend our country, we’ve created a special plate for you to
show that you served.
MEMORIAL CROSS L ICEN CE PLATES
ICBC and the provincial government are proud to recognize and honour the Canadian Armed Forces by offering Memorial
Cross recipient licence plates in B.C.
HAM RADIO PLATES
We issue ham plates with assigned radio call signs to certified amateur radio operators. This makes it easier to identify you
so that you can assist with emergency communications in the event of a natural disaster.
HOW ARE PREMIUMS CALCULATED?
HOW ARE PREMIUMS CAL CULATED?
Each insurance policy starts with a base premium (currently, this is $1,063).
Your premium then increases or decreases depending on aspects related to the vehicle (such as its use and location) and its drivers – their experience and crash history.
Of the driver portion, the majority (75%) will be based on the principal driver – the person who drives the car the most. The remaining 25% will be based on the listed driver with the highest risk.*
How are premiums calculated?
Each insurance policy starts with a base premium (currently, this is $1,063).
Your premium then increases or decreases depending on aspects related to the vehicle (such as its use and location) and its drivers – their experience and crash history.
Of the driver portion, the majority (75%) will be based on the principal driver – the person who drives the car the most.
The remaining 25% will be based on the listed driver with the highest risk.*
* If the other listed driver is lower-risk than the principal driver, the premium will only be reduced if that listed driver is a household member or employee.
Looking for office space?
We have office space for rent!
Please contact Mimi Sum or Wayne Yu if interested.
Surrey Central Business Park
Almost three quarters of detached Vancouver homes sold below assessed value in 2019
Read full story here
Nearly half of Lower Mainland pre-sale homes in 2019 have been sold
Read full story here