PPCFR2019

4 Appointments set
MAGIC FORMULA: YOUR DAILY ACTIVITY CHECKLIST DATE TODAY:









NAME DATE TIME VENUE














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NEW BUSINESS
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NAME KYC SOLUTION LIVES FYP POLICIES
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NAME CONTACT NO. AGE OCCUPATION CIVIL NO. OF
STATUS DEPENDENTS

When presenting a solution, the idea

is to simplify the technical aspects of

the product. Be sure to link it to how

it will benefit the prospect.





If the presentation is about Protection: Do this now:


1. Reiterate the goal.


2. Mention the name of the solution and
briefly describe it.


3. Talk about Philam Vitality (if applicable). Draft your script

4. Describe how the life insurance coverage and practice it.

works.


5. Explain the additional protection provided
by riders.


6. Say that while the solution addresses
protection, it also allows the client to save

(talk about the account value).
Challenge:
7. Show how top-ups can beef up the living Show it your leader and take a

benefits. photo with your leader doing a
thumbs up. Post it on our Philam
8. Mention the cost. Life Rookies FB page and get a
badge. Include your FULL NAME
9. Throw in a closing attempt. in the caption.



Hot Tip #19 for a productive 30 days:




“Make your presentation simple. Sell dreams, not products.”





-Edilberto C. Lobo Jr., 2018 MDRT
Aquino All Star 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 the result of a job well done.







Do this now:

Review your spiel








Did you



close a sale



today?














Challenge:

Post #IClosedASaleToday on our Philam Life Rookies

FB page (only if you did) to earn a badge.
Remember to write your FULL NAME in the caption.




Hot Tip #20 for a productive 30 days:




"Always use the importance of ‘now’ than ‘delay’.





-Patrick P. Arce, Unit Manger
Sto. Domingo 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

ACTIVITY BUILDER aims to help you

form the right habits in order for you

to succeed in this business.





Attend these programs this month:




AB to MDRT 1

It’s day 21. AB to MDRT 2

AB to MDRT 3



Check the calendar through our E-Learning
Management System:

Have you https://philam-

trainingcentral.com/lms/login/index.php
completed your
Challenge:
AB to MDRT 1-3? Post your photo with your


trainer for each class you
attend on our Philam Life

Rookies FB page and
receive a badge.



Important: INCLUDE YOUR FULL
NAME IN YOUR CAPTION TO
COMPLETE THE CHALLENGE.



Hot Tip #21 for a productive 30 days:




“Always think positive. What you think is what you get.”





-Angelica S. Cervantes, 2018 Zoom
Cervantes Prime 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 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 4!

Your Predictable Weekly Calendar





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Your Natural Market refers to all the

people you know.















Consider the following:
Have you listed



 Your present and past down everyone
officemates
you know?


 Professionals (doctors,
dentists, lawyers,

accountants, etc.) Challenge:

Post #DONE (include your
 Business owners (salon, FULL NAME) once you

spa, water refilling have completed your list
station, laundry service, on our Philam Life Rookies

bakeshop, convenience FB page and receive a
stores, etc.) badge.











Hot Tip #22 for a productive 30 days:




“Be more visible in social gatherings where you could scout for

prospective clients.”


-Ma. Lourdes L. Rivera, 2018 MDRT
Ardidon 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

Asking for referrals will help you

keep your prospect list full.
















































Do you agree?

Challenge:
Post #IAgree (include your FULL NAME please) on our Philam Life Rookies
FB page if you do and receive a badge.



Hot Tip #23 for a productive 30 days:



“Buy your own Philam Life product. In this manner, you will earn the

privilege to advise your prospective clients to do the same.”




-Raymond Laurence F. Cleto, Agency Manager
Cleto 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

A Center of Influence is someone who

can help you keep the names coming.







A Center of Influence (COI)

is someone who:



Do you know anyone
 knows you personally
who can be your


 is interested in your COI?

success




 has a network of people

to introduce you to




 has influence over his Challenge:

network Post #iDO (followed by your

FULL NAME) on our Philam
Life Rookies FB page if you

know someone and receive
a badge.



Hot Tip #24 for a productive first 30 days:



“Think of your ideal target market and people who have access to this
target market. Find people who can be your endorsers."




-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

Keep doing 4-2-4. Doing so will serve
you well in this career.


















Do this now: When you don’t feel

like doing these

1. Write down names of

people to talk to. things, do them
anyway.


2. Set an appointment

with them.




3. Meet them face-to- Challenge:

face.
Post #iDidALL3 (followed by

YOUR FULL NAME) on our
Philam Life Rookies FB page

if you did and receive a
badge.



Hot Tip #25 for a productive 30 days:


“Attend ACE. Plan each day in advance. Prospect continuously. Contact at least

3 new people each day. Prepare yourself for each sales presentation. Get your
own policy! Clean-up/Update your social media presence and activate your

Philam Life email.”
-Ramon Miguel M. Tiburcio, Associate 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

Ask questions and listen.











If the presentation is about Savings: Do this now:




1. Reiterate the goal.

2. Mention the name of the solution

and briefly describe it. Draft your script

3. Talk about Philam Vitality (if and practice it.

applicable).

4. Link the account value to the goal.

5. Show how top-ups can beef up the

living benefits.

6. Describe how the life insurance

coverage works.
Challenge:
7. Explain the additional protection Show it your leader and take a

provided by riders. photo with your leader doing a
DOUBLE thumbs up with your
8. Mention the cost.
FULL NAME in the caption. Post it
9. Throw in a closing attempt. on our Philam Life Rookies FB
page and get a badge.



Hot Tip #26 for a productive 30 days:



“Don’t make the meeting about you, make it about your client. Ask
how they are. Kung curious ka sa kanila, magiging curious din sila

sayo.”


-Benjamin Earl V. Hernal (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

Review Active Family Provider to be
better-equipped in explaining this to


your prospects.




Do this now:






Access the module through our

E-Learning Management

System:

Complete the


eLearning https://philam-
trainingcentral.com/lms/login/index.php

module,



Introduction


To Edge. Challenge:


Post #IPassedTheQuiz

(followed by your FULL
NAME) on our Philam Life

Rookies FB page if you did
and receive a badge.



Hot Tip #27 for a productive 30 days:



“Attend all trainings and business reviews. Listen to how others land

accounts. Just keep on learning.”



-Brigitte A. Ignacio (STEP), 2018 MDRT
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

The client meeting is a two-way

street. Give the client a chance to

say yes to you.








































CHALLENGE: Post your thoughts on our official Philam
Life Rookies FB page with your full name and receive a

badge.










Hot Tip #28 for a productive 30 days:



"The closing, getting the prospect to act today, is about sensitivity, empathy and
likeability. A woman will buy from a person she instinctively trusts. A man may be more
rational and practical in his decision making. Uncovering what tugs at the prospects
heartstrings coupled with the capacity to pay and right timing normally seals the deal."

-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

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 5!

Your Predictable Weekly Calendar





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The SALES PROCESS is completed by writing down a
prospect’s name, setting an appointment with him,
finding out what he needs, addressing his need,
answering his questions, and giving him a chance to
say yes.




Here’s your guide:
































Which part/s of the sales process What are 3 things you can do to
do you need to polish? address your answer to the previous

question?










Hot Tip #29 for a productive 30 days:



“Don’t lose the momentum despite the challenges and rejections, even from

people you are close to. Always think of the reason why you are here. You are

here for your dreams and also for others to fulfil theirs.”

-Michelle F. Espinosa (STEP), 2018 New Recruit
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

Don’t stop now. You are now in the best

position to plan the next 30 days.





Do this now: Did you complete your


Watch the episode 12 of Selling calendar?
Simplified Series by going to our
Philam Life Rookies page:












CHALLENGE: Post

#IMREADYTOFACETHENEXTMONTH
(with your FULL NAME in the caption) on

the Philam Life Rookies FB page to earn
a badge.









Click this link to watch the video:

https://www.facebook.com/100024649732867/
videos/276504033181252/



Hot Tip #30 for a productive 30 days:



“Don’t stop when you’re tired, stop when you’re done… BUT you are

never done because there will always be a family who needs your

help.”

-Jennah Marie L. Formoso (CADP), 2018 New Recruit
Paras 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 Predictable Weekly Calendar





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