To be the strongest and largest agency force built y by dynamic, passionate and client centereed team

members that provides best financial planning in the Philippines.

Mission

Core values

WE put client first

We are committed excellence

We live with passion and purpose

We value Integrity

We are for Loving

We are Synergized

 Grateful
 GENEROUS

District manager-teresita teri rombaoa

516 manpower may 6

Silver screen award 2008

Clair lee

John fabilona-lolo 82

Uneducated beggar

System analyst

Role of financial advidor

--insurance agent

An insurance agent helps clients choose insurance policies that suit their business

Financial advisor

---helps client plan for their short term financial gosl

-schedule appointment

--identify client needs

--close the sale with current prospective

Tools

--telegram application

--prism -agents portal to access client data base

--Strong wifi

SHORT-TERM GOAL

Rookie high flyers club

-top 5% pru rookies nation wide

-all expenses paid local travel and convention

RHC requirements

9 cases in 90 days coding month is free months

No zero month beginning on 1 full month; and

Php 550k issued APE in 90 d

Meet personal and team production goals objectives.

Provide clients support in a friendly, prompt, and accurate manner

Network and build business referral relationships

‘’’’’’’’

Financial advisor

Commissions

Quarterly production bonus

Quarterly persistency

Excellent

Be adaptable

Growth mindset

Discipline urself

Surround urself with right people