Selling
Minimum APE to get activated
36,000 APE
22 - 35 years old
How many days is our LOA Form valid?
7 Days
The standard Persistency Rating of Agents to qualify in all incentives and to avoid bootcamp.
85%
National Achiever's Club (NAC) Qualification Requirements (Name atleast 3)
1. 750,000 APE
2. 12 Case Counts
3. 85% Persistency Rating
4. Online Training Requirements:
- Rookie Onboarding Program2 (ROP2)
- Fundamentals of Unit Linked (FUL
- Product Recharge (PR)
Minimum Annual Premium for PAA and Elite 15
20,000 and 85,000
Pru Life UK's Standard Requirement to be promoted as an Assistant Unit Manager (AUM)
1 Coded and Activated Recruit (36K APE)
How many days does Pru Life UK attempts to automatically debit client's premium from any enrolled accounts?
5 Working Days
What is our Quarterly APE Retention Requirement?
62,500 APE
Rookie Highflyers Club (RHC) Qualification Requirements (Name atleast 3)
1. 550,000 APE
2. 9 Case Counts
3. No Zero Month
4. 1 Coded Recruit (Team Joem)
Give atleast 3 Core Benefits of PAA and Elite Plans
1. Sum Assured (SA)
2. Accelerated Total & Permanent Disability (ATPD)
3. Accidental Death & Disablement (ADD)
4. Loyalty Bonus
Enumerate all the fees for recruitment.
2,020 IC Exam Fee and 1,500 Orientation Fee
To avoid policy lapsation, what is the client's grace period to settle their unpaid premium?
30 Days from premium date.
A Financial Advisor's License Validity
3 years
Name 3 Ongoing Travel Destination Contests this year.
1. Protection Drive (Gold Coast, Australia)
2. Protection Drive Level-Up (Wellington, New Zealand)
3. Star Club International Convention (Seville, Spain)
4. Star Club Elite Qualification (Lisbon, Portugal)
5. MDRT Annual Meeting 2025 (Miami Florida, USA)
Name Pru Life UK's newest Traditional Insurance Plan.
PRULifetime Income
What are the 5 P's in recruitment?
1. Pay
2. People
3. Places
4. Priorities
5. Purpose
Email Subject format for any Aftersales Requests.
PN - CLIENT NAME - REQUEST
(ex. 123456 - DELA CRUZ, JUAN - COSAF)
What happens if an agent fails to settle their dues and fees?
1. Ineligible to any Unit and Branch Incentives (Less than 1K dues)
2. Delistment (for 1K and up dues)
An excellence award given to Pru Life UK's Top Recruiters.
GAMA Excellence Recruitment Award
- Bronze (6)
- Siver (12)
- Gold (18)
- Platinum (24)
- Diamond (30)
Formula in computing the annual income needed to qualify for the DHI Benefit.
DHI x 23 Working Days x 12 Months = Gross Annual Income
What is our Team's Mission?
Prutecting Lives, Pruviding Opportunies.
Give atleast 3 Email Attachments for an Unissued New Business Application.
1. Pruone Screenshot showing App Number
2. Client's Valid ID
3. Picture of client holding Valid ID
4. Proof of Payment
5. FTF/NFTF Attestation Form
As self-employed individuals, name atleast 1 government obligation that we need to comply with Bureau of Internal Revenue (BIR).
1. Certificate of Registration (COR)
2. Quarterly Income Tax Return (Q1-Q3)
3. Annual Income Tax Return (Q4)
2025 Million Dollar Round Table FYP Parameter
2,847,000 FYP