Name:

Branch:
Unit Manager:
Listening. Understanding. Delivering.

GOLDEN LIST Input the names of 30 hot prospects from your Golden
List and start engaging with them.

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
1
Name:
Branch:
Unit Manager:
Listening. Understanding. Delivering.

GOLDEN LIST Input the names of 30 hot prospects from your Golden
List and start engaging with them.

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
1
 21.
22.
23.
24.
25.
26.
27.
28.
29.
30.

AGAPE (Annual Goals and Action Plans toward Excellence)

I. PLANNING MY MONTHLY BUDGET

A. BUDGET FOR MY LIVING EXPENSES

HOUSEHOLD EXPENSES AMOUNT PER MONTH

Rent or mortgage, MRI,

assoc. dues, real estate tax
Utilities (i.e., water, electricity,
phone, internet, cable, LPG, etc.) 2000

Wages for household help,

family driver, etc.
Vehicle maintenance expenses,
car expenses, car insurance

Non-life/general home insurance

Others

2
 PERSONAL AND FAMILY
EXPENSES AMOUNT PER MONTH
Food

Transportation

Doctor, dentist, medicines

Personal allowance
Others

EDUCATIONAL EXPENSES AMOUNT PER MONTH

Tuition and miscellaneous fees

Books and school supplies

Children’s allowance,
transportation (school bus)

Others

LUXURY AMOUNT PER MONTH

Weekend recreation

Vacation

Gifts, shopping spree

Club membership, gym, etc.

Others

MISCELLANEOUS EXPENSES AMOUNT PER MONTH

Income and community taxes

SSS, GSIS, HMO

Tithes and love offerings,

charities, donations, etc.
Others

TOTAL MONTHLY BUDGET FOR

LIVING EXPENSES PHP
3
 B. BUDGET FOR BUSINESS EXPENSES
BUSINESS EXPENSES AMOUNT PER MONTH
Mobile phone, internet
Sales collaterals, office supplies
Entertainment
Gas, transportation, parking fees
Promos and giveaways for clients
Course fees for self-development
Books
Membership fees, license fees
Secretarial, messengerial fees
Others

TOTAL MONTHLY BUDGET FOR

BUSINESS EXPENSES
PHP
C. MONEY SET ASIDE FOR SAVINGS AND INVESTMENTS
SAVINGS AND INVESTMENTS AMOUNT PER MONTH
Life insurance - personal

Life insurance - family

Regular savings account
Time deposit

Investments (stocks, bonds,

mutual funds, etc.)

Emergency fund

TOTAL MONTHLY BUDGET FOR

SAVINGS AND INVESTMENTS
PHP

II. PLANNING MY OTHER FINANCIAL GOALS

GOAL TARGET DATE AMOUNT (B) MONTHLY SAVINGS
IN MONTHS (A) (B/A)

TOTAL MONTHLY BUDGET FOR

ACHIEVING OTHER FINANCIAL GOALS PHP
4
III. PLANNING MY ANNUAL INCOME GOAL
AMOUNT
A = Total monthly budget for living expenses
B = Total monthly budget for business expenses
C = Total monthly budget for savings
and investments
D = Total monthly budget for achieving
other financial goals
E = Total monthly income requirement
(A + B + C + D)
F = Annual income requirement (E x 12)
G = Average first year Commission
(std: 30% - 40%)
H = Annual premium target (F / G)
I = Average APE per case (std: PhP 40,000)
J = Number of cases in one year (H / I)

IV. PLANNING MY SALES ACTIVITIES

SUCCESS FORMULA
15 prospects – 5 appointments made – 3 fact-finding interviews – 1 closed sale
SALES
ACTIVITY ANNUAL MONTHLY WEEKLY DAILY

Divide annual Divide monthly Divide weekly

by 12 months by 4 weeks by 5 days

No. of prospects
(J x 15)
No. of appointments

(J x 5)
No. of fact-finding interviews
(J x 3)
No. of closed sales
(J x 1)
5
 THIS IS A PARTNERING AGREEMENT
Between and .
( Unit Manager ) ( Agent )

Under this Partnering Agreement, we agree

on the following mutual expectations that would enable us
to develop you into a successful Insurance Agent of Pru Life UK.

HOW CAN I SUPPORT YOU WHAT YOU NEED TO DO

1. Guide you in setting your personal income goals 1. Commit a block of time every week
and planning your sales activities. when you can conduct your sales activities
that would ultimately help you achieve
your personal income goals.

2. Help you launch your initial sales calls 2. Allow me to provide you with on-the-job
within the first 30 days. training by way of role-playing and joint
field training.*
*based on need

3. Help you acquire product proficiency 3. Attend and actively participate in the branch
and skills mastery that would make you and company training programs relevant
effective in selling. to your development needs.

4. Monitor and measure your weekly sales activities 4. Record your sales activities daily (using PRUFit)
to ensure you are on track to success. and allow me to review them during our
one-on-one meetings.
Our weekly one-on-one meetings
will be every .

5. Provide you with regular training in products, 5. Attend and actively participate in our weekly
salesmanship, and company guidelines. branch huddles and other meetings.

Our weekly branch huddles

will be every .

6. Create a positive, success-oriented environment 6. Conduct yourself in a professional manner,

and provide recognition for outstanding become a productive member of our sales
performance. organization, and qualify in the Achievers Club
on your first year.

Signature of Unit Manager / Date Signature of Agent / Date

6
 21.
22.
23.
24.
25.
26.
27.
28.
29.
30.

AGAPE (Annual Goals and Action Plans toward Excellence)

I. PLANNING MY MONTHLY BUDGET

A. BUDGET FOR MY LIVING EXPENSES

HOUSEHOLD EXPENSES AMOUNT PER MONTH

Rent or mortgage, MRI,

assoc. dues, real estate tax
Utilities (i.e., water, electricity,
phone, internet, cable, LPG, etc.) 2000

Wages for household help,

family driver, etc.
Vehicle maintenance expenses,
car expenses, car insurance

Non-life/general home insurance

Others

2
 PERSONAL AND FAMILY
EXPENSES AMOUNT PER MONTH
Food

Transportation

Doctor, dentist, medicines

Personal allowance
Others

EDUCATIONAL EXPENSES AMOUNT PER MONTH

Tuition and miscellaneous fees

Books and school supplies

Children’s allowance,
transportation (school bus)

Others

LUXURY AMOUNT PER MONTH

Weekend recreation

Vacation

Gifts, shopping spree

Club membership, gym, etc.

Others

MISCELLANEOUS EXPENSES AMOUNT PER MONTH

Income and community taxes

SSS, GSIS, HMO

Tithes and love offerings,

charities, donations, etc.
Others

TOTAL MONTHLY BUDGET FOR

LIVING EXPENSES PHP
3
 B. BUDGET FOR BUSINESS EXPENSES
BUSINESS EXPENSES AMOUNT PER MONTH
Mobile phone, internet
Sales collaterals, office supplies
Entertainment
Gas, transportation, parking fees
Promos and giveaways for clients
Course fees for self-development
Books
Membership fees, license fees
Secretarial, messengerial fees
Others

TOTAL MONTHLY BUDGET FOR

BUSINESS EXPENSES
PHP
C. MONEY SET ASIDE FOR SAVINGS AND INVESTMENTS
SAVINGS AND INVESTMENTS AMOUNT PER MONTH
Life insurance - personal

Life insurance - family

Regular savings account
Time deposit

Investments (stocks, bonds,

mutual funds, etc.)

Emergency fund

TOTAL MONTHLY BUDGET FOR

SAVINGS AND INVESTMENTS
PHP

II. PLANNING MY OTHER FINANCIAL GOALS

GOAL TARGET DATE AMOUNT (B) MONTHLY SAVINGS
IN MONTHS (A) (B/A)

TOTAL MONTHLY BUDGET FOR

ACHIEVING OTHER FINANCIAL GOALS PHP
4
III. PLANNING MY ANNUAL INCOME GOAL
AMOUNT
A = Total monthly budget for living expenses
B = Total monthly budget for business expenses
C = Total monthly budget for savings
and investments
D = Total monthly budget for achieving
other financial goals
E = Total monthly income requirement
(A + B + C + D)
F = Annual income requirement (E x 12)
G = Average first year Commission
(std: 30% - 40%)
H = Annual premium target (F / G)
I = Average APE per case (std: PhP 40,000)
J = Number of cases in one year (H / I)

IV. PLANNING MY SALES ACTIVITIES

SUCCESS FORMULA
15 prospects – 5 appointments made – 3 fact-finding interviews – 1 closed sale
SALES
ACTIVITY ANNUAL MONTHLY WEEKLY DAILY

Divide annual Divide monthly Divide weekly

by 12 months by 4 weeks by 5 days

No. of prospects
(J x 15)
No. of appointments

(J x 5)
No. of fact-finding interviews
(J x 3)
No. of closed sales
(J x 1)
5
 THIS IS A PARTNERING AGREEMENT
Between and .
( Unit Manager ) ( Agent )

Under this Partnering Agreement, we agree

on the following mutual expectations that would enable us
to develop you into a successful Insurance Agent of Pru Life UK.

HOW CAN I SUPPORT YOU WHAT YOU NEED TO DO

1. Guide you in setting your personal income goals 1. Commit a block of time every week
and planning your sales activities. when you can conduct your sales activities
that would ultimately help you achieve
your personal income goals.

2. Help you launch your initial sales calls 2. Allow me to provide you with on-the-job
within the first 30 days. training by way of role-playing and joint
field training.*
*based on need

3. Help you acquire product proficiency 3. Attend and actively participate in the branch
and skills mastery that would make you and company training programs relevant
effective in selling. to your development needs.

4. Monitor and measure your weekly sales activities 4. Record your sales activities daily (using PRUFit)
to ensure you are on track to success. and allow me to review them during our
one-on-one meetings.
Our weekly one-on-one meetings
will be every .

5. Provide you with regular training in products, 5. Attend and actively participate in our weekly
salesmanship, and company guidelines. branch huddles and other meetings.

Our weekly branch huddles

will be every .

6. Create a positive, success-oriented environment 6. Conduct yourself in a professional manner,

and provide recognition for outstanding become a productive member of our sales
performance. organization, and qualify in the Achievers Club
on your first year.

02/15/23 02/15/23
Signature of Unit Manager / Date Signature of Agent / Date