KARL IGNACIO, RFC, REP

UNIT MANAGER - MAVERICKS FINANCIAL

DUMAGUETE, DIPOLOG, CEBU

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 The Session aims to:
 Introduce to you our company - Manulife.
 Give you a realistic view of the business –
its nature, basic requirements to succeed &
what’s in store for you.
Show you some Manulife Success Stories
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 Welcome Message: Mr. Stephen Ong

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MANULIFE FINANCIAL CORPORATION 1,185,375,144,010.00

SUN LIFE FINANCIAL, INC. 836,777,846,140.00

SM INVESTMENTS CORPORATION 735,197,223,277.50

SM PRIME HOLDINGS, INC. 652,670,636,284.40

JG SUMMIT HOLDINGS, INC. 561,566,785,908.80

AYALA LAND, INC. 496,712,340,204.60

AYALA CORPORATION 455,498,911,660.00

UNIVERSAL ROBINA CORPORATION 448,080,497,038.20

MANILA ELECTRIC COMPANY 379,606,843,844.00

PHILIPPINE LONG DISTANCE 362,973,702,000.00

TELEPHONE COMPANY
 Our
Higher Purpose

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We SOLVE
the biggest
problems
Everybody
DIES
People LIVE
longer
 What’s in
store for
you?

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 Living a Life of Significance

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 2 Ways to Earn
Active Income
• Income for which services have
been performed.
• First Year Commission
• Renewal Commission
• Bonuses/Incentives

Passive Income
• is an income received on a
regular basis, with little effort
required to maintain it.
• Recruitment Commission

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Active Income
Activity Level 10-3-1
Average Commission per P20,000
Case
Average Commission Rate Year 1 = 45%
Year 2 = 10%
Year 3 = 5%

1st Month Income

3 Calls = 1 Sale per Week

Week 1 Week 2 Week 3 Week 4

P20,000.00 P20,000.00 P20,000.00 P20,000.00

Total = P80,000.00
Active Income

P80,000.00 x 12 months

960K ANNUAL
INCOME
*Based on 4 cases per month @ P20k commission per case

Excluding bonuses & incentives

 Passive Income
Refer a Recruit and earn as an Insurance Adviser
Recruiter (IAR)

10.5%
RECRUITMENT OVERRIDES

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 Combined Income

Basic Recruitment
Commission Commission Total

Year 1 960,000.00 126,000.00 1,086,000.00

Year 2 960,000.00 252,000.00 1,212,000.00

Year 3 960,000.00 378,000.00 1,338,000.00

Eligibility Requirements

All Agents can become an

Agent Recruiter (IAR),
provided:
 Must be in good standing
 LIFE and VL tagged
Who are we looking for?
General Attributes
Age : 28-48 Years Old
Education : University/ College Graduate
Status : Married/ Single with Dependents
Previous Income : PhP 25,000 or Higher
Attributes: • Must be Mobile
• Must reside within a 20 KM radius from the Office
• Financially capable of sustaining himself/herself within 90 days
• Sound Communication Skills
• History of Success
• Achiever / Seeks Recognition
• Has support of family (ie Spouse)
• Pleasing Personality/ Good Appearance
• Able to invest time and focus on Training and Meetings
• Mental Aptitude to absorb Insurance Concepts
• Owns a Life Insurance Policy
 What’s Next?

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 What’s Next?

Can I do the
Business?

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Next Steps…

 Attend Career Orientation Program

 Pass the Selection Process

 Complete Licensing Requirements

 Attend Basic Training for New Recruits

Start your career of helping people secure their

financial future!
 There are
forever plenty of
opportunities,
but no
opportunity is
forever!
 What you choose
is what you
get!

You decide!
 Manulife Benefits & Perks
Local & International Conferences
2008-2013 Destinations
 Prague
 Greece Island
 Osaka
 KL, Malaysia
 Barcelona
 Monte Carlo
 Hawaii
 Rome and Venice Italy
 Singapore
 Malacca, Malaysia
 Kota Kinabalu
 Vietnam
 Bali, Indonesia
 South Africa
 Cambodia
 Hong Kong
 Pattaya, Thailand
 Shanghai, China
 Beijing Olympics

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Manulife Benefits & Perks
 Contracting Requirements

1. IC Exam Fee (P1,010 X 2 Exams = P2,020)

2. Contracting Kit = P450
3. P150 – Professional Tax Receipt (Capitol or City Hall)
4. P80 = 4 pcs Doc Stamps (BIR Office)
5. P200 = Notarized Documents (2 documents)
6. P100 = ID Pictures (12 pcs 1X1, 4 pcs 2X2)
7. SSS Number
8. Tax Identification Number (TIN)

 TOTAL: P2980
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 Dumaguete Training Schedule

1. Take
Green 7 Protocol (3 hour online course)

2. Green Evolution (3-hour online course)

3. Take Insurance Exam

3. JSP Training
Day Class Session
Sept 12-15
Time: 9-5PM
*class is total of 4 days

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 Make
Manulife
your business.

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