2023 KICK OFF
2023 TRANSFORMATION TRIP INCENTIVE TO CHANGE MINDSET FROM WASIAT INTO A COMPREHENSIVE ESTATE PLANNING
“RANCANG HARTA” TRIP INCENTIVE
NEW SELLING POINT NEW COMPREHENSIVE PACKAGE NEW PRICING | TRIP INCENTIVE *EFFECTIVE 1st FEBRUARY 2023 *FULL ENFORCEMENT 1ST APRIL 2023 Fixed fee for all products except trust (unlimited clauses) VALUE ADDED
Solutions for the following ISSUES RESTRICTION OF CLAUSES • Inconsistent of fees • Different type of assets • Conditions = increase in clause LACK OF KNOWLEDGE • Creates confusion towards clients. • IEP misquoted the fee to clients UNSATISFIED CLIENTS • Wishes are not attainable due to restriction of clauses. • Hesitate to sign final docs
NEW PACKAGE “RANCANG HARTA” TRIP INCENTIVE RANCANG HIBAH RANCANG PAPB RANCANG WARISAN PAKEJ KELUARGA RANCANG LEGASI
TRIP INCENTIVE RANCANG HIBAH HIBAH + WASIAT = RM 2,500 *Subject to one Hibah *PA Registration = RM 250 RM 1,000 + RM 1,500
TRIP INCENTIVE RANCANG PAPB (Harta Sepencarian) RM 1,000 + RM 1,500 *Processing fee = RM 250 PAPB + WASIAT = RM 2,500
TRIP INCENTIVE WASIAT + PRI-WARISAN = RM 2,988 RANCANG WARISAN RM 1,500 + RM 1,488
TRIP INCENTIVE PAKEJ KELUARGA WASIAT HUSBAND & WIFE / FAMILY MEMBERS = RM 3,000 RM 1,500 + RM 1,500
*Subject to one Hibah / PAPB and Pri-Warisan. * Excluding processing fee / PA = RM 250 RM 1,000 + RM 1,500 + RM 1488 ESTATE PLANNING (DURING LIFETIME) AND DISCOUNT ON ADMINISTRATION FEE (UPON DEATH) RANCANG LEGASI HIBAH / PAPB + WASIAT + PRI-WARISAN = RM 3,988
SINGLE PRODUCT
WASIAT RM 1,600 UNLIMITED CLAUSE
HIBAH/PAPB RM 1,200 UNLIMITED CLAUSE ADVANTAGES
SOLVE THE CLAUSES ISSUE • Fixed Price • No more miscalculation • No more confusion INCREASE INCOME • Commission IEP increase by 6% to 27% • Comprehensive Product ADVANTAGES MARKETABLE • Easy to market • Unlimited clauses - all intentions can be included • Complete Estate Planning TIME TO CHANGE
COMMISSION. PACKAGE PRICE (RM) COMMISSION (RM) RANCANG HIBAH (WASIAT + HIBAH) OLD 2,400.00 947.00 NEW 2,500.00 1,008.00 RANCANG PAPB (WASIAT + PAPB) OLD 2,400.00 947.00 NEW 2,500.00 1,008.00 RANCANG WARISAN (WASIAT + PRI WARISAN) OLD 2,688.00 959.80 NEW 2,988.00 1,078.00 PAKEJ KELUARGA (WASIAT SUAMI DAN ISTERI ATAU AHLI KELUARGA) OLD 2,400.00 878.00 NEW 3,000.00 1,116.00 RANCANG LEGASI (WASIAT + HIBAH/PAPB + PRI WARISAN) OLD 3,688.00 1,409.80 NEW 3,988.00 1,528.80
DEPOSIT FEE • Non refundable • Cancellation during drafting process, IEP entitles to receive RM100 *Effective 1st January 2023 WHATS MORE: • RM 500 for Wasiat, PAPB and Pri-Hibah • RM 1000 for Trust
ENHANCEMENT OF IEP PORTAL
INTRODUCTION OF NEW FEATURES 1) “MY DOWNLINE PENDING CASES”
2) “AGENCY AGREEMENT” Nomination
Nomination 3) NOMINATION
2023 4) FORM CP58 Nomination
2023 5) PAYMENT GATEWAY
FOCUS 2023 • BRANDING • CORPORATE COLLABORATION • DIGITAL MARKETING
2023 INCENTIVES
TRIP INCENTIVE HALF YEAR INCENTIVE ANNUAL INCENTIVE 1ST QUARTER INCENTIVE
1ST QUARTER INCENTIVE (from Jan to March) We Together Trip To Sepang Gold Coast • Team Building Trip for 3 Days 2 Nights • Personal Sales: Achieve minimum sales of RM20,000 • Group Sales: Achieve minimum sales of RM 250,000
HALF YEAR INCENTIVE
RM 50,000 Individual / Corporate Sales or RM 400,000 Group Sales RM 500
RM 75,000 Individual / Corporate Sales or RM 500,000 Group Sales RM 1,000
ANNUAL INCENTIVE • TOP INDIVIDUAL SALES • TOP CORPORATE SALES • SPECIAL INCENTIVES • CHALLENGE TROPHIES
POSITION/TARGET RM100,000 RM150,000 RM200,000 Top Sales RM3,500 RM5,000 RM7,000 1 st Runner-up RM3,000 RM3,500 RM6,000 2 nd Runner-up RM2,000 RM2,500 RM4,000 3 rd Runner-up RM1,000 RM1,500 RM2,000 + Plaque + Plaque + Plaque TOP INDIVIDUAL SALES
POSITION/TARGET RM170,000 RM200,000 RM300,000 Top Sales RM4,000 RM7,000 RM10,000 1 st Runner-up RM3,000 RM6,000 RM8,000 2 nd Runner-up RM2,000 RM5,000 RM6,000 + Plaque + Plaque + Plaque TOP CORPORATE SALES
CHALLENGE TROPHY AZIZ PERU CHALLENGE CHAIRMAN CHALLENGE TUN SALLEH ABAS CHALLENGE
AZIZ PERU CHALLENGE • Award For The Highest Individual / Corporate Gross Sales of 2023 • Achieving minimum sales of RM250,000 +RM 1,500
CHAIRMAN CHALLENGE • Award For The Top Recruiter of 2023 • Recruit a minimum of 50 new IEPs +RM 2,000
TUN SALLEH ABAS CHALLENGE • Award For The Highest Group Sales of 2023 • Achieve minimum sales of RM1,500,000 +RM 10,000
No Category Minimum No Reward 1 Top Wasiat 100 Plaque + RM1,000 2 Top Pri-Hibah 40 Plaque + RM1,000 3 Top PAPB 25 Plaque + RM 500 4 Top Pri Warisan 40 Plaque + RM500 5 Top Trust 3 Plaque + RM250 6 Most Expensive Min RM10K for a client Plaque + RM500 7 Rookie of The Year RM20k Plaque + RM500 8 Top LA cases (Open File) 3 Plaque + RM1,000 9 Top Small Estate (Upon Submission) 10 Plaque + RM1,000 SPECIAL INCENTIVES
SPECIAL RECOGNITION LIFETIME MEMBER OF GOLD CLUB OR PLATINUM CLUB Achieve 5 Consecutive Years will entitle a LIFETIME MEMBER of the club. * A Gold Club or Platinum Club member will only entitle the additional commission if achieve the requirement set for the club.
2023 TRIP INCENTIVE VIETNAM
VIETNAM DANANG 80,000 POINTS TERMS & CONDITIONS APPLY
TÜRKIYE 200,000 POINTS TERMS & CONDITIONS APPLY
PERSONAL SALES 80,000 POINTS – DANANG, VIETNAM 200,000 POINTS – TÜRKIYE
GROUP SALES INCENTIVE Group Sales Worth RM 500,000 Receive • Cash Worth RM 1,000 • 1 Ticket to Danang, Vietnam Group Sales Worth RM 1,000,000 Receive • Cash Worth RM 2,500 • 2 Tickets to Danang Vietnam Group Sales Worth RM 350,000 Receive • Cash Worth RM 2,000 2023 KICK OFF Danang, Vietnam