How to use Pruone + Design Proposal (PAA, Elite)

Hökmdar

• Speaker 1 0:02
• Speaker 2 0:39
• Speaker 3 0:59
• Speaker 4 4:23
• Speaker 5 6:28
• Speaker 6 8:17
• Speaker 7 13:26
• Speaker 8 15:59

1. 0:02

   Bölmə 1: Hello, Chris Leans. 260s · Speaker 1

   Hello, Chris Leans. My name is Mads. I'll be showing you, teaching you on how to use Pruan. So ano ang Pruan? Pruan is the one we use to create a new application or to create a proposal for our clients, for our prospect clients. And ito the…

2. 4:23

   Bölmə 2: So, ito na yung makikita natin na personal information. 60s · Speaker 4

   So, ito na yung makikita natin na personal information. Alright? So, as you can see, so, semester, okay, yan, semester, and then mail, always make sure na Same. Okay? Yung gender and yung salutation natin. Okay? So, kasi minsan, actually, i…

3. 5:23

   Bölmə 3: So, ang ibig sabihin lang yan, nalagyan natin ng space after the letter Z or the Z. 64s · Speaker 2

   So, ang ibig sabihin lang yan, nalagyan natin ng space after the letter Z or the Z. So, dapat back nyo lang, okay? So, dapat walang space. Alright? So, mag -green na siya ulit. So, let's say, same with one. Let's say, sorry, nasanay kasi ta…

4. 6:28

   Bölmə 4: Okay? Kasi we have to make sure we. 109s · Speaker 5

   Okay? Kasi we have to make sure we... really have to make sure na correct yung details kasi once client, once na si client will process or tayo will process the claim for our client, magkakaroon ng discrepancy, may discrepancy sa informatio…

5. 8:17

   Bölmə 5: So, here guys, kahit na may 63 dito, kasama pa rin yung zero. 301s · Speaker 6

   So, here guys, kahit na may 63 dito, kasama pa rin yung zero. Kasi, like this one, if I'm gonna remove the zero from 0998, magiging invalid format siya. Alright? So, add pa rin the zero. Okay? Yan. And then, here, another tip. Always hindi …

6. 13:19

   Bölmə 6: Alright? So, ang minimum naman niya is 5 ,000. 67s · Speaker 3

   Alright? So, ang minimum naman niya is 5 ,000. Okay, monthly income, 150. Guys, kasama na dito yung mga bonuses. So, kasama na dito yung mga 13th month pay. Kung let's say, meron pa siyang allowance, and then meron pa siyang... quarterly bo…

7. 14:26

   Bölmə 7: So, add na natin yun. 93s · Speaker 4

   So, add na natin yun. Okay? Basta all sources of income. Right? And then, the minimum I would like to pay monthly is, let's say, 5 ,000. Okay? For the policy to guys ha. And then, the maximum I would like to pay monthly is, let's say, 10 ,0…

8. 15:59

   Bölmə 8: So, what I usually do is, let's go back. 66s · Speaker 8

   So, what I usually do is, let's go back. Okay, I'm gonna correct myself. So, what I always do is, kung how much yung monthly income niya, yun din yung ilalagay ko. Okay, yan. So, 150. Alright? And then, so far, I have saved. Diba? Sinabi ng…

9. 17:06

   Bölmə 9: Yan. Selected. 113s · Speaker 2

   Yan. Selected. So, okay lang yan, guys. Huwag magpanit kung may nag -pop na unable to process. Kasi, aayusin pa naman natin yung riders and yung coverages niya. Ako, personally, I always take or choose yung premium. Okay? For others, covera…

10. 19:00

    Bölmə 10: So, yan. So, and then, ako, what I always recommend, okay, is yearly talaga. 79s · Speaker 5

    So, yan. So, and then, ako, what I always recommend, okay, is yearly talaga. Lalo na if you're gunning for MDRT, yung annual payment will really help you a lot. to achieve yung MDRT goal natin. Right? But again, based tayo, always, always, …

11. 20:19

    Bölmə 11: Right? Sorry, 120. 300s · Speaker 2

    Right? Sorry, 120. 10 ,000. Okay, 120. Sorry, mali. 10 ,000 per month nga eh. So, tama. 1 .2. Ayan. Alright. Kasi annual yung payment. Okay. So, 10 ,000 times 12 is, sorry, 120 nga. Ano ba? Mad. Sorry na, guys. Okay, ayan. So, iniisip ko, 1…

12. 25:20

    Bölmə 12: Para mag -recompute si Prue. 301s · Speaker 1

    Para mag -recompute si Prue. Okay, sorry. Para mag -recompute si Prue 1. Okay, so yan. Let's see. Niretype na natin siya. Ayan. So, di ba kanina may 0 .68 pesos? So, ngayon, wala ng butal kasi nag -recompute si PRU1. Niretype natin yung ann…

13. 30:22

    Bölmə 13: Okay. Ibig sabihin, si client can choose from all this. 99s · Speaker 1

    Okay. Ibig sabihin, si client can choose from all this. Ito, complete. Ito yung lahat ng mga funds natin, type of funds natin. So, pwede na siyang mamili. Kapag conservative si client, may mga like this one, si Prulink Equity Fund, hindi ya…

14. 32:01

    Bölmə 14: So, eto yung growth fund. 87s · Speaker 4

    So, eto yung growth fund. At least yan, makikita mo na it consists of equities and bonds. Diba? So, 80 % stocks. Stocks and equities, pareho lang yun. And then bonds, 20%. Okay? So, pag -clinic mo, lalabas yan. So, ano ba yung equity? Yan. …

15. 33:29

    Bölmə 15: again, meron lang magpa -pop na saying lang kay client na yung illustration natin is just an illustration but it doesn't guarantee. 303s · Speaker 7

    again, meron lang magpa -pop na saying lang kay client na yung illustration natin is just an illustration but it doesn't guarantee. Okay. Yun lang yung laman yan. And then, again, it depends on your profile. So, based dun sa mga sagot mo ka…

16. 38:34

    Bölmə 16: Okay? So, bank account din ni policy owner, bank account ni life insured, pero yung funds will be coming from beneficial owner. 87s · Speaker 3

    Okay? So, bank account din ni policy owner, bank account ni life insured, pero yung funds will be coming from beneficial owner. So, pwede rin yun. Okay? So, mag -yes ka dun. But in our case, mag -do -no lang tayo. Kasi, si policy owner, si …

17. 40:01

    Bölmə 17: Okay? Alright. 69s · Speaker 2

    Okay? Alright. So, no, and then next na tayo. So, now let's move to the next card, lifestyle information. Lifestyle information, basically, checking lang kung, ano ba yung, kung may, kung high risk ba si client, in terms of, sa mga hobby, s…

18. 41:11

    Bölmə 18: Actually, hindi na nga rin eh. 164s · Speaker 8

    Actually, hindi na nga rin eh. Okay. So, ano lang, per week? Kung hindi naman talaga per week, kasi yan na talaga yung nakasulat dyan, pwede rin naman beer lang, okay, 1. And then, zero, zero na yung iba. Okay? And then, have you taken drug…

19. 43:55

    Bölmə 19: So, compute pa rin natin yung real estate, nung property ng parents. 249s · Speaker 6

    So, compute pa rin natin yung real estate, nung property ng parents. Kasi, Truth be told, siya rin naman yung mag -inherit. Diba? Siya naman yung heir. So, kung how much yung property ng parents, so yun din yung i -cocompute natin. And then…

20. 48:04

    Bölmə 20: Again, guys, sorry. 303s · Speaker 7

    Again, guys, sorry. Make sure mo lang na yung here is feet and inches. And then, yung weight natin, guys, in pounds. Okay? In pounds po siya. Alright? Yan. And then now, let's proceed to the medical information, yung questions. Have you, wi…

21. 53:07

    Bölmə 21: So, hindi naman. 96s · Speaker 1

    So, hindi naman. So, done. Next, beneficiaries. So, ang beneficiary ni client will be, of course, yung wife niya. So, female. So, ang wife niya, si Madeline de la Cruz Smith. Okay, date of birth. So, here, click muna natin yung year para ma…

22. 54:43

    Bölmə 22: And then, of course, yung address niya, home address, same lang sa husband, diba? 300s · Speaker 7

    And then, of course, yung address niya, home address, same lang sa husband, diba? Sana naman. Okay. And then, nationality, Filipino. Alright. And then, mobile number. So, again, 63. And then, 09. Ayan, sabihin natin yung 998. Ayan, smart na…

23. 59:44

    Bölmə 23: muna yan. 300s · Speaker 1

    muna yan. Next, agent's report. So, how long have you known the life insured? So, let's say 10 years. Okay, related ka ba? Life insured? No. Fellow agent ba si insured? No. describe any visible mark and emo na lang yan. But this one, yes mo…

24. 1:04:45

    Bölmə 24: At high, meron tayong projection na 12 million. 187s · Speaker 1

    At high, meron tayong projection na 12 million. At low naman, kung hindi maganda, let's see, nag -pandemic ulit and whatnot, 3 million. Okay? So that's it. If you agree, we will now proceed client. So, tik nyo lang po ito. I, the policy own…

25. 1:07:52

    Bölmə 25: So, first will be to register for the recurring payment and then yung second na pag -register or pag -input ng card details will be for the payment na. 145s · Speaker 4

    So, first will be to register for the recurring payment and then yung second na pag -register or pag -input ng card details will be for the payment na. Okay, so after that, may magpa -pop doon na congratulations, thank you for the successfu…

26. 1:10:18

    Bölmə 26: Okay? Pero let's say, naglagay na si, nag -successful, diba? 121s · Speaker 5

    Okay? Pero let's say, naglagay na si, nag -successful, diba? Naging successful na yung payment ni client, mag -check na to. Okay, pag na -check na yan, all you have to do is next, next, next, and then that's it. Magiging, sorry, yung status…

27. 1:12:19

    Bölmə 27: So, ito ang case natin, si Mary Smith de la Cruz. 202s · Speaker 6

    So, ito ang case natin, si Mary Smith de la Cruz. One year old lang po siya. Kaya gagawan po natin ng paa. Okay? Since first policy. And then, email address, yung mobile number, since infant pa lang, pwede naman yung mobile number ni policy…

28. 1:15:42

    Bölmə 28: Okay, same lang yan. 74s · Speaker 2

    Okay, same lang yan. Ang sasagot pala, guys, sorry, ang sasagot dito sa risk appetite survey will be the policy owner. Okay, si policy owner lagi ang sumasagot nito. Okay, guys? Yan, kasi diba yung premium or yung funds will be coming from …

29. 1:16:57

    Bölmə 29: So, dahil infant siya, not employed, okay? 82s · Speaker 6

    So, dahil infant siya, not employed, okay? Yung, again, yung gross annual income niya is how much yung allowance or how much yung budget that the parent sets aside for the child. Okay? Yun lang yung competition dito, guys. How much does the…

30. 1:18:19

    Bölmə 30: Okay? Ayan. 176s · Speaker 2

    Okay? Ayan. And then, next naman, work and pay for policy owner. So, sinagot na rin natin yan kanina. And then, done. Okay? Then, family details. So, again, for life insured na muna. So, syempre, si Juan de la Cruz, si daddy, si Madeline Sm…

31. 1:21:15

    Bölmə 31: Alright? And then si policy owner, yung sinagot natin kanina. 81s · Speaker 6

    Alright? And then si policy owner, yung sinagot natin kanina. Kaya pwede yun, na may yes and then ProLife UK. Kasi nga, meron na siyang first policy. And then next will be beneficiary. So, kapag si daddy or si policy owner yung beneficiary,…

32. 1:22:37

    Bölmə 32: So, sayang. 300s · Speaker 4

    So, sayang. Diba? So, always, always put secondary beneficiary. Okay? Kung hindi man, kung let's say, So, sino yung mga beneficiaries that we could add? Siblings, parents, children, spouse, lolo't lola, nephew and nieces. Pero first degree.…

33. 1:27:38

    Bölmə 33: payment. And then, pipirma si client. 70s · Speaker 1

    payment. And then, pipirma si client. Okay? So, after that, done na. Proceed na ulit tayo. So, share kay client yung quotation proposal. Alright? And then, once green na lahat, double check mo, all the cards are green, are in green. Sorry, …

34. 1:28:48

    Bölmə 34: Alrighty, congratulations. 4s · Speaker 3

    Alrighty, congratulations. Thank you guys.