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Published by , 2018-08-23 04:30:49

COMPASS Volume 7 - Agency

COMPASS Volume 7 - Agency

Philam Life,
Best Quality Recruiter of the Year 2017

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this fuel us to do more each day. 

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WHAT'S INSIDE THIS ISSUE?

WLCeA((((ea3421Lda))))LeSMRrATeretCDOaRcWERyrAauiTaOsnRirtinkstMrQheiiotnSeuhSrg aeswtslei(GatapMyyosAtaeoohlsfesTYaaradTgn De sfJforuorlmmy Ms. Orange Galsim)

Last month (July) was a critical month for agency. It was the month we said R: Recruit Quality to Transform
goodbye to the 1st half of year. And with half of the year over, you can either
be: Every client desires a Financial Advisor devoted to them. Someone who cares
about the well-being of their family and who believe enough in this profession to
give their complete best in it. That’s why Quality Recruitment must be the

(1) Happy about how you excelled and performed better than ever, or foundation of our agency building. We invite our managers to take the lead in
(2) Not satisfied and now playing catch-up with your goals. transformation, in building a deeper bench of full-time, committed and
passionate Financial Advisors. For Genesis locations, utilize STEP & CADP – not
Where are you right now? sometimes, or monthly or weekly --- but every single day. Make transformational
attraction

When asking advisors, leaders or agency executives this question, most will a daily activity as we bring back our 1-2-2 Recruitment benchmark:
answer #2.  That’s why it was so important to face August with an urgent
#CallToAction. Moments like these are crucial - some might even say helpful. - At least 1 Face to Face quality recruit interview everyday Head of
Because if we never stopped to check where we are, we could lose time to Premier Academy,
recover from a bad streak when it’s too late — or miss the opportunity to - At least 2 future appointments set with a quality recruit Ms. Orange Galsim
celebrate a good streak and the gains we earned from our extra efforts.
- At least 2 quality recruit leads added in your pipeline.
I hope that now we are all taking advantage of August and all the new
opportunities it brings. Our CAO, Boss Eric has called us to battle with the 1-2-2Transform your team with everyday!
3rd Quarter Call to Arms. This Call to ARMS mean something to agency and
this new issue of COMPASS emphasizes the critical elements of this call: M: MDRT is the Goal

All roads lead to Premier – and MDRT is what makes our leadership unique. It will also be the milestone that
will bring you from average insurance agent to expert Financial Advisor. MDRT Is more than just a production
requirement – rather, it is your commitment and conviction that this is more than a sales job. We face our
customers with intelligence and passion to help them with their financial goals, and we embrace the whole

A: ACE is the way   person concept – that as we meet our targets, we also take care of our health, our finances, our
relationships and our community. With 550 MDRTs (which is our goal this 2018), we can truly establish that
There are many words that describe ACE –  but for me, there is one word that Philam Life is the home of champions and winners. We are in this business, not just to make a living, but to
I like the most --- Non-Negotiable. Because the good thing about activity change lives. So, be part of Operation 550 and be counted! Based on last year’s MDRT roster, it takes at
management is this: there is no fear that this is a trend that will go away. least 4 cases a month to be MDRT. Let your 4-Dapat be the norm!
Financial advisors, young and tenured, can take comfort in the fact that
activity management has been the cornerstone for success in insurance S: Stay One Step Ahead
selling. Technology, products, promotions and company branding may have
changed the industry through the years – but it takes daily monitoring of As you face your personal or team goals, let out 2 game-changing products, Active Joint Critical Protect
activities, and improvement of skills that gets the job done, as well as the faith and Income Assure 7 be part of your arsenal, both attracting clients and recruits. Philam Life is on a mission
and commitment of the Financial Advisor. So this August, we bring ACE into to better understand our customers beyond the surface. That is being one step ahead – and that is the mind
the front line (not bring it “back” – because it has always been there) and give set you need to be major and undisputed. 
it the everyday attention that YOU deserve.
Your August can lead you to the direction you originally desired when you started the year. Is it

MDRT? Double your Transformational Recruits? 100 cases for the year? Promotion to Agency

Leader? Your goals are meaningful goals. Don’t give up on them easily.

That’s what the “Call to Arms” is about. We are the warriors that protect clients from life’s risks. And
we are the soldiers that lift up the company’s leadership. Time to fulfil your destiny, Philam Lifer!

CONGRATULATIONS TO THE FOLLOWING LEADERS WHO HAVE SUCCESSFULLY ACHIEVED THEIR MAY MILESTONES. RANKINGS ARE AS OF

YTD JULY 2018 AND INCLUDE TOP LEADERS IN TERMS OF FYP AND NUMBER OF ACTIVE NEW RECRUITS.

*Rankings are based on
YTD July performance. 

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*Rankings are based on YTD July performance. 
*Active New Recruit - new recruit who produced at least 1 case for the month of June. 

*Rankings are based on YTD July performance. 
*Active New Recruit - new recruit who produced at least 1 case for the month of June. 

ACE is the way

CALL TO ARMS





Achieve
Consistency &
Excellence

Watch out for features on National ACE Week
in the next issue! 

CALL TO ARMS

Recruit quality

to Transform

RECRUITMENT APPROACH SCRIPTS

Telephone Approach:
Self-generated - Natural Market

(Greetings)
Hi John, this is (your name), how have you been?
(Rapport Building)
Y(Pouurkpnooswe,)the last time we talked, you mentioned that you would love to have your own business in 5 years time,
rTihgahtt'?sIwamhycIaclalilnlegdt.o  share with you some good news about what my company does and I immediately thought of you.
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RECRUITMENT APPROACH SCRIPTS

Referral Referral

(Greetings) ( * ** *aoCDDDDbmpperoooopepepraayyyoaoeooongrtptgiuuurenuergtbfginceeaehefiutdttueilniriheleleti?ka)toosvhttseahhaairotaitnepywtyewioabmhrnuoysaproicrakoddnas-er'lnttksiafahiilesnmnecatbgyap?laarwaaelracsyoent,rmrckionies?awc?norneyncmeaaestrehnyeato,truadisneddrveeebewlomoanprudmsinesgnhtao nu  d ld     
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(Prospect will usually ask for the reason)
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(If prospect is willing to learn more)
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Could I ask you a few very simple questions? 

RECRUITMENT APPROACH SCRIPTS

Cold Approach Scripts Cold Approach Scripts
(live, via personal observation) (live, via personal observation)

4 SIMPLE STEPS:  (Prospect will usually respond with thanks - and an
((((1324)))) ISASnutsiatkbitasfetloaAtrhnpAetppiParpotuoaericndphtoCmsoeemnptliment explanation on why he works that way)
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CALL TO ARMS

MDRT is the goal







Continue maximizing
your potential!

CALL TO ARMS

Stay one step ahead 

Training Delivery: Oh My July!

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original ideas for the Q3--- nothing but the best for our leaders. tarJoiAwWmehpuuJaaeapprClnysstoewPtoeira1isontnlalv5argnistenk,nootgtesStotholdubayjincus,nunoeaisdtnditsr’tsmearotmaehylufooaepo:rergl rlerfayiosacndlimaitsdultiaecloibestosfu.otr
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for Vanguard and Guardian.

Training Delivery: Oh My July!

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Training Delivery: Oh My July!

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poSohOJaurvuauoverplryoerrittnofe2aficrcgo4nekhhra,aenttTndthia.ucisenDneahgdoplsirpntrdieothaaGhgewyreorrna:aiarvasomremssa.dapmCe.lesPowacirzoneoaifcnngmaigtrdwae)wi.nmauTegrphlpdlw.ewreWoiFetiptheeshelolwtraoousnewratrostaeveuhrobtctiipelsdhodtNnweaiaircngnrfadhotaleitrwnrsrrug.aalnuyntnwhbsceaymhmst.oheIatoesMtwhleiaagltyrsthk.etaPerehtbvifirnlifiedgpeeecECzotvehs(eahwtnnehitttawhootonotwrhkVkeeecitwhhdaeaaloirltnpngyte.oietAfdolJaftosoy, ce
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And that, ladies and gentlemen, was how July went for our Training Delivery partners.  



iPoS 7.01 Enhancements

BQ and Compliance Trainings:

July 13 – Isabela
July 16 – Manila B Region 1

Exciting times ahead! Onward to Major and Undisputed!

Exciting times ahead!
Onward to

Major and Undisputed!

Thank you for taking time to read COMPASS Volume 7!

For any feature recommendation,
feel free to email us at

[email protected]


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