PRUwelcome kit

39
PRU Welcome Kit Version 2.0 July 2010

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Page 1: PRUwelcome kit

PRUWelcome Kit

Version 2.0 July 2010

Page 2: PRUwelcome kit

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

Page 3: PRUwelcome kit

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

Page 4: PRUwelcome kit

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

Page 5: PRUwelcome kit

PAMBEXECUTIVE COMMITTEE (EXCO)

Charlie OropezaChief Executive [email protected]

Lai Leong PinGeneral Manager,

Agency Distribution [email protected]

Information is correct as at 3 May 2010

Page 6: PRUwelcome kit

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]

Page 7: PRUwelcome kit

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

[email protected]

Ang Tiam KitDirector of Agency -Northern, Southern &East Coast Region019-230 [email protected]

Page 8: PRUwelcome kit

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

[email protected]

[email protected]

[email protected]

[email protected]

[email protected]

[email protected]

[email protected]

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

Page 9: PRUwelcome kit

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

[email protected]

[email protected]

019-662 7549 06-761 1868 06-761 5989SBDEJimmy Lai Woon Foo- Seremban (main office)- Bahau

[email protected]

[email protected]

[email protected]

[email protected]

[email protected]

[email protected]

[email protected]

[email protected]

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

Page 10: PRUwelcome kit

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]

[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

Page 11: PRUwelcome kit

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

[email protected]

[email protected]

[email protected]

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)

[email protected]

03-2076 3974- -Manager

NAME POSITION TEL. NO. FAXEMAIL H/PHONE

- Agency Support Team (Agency Admin, Contests, Events & Recruitment)

Page 12: PRUwelcome kit

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

Page 13: PRUwelcome kit

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

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

Page 14: PRUwelcome kit

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

Page 15: PRUwelcome kit

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

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

Page 16: PRUwelcome kit

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

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

Page 17: PRUwelcome kit

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

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

Page 18: PRUwelcome kit

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

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

Page 19: PRUwelcome kit

Single Premium

Regular Premium

Insurance

Non-Life Employee Benefits SolutionsBasic Life

Traditional

General Insurance

Investment-linked

Non-Par

Personal Accident (PA) Fire Motor

Term

• PRUterm• Crisis Cover Plus• PRUmultiple crisis cover• PRUmortgage

• PRUvalue plus• PRUlady Standlone• PRUsenior med

• PRU Flexi Plan• PRUshield Essential PA

• PRU Holiday

• Family Protection Plan• PRUshield Exclusive PA• PRUshield Group PA• Students PA (Group)

• PRUshield Fire• PRUshield Home

• PRUshield Motor Insurance

• PRUgroup life

Worksite Marketing

• PRUguard my family

Anticipated endowment

• PRUvantage• PRUguard my family

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

Page 20: PRUwelcome kit

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

Page 21: PRUwelcome kit

• 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

Page 22: PRUwelcome kit

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

Page 23: PRUwelcome kit

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

Page 24: PRUwelcome kit

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.

Page 25: PRUwelcome kit

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

Page 26: PRUwelcome kit

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

Page 27: PRUwelcome kit

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

Page 28: PRUwelcome kit

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

Page 29: PRUwelcome kit

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

Page 30: PRUwelcome kit

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

Page 31: PRUwelcome kit

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

Page 32: PRUwelcome kit

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

Page 33: PRUwelcome kit

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

Page 34: PRUwelcome kit

The Serpentsignifying strength

of purposeancient symbol of wisdom signifying the ability to

see the world and oneself as they really are

BRAND USAGEGUIDELINES

Page 35: PRUwelcome kit

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.

Page 36: PRUwelcome kit

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.

Page 37: PRUwelcome kit

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

Page 38: PRUwelcome kit

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

Page 39: PRUwelcome kit

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