SAMPLE SPIELS

Approach is free style.

Walang one-approach-fits-all.

Kailangan creative pag nag approach.

Approaching is formatting your message base sa kausap mo.

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Contents:
I. SALES
Direct – Semi-warm market …………………………………………………………… 3
If Close Friends/ Acquaintance ……………………………………………………….. 5
If nag liked ng post ………………………………………………………………………….. 5
Na Nag-seen/overlook ……………………………………………………………………. 6
Kapag may asawa or may bf/gf ……………………………………………………….. 6
Cold Market ……………………………………………………………………………………..7
For Follow up ……………………………………………………………………………………8
With existing policy ………………………………………………………………………….9
Approach with child ………………………………………………………………………….9
Approach for Business Owner/ELITE 5 ……………………………………………. 9
Approach for HNW (High Network Clients) ……………………………………..10
Investment……………………………………………………………………………………..11
For your OFW friends and relatives ……………………………………………….. 12
For those clients na nagpapa explain how VUL works……………………..12
Companies for Corpo offerings and Financial Seminar via Call…………12
Corpo offerings and Financial Seminar…………………………………………….13
II. REFERRALS
Third-party Approach……………………………………………………………………. 13
Via Calls………………………………………………………………………………………….14
OFWs……………………………………………………………………………………………..14
III. RECRUITMENT
Direct Approach……………………………………………………………………………..14
Third-party Approach……………………………………………………………………..15
For Medjo sosyal (no pa-sosyal recruits)………………………………………….15
For your friends who love to travel………………………………………………….16
Recruits who might need more push……………………………………………….16
Cold Approach………………………………………………………………………………..16
IV. PRUACESS

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I. SALES:
Direct – Semi-warm market

Hi Friend, I hope all is well.

I’m a financial Advisor from Pru Life UK..

Just wondering if you’re interested to hear about our savings/investment programs in Pru. Our
plans include life insurance as well. May I know if you’re available tomorrow, 2pm for an online
discussion via zoom?

No commitments naman. More on sharing lang on how our programs work. Thank you.
--
Hello Client! Kamusta? I hope all is well.
I’m a financial consultant from Pru Life Uk. I just want to share with you the importance of
investing and having life insurance as well. I also do free financial check-up and planning for us
to check nasan ka na ba sa financial goals mo and what should we do to achieve them.

Are your free on Wednesday, 6pm? I can discuss it with you via Zoom. To give you a little
overview, below is comparison of what it’s like to be if you save in a bank vs having an
insurance+investment policy. Thank you.
(Send illustration of bank vs vul)
--
Hi CLIENT,
You probably know that Im a Financial Advisor at Pru Life UK thru my Facebook profile and post.
I was just thinking of people who is my friend here in facebook that I haven’t talked to about
financial planning. 😊

I'm just wondering if you're interested to have a personal discussion of our investment, insurance
and savings facilities. Don't worry this is a free and non-committal discussion. I’ll be sharing how
our facilities work and how we can help you with your financial goals.

Can I set a meeting with you to discuss this, perhaps after your work, or during your rest day 😊

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—-

Hi po CLIENT! Goodafternoon! I hope nakikita nyo po ako sa timeline nyo. I’ve been working with
Prulife UK as financial consultant we offer financial planning to our clients. I would like to know
po if may account na po kayo kay Prulife UK? ☺

If interested po kayo to have one we can set an appointment po together with your husband po
so I can provide you quality recommendation for your growing family 🙂

—
Hi CLIENT,

You probably know that Im a Financial Advisor at Pru Life UK thru my Facebook profile and post.
I was just thinking of people who is my friend here in facebook that I haven’t talked to about
financial planning. This is a personal discussion of our investment, insurance and savings facilities
😊

Can I set a meeting with you to discuss this, perhaps after your work or during your rest day 😊

Hope to meet you 😊

Hi CLIENT! 😊 Kamusta? I hope this message finds you well.

You probably know that Im a Financial Advisor at Pru Life UK. I was just thinking of people that I
haven’t talked to about financial planning and you came to mind.

Can I set a meeting with you to discuss this, perhaps after your work? Hope to hear from you.
Thank you. 😊
—

Hi CLIENT, Good Day! I'm (NAME OF AGENT), Financial Advisor and Asst. Unit Manager from Pru
Life UK and I'm just wondering if you're interested to have a personal discussion of our
investment, insurance and savings facilities? Don't worry this is a free and non-committal
discussion. I’ll be sharing how our facilities work and how we can help you with your financial
goals.

Hope to hear from you.

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--
Hi Client, I'm just wondering if you're interested to have a discussion of our investment, insurance
and savings facilities (Variable Unit-Linked or VUL)? Don't worry this is a free and non-committal
discussion. It's more of sharing of how our products and services work.
Please let me know of your availability.
Hope to hear from you.
—-

Hi friend, ask ko sana if you could give me a chance to introduce to you what I do as a Financial
Advisor of Pru Life UK. Are you free this month para meet tayo? Don't worry no commitments
naman.

—-
Hi friend, I’m currently a financial advisor in Pru Life UK. I’m just wondering if we could meet. I
just want to share with you the concept of our financial planning. This is non-committal naman.
Maybe we could meet on Jan 27, 6pm at Starbucks?

If Close Friends/ Acquaintance

Client!!! Baka gusto mo magkaidea about our savings, investment and life insurance programs
ditto sa Pru Life Uk? Share ko sana sa’yo. Set tayo date for short discussion. 

--
Hello Client! Alam mo namanna I’m from Pru Life UK no? Baka pwede ko mashare sayo yung mga
savings, investment and life insurance programs over a short meeting? Don’t worry, free and
non-commital naman yung magiging discussion.

If nag liked ng post

Hi Client, Good Day! I'm (NAME OF AGENT), Financial Advisor and Asst. Unit Manager from Pru
Life UK. I saw that you recently liked my post and I'm just wondering if you're interested to have
a personal discussion of our investment, insurance and savings facilities. Don't worry this is a free
and non-committal discussion. I’ll be sharing how our facilities work and how we can help you
with your financial goals.

Hope to hear from you.

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--
Hello po 😃 Uy thank you nakita ko nilike mo yung post ko about investment! Nga pala. Saktong
sakto kasi may online financial seminar kami mayang 5pm! Free naman siya and lahat ng need
mo malaman about the strategies that you can do in investment and also the opportunities that
await you during ECQ will all be discussed there.

Gusto mo ipre-register kita? 😊 aattend din ako dun. Magaling yung magtalk mamaya. Listening
mode lang naman yun ok lang na nakaoff camera mo 😃

Na Nag-seen/overlook

Hi Friend!

Di na muna kita kinulit last time kasi baka busy ka. Pwede na ba ako mag-ask ng meeting with
you, share ko lang savings and investments facilities namin. For sure magugustuhan mo.

Available ka ba tomorrow, 6pm?

——

Friend! Nakita ko kasi na-seen mo yung message ko last time kaya iniisip ko baka busy ka. Haha!
Pwede na kaya ako mag-ask ng meeting with you? Share ko lang quickly ang savings and
investments facilities namin, I’m sure kasi na magugustuhan mo!

Available ka ba tomorrow, 6pm?

---
Hello Client! Baka na overlook niyo lang po message ko po sa inyo. Baka pala chef you are
available. Discuss ko lang po sana sa inyo Savings, Investments and life insurance products namin.
Most of my clients po kasi are business owners like you and they appreciate our discussion. It’s
non-committal naman po and okay lang kahit di po kayo kukuha 🙂

Kapag may asawa or may bf/gf, isama na yan sa videocall. Gusto ko parehas sila
makikinig

Hello po (name of client) 😃 I hope you and your family are all coping well and everyone is safe.

I'm approaching people na succesfully nakaset-up na ng emergency funds and who might be
ready na to start investing.

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I'd like to share sana Pru Life UK's best selling financial products which offer investment
opportunities with guaranteed protection benefits. 5yrs lang sobrang ganda nito 😃 Pwede sya
for education ng baby mo, for investment or retirement 😃 meron ako actually nainsure last
month pati this month kahit ECQ. 😊

If free kayo maya or tom ni ate cherry pwede tayo mag videocall 😊 explain ko lang baka
magustuhan nyo 😊

———

Cold Market

Hi Client! Currently I’m working for PruLife Uk as a financial Consultant and Assitant Unit
Manager. Just wondering if you’re interested to have a discussion of our investment and
insurance program (Variable Unit-Linked or VUL)? Don’t worry, this is free and non-committal
discussion. It’s more of sharing of how our products works. Hope to hear from you. Thank you.

--

Hi, CLIENT! Happy Monday! I'm (Name of Agent), Financial Advisor and Asst. Unit Manager from
Pru Life UK. 🙂Would you be interested for a free and non-committal financial planning -
investments, income protection, savings, retirement planning and wealth accumulation? I’ll be
sharing how our facilities work and how we can help you with your financial goals. Thank you! 😊

---

Hi, CLIENT! I'm (Name of Agent), Financial Advisor and Asst Unit Manager from Pru Life UK. I'm
just wondering if you're interested to have a personal discussion of our investment, insurance
and savings facilities. Don't worry this is a free and non-committal discussion. It's more of sharing
of how our products work and paano kami makakatulong sa financial goals mo. Hope to hear
from you 😊

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For Follow up

Hi, CLIENT! Baka pwede na tayo magmeet for a discussion ng savings and investment facilities
namin? Don't worry share ko lang talaga sya. 🙂 No need naman mapressure na kumuha after.
🙂 Para lang maimpart ko sayo yung idea how our products work.

--
Hi Client! Kumusta? Hope you’re doing fine. I just want to check baka ready ka na to start your
insurance and investment with PruLife. It is the perfect time kasi to start your investment since
sobrang bagsak ng stock market, and if you can buy at the cheapest price, after the pandemic, all
stock prices are assumed to get back on its original price. Malaki ang chance na mag gain lalo ung
investments mo. Insured ka na with million peso benefits, may investment ka pa. :)

--

Client... Just to give you lng an update.. Had a meeting knina with mga agency leaders and they
are saying na once maibaba na sa June ang Metro Manila from MECQ to GCQ.. possibility nito is
dahan dahan na mgbbounce back ang economy.

Why am I sharing this?

1. You are planning to invest soon in June.. at ang plan mo na gustong kunin is Elite 15..

2. Upon effectivity of Elite series product meron agad to 70% of the premium na ppunta na agad
sa investment component nung policy mo.

Which means:

Mas advantage if you start na agad para atleast mkapasok kna na mababa pa ang mga equity
stock prices..ito yung concept ng peso cost averaging na advantage kasi maipapasok ung
investment mo at a lower price, chances mataas ang return once mka bounce back na ang
economy.. ☺️

Hope this help you and your partner's decision-making.

Have a Good Day...God Bless..😇

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With existing policy

Hi CLIENT, did you know that you can get multiple policies 😊 we also do policy review to check
if your current policy is still intact on your financial needs. 😊

--

Ahh ok lang po tita! Good to know po may insurance narin po kayo and believer narin.

One of my services po tita is to have a policy review.

What I usually do in a policy review is to summarize all the benefits that you have and check if
the coverage is sufficient especially with regards to critical illness. Most of the clients that i handle
po kasi tita have one or two policies but without a critical illness benefit. If they have a critical
illness benefit naman po, usually it is below 1 million.

Ang concern ko po kasi ang critical illness nowadays ranges from 1 to 2 million. So what i usually
do is to add critical illness benefit on their existing portfolio. 😊

Approach with child

Hi CLIENT, (AGENT NAME) here your former officemate from ex company. Hope you still
remember me hehe.

I am happy to let you know that I am currently with Pru Life UK.

I would just like to ask baka you are interested to get an investment for your baby’s college fund.
I can help you. Thank you and See you soon 

Approach for Business Owner/ELITE 5

Hello Tita, Musta po kayo? Nakita ko lang, nagreact kayo sa story (or post) ko, so naisip ko baka
interested ka.

Tita, yung nasa post ko is one of the best investment plans naming which is ELITE Protector 5.
Nagmessage ako sayo tita kasi alam kong malaking tulong ito sayo at sa family mo. Malaki ang
growth potential sa investment to stocks/bonds and may life insurance benefits na rin na kasama.
What’s good pa about this is that 5 years to save lang, and maggrow pa rin ang money mo after.

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Pwede mo magamit yung maiipon mo sa educational fund ng anak mo, business, retirement, at
kahit pang travel ninyo.

Gusto mob a tita, gawan kita ng proposal, and then explain ko sayo via videocall? If available ka,
can we meet po tomorrow, 2pm? Thank you and have a great day!

--
Hi CLIENT, (AGENT NAME) here from Pru Life UK.

I’m currently partnering with business owners like you to help in the sustainability & longevity of
their business. I was wondering if I can invite you for an explanatory Talk over coffee. My Financial
Services might be of help to your business too. I currently have a couple of clients who are into
trading, hardware & education who got Keyman Insurance, Buy Sell Agreement & Succession
Planning. Please let me know if you are interested. Thank you! 

--

Good afternoon!

I just want to share with you our best selling plan, the ELITE 5. It's a limited 5 year pay plan that
provides heavy protection coverage and high investment allocation at the same time. This
Financial Solution is perfect for needs of Income Protection, Education Funding, Retirement
Funding, Business Succession, Wealth Accumulation and Preservation, and Medium to Long-
Term Investment Goals!

Please let me know if I can talk to you more about it, or if you know people whom you think might
benefit from this. Thank you and I hope to hear from you.

--

Approach for HNW (High Network Clients)

Hi Tita,

I'm messaging you po first of all to check on you and your loved ones, hope you are all coping
well and everyone is safe.

Secondly, I'm approaching people po na alam ko na succesfully nakaset-up na ng emergency

funds and who might be ready na to start investing.

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I'd like to share po sana mga best selling Pru Life Uk's financial products which offer investment
opportunities with guaranteed protection benefits.

Would you be interested po to know more about these investment opportunities?

--

Hello po (Name of client) 😃 I hope you and your family are all coping well and everyone is safe.

I'm approaching people po na succesfully nakaset-up na ng emergency funds and who might be
ready na to start investing.

I'd like to share po sana Pru Life UK's best selling financial products which offer investment
opportunities with guaranteed protection benefits. 5yrs lang sobrang ganda nito 😃 for
investment or for retirement or for any major purchases 😃

If free po kayo maya or tom pwede tayo mag videocall 😊 explain ko lang baka magustuhan nyo
😊

Investment

Hi Ms/Mr. Client! Musta po kayo? I hope all is well with you and your family.

Naalala kita client kasi we should have had a meet up before kaso di natutuloy because of your
busy sched. Trying my luck now if we can finally discuss our offers in Pru.

Especially now that we can take advantage of the current stock market situation. I think it’s the
right time for you to open an investment account samin. I think it’s the right time for you to open
an investment account samin. That comes also with Life Insurance na rin, which is very relevant
nowadays.

Share ko lang po client yung sample computation naming for investment sa stocks, so Malaki
talaga potential ng growth if ngayon ka magstart mag invest.

Can we discuss client via ZOOM tomorrow, around 4pm? Mabilis lang poi to, around 30mins –
1hr. Thank you,

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For your OFW friends and relatives

Client, hello good morning! 😊 Uy baka gusto mo na consider kumuha ng policy (insurance w/
investment) kapag nauwi ka. 😊

---

For those clients na nagpapa explain how VUL works

Regarding pala dun sa nabanggit ko about VUL account

Investment in stocks siya na may kasamang life insurance benefits. 😁

Clarify ko lang yung huli kong binanggit 😀

Investment meaning nilalagay yung savings ng clients sa different companies. Ex. PLDT, Jollibee,
Ayala, SM, etc. The returns would depend sa performance ng companies na ito. Based sa
performance, ang interest is average of 8 to 10%. Usually ang investments namin is medium to
long-term.

Normally kasi sa mga OFW ang main concern nila is walang retirement. Ang thinking lagi short
term and easy money. Kaya usually nasscam.

Companies for Corpo offerings and Financial Seminar via Call

Hi Ma'am, good morning! This is (NAME OF AGENT), Financial Advisor from Pru Life UK.

Can you connect me to the HR person in charge for Compensation and Benefits?

*When connected.

Hi Ma'am, good morning! This is (NAME OF AGENT), Financial Advisor from Pru Life UK.

Okay lang po ba to set a meeting to share with you our corporate offerings like Retirement and
Insurance programs for the employee benefits?

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Spiels for Corpo offerings and Financial Seminar

Hi Client! Kamusta?

I was wondering if I can possibly submit a proposal letter to your company to conduct a Financial
Wellness Talk to your employees.
Currently, this is a campaign of Pru Life UK to spread financial literacy to Filipinos. Employees will
learn about Personal Budgeting, Saving & Investing. Thank you Client!

II. REFFERALS:
Hello Friend,

I have a Financial Consultant friend from PRU LIFE UK. His name is (Name of Agent). He shared
to me the value of investment and Insurance. I really appreciate the discussion.

I highly encourage that you also set an online appointment. He will be a great help for us to
achieve Financial Freedom in the near future.

Is it okay if I set you an online appointment with him tomorrow after your shift?

Third-party Approach
Hi Friend, I hope you’re not that busy. Friend, pwede ba ako humingi ng favor sayo? My goal this
month is to insure at least 10 people, kaso kulang pa ako ng 5. Gusto ko kasing marecognize sa
New Zealand. By any chance, pwede ba ako mag visit sayo this week para ma-share ko din sayo
options mo sa amin sa Pru Life UK? Don’t worry no commitments naman. Are you available
tomorrow around 7PM? Thank you!

--
Currently finishing my targets this year, ninong.
Last stretch ko na rin po ito to finish my MDRT qualification, highest recognition worldwide sa
financial industry.

If may marrecommend po sana kayong friend na kaya mag-open at mag realllocate ng funds sa
Pru life UK? We have 5 year investment product na angkop sa business owners like you. Nag grow
din ung money and at the same time may magandang life and critical illness coverage po. Or if
kayo po pwede rin magopen if in case,ung pinakita ko noon sainyo po

Thanks, po ninong in advance and see you soon po!

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Via Call
Hello good afternoon, is this (name of client)?

Hi (name of client), this is (name of agent) from Pru Life UK. I got your number from (Name of
referrer), I believe you know him?

By the way (name of client) nagkausap kami last week ni (name of referrer) via online thru Zoom
at nashare ko sakanya yung different investments and savings options nya sa amin sa Pru Life UK.
Actually nagustuhan nya ito kaya nabanggit nya na pwede din daw kita kausapin about dito.
Nalaman ko kay (name of referrer) na WFH ka rin ngayon, baka available ka tomorrow after your
shift around 5pm for an online discussion?

OFWs
Ate may co-OFWs ka ba na uuwi for Christmas? Baka may pwede ako discussan ng insurance and
investments sa kanila.

III. RECRUITMENT:

Direct Approach
Hi Recruit! Kamusta? This is (Name of Agent) your former officemate from x company. Hope you
still remember me hehe 

Currently, I’m building my team and I’m being trained to become a Unit Manager. I’m looking for
professionals who are seeking extra income.
How does it sound to you if I invite you in our career orientation on (DATE), (TIME) at (LOCATION).

I hope you can come. By the way, no commitment involve & this is FREE. Thank you.

--
We are looking for part-time financial consultants to join our team here in Makati. Baka may
marerecommend ka na interested or baka gusto mo rin icheck. 2 Saturdays a month lang both

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half day ang required. Can earn 30,000 to 50,000 monthly on top of their corporate salaries. 21
to 35 years old only, college degree holder. Thank you! 😊

--
Hello Recruit!

Ask ko lang sana if interested ka to be a financial advisor? I was browsing through my connections
kse and came across your profile. Feeling ko bagay ka dito.

We are currently looking for new part time advisors kase to be part of our team with Pru Life UK.
😊

Third-Party Approach
Hi Recruit! This is (Name of Agent) your former officemate from x company. Hope you still
remember me hehe 
I need your help.  You might have friends, officemates or relatives who is looking for extra
income. Im looking for part time/ full time financial advisors. 
Im building my team now in Pru Life UK. Im being trained to become a Unit Manager soon 
Thank you! 

--
Hi Friend, kumusta? Baka may kakilala ka na interested mag-earn ng extra income. Sakto rin kasi
bumubuo ako ng Team ngayon, nag-eexpand kami. May orientation kami on Saturday. I will
appreciate your recommendation. God bless you, Friend

For medyo sosyal (not pa-sosyal) recruits

Hi Recruit! :)
I’m looking for more teammates na pede ko develop as elite sellers- to tap the affluent market
and corpo accounts, woukd you be interested to meet up to share with you what I do as a
financial consultant and manager at the same time?
Baka you would want to do it kahit part timer lang? 😊

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For your friends who love to travel

Hi Friend, kumusta? Share ko lang sa'yo. May Korea and New Zealand travel incentive ang
company ko this year. I was wondering lang if you want to travel for free. Invite sana kita sa
orientation namin on Saturday. Thank you, Friend! 

Recruits who might need more push

Hi Friend,
Just in case you’re still interested to attend our business orientation, our Branch Manager will be
the one to conduct the presentation. I’m sure all your questions will be answered there. It’s still
non-committal though! Shall I count you in?

Cold Approach
Hi Recruit,
Good Day!
We are looking for part time financial consultants to join our team here in Makati. Maybe you’re
interested to do this part time? 2 Saturdays a month lang both half day ang required. You can ear
10,000 to 50,000 monthly on top of your corporate salary. 21-35 years old only, college degree
holder. Thank you so much!

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IV. PRUACCESS:
Hello!

You can create your online account in Pru Life UK to see your Insurance Benefits, Fund Values,
and if your Policy Premiums are updated.

You may visit our website for more info.

https://pruaccess.prulifeuk.com.ph/pruaccess/Registration.aspx

Then click Register Now.

These requirements can be found on your Policy Booklet - POLICY DATA PAGE

-Policy Number
-Effectivity Date

Please let me know if na-access mon a ha?  Thank you and have a good day! 

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