Golden List

Name: Mary Grace Y.
Inmenzo
Branch: Precious Emerald Heart
Unit Manager: Jalyn Louis Dumag
Listening. Understanding. Delivering.
GOLDEN LIST Input the names of 30 hot prospects from your Golden
List and start engaging with them.
1. Marlon Yambao
2. Monsour Yambao
3. Vanessa Clavo De Comer Yambao
4. Laica Inmenzo
5. Clifford Cajayon
6. Aldrich Inmenzo
7. D-Jay Inmenzo
8. Marilyn Maming
9. Sharon Sales Lanuza
10. Jan Amador Lanuza
11. Dennis Roldan
12. Glaiza Oreas Landayan
13. Anniefer Yambao
14. Michelle Yambao
15. Aldrin Gervacio
16. Angielyn Tengco
17. Dawn Salcedo Contreras
18. Ronnie Contreras
19. Michelle Contreras
20. Lou Bernadette Gonzalez
1
21. Jay Gonzales
22. Patricia Marie Flores
23. Abigail Marie Flores
24. Pauline Marie Flores
25. Abigail Feliciano Castillo
26. Marife Ricaido Gannaban
27. Jane Lian Pao
28. Ana Gail San Sebastian
29. Stephany Rodriguez Lemorenas
30. Margielyn Diaz Velilla
AGAPE (Annual Goals and Action Plans toward Excellence)
I. PLANNING MY MONTHLY BUDGET

A. BUDGET FOR MY LIVING EXPENSES
HOUSEHOLD EXPENSES AMOUNT PER MONTH
Rent or mortgage, MRI, 10,000

assoc. dues, real estate tax
Utilities (i.e., water, electricity, 7,000
phone, internet, cable, LPG, etc.)
Wages for household help, O
family driver, etc.
Vehicle maintenance expenses, 12,000
car expenses, car insurance
4,500
Non-life/general home insurance
Others 0
2
PERSONAL AND FAMILY
EXPENSES AMOUNT PER MONTH
Food 10,000
Transportation 3,000
Doctor, dentist, medicines 1,000
Personal allowance 2,000
Others 0
EDUCATIONAL EXPENSES AMOUNT PER MONTH

Tuition and miscellaneous fees 0
Books and school supplies 3,000
Children’s allowance, 3,000

transportation (school bus)
Others 0
LUXURY AMOUNT PER MONTH

Weekend recreation 1,000
Vacation 0
Gifts, shopping spree 0
Club membership, gym, etc. 0
Others 0
MISCELLANEOUS EXPENSES AMOUNT PER MONTH

Income and community taxes 0
SSS, GSIS, HMO 0

Tithes and love offerings, 2,000
charities, donations, etc.
Others 0
TOTAL MONTHLY BUDGET FOR

LIVING EXPENSES PHP 56,500
3
B. BUDGET FOR BUSINESS EXPENSES
BUSINESS EXPENSES AMOUNT PER MONTH
Mobile phone, internet 0
Sales collaterals, office supplies 0
Entertainment 0
Gas, transportation, parking fees 0
Promos and giveaways for clients 0
Course fees for self-development 0
Books 0
Membership fees, license fees 2,020
Secretarial, messengerial fees 0
Others 0

BUSINESS EXPENSES
PHP 2,020
C. MONEY SET ASIDE FOR SAVINGS AND INVESTMENTS
SAVINGS AND INVESTMENTS AMOUNT PER MONTH
Life insurance - personal 1,500
Life insurance - family 3,000
Regular savings account 2,000
Time deposit 0
Investments (stocks, bonds, 0

mutual funds, etc.)
Emergency fund 0

SAVINGS AND INVESTMENTS
PHP6,500
II. PLANNING MY OTHER FINANCIAL GOALS

GOAL TARGET DATE AMOUNT (B) MONTHLY SAVINGS
IN MONTHS (A) (B/A)
Extra Income 30 2,000 60,000

ACHIEVING OTHER FINANCIAL GOALS PHP 60,000
4
III. PLANNING MY ANNUAL INCOME GOAL
AMOUNT
A = Total monthly budget for living expenses 56,500
B = Total monthly budget for business expenses 2,020
C = Total monthly budget for savings

and investments 6,500
D = Total monthly budget for achieving

other financial goals 60,000
E = Total monthly income requirement 125,020

(A + B + C + D)
F = Annual income requirement (E x 12) 1,500,240
G = Average first year Commission

(std: 30% - 40%)
H = Annual premium target (F / G)
I = Average APE per case (std: PhP 40,000)
J = Number of cases in one year (H / I)
IV. PLANNING MY SALES ACTIVITIES

SUCCESS FORMULA
15 prospects – 5 appointments made – 3 fact-finding interviews – 1 closed sale
SALES
ACTIVITY ANNUAL MONTHLY WEEKLY DAILY
Divide annual Divide monthly Divide weekly

by 12 months by 4 weeks by 5 days
No. of prospects
(J x 15)
No. of appointments
(J x 5)
No. of fact-finding interviews
(J x 3)
No. of closed sales
(J x 1)
5
THIS IS A PARTNERING AGREEMENT
Between Jalyn Louis Dumag and Mary Grace Y.Inmenzo .
( Unit Manager ) ( Agent )
Under this Partnering Agreement, we agree

on the following mutual expectations that would enable us
to develop you into a successful Insurance Agent of Pru Life UK.
HOW CAN I SUPPORT YOU WHAT YOU NEED TO DO

1. Guide you in setting your personal income goals 1. Commit a block of time every week
and planning your sales activities. when you can conduct your sales activities
that would ultimately help you achieve
your personal income goals.
2. Help you launch your initial sales calls 2. Allow me to provide you with on-the-job
within the first 30 days. training by way of role-playing and joint
field training.*
*based on need
3. Help you acquire product proficiency 3. Attend and actively participate in the branch
and skills mastery that would make you and company training programs relevant
effective in selling. to your development needs.
4. Monitor and measure your weekly sales activities 4. Record your sales activities daily (using PRUFit)
to ensure you are on track to success. and allow me to review them during our
one-on-one meetings.
Our weekly one-on-one meetings
will be every Wednesday .
5. Provide you with regular training in products, 5. Attend and actively participate in our weekly
salesmanship, and company guidelines. branch huddles and other meetings.
Our weekly branch huddles

will be every Wednesday .
6. Create a positive, success-oriented environment 6. Conduct yourself in a professional manner,

and provide recognition for outstanding become a productive member of our sales
performance. organization, and qualify in the Achievers Club
on your first year.
8/26/2022 8/26/2022
Signature of Unit Manager / Date Signature of Agent / Date

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Name: Mary Grace Y.

3. Vanessa Clavo De Comer Yambao

9. Sharon Sales Lanuza

10. Jan Amador Lanuza

11. Dennis Roldan

12. Glaiza Oreas Landayan

13. Anniefer Yambao

14. Michelle Yambao

15. Aldrin Gervacio

16. Angielyn Tengco

17. Dawn Salcedo Contreras

18. Ronnie Contreras

19. Michelle Contreras

20. Lou Bernadette Gonzalez

22. Patricia Marie Flores

23. Abigail Marie Flores

24. Pauline Marie Flores

25. Abigail Feliciano Castillo

26. Marife Ricaido Gannaban

27. Jane Lian Pao

28. Ana Gail San Sebastian

29. Stephany Rodriguez Lemorenas

30. Margielyn Diaz Velilla

AGAPE (Annual Goals and Action Plans toward Excellence)

I. PLANNING MY MONTHLY BUDGET

HOUSEHOLD EXPENSES AMOUNT PER MONTH

Rent or mortgage, MRI, 10,000

Doctor, dentist, medicines 1,000

Personal allowance 2,000

EDUCATIONAL EXPENSES AMOUNT PER MONTH

Books and school supplies 3,000

Children’s allowance, 3,000

LUXURY AMOUNT PER MONTH

Gifts, shopping spree 0

Club membership, gym, etc. 0

MISCELLANEOUS EXPENSES AMOUNT PER MONTH

SSS, GSIS, HMO 0

TOTAL MONTHLY BUDGET FOR

TOTAL MONTHLY BUDGET FOR

Life insurance - family 3,000

Regular savings account 2,000

Investments (stocks, bonds, 0

TOTAL MONTHLY BUDGET FOR

II. PLANNING MY OTHER FINANCIAL GOALS

TOTAL MONTHLY BUDGET FOR

B = Total monthly budget for business expenses 2,020

C = Total monthly budget for savings

D = Total monthly budget for achieving

E = Total monthly income requirement 125,020

G = Average first year Commission

IV. PLANNING MY SALES ACTIVITIES

Divide annual Divide monthly Divide weekly

Under this Partnering Agreement, we agree

HOW CAN I SUPPORT YOU WHAT YOU NEED TO DO

Our weekly branch huddles

6. Create a positive, success-oriented environment 6. Conduct yourself in a professional manner,

Signature of Unit Manager / Date Signature of Agent / Date

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