Premier Productivity
Companion
For Rookies
YOUR PREMIER PRODUCTIVITY COMPANION
This playbook will serve as your companion in the next
30 days. Use this as your journal of activities,
learning, and milestones as you go through your
journey as a financial advisor.
Initially, you will be guided on how to prepare your
predictable weekly calendar.
Everyday, open the file and go through the 2-page
feature. Read, do the activity, watch a video, write
down appointments you’ve set for the day, the details
of your face-to-face, and add 4 names of people to
talk to.
At the end of each day, go to the page that says YOUR
PREVIOUS WEEK AT A GLANCE (AFTER DAYs 7, 14, 21, and 28)
and tally your activities for the day.
At the end of each week, add up your activities for
the past 7 days. Let us know if you have closed a sale
or not. Share your learnings and things you will do
differently the following week. It is best to share your
results with your leader to enable him to help you get
even better. Then plot your predictable calendar for
the following week.
Be active, be productive! accomplish a challenge to
earn a badge! Once you complete all the prescribed
tasks, you will receive an e-Certificate of Completion
from us!
Keep this handy because your success in the next 30
days depends on it.
You’ll need:
an For your business
Adobe fill
and sign to
Download: write on the
pdf version
of this file
HOW TO USE ADOBE FILL AND SIGN:
1) Download ADOBE FILL AND SIGN.
2) Open the pdf version of this with ADOBE FILL AND SIGN.
3) Click on the space where you want to write and start typing.
Use the following PHILAM LIFE tools:
https://www.philamlife.com/en/index.html
FINANCIAL CALCULATOR iPOS
AGENCY PORTAL iMO
BUSINESS PLANNER
It’s time to work on your
PREDICTABLE WEEKLY CALENDAR.
Here’s HOW:
STEP 1: Plot all your NON-NEGOTIABLE personal appointments.
STEP 2: Plot all your agency activities.
STEP 3: Set your schedule for prospecting (add at least 4 new
names everyday) and appointment setting (set at least
4 appointments everyday).
STEP 4: Determine the time you are free for face-to-face
meetings and block off these time slots (minimum of 2
every day).
Your Predictable Weekly Calendar
MONDAY TUESDAY WEDNESDAY
6am
7am
8am
9am
10am
11am
12nn
1pm
2pm
3pm
4pm
5pm
6pm
7pm
8pm
9pm
10pm
11pm
12mn
THURSDAY FRIDAY SATURDAY SUNDAY
Start your career early by attending
Activity Builder to MDRT, 3 sessions
dedicated to polish your selling
skills.
Do this now: Attend these programs this month:
Add yourself to our AB to MDRT 1
exclusive FB page and AB to MDRT 2
AB to MDRT 3
receive an exclusive badge:
Check the calendar through our E-Learning
Management System:
https://philam-
trainingcentral.com/lms/login/index.php
Challenge:
Post your photo with your
trainer for each class you
attend on our Philam Life
Rookies FB page and
Scan this QR code or click the link to go to receive a badge.
the FB page:
IMPORTANT: INCLUDE YOUR FULL NAME
(example: #AnnaSantos) IN THE CAPTION
TO COMPLETE THE CHALLENGE.
https://www.facebook.com/groups/1869761819700484/
Hot Tip #1 for a productive 30 days:
“Set your mind that you will close a sale within 10 days from getting
your license.”
-Ruben E. Falague, District Manager
Laguna-Falague Agency
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Your WHY is your reason for doing
what you do.
What’s your WHY?
Take a photo of your WHY and use it as your phone
screen saver.
CHALLENGE: Post it on the Philam Life Rookies FB
page to earn a badge. Remember to include your FULL
NAME (example: #AnnaSantos) in the caption to
complete the task).
Hot Tip #2 for a productive 30 days:
“Have the right mindset: you are entering into a business. What is
your mission? What do you want to get out of what you're getting
yourself into?”
-Vanessa Marie G. Legaspi, Unit Manager
Wealth Coaches Philippines
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
SELLING SIMPLIFIED SERIES is a set
of how-to videos to help new advisors
like you to close more sales.
Do this now: What are your key
Watch the first 3 episodes of Selling takeaways from the video?
Simplified Series by going to our
Philam Life Rookies FB page:
CHALLENGE: Post it on the Philam
Life Rookies FB page to earn a
Click this link to watch the video: badge. Include your FULL NAME
https://www.facebook.com/100024649732867/videos/pcb.20996
94786707185/271476330350689/?type=3&ifg=1&__tn__=HH- (example: #AnnaSantos) in your
R&eid=ARBmExp22z2nC2j_6IfKFydz5CCHScPkQiHoaTm6Nik4 caption to complete the challenge.
om7n-KlCzWUYjwq-HYdMJm1TtJAAhDzDI-nO
Hot Tip #3 for a productive 30 days:
“Talk to your friends about your career and ask for their support.”
-Will Grape A. Chua (STEP), 2018 Senior Advisor
Lucido Associates
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Did you know that 75% of advisors who
completed AB to MDRT this year
became active advisors?
In AB to MDRT 1, we focus on
prospecting and appointment setting.
Pitstop: Attend these programs this month:
AB to MDRT 1
Have you AB to MDRT 2
AB to MDRT 3
attended AB
Check the calendar through our E-Learning
to MDRT 1? Management System:
https://philam-
trainingcentral.com/lms/login/index.php
Challenge:
Date: _______________ Post your photo with your
trainer for each class you
Venue: _______________ attend on our Philam Life
Rookies FB page and
Trainer: _______________ receive a badge.
IMPORTANT: INCLUDE YOUR FULL
NAME (example: #AnnaSantos) IN
THE CAPTION TO COMPLETE THE
CHALLENGE.
Hot Tip #4 for a productive first 30 days:
“While training, focus on the people you know who are most likely
to get insurance from you. After ULP licensing and product
training, start setting appointments.”
-Luisito S. Laudico, Unit Manager
Laudico Associates
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Your DAILY Benchmark: 4 appointments set
2 seen calls
4 referrals
Do this now:
Review the Telephone Approach script from EDGE. Watch
Selling Simplified Series episode 4 by going to our Philam
Life Rookies FB page:
Review your TELEPHONE
APPROACH SCRIPT and
revise it if necessary.
Click this link to watch the video:
https://www.facebook.com/100024649732867/videos/276504033181252/
Hot Tip #5 for a productive 30 days:
“Joint Field Work. Know your plan. After attending training, prepare your
market analysis (100 names) then set appointments and let your leader join
you so you can do JFW. Come up with your own strategy.”
-Rosemelia B. Gilo, Agency Manager
Gilo Associates
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
ACE stands for Achieve Consistency
and Excellence.
Do this now:
The ACE Schedule In My Agency
Find out the
Date: _______________
next ACE
session in Time: _______________
your Venue: _______________
unit/agency
and make
time to Challenge:
Post your group photo on our
attend it. Philam Life Rookies FB page
and receive a badge. Please
include your FULL NAME
(example: #AnnaSantos) in your
caption to complete this
challenge.
Hot Tip #6 for a productive 30 days:
“ACE is the answer. It’s a venue to fuel enthusiasm and motivation to
action. Discuss your goal with your coach/leader to plan how to
achieve it.”
-Antonia Lucrecia G. Nicdao, District Manager
Nicdao Miracle Team
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
AB to MDRT 2 polishes your skill in
doing KYC (Know Your Customer).
Pitstop: Attend these programs this month:
AB to MDRT 1
Have you AB to MDRT 2
attended AB AB to MDRT 3
to MDRT 2? Check the calendar through our E-Learning
Management System:
https://philam-
trainingcentral.com/lms/login/index.php
Challenge:
Date: _______________ Post your photo with your
trainer for each class you
Venue: _______________ attend on our Philam Life
Rookies FB page and
Trainer: _______________ receive a badge.
IMPORTANT: INCLUDE YOUR FULL NAME
(example: #AnnaSantos) IN THE CAPTION
TO COMPLETE THE CHALLENGE.
Hot Tip #7 for a productive 30 days:
“Study, study, study. Attend every learning session available and use tools for
learning. Build your image as a Financial Advisor. Activities and continuous
learning go hand-in-hand and will ensure longevity in this business.”
-Alejo G. Reyes, Unit Manager
Manila B Sector 1 Direct
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Your Previous Week At A Glance
Have you closed What will you do differently
next week?
at least 1 sale?
YES [ ] NO [ ]
What did you learn this week?
Let’s go to Week 2!
Your Predictable Weekly Calendar
MONDAY TUESDAY WEDNESDAY
6am
7am
8am
9am
10am
11am
12nn
1pm
2pm
3pm
4pm
5pm
6pm
7pm
8pm
9pm
10pm
11pm
12mn
THURSDAY FRIDAY SATURDAY SUNDAY
Part of KYC is quantifying the need.
Did you know that we have a financial
calculator available on our website?
Do this now:
Watch Selling Simplified Series episode 5 by going to our
Philam Life Rookies FB page:
Go to http://www.philamlife.com/en/financial-needs-
calculator.html and calculate your financial needs!
Click this link to watch the video:
https://www.facebook.com/100024649732867/videos/281664875998501/
Hot Tip #8 for a productive 30 days:
“Believe that you are an advisor, not just a seller. Run the Financial Planning
Calculator to make your clients’ life goals clear first.”
-Sherillyne S. Nacario, 2018 MDRT
Cruz Financial Associates
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
AB to MDRT 3 highlights presenting
solutions, closing, and handling
objections.
Pitstop: Attend these programs this month:
AB to MDRT 1
Have you AB to MDRT 2
attended AB AB to MDRT 3
to MDRT 3? Check the calendar through our E-Learning
Management System:
https://philam-
trainingcentral.com/lms/login/index.php
Challenge:
Date: _______________ Post your photo with your
trainer for each class you
Venue: _______________ attend on our Philam Life
Rookies FB page and
Trainer: _______________ receive a badge.
IMPORTANT: INCLUDE YOUR FULL NAME
(example: #AnnaSantos) IN THE CAPTION
TO COMPLETE THE CHALLENGE.
Hot Tip #9 for a productive 30 days:
"Based on the target niche adopted is a specific sales package. This includes a
canned sales process flow where the key method is asking leading questions
intended to uncover the prospects real needs, desires and possible reaction."
-Cecilia A. Melendres, Agency Manager
Melendres Associates
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Make your clients look forward to a
happier, fuller life with Active Health Invest
Plus. It is a health insurance and wellness
plan powered by Philam Vitality.
Do this now: What are your key
Watch the episodes 6-9 of Selling takeaways from the videos?
Simplified Series by going to our
Philam Life Rookies FB page:
CHALLENGE: Post it on the Philam
Life Rookies FB page. Include your
Click this link to watch the video: FULL NAME (#AnnaSantos) in your
https://www.facebook.com/100024649732867/ CAPTION to earn a badge.
videos/276504033181252/
Hot Tip #10 for a productive 30 days:
“Don’t sell. Just present.”
-Estela C. Belen, 2018 MDRT
Laguna-Falague Agency
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Activity Builder to MDRT is the
activation platform to help you close
sales.
Attend these programs this month:
AB to MDRT 1
Have you completed AB to MDRT 2
AB to MDRT 3
AB to MDRT 1-3? Check the calendar through our E-Learning
Management System:
https://philam-
trainingcentral.com/lms/login/index.php
Challenge:
Post your photo with your
Do this now: trainer for each class you
attend on our Philam Life
Include these three Rookies FB page and
receive a badge.
classes now in your
IMPORTANT: INCLUDE YOUR FULL NAME
calendar if you haven’t. (example: #AnnaSantos) IN THE CAPTION
TO COMPLETE THE CHALLENGE.
Hot Tip #11 for a productive 30 days:
“Trust the system. There’s a system in place, structured learning so
keep in mind to attend training sessions the company offers.”
-Pamela Faye R. Panti (CADP), 2018 Zoom
Genova Financials
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Your WHY should push you out of
bed in the morning.
List down the things you’ve
done so far to work towards
your WHY.
Have you spent the
last 11 days working
on your WHY?
Challenge:
Post something about your WHY on
our exclusive Philam Life Rookies FB
page with the hashtag #MyWHY and
receive a badge. Include your FULL
NAME (example: #AnnaSantos) in
your caption to complete the task.
Hot Tip #12 for a productive 30 days:
“Make your goals known. Share it with a friend who shares your goals
in life. Make it happen!”
-Bernadette B. Noel, Unit Manager
Zamboanga Direct Agency
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Closing is anything you do that will
cause a prospect to BUY NOW. It is
the art of turning ‘someday’ into
‘today’.
.
Do this now: What is your
Watch the Selling Simplified Series favourite closing
episode 10 by going to our Philam Life
Rookies FB page: technique?
Challenge:
Post #(insert your favourite closing
Click this link to watch the video: technique) on our exclusive Philam
https://www.facebook.com/100024649732867/videos/pcb.20996 Life Rookies FB page and receive a
94786707185/271476330350689/?type=3&ifg=1&__tn__=HH- badge. Include your FULL NAME
R&eid=ARBmExp22z2nC2j_6IfKFydz5CCHScPkQiHoaTm6Nik4
om7n-KlCzWUYjwq-HYdMJm1TtJAAhDzDI-nO (example: #AnnaSantos) in your
CAPTION.
Hot Tip #13 for a productive 30 days:
“It’s not just about closing the sale. It’s not just about having good numbers.
It’s all about being a relational advisor. It’s about spreading your advocacy.
It’s about teaching and educating.”
-Agnes Joy C. Wang (STEP), 2018 New Recruit
Del Mundo Associates
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Move into a close by answering all objections
CONFIDENTLY and COMPETENTLY.
Do this now: Which type of
Watch the Selling Simplified Series objection do you find
episode 11 by going to our Philam Life
Rookies FB page: difficult to handle?
Practice. Practice. Practice.
Challenge:
Post
Click this link to watch the video: #NoNeedNoMoneyNoHurryNoTrust
https://www.facebook.com/100024649732867/videos/pcb.20996 on our Philam Life Rookies FB page
94786707185/271476330350689/?type=3&ifg=1&__tn__=HH- and receive a badge. Include your
R&eid=ARBmExp22z2nC2j_6IfKFydz5CCHScPkQiHoaTm6Nik4
om7n-KlCzWUYjwq-HYdMJm1TtJAAhDzDI-nO FULL NAME (example: #AnnaSantos)
in your CAPTION.
Hot Tip #14 for a productive first 30 days:
"Every objection has an answer. Memorize standard answers. Always
probe before answering objections."
-Jennifer M. Sta. Maria, Unit Manager
Startbright Financial Advisors
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Your Previous Week At A Glance
Have you closed What will you do differently
next week?
at least 1 sale?
YES [ ] NO [ ]
What did you learn this week?
Let’s go to Week 3!
Your Predictable Weekly Calendar
MONDAY TUESDAY WEDNESDAY
6am
7am
8am
9am
10am
11am
12nn
1pm
2pm
3pm
4pm
5pm
6pm
7pm
8pm
9pm
10pm
11pm
12mn
THURSDAY FRIDAY SATURDAY SUNDAY
Activity is KEY:
4 appointments-2 seen calls-4 referrals
everyday!
My commitment to excellence:
I will do 4-2-4 everyday.
Challenge: Take a screen shot and post on our Philam Life
Rookies FB page (include your FULL NAME) to earn a badge.
Hot Tip #15 for a productive 30 days:
“PRACTICE EXCELLENCE - Do not be happy with ‘just enough’. We should always DO MORE
what is expected of us and go above and beyond. Give yourselves standards that you can’t
reach then work hard enough until you reach them. Like in this career, we should do
MORE ACTIVITIES each day and ACHIEVE MORE than what is just standard requirement.”
-Pamela D. Roy (STEP), 2018 MDRT
REGAN FINANCIAL
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
Prospecting is the cornerstone of
your career.
Ask for referrals. That’s a sure way to not run out of
people to talk to.
CHALLENGE: Once
done, post #DONE on
our exclusive Philam
Life Rookies FB page
(include your FULL
NAME) and receive a
badge.
Do this now: Practice asking for
referrals.
Hot Tip #16 for a productive 30 days:
"Establish a specific market niche directed initially at the agent’s natural market. There has always
been a notion that a person can personally sell to persons within 10 years from his/her age. This
means a 30 year old agent can easily deliver his spiel to the age range of 20-40 years of age. Even
more effective is to narrow this further to 5 years. So the 30 year old is effective to the age range
of 25-35. The key idea is to come close to natural market. Issues like approachability, familiarity
and mirroring are easily dealt with."
-Cecilia A. Melendres, Agency Manager
Melendres Associates
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
“Now we need to decide how many
appointments we want for the following
week and then make them. No more,
no less.”
-excerpt from It Can Only Get Better… Tony Gordon’s Route to Sales Success
How many appointments
were you able to set today?
1. Focus on your goal---to
set an appointment.
2. Expect objections---
and practice how to
handle them.
3. There’s a reason why
you drafted your own
CHALLENGE:
script. Master it. Use it. Post #Day17Done<insert no. of
appointments made> (example:
#Day17Done8) on our exclusive
Philam Life Rookies FB page and
get a badge. Include your FULL
NAME in your CAPTION.
Hot Tip #17 for a productive 30 days:
“Introduce yourself as a Philam Life Financial Advisor and be proud of
spreading the advocacy for financial wellness.”
-Karla M. Capili, Unit Manager
Capili Associates
4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:
NAME DATE TIME VENUE
2 Seen calls
NEW BUSINESS
WRITTEN
NAME KYC SOLUTION LIVES FYP POLICIES
PRESENTED ISSUED
4 Referrals
NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS
KYC is all about Uncovering meaningful
information about your prospect and asking
appropriate questions to make sound
recommendations for insurance-based
solutions
Do this now:
Practice using the KYC skill model.
1. Introduction
2. Build Rapport
3. Link To Business Challenge:
4. Create Customer Post #NagPracticeako
Contact (include your FULL NAME)
5. Uncover Dreams using on our exclusive Philam
the KYC form Life Rookies FB page and
6. Identify Investor Profile get a badge.
7. Agree Areas for
Solution & Action
Hot Tip #18 for a productive 30 days:
“Familiarize self with the gold mine of information available in the
portal, practice using iPoS (don’t click submit) to establish familiarity
with its use.”
-Manuel S. Vergel De Dios, Agency Manager
Wealth Coaches Philippines