PRUwelcome kit
description
Transcript of PRUwelcome kit
PRUWelcome Kit
Version 2.0 July 2010
TABLE OFCONTENTS
GENERALMANAGER’S
MESSAGE
PAMB EXECUTIVECOMMITTEE (EXCO)
AGENCYDISTRIBUTION
BRANCHOFFICE LISTING
PRODUCTOVERVIEW
PRODUCTBROCHURES
7-STEPSALES CYCLE
PEOPLEDEVELOPMENT
POINT-OF-SALES(PRUDENTIAL WAY)
REWARDS &RECOGNITION
PRESS CLIPPINGSBRAND USAGE
GUIDELINES
CEO’S MESSAGE
AGENCYDISTRIBUTION
TEAM'S CONTACT NO
Charlie OropezaCLU, ChFC, CPCU
Chief Executive OfficerPrudential AssuranceMalaysia Berhad
CEO’SMESSAGE
A very warm welcome and congratulations to you on your decision to be a valued member of the Prudential family.
You are joining an elite team that has a long track record of success. We consistently outperform the industry in all areas. The Prudential brand is well recognized and highly respected in Malaysia as well as across Asia.
Our commitment to you is very simple . . . to provide you with an environment that enables you to realize your full potential. Your success is Prudential’s success story.
Rest assured, Prudential will always be there to partner with you as you build and grow your insurance and financial services business. Our professional coaching facilities and comprehensive training programs will provide you with the knowledge, skills and development necessary to give you a winning edge in the market. We continue to look for new ways to improve the quality of our services and endeavor to design innovative products that meet customers’ changing life stage needs. Technology is a critical tool in our business. Prudential is among the first in the industry to use web-based applications that enable wealth planners to view customer information and transact business with Prudential anywhere, anytime. We make it easy and convenient for you and your customers.
The rewards of this business are many. Knowing that you have provided peace of mind and financial security to many families in Malaysia is inspiring. I think you’ll agree, it’s great to be able to achieve your personal dreams and aspirations as you help others achieve theirs. You’ll also have the opportunity to win incentives and awards. You will definitely love our overseas conventions, incentive trips and recognition - it’s the best in the industry!
Our core values keep us together as a team . . . Caring, Collaboration, Delivering Excellence and Innovation. These are the attitudes and behaviors that we should demonstrate and practice each and every day as we relate with customers and everyone in Prudential.
Congratulations once again on making a wise decision to join the Prudential family.
Best wishes . . . Together, #1 Forever.
Yours truly,
Charlie Oropeza CLU, ChFC, CPCUChief Executive OfficerPrudential Assurance Malaysia Berhad
Lai Leong Pin General Manager,Agency DistributionPrudential AssuranceMalaysia Berhad
GENERAL MANAGER’SMESSAGE
Welcome on board! I am very excited and thrilled to
have you with us. At Prudential, we are all about
people. It is this belief and conviction that has kept us
going for the last 80 years since Prudential started
out in Malaysia. It is our people who have taken us to
where we are today. Hence we are determined to
help you build and achieve your success.
In keeping with our reputation as the most innovative
insurer, Prudential has constantly provided our
customers with innovative solutions that not only
meet their financial goals but outperform their
expectations as well. With a comprehensive and
complete range of financial and insurance products
such as life insurance, unit trust, Takaful, general
insurance, group insurance, innovative health and
retirement solutions, each and everyone of you are
geared and prepared towards becoming a full
fledged financial planning experts offering your
customers, the perfect solutions and plans to cater to
all their financial needs, at different life stages, thus
giving you the upper hand and the edge over the
others in the industry.
When you join Prudential, you can be assured that
you are not only amongst the best but most
importantly, you will be groomed to be the best.
Hence, you can expect nothing but the best from us.
This is evident not only in the support that we provide
you such as the sales tools, training, financial support
and state-of-the-art technology, our incentives and
rewards to the agency force are also widely regarded
as the best in the industry, constantly setting a new
benchmark for the financial industry.
With Prudential, you can be sure of a vibrant, exciting
and motivating career. Don’t just take my words for
it. Experience it and discover how Prudential has
helped to transform the lives of so many individuals.
Join their ranks and make your own dreams a reality
with Prudential.
Best Regards,
Lai Leong Pin
General Manager, Agency Distribution
Prudential Assurance Malaysia Berhad
PAMBEXECUTIVE COMMITTEE (EXCO)
Charlie OropezaChief Executive [email protected]
Lai Leong PinGeneral Manager,
Agency Distribution [email protected]
Information is correct as at 3 May 2010
PAMBEXECUTIVE COMMITTEE (EXCO)
Information is correct as at 20 June 2010
Heng Zee WangChief Product &Marketing [email protected]
Andrew SimsChief Financial [email protected]
Khoo Ai LinChief Officer, General Insurance& Partnerships [email protected]
Tan LilingChief Operations [email protected]
Norida HamidChief Human Resource [email protected]
AGENCYDISTRIBUTION
Information is correct as at 20 June 2010
Cecilia TanDirector of Agency -Central Region019-328 [email protected]
Yew Chau KhiongAssistant Director of Agency -East Malaysia Region019-828 [email protected]
Evon TanDirector - Agency Support019-263 [email protected]
Lai Leong PinGeneral Manager
Ang Tiam KitDirector of Agency -Northern, Southern &East Coast Region019-230 [email protected]
AGENCY DISTRIBUTIONTEAM'S CONTACT NO.
SRDM = Senior Regional Development ManagerRDM = Regional Development ManagerDRDM = Deputy Regional Development ManagerSBDE = Senior Business Development ExecutiveBDE = Business Development Executive
Information is correct as at 30 June 2010
Director
RDM
DRDM
RDM
BDE
RDM
SBDE
NORTHERN REGION (PENANG, KEDAH, PERLIS & PERAK)
NAME POSITION TEL. NO. FAXEMAIL H/PHONE
019-230 8883
019-475 9826
019-458 1128
019-330 1840
019-228 8418
019-550 9338
019-260 2031
03-2076 3815
04-217 6508
04-383 7550
04-217 6507
04-422 6814
05-254 0197
05-254 0197
03-2070 6713
04-398 0867
04-398 0867
04-229 3351
04-422 7200
05-253 4818
05-253 4818
Ang Tiam Kit- HQ Level 9 (main office)
Ken Ong Kean Teik- KWSP (main office)- Seberang Jaya- Wisma Prudential, Penang
Lai Chong Yee- Seberang Jaya
Sharizad Binti S A Ghouse
BDE [email protected] 019-452 4830 04-217 8803 04-226 1989Erny Seow Ching Wei- Wisma Prudential, Penang- KWSP (17th Floor)
DRDM [email protected] 019-212 8909 04-700 8800 04-734 6486Brandon Lee Chi Ping- Alor Setar (main office)- Kangar
Grace Tan Cue Gim- Sg Petani
Teh Seng Ghee- Ipoh (main office)- Sitiawan- Taiping- Teluk Intan
Stephanie Chai Lai Foong- Ipoh (main office)- Sitiawan- Taiping- Teluk Intan
AGENCY DEVELOPMENT TEAM
SRDM [email protected] 019-221 7782 - -Jo Leong- HQ Level 9 (main office)
- Alor Setar (main office)- Sg. Petani- Kangar
AGENCY DISTRIBUTIONTEAM'S CONTACT NO.
AGENCY DEVELOPMENT TEAMSOUTHERN REGION (NEGERI SEMBILAN, MELAKA & JOHOR)
019-230 8883 03-2076 3815 03-2070 6713
019-669 6911 03-2076 3836 03-2070 6713
019-717 7765 06-337 3915 06-337 3905
019-668 9294 06-337 3915 06-337 3905
019-663 2065 06-337 3915 06-337 3905
019-388 1420 07-334 6687 07-334 9233
019-271 2071 07-334 6687 07-334 9233
019-276 1573 07-775 7700 07-772 8800
Director
Assistant Director
RDM
SBDE
BDE
RDM
SBDE
BDE
BDE 019-778 3931 07-436 7888 07-438 8200
Ang Tiam Kit - HQ Level 9 (main office)
Parklas Chua- HQ Level 9 (main office)
Ng Yung Kang- Melaka (main office)- Muar- Segamat
Zufirah Binti Kamarudin- Melaka (main office)- Segamat
Cherries Lee Chieu Ling- Melaka (main office)- Muar
Ting Pek Huat- City Plaza, JB (main office)- Mersing- Batu Pahat- Kluang- Skudai
Kee Wei Hua- City Plaza, JB (main office)- Mersing- Skudai
Ellen Wong Hui Shyan- Kluang
Cheng Chee Yong- Batu Pahat
019-662 7549 06-761 1868 06-761 5989SBDEJimmy Lai Woon Foo- Seremban (main office)- Bahau
NAME POSITION TEL. NO. FAXEMAIL H/PHONE
SRDM = Senior Regional Development ManagerRDM = Regional Development ManagerDRDM = Deputy Regional Development ManagerSBDE = Senior Business Development ExecutiveBDE = Business Development Executive
Information is correct as at 30 June 2010
AGENCY DISTRIBUTIONTEAM'S CONTACT NO.
SRDM = Senior Regional Development ManagerRDM = Regional Development ManagerDRDM = Deputy Regional Development ManagerSBDE = Senior Business Development ExecutiveBDE = Business Development Executive
Information is correct as at 30 June 2010
AGENCY DEVELOPMENT TEAMEAST COAST REGION (PAHANG, KELANTAN & TERENGGANU)
Rafiqa Shireen Binti Jemaat - HQ Level 9 (main office)
[email protected] 03-2031 8228019-272 7122 03-2070 6713RDM
NAME POSITION TEL. NO. FAXEMAIL H/PHONE
SBDE [email protected] 019-957 5415 09-748 5550 09-748 5360Stephanie Tan Bee Gim- Kota Bahru (main office)- Kuala Terengganu
019-277 7891 09-515 6949 09-515 6950
019-955 9662 09-355 7485 09-355 8633
BDE
BDE
Aziatul Hayati Binti Nizar- Kuantan (main office)- Mentakab
[email protected] Binti Tay @ Tay Chun Tien- Raub- Bentong
Director [email protected] 019-230 8883 03-2076 3815 03-2070 6713Ang Tiam Kit- HQ Level 9 (main office)
AGENCY DEVELOPMENT TEAMSABAH / SARAWAK REGION
Yew Chau Khiong- Kota Kinabalu (main office)
[email protected] 088-238 322019-828 1488 088-231 008Assistant Director
Houng Shuk Yen- Miri
[email protected] 085-420 837019-817 6653 085-420 749BDE
Angie Ng Joon Lian- Kuching
[email protected] 082-423 393019-886 1922 082-251 836SBDE
Chi Poh Yung [email protected] 082-423 393019-228 8419 082-251 836RDM - Kuching (main office)- Sibu- Bintulu- Miri
[email protected] 088-238 322019-915 8855 088-231 008BDEChong Siew Lee- Kota Kinabalu (main office)- Sandakan- Tawau
NAME POSITION TEL. NO. FAXEMAIL H/PHONE
- East Malaysia
AGENCY DISTRIBUTIONTEAM'S CONTACT NO.
SRDM = Senior Regional Development ManagerRDM = Regional Development ManagerDRDM = Deputy Regional Development ManagerSBDE = Senior Business Development ExecutiveBDE = Business Development Executive
Information is correct as at 30 June 2010
AGENCY DEVELOPMENT TEAMCENTRAL REGION (KUALA LUMPUR & SELANGOR)
Cecilia Tan Beow Yan - Jaya 33 (main office)
Goh Chian Chang (C2)- Damansara Intan (main office)
Ong Hui Ying- Jaya 33
03-7721 6868
03-7727 1488
03-7721 6800(Ext 6863)
019-328 0222
019-359 8125
019-655 4847
03-7960 9377
03-772 84710
03-7960 9377
Director
Assistant Director
Nurul Jannah Bte Zulfadzli- Damansara Intan
[email protected] 03-7712 7670019-282 2264 03-7726 1364SBDE
Wong Yen Siang- Damansara Intan
[email protected] 03-7712 7671013-361 6104 03-7726 1364RDM
Wee Joo Han- Damansara Intan
[email protected] 03-7727 1488019-310 6878 03-772 61364SBDE
BDE
David Liew Shyue Lii (C1)- Phileo Damansara (main office)
[email protected] 03-7666 3888019-437 9989 03-7660 3160RDM
Delores Yam Pen Nie- Taman SEA
[email protected] 03-7880 0100019-219 2231 03-7804 4194BDE
Muzaimah Binti Mohamad- Phileo Damansara
[email protected] 03-7660 7320019-241 2231 03-7660 3160SBDE
Frederick Wong Chow Cheok - Subang
[email protected] 03-8024 5682019-328 0081 03-8024 5681DRDM
NAME POSITION TEL. NO. FAXEMAIL H/PHONE
- Kajang
- Menara KH
- Klang- Taipan- Taman SEA- Banting
- Klang- Banting- Taman SEA
AGENCY SUPPORT TEAMAGENCY ADMIN, CONTESTS, EVENTS & RECRUITMENT
Evon Tan [email protected] 03-2076 3883019-263 8999 03-2070 6713Director
Reena Sari- Agency Support Team (Agency Admin)
03-2076 3974- -Manager
NAME POSITION TEL. NO. FAXEMAIL H/PHONE
- Agency Support Team (Agency Admin, Contests, Events & Recruitment)
KUALA LUMPUR
MENARA KH BRANCH
PIC : SHAMSUL KAMAL BIN SULAIMAN
LEVEL 28, MENARA KH
JALAN SULTAN ISMAIL
50250 KUALA LUMPUR
TEL : 03-2145 0303
FAX : 03-2145 3577
SELANGOR
PHILEO DAMANSARA BRANCH
PIC : HENG SIEW LI
UNIT 108-1208, BLOCK B
PUSAT DAGANGAN PHILEO DAMANSARA
NO. 9, JALAN 16/11, OFF JALAN DAMANSARA
46350 PETALING JAYA, SELANGOR
TEL : 03-7666 3888
FAX : 03-7660 3160
TAMAN SEA BRANCH
PIC : CHAN MUN FUN
NO. 67, 69 & 71, JALAN SS 23/15
TAMAN SEA
47400 PETALING JAYA, SELANGOR
TEL : 03-7803 9930
FAX : 03-7804 4194
KLANG BRANCH
PIC : NOOR HASLINDA
NO. 1ST & 2ND FLOOR, SINMAR BUILDING
JALAN ANGSA, TAMAN BERKELEY
41150 KLANG, SELANGOR
TEL : 03-3343 2991
FAX : 03-3343 9937
HEADQUARTERS
PIC : NORHASIMAH ISMAIL
MENARA PRUDENTIAL
GROUND FLOOR
NO.10, JALAN SULTAN ISMAIL
50250 KUALA LUMPUR
TEL : 03-2076 3941
FAX : 03-2072 4306
DAMANSARA INTAN BRANCH
PIC : SITI ZAHRAH
G-29 & G-31, BLOCK A, GROUND FLOOR
17TH FLOOR, DAMANSARA INTAN
NO. 1, JALAN SS 20/27
47400 PETALING JAYA, SELANGOR
TEL : 03-7727 1488
FAX : 03-7726 1364
SUBANG BRANCH
PIC : AMELLIA BT IBRAZI
NO. 6, JALAN USJ 9/5T
UEP SUBANG JAYA
47620 SUBANG JAYA, SELANGOR
TEL : 03-8024 5682
FAX : 03-8024 5681
JAYA 33 BRANCH
PIC : AMY KOK PIK SEE
LOT 33, NO. 3, 5TH-10TH FLOOR, TOWER 3
JALAN SEMANGAT, SEKSYEN 13
46100 PETALING JAYA, SELANGOR
TEL : 03-7721 6800
FAX : 03-7960 6399
BRANCHOFFICE LISTING
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
Information is correct as at 3 May 2010
SELANGOR (continue)
KAJANG BRANCH
PIC : JASMINE, LEE SOO PENG
NO: 1, GROUND, 1ST & 2ND FLOOR
JALAN CAHAYA SURIA 1
TAMAN CAHAYA SURIA
SUNGAI CHUA
43000 KAJANG, SELANGOR
TEL : 03-8739 9982
FAX : 03-8739 8680
NEGERI SEMBILAN
BAHAU BRANCH
PIC : ROSMAWATI BT KASIM
NO. 19 & 20, JALAN RAJA MUDA
72100 BAHAU, NEGERI SEMBILAN
TEL : 06-454 7336
FAX : 06-454 4877
MELAKA
MELAKA BRANCH
PIC: JENNIE TEH
NO. 2 & 4, JALAN KESIDANG 3/11
LORONG 1, MELAKA MALL
OFF JALAN TUN PERAK
75300 MELAKA
TEL : 06-337 3915
FAX : 06-337 3905
SEREMBAN BRANCH
PIC : ELAINE CHOY OI LING
NO. 103-106, JALAN TOMAN 5
KEMAYAN SQUARE
70200 SEREMBAN, NEGERI SEMBILAN
TEL : 06-7611 868
FAX : 06-7615 989
BRANCHOFFICE LISTING
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Information is correct as at 3 May 2010
JOHOR
CITY PLAZA BRANCH
PIC : CATHERINE LEE
LEVEL 20, 21 & 22, CITY PLAZA
NO. 21, JALAN TEBRAU
80300 JOHOR BAHRU, JOHOR
TEL : 07-338 1080
FAX : 07-334 6727
MUAR BRANCH
PIC : IRENE CHHU SIA GEOK
NO. 1, GROUND & 1ST FLOOR
PUSAT PERNIAGAAN SULAIMAN
JALAN SULAIMAN
84000 MUAR, JOHOR
TEL : 06-9565 688
FAX : 06-9515 996
MERSING BRANCH
PIC : THENG LAI KWAN
NO. 1848, JALAN JAMALUANG
TAMAN MERSING
86800 MERSING, JOHOR
TEL : 07-799 1401
FAX : 07-799 7162
SKUDAI BRANCH
PIC : SERENA NANG BOON WEI
NO: 149, GROUND, 1ST & 2ND FLOOR
JALAN SUTERA TANJUNG 8/2,
TAMAN SUTERA UTAMA
81300 SKUDAI, JOHOR
TEL : 07- 5584 626
FAX : 07- 5584 599
KLUANG BRANCH
PIC : HALLIE LIOW
NO. 1, GROUND-2ND FLOOR
NO. 3, 1ST & 2ND FLOOR & NO. 5, 1ST FLOOR
JALAN RAMBUTAN
86000 KLUANG, JOHOR
TEL : 07-772 8880
FAX : 07-772 8800
BATU PAHAT BRANCH
PIC : BERNICE GOH PEY FANG
10th & 11th FLOOR, WISMA SING LONG
NO. 9, JALAN ZABEDAH
83000 BATU PAHAT, JOHOR
TEL : 07-436 7888
FAX : 07-438 8200
SEGAMAT BRANCH
PIC : WONG JUN CHEIN
NO. 10, 1ST & 2ND FLOOR, JALAN MUHIBAH 1
TAMAN MUHIBAH, BANDAR UTAMA
85000 SEGAMAT, JOHOR
TEL : 07-932 5388
FAX : 07-931 7288
BRANCHOFFICE LISTING
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
Information is correct as at 3 May 2010
RAUB BRANCH
PIC : IRENE PANG
LOT P.T. 16483 & LOT P.T. 16482
JALAN TRAS
27600 RAUB, PAHANG
TEL : 09-355 6633
FAX : 09-355 8633
BENTONG BRANCH
PIC : TAN SIEW LIN
P-19-1, P-19-2 & P-18-2, JALAN CHUI YIN
28700 BENTONG, PAHANG
TEL : 09-222 5222
FAX : 09-222 2000
PAHANG
KUANTAN BRANCH
PIC : PATRICIA LEE
NO. A125, JALAN TUN ISMAIL
SRI DAGANGAN KUANTAN
25000 KUANTAN, PAHANG
TEL : 09-515 6949
FAX : 09-515 6950
MENTAKAB BRANCH
PIC : CELINE LAI SUIT FONG
NO. 123, JALAN TEMERLOH
28400 MENTAKAB, PAHANG
TEL : 09-277 4196
FAX : 09-278 3196
TERENGGANU
KUALA TERENGGANU BRANCH
PIC : SARINA BT AWANG
NO. 15, 1ST FLOOR
JALAN BATAS BARU
20300 KUALA TERENGGANU, TERENGGANU
TEL : 09-622 0512
FAX : 09-624 4053
KELANTAN KOTA BHARU BRANCH
PIC : TAN SIEW MING
LOT NO. 1432, TAMAN KOPERATIF
JALAN WAKAF MEK ZAINAB
MUKIM PADANG GARONG
15300 KOTA BHARU, KELANTAN
TEL: 09-748 5550
FAX: 09-748 5360
BRANCHOFFICE LISTING
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Information is correct as at 3 May 2010
SUNGAI PETANI BRANCH
PIC : LEE LAI CHING
LOT 19748 & 19749, A-1
GROUND, MEZZANINE, 1ST, 2ND & 3RD FLOOR
HADAPAN SEKOLAH MENENGAH CHE TOM
BAKAR ARANG
08000 SUNGAI PETANI, KEDAH
TEL : 04-422 6814
FAX : 04-422 7200
PENANG KWSP BRANCH
PIC : YEOH SAW SUAN
LEVEL 17, 18 & 19, MENARA KWSP
NO. 38, JALAN SULTAN AHMAD SHAH
10050 PENANG
TEL : 04-228 8878
FAX : 04-229 3351
PERLIS
KANGAR BRANCH
PIC : AZALIZA BT AZIZAN
NO. 267, 1ST FLOOR
TAMAN PENGKALAN ASSAM
JALAN KANGAR BARU
01000 KANGAR, PERLIS
TEL : 04-977 7941
FAX : 04-977 1380
KEDAH
ALOR SETAR BRANCH
PIC : MOK CHUAN CHUN, MICHAEL
NO. 1070 & 1071, 2ND & 3RD FLOOR
WISMA PRUDENTIAL
JALAN TELUK WANJAH
05594 ALOR SETAR, KEDAH
TEL : 04-730 0029
FAX : 04-734 6486
PULAU PINANG
CANTONMENT BRANCH
PIC : ANNA ONG
NO. 41, 6TH & 7TH FLOOR
WISMA PRUDENTIAL
JALAN CANTONMENT
10250 PENANG
TEL : 04-229 1919
FAX : 04-226 1989
BRANCHOFFICE LISTING
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Information is correct as at 3 May 2010
TAIPING BRANCH
PIC : MEGAT ROSNANI
NO. 125, GROUND & 1ST FLOOR
JALAN BARRACK
34000 TAIPING, PERAK
TEL : 05-808 2801
FAX : 05-807 8019
TELUK INTAN BRANCH
PIC : TAN HOOI FUN
NO. 36, 1ST FLOOR, MEDAN MAHKOTA
JALAN PASAR
36000 TELUK INTAN, PERAK
TEL : 05-622 6553
FAX : 05-623 3831
PULAU PINANG (continue)
SEBERANG JAYA BRANCH
PIC : ANNIE TEOH CHEE HOOI
NO. 1, GROUND-3RD FLOOR &
NO. 2, GROUND-2ND FLOOR
JALAN TODAK 4, PUSAT BANDAR
BANDAR SEBERANG JAYA
13700 PERAI, PENANG
TEL : 04-398 8811
FAX : 04-397 7682
PERAK
IPOH BRANCH
PIC : HAH LAI FOON, EVELYN
NO. 35-37, WISMA PRUDENTIAL
JALAN SEENIVASAGAM
30450 IPOH, PERAK
TEL : 05-254 0197
FAX : 05-253 4818
SITIAWAN BRANCH
PIC : WONG SIEW FONG
NO. 13, GROUND, 1ST & 2ND FLOOR
TAMAN SITIWAN 1
32000 SITIAWAN, PERAK
TEL : 05-691 1948
FAX : 05-692 7067
BRANCHOFFICE LISTING
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Information is correct as at 3 May 2010
MIRI BRANCH
PIC : JONG MING CHUI
NO. 45, GROUND
BROOKE ROAD
98000 MIRI, SARAWAK
TEL : 085-434 679
FAX : 085-420 749
BINTULU BRANCH
PIC : UNG CHURN HUI
TINGKAT G, KEMENA COMMERCIAL CENTRE
237, JALAN TANJUNG BATU
97000 BINTULU, SARAWAK
TEL : 086-334 541
FAX : 086-314 510
KOTA KINABALU BRANCH
PIC : LILLY YUEN
3RD & 4TH FLOOR, WISMA PRUDENTIAL
KOLAM PLAZA
OFF JALAN LINTAS, LUYANG
88300 KOTA KINABALU, SABAH
TEL : 088-238 322
FAX : 088-231 008
SARAWAK
KUCHING BRANCH
PIC : YEO JUI JOO
GROUND, 3RD-6TH FLOOR, WISMA PRUDENTIAL
LOT 70, SECTION 54, JALAN ABELL
93100 KUCHING, SARAWAK
TEL : 082-423 393
FAX : 082-251 836
SIBU BRANCH
PIC : DOREEN WONG
NO. 16B, GROUND-2ND FLOOR
NO. 16C, GROUND-3RD FLOOR &
NO. 16D, 2ND & 3RD FLOOR
LANANG ROAD
96000 SIBU, SARAWAK
TEL : 084 -328 749
FAX : 084-329 375
SABAH
TAWAU BRANCH
PIC : AZIMAH BT MOKHSIN
GROUND FLOOR, LOT 1 & 8
BLOCK A, BANDARAN BARU
91000 TAWAU, SABAH
TEL : 089-765 637
FAX : 089-775 737
SANDAKAN BRANCH
PIC : ANNIE YAP YUET FOON
LOT 1 & 2, 1ST FLOOR, BLOCK 20
BANDAR INDAH, MILE 5, NORTH ROAD
90000 SANDAKAN, SABAH
TEL : 089-210 964
FAX : 089-210 967
BRANCHOFFICE LISTING
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Information is correct as at 3 May 2010
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Par• PRUcash• PRUcash premier• PRUcash double reward
• PRUlink investor account• PRUlink global investor account• PRUretirement growth
• PRUlink assurance plan• PRUlink global• PRUretirement accumulator• PRUmy child
1 2 3
Universal Life
Group Insurance
PRODUCTOVERVIEW
For the latest life insurance products, visit www.prudential.com.my > Corporate Website > Our Products > Life Insurance
Conventional Islamic
• PRUsmall-cap fund• PRUgrowth fund• PRUbalanced fund• PRUbond fund• PRUcash fund• PRUdynamic fund• PRUequity income fund• PRUinstitutional income fund
Structured
• PRUjade structured fund • PRUdana al-ilham• PRUdana al-islah• PRUdana wafi• PRUdana dinamik• PRUIslamic income fund
Onshore Funds1
Unit Trust
Conventional
• PRUasia pacific equity fund• PRUasia select income fund • PRUdinasti equity fund• PRUglobal leaders fund• PRUglobal basics fund• PRUglobal equity blend fund• PRUenhanced income fund• PRUglobal emerging markets fund• PRUcountry selection fund• PRUemerging market rates fund• PRUglobal market navigator fund
Islamic
• PRUasia pacific Shariah equity fund
Offshore Funds2
PRODUCTOVERVIEW
For the latest unit trust products, go to http://www.prudentialfunds.com.my > Our Funds
• Takafulink • Takafulink Cerdik
• Takaful Pelindung • Takaful Rumahku
General Takaful2Family Takaful1
Takaful
PRODUCTOVERVIEW
For the latest takaful products, go to https://www.prubsn.com.my/accounts/prubsn/ > Products
PRODUCTBROCHURES
PRUmy child INVESTMENT-LINKEDINSURANCE
“ I have peace of mind knowing that all my hopes, wishes and dreams for my child are well secured.”
PRUmy childPRUretirement accumulator
PRUretirement accumulator
“ We can look forward to a worry-free retirement with guaranteed monthly income… and more. ”
RETIREMENT
PRUcash
PRUcash
6% c
ash
bac
k ev
ery
2 ye
ars
Pays even as it grows
PRUmy child
PRUvantage
Don't let your savings sleep. Get guaranteed returns and protection from it.
PRUvantage
P
r
PRUcash
PRUcash premier
PRUcash premier SAVINGS
“ Just what we want... maximising our savings and getting rewarded doing it! ”
PRUretirement growth
PRUretirement growth RETIREMENT
“ We now have guaranteed income for a fulfilling retirement. ”
PR
PPRUmultiple crisis cover
“ A plan that allows me to bounce back after a critical illness… again and again! ”
MEDICAL
PRUmultiple crisis cover
PRUlady plans
p
PRUlady plans
PRUsenior med
P
PRUPRU i dsenior med
PRUcash premier
PRUlink global
PRUlink global INVESTMENT-LINKED INSURANCE
“ I can now experience overseas investment while enjoying home grown protection benefits! ”
PRUlink assurance plan
PRUlink assurance plan INVESTMENT-LINKEDINSURANCE
“ We are in control with a plan that provides complete protection and more flexibility! ”
RETIREMENTPROTECTIONSAVINGS &
INVESTMENT PROTECTION &INVESTMENT
Information is correct as at 3 May 2010
To obtain the life insurance product brochures, go to Point of Sales > Info
Download takaful brochures from https://www.prubsn.com.my/accounts/prubsn/ > Downloads
You may obtain the hardcopies of unit trust product brochures from any of the Prudential branches
7-STEPSALES CYCLE
DESIRE
TRUST
SATIS
FACTIO
N
NEEDSHELP
3
45
6
7
1
2
1. ProspectingContinuous activity of observing, identifying and
qualifying people around you and explore for a
new people to meet and talk to about your
business.
2. Pre-approachTo prepare (mental readiness and physical) to get in
front of decision makers and create a selling
climate that will encourage prospects to take
action on your recommendations.
3. ApproachTo set the stage for a smooth transition to the Fact
and Feeling Finding.
4. Fact Finding InterviewTo find the financial problems and with some
analysis, propose the best solutions to the
prospect.
5. Case PreparationTo prepare solutions that fit the prospect’s needs
and budget.
6. ClosingTo motivate the prospect to make a decision and
take action.
7. Delivery & Post-sales serviceTo maintain relationship with client
To find out more or enrol in any of the PRUbusiness academy's training and development courses,go to https://pba.prudential.com.my/LMS or email to [email protected] or call 03 - 7721 6800
PEOPLEDEVELOPMENT
CAREER DEVELOPMENT
Premier Agency Leader Corporation
Senior Executive Wealth Manager
Senior Wealth Manager
Executive Wealth Manager 2
Executive Wealth Manager 1
Wealth Planner
Quality Agent
Corporation
Agency Building
Personal Sales +Agency Buidling
Personal Sales
CAREER DEVELOPMENT
BASIC TRAINING REQUIREMENT FOR NEW RECRUITS AND AFS AGENTS
QUALITY AGENT/WEALTH PLANNER
MANDATORY ELECTIVE
Non AFS
AFS
M101 PRUsprint &
Sales Compliance Exam
M102 PRUessential
E101 PRUhigh Achiever
E102 PRUinduction
E104 POS (formerly known as E104 PRUway)
E101 PRUhigh Achiever
E104 POS (formerly known as E104 PRUway)
For more information on training, please refer to Training Handbook from PRUbusiness Academy orcontact PRUbusiness Academy at [email protected] or call 03 - 7721 6800
Information is correct as at 3 May 2010
Important Note:• Non AFS and AFS agents who have attended and completed PRUsprint and Sales Compliance Exam or PRUessential within 6 months from their contracted date, are deemed to have completed the 20 hours LIAM requirement.
• Both Non AFS and AFS agents are highly encouraged to attend more Elective programs - E101 PRUhigh Achiever, E102 PRUinduction and E104 POS (formerly known as E104 PRUway)
Compulsory Requirements:1) All agents and leaders need to complete RFP Module 1 and Module 2 once in his entire career in life insurance industry. A grace period of 2 years is given to complete each of the modules.
2) All Year-2 and above agents or leaders are required to comply with the minimum of 30 Continuing Professional Development (CPD) hours every year.
For further enquiries on PRUway, please contact the Service Desk Hotline 1800-88-7838 ext 2233or email to [email protected]
Information is correct as at 3 May 2010
POINT OF SALES(PRUDENTIAL WAY)
Point of Sales (Prudential Way) is specially designed for you with the “one sales tool” concept in mind. By using just one access ID and one password, you will be able to conduct sales and access to a myriad of up-to-date information, anytime and anywhere at your convenience!
Ability to conduct fact finding on customer profile and financial information to identify needs and goals
Present sales illustration
Submit eProposal forms with electronic signature captured to HQ via eSubmission
Access to electronic product brochures in multiple languages
Your LifestyleProfile
SalesQuotation eSubmission Product
Brochures
Portal Sales Info Takafulnet PRUpartner LMS For more information on RAISe, go to the next page
InformationEnquiry
Customer Proposal & Policy on TAKAFUL ProductsCustomer Proposal & Policy
TAKAFUL P d
For further enquiries on PRUway, please contact the Service Desk Hotline 1800-88-7838 ext 2233or email to [email protected]
Information is correct as at 3 May 2010
POINT OF SALES(PRUDENTIAL WAY)
Access to email services Send e-greetings to customers Marketing & Agency Contests Information Purchase sales materials from PRU Store (via your Quality Leader)
For agency training management & administration(e.g. online registration for events & trainings, CPD hours monitoring, etc.)
Sales Production, Customer Proposals & Policy Statement on Life Products, Customer Birthday List & Premium Due Statement, Monthly Commission, Top Awards & Ranking
Forms cabinet
Fund factsheets
Related links
16.8747 cmExclusivePrudential Pen
Achieve YTD 10,000 NPC production usiveal Pen
1st Month
ExclusivePrudential Watch
Achieve YTD 20,000 NPC production2nd Month
REWARDS &RECOGNITION
Eligibility:All PAMB New Agents contracted in year 2010 only.
New agents get a chance to prove themselves in our Rookie Agents Contest. Step up to the challenge and win exciting gifts - the bigger the challenge the better the prize!
ROOKIE AGENTS CONTEST3 Months New Agents Marathon 2010
PRUstarter Convention 2010
For more information and latest updates, visit www.prupartner.com.my > Contest / Event
3rd Month Achieve YTD 30,000 NPC production
• Invitation to the 3 days 2 nights PRUstarter Convention 2010 in our very own training centre at Ukay Height.• A certificate• A plaque
Information is correct as at 3 May 2010
REWARDS &RECOGNITION
STAR CLUB 2010 -
EGYPTTravel the world with
Prudential! Discover new places on our
incentive trips!
Excitement and wonder await you as Prudential organises
the most enchanting holiday
trips to reward agents who
achieve their target goals.
Find out how you can qualify for
Star Club 2010 by logging in to
www.prupartner.com.my
> Info Bulletin
RECOGNITION AD
Success and fame go hand in hand at Prudential. Our top agents are honoured and frequently featured in newspaper advertisements for their admirable achievements.
They serve as an inspiration to every one and are testament that your dreams can come true at Prudential.
REWARDS &RECOGNITION
PRESSCLIPPINGS
Meet some of the people who have made it in the business. Discover what drives them to achieve their sucesses and how you can too!
For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website> About Us > Press Room
NEWS CLIPPING
Publication : Mingguan Wanita (Women’s Weekly) Date : Jan 15 TH Issue 2010 Section : - Page : 32-33 Headline : Shamsina joins PruBSN with the hope for better income and to help the society
Note: The following article talks about Shamsina A. Bakar’s journey into the insurance industry. Her foray into the industry began when she took up insurance on a part time basis in 2003. After seeing the success of her peers in the industry, Shamina was convinced that in surance was the way to go for her and she decided to quit her job of 15 years to join PruBSN as a full time agent. Within just 2 years after joining the business, she was able to achieve an income that was double of what she was earning as an account supervisor. Her unflagging persistence and effort have not only earned her numerous trips to overseas but also the chance to be promoted as Unit Manager recently.
PRESSCLIPPINGS
For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website> About Us > Press Room
PRESSCLIPPINGS
NEWS CLIPPING
Publication : The Edge Financial Daily Date : 21 Jan 2010 Section : Personal Finance Page : 11 Headline : Prudential Assurance looks to increasing bumiputera market
For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website> About Us > Press Room
NEWS CLIPPING
Publication : Sin Chew Daily Date : 8 April 2010 Section : National Page : 22 Headline : Hard work and integrity paid off for Prudential Wealth Planners
Note: The following article features the success story of both our top Prudential Wealth Planner, Lua Kim Chu as well as top Rookie Wealth Planner for 2009, Siow Mu Long. Barely a year since he joined Prudential in March 2009, Siow Mu Long has made his mark as Prudential’s Top Rookie Wealth Planner. He quipped that joining the industry has enriched his life where he was able to meet with customers from different walks of life while trying his very best to help secure their lives and belongings. On the other hand, Lua who is into her twelfth year with Prudential, felt that the only way to succeed is through perseverance and professionalism. Since joining, she has had the chance to travel the world where she has consistently qualified for the MDRT for the past 9 years.
PRESSCLIPPINGS
For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website> About Us > Press Room
The Serpentsignifying strength
of purposeancient symbol of wisdom signifying the ability to
see the world and oneself as they really are
BRAND USAGEGUIDELINES
BRAND USAGEGUIDELINES
The chart below shows you what guidelines cover the development and printing of different materials.
yes
must adhere tobusiness cards and
stationery guidelines
give sampleto Brand &
Communicationsfor record
give sampleto Brand &
Communicationsfor record
get guidelinesfrom Brand &Communications?
get approvalfrom Brand &Communicationsprior to production?
get approvalfrom Brand &Communicationsafter production?
yes
must adhere todomain names & agent
website guidelines
yes
must adhere to logousage guidelines
yes
submit Final Artworkor colour proof
yes
submit Final Artworkor colour proof
Follow the chart and contact Brand & Communications to ensure you havethe necessary guidelines and approvals.For any applications not covered here, please contact Brand & Communicationsat (603) 2031 8228.
BRAND USAGEGUIDELINES
Chief Marketing Officer
• From time to time, Brand & Communications will appoint quality leaders or agents to be interviewed by the media on specific PR initiatives, highlighting their business and the Prudential brand. Such interviews will follow a predetermined script by Brand & Communications in agreement with the interviewee.
• Only PAMB appointed spokespersons can give statement to the media.• Forward all journalists' queries to Brand & Communications (B&C), who can respond directly. Wherever possible, please obtain the journalists' full name, name of media they represent, and their contact number.• In cases where members of the Agency force are approached directly for an interview by the media, B&C must be notified beforehand. • Members of the Agency force are not allowed to give or make any company forecasts and/or projections, releasing information on company business performance, and/or corporate matters pertaining to Prudential, Prudential Corporation Asia (PCA) and/or Prudential Group operations, financial statements, legal proceedings and legal matters. You are only allowed to give information regarding your own business production.
• Issued by B&C with CEO approval.• Sales/Agency offices are not allowed to issue press releases on behalf of Prudential.• In cases where information other than a press release are distributed and composed by the media into an article and/or photo publication, those articles and/or photo publications should be approved by B&C.
• Placement of advertorials can only be done by B&C.
BRAND USAGEGUIDELINES
Our Philosophy
The Prudential brand has been built up over many years and achieved its position of leadership based on its financial services expertise, its customer centricity and its integrity.
We must ensure that we continue to protect the integrity of the Prudential brand to minimise confusion to customers / prospects; to build synergy across all Prudential brand reference web sites.
Therefore, the following guidelines must be strictly adhered to in developing all Prudential brand reference web sites.
Domain Names
• Agents, distributors and staff are prohibited to registering any domain names that begin with “PRU” as the trademarks of “PRUDENTIAL”, “PRU” and other “PRU” derived names are the intellectual properties of Prudential Group.
• Other than those domain names approved by the Chief Marketing Officer / local Brand & Communications Manager, in accordance to the established domain name protocol for each market (eg www.prupartner.com.my), agents, distributors and staff cannot use or own any domain name beginning with “PRU”.
• Agents, distributors and staff should not use domain names when they cease their service contract with Prudential.
Agent web sites
1. Brand
1.1 Agent web sites that include the Prudential Brand or make reference to Prudential in any form must be approved by the Brand & Communications Department. (Please check with your Agency Manager to find out who the person-in-charge is)
1.2 Usage of Prudential’s logo must be in accordance to the Corporate Identity Guidelines and the PICA trademark agreement (a copy of the guidelines and the trademark agreement can be obtained by the Brand & Communications department)
1.3 To comply with the Prudential regional trademark agreement all agent websites in “Prudential” markets (i.e. Malaysia, Singapore, Hong Kong, Thailand, Indonesia, Philippines, Vietnam, China, India) need to include the following disclaimer on their landing page :
“Prudential Assurance Malaysia Berhad is an indirect subsidiary of Prudential plc, a company incorporated in the United Kingdom. Neither Prudential Assurance Malaysia Berhad nor Prudential plc is affiliated with Prudential Financial Inc, a company whose principal place of business is in the United States of America.”
guidelines for Prudential’s domain namesand agent web sites
BRAND USAGEGUIDELINES
2. Content
2.1 The home page of the agent web site must clearly include:
• A statement that the agency web site is for information purposes only. It should not be used for selling, promotions, investment advice or trading.
• A statement that the agent is an agent of Prudential and is wholly responsible for the content contained in the web site
• A link to the official web site (www.prudential.com.my)
2.2 All quoted statistics or examples must be obtained from a reliable source. Sources for all data must be provided on the web site.
2.3 Agency web sites must NOT be used as a forum for public discussion or interaction.
2.4 Contact details of the agent responsible for the web site must clearly include name, mail address, contact numbers and email.
2.5 Agent web sites must NOT include banner advertising (either free or sponsored) from third parties
3. Products
3.1 Agent web sites must NOT include descriptions or benefit illustrations of Prudential products. Should mention of a Prudential product be included, there must be a direct link to the products section on the official Prudential web site. In the absence of a local web site, a link must be included to the products section of Prudential’s regional web site.
4. Third Parties
4.1 Agent web sites must NOT include reference to other insurance / financial services companies’, their products or services, and must not include any competitive product comparisons.
4.2 Agent web sites should NOT include links or provide reference to other third parties (related or otherwise), their products or services
5. Misrepresentation
5.1 All information contained on agent web sites must be accurate and NOT provide misleading information.
5.2 The agent or agency must NOT falsely claim to be an investment advisor
CAUTION:
Local regulators impose severe penalties for persons who provide misleading information or misrepresent themselves with intention to defraud.
In the event of a breach of the above terms and conditions, Prudential reserves the right to withdraw all references to Prudential in agency web sites, and to pursue disciplinary actions, if deemed appropriate.
guidelines for Prudential’s domain namesand agent web sites
www.prudential.com.my
Prudential Assurance Malaysia Berhad (107655-U)Menara Prudential, 10 Jalan Sultan Ismail, 50250 Kuala Lumpur Tel: 03-2116 0228 Fax: 03-2032 3939