Selling
New minimum APE to get activated
40,000 APE
Manpower you need to qualify for Alpine Management Assembly
6 Manpower
New minimum annual premium for PAA and Elite 15
20,000 PAA and 85,000 for Elite 15
Name 2 main responsibilities of a Core Leader
Rara & GG and JOWA
Unit's Rank/Top to qualify for PALC (H1) and PC (YTD)
PALC - Top 13
PC - Top 5
Primary documentary requirement for clients with existing medical conditions
APS or Attending Physician's Statement
Requirements to qualify for Super Mighty Business Builder (HongKong)
8 Coded Recruits, 5 Activated Direct Coded, May to August
What are the financial underwriting requirements if you insure a client with 5.5 Million death benefit (State the full abbreviation)
Agent's Confidential Information and Personal Financial Statement
Branch parameters to become a Core Leader
400K APE and 2 coded recruits
Unit Manager override for Direct and Indirect recruits
Direct - 25%
Indirect - 15%
Formula in computing the annual income needed to qualify for the DHI Benefit
DHI x 23 Working Days x 12 Months = Gross Annual Income
Enumerate all the fees for recruitment.
1010 for IC Exam, 1500 for Orientation Fees, and 1765 for Licensing Fee
NMA limit of a General level Consultant for 46-50 years old and 51-60 years old
6M and 2M
What are the parameters for our Q3 Direct Managers Incentive Early Qualification.
300K PAA, 2 Coded and 1 Activated
Achievers Club Titanium Level for Unit Manager (NAP and Recruits)
36M NAP and 48 Recruits
Requirements to reach Premiere Level Financial Advisor
1.5M NAP, 24 Cases, 12 Month rolling
For a transferee recruit, what are the 2 additional requirements?
Clearance and IC Exam Result
Percentage of the premium allocated for investments on the first year for Elite 15 and Elite 10.
40% and 50%
What is the 2023 MDRT FYP Parameter
2,530,600 FYP
Enumerate JUM parameters
750K Personal APE
3M Team NAP
3 Ave. Active Agents (past 6 months)
10 Manpower (within 12 months)
3 Direct Recruits
85% Persistency
100% Completion o f JUM Course
Rating for OFW clients with occupational risk
Flat extra of 2 per thousand; Min. TPD at Table D; Min. ADD at Class 3
GAMA Recognition awarded to agents with atleast 6 coded recruits and up
Excellence Recruitment Award
Four elements to consider for policy replacement
Party involved, timeline, covered transaction, product grouping
When is the last IC Exam for the month of July and until when is the deadline of registration
July 29 last exam, July 13 registration
Enumerate all UM OJT parameters
1.5M Personal NAP
1M Agents (2)
6M Team NAP
20 Manpower (12 within 12 months)
6 Direct (3 within 12 months)
80% Branch Meeting and Training Attendance
5 Active Agents (Previous month)
85% Persistency (Personal and 1M Producers)