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 elia@pacificplacegrop.com 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 talent@pacificplacegroup.com 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