The Inside FWD ver 5.10.ppt
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Transcript of The Inside FWD ver 5.10.ppt
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Welcome
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Key Areas
Company &
PeopleProduct
CompensationSupport
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Richard Li Tzar KaiThe founder of Pacific Century Group
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Victor Li Li Ka-shing Richard Li
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10 Billionaires List
As of March 2013
2 Indonesian
Billionaires
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Pacific Century GroupThree core businesses
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PCCW Limitedis the holding company of HKTGroup Holdings Limited, a Hong Kong basedInformation and Communication Technology (ICT)
company. Market cap is HK$ 49,9 billion PCCW also holds a majority interest in Pacific
Century Premium Developments Limited. PCCW is headquartered in Hong Kong and
operates in Europe, the Middle East, Africa, theAmericas, mainland China and other parts of Asia.
PCCW shares are listed on Hong Kong StockExchange
NOW TV is operated by the leading Hong Kongfixed-line telecom operator Pacific Century Cyberworks Limited (PCCW), through its subsidiary,PCCW VOD Limited.
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PCPD plans to develop a 40-storey
Grade A office building withdevelopment area not less than132,000 square meters located in
Sudirman CBD Jakarta
SCBD Project
FWD Tower
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60 years of experience Operate in over 15 countries Managed over US$ 72 billion of assets as per December 2012 In 2012, PineBridge Investment joint venture with Polish Postal
Company and both company invested 50 million and 58 million In June 2013, PineBridge assets double in value
Pacific Century Groupacquired AIG Asset
Management in 2010 then
rename PineBridgeInvestment
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Hong Kong Macau Thailand
Pacific Century Group completed the acquisition of
insurance operations in Hong Kong, Macau andThailand from ING Group, NV on 28 Feb 2013
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As a Partner
Swiss Re to invest up to USD 425 million in FWD Group
16 October 2013, Zurich Swiss Re announces that it has entered
into an agreement with Pacific Century Group to invest up to USD425 million in FWD Group, confirming Swiss Re's commitment tothe High Growth Markets.
Swiss Re's investment in FWD Group (FWD) consists of an initialinvestment for a 12.3% stake in FWD and a commitment foradditional investments to fund FWD's planned expansion across
Asia.
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Our Vision To be the leading Asian insurer offering innovative
solutions to customers in the new digital age
Our Vision
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FWD Outdoor SignageHong Kong Excelsior Hotels Rooftop
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FWD Hong Kong Advertising Campaign
MTR Advertising at Tsim Sha Tsui East Station
MTR trackside plasma TV network
covering 26 high traffic stations
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Bus Body
Outdoor Billboard
Worldwide House, Central
FWD Hong Kong Advertising Campaign
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Marketing
The
BrandCampaign
TV Advertising
CSR
Exhibition
Public Relations
DIGITAL
OUTDOOR
Print-Advertising
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IndonesiaManagement Team
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AIA Malaysia - 1981Aetna Universal Life Malaysia - 1991
Prudential Corporation Asia - 1995Prudential Assurance Malaysia 1999Jerneh Insurance Berhad 2001Prudential Services Asia 2006Allianz Life Indonesia - 2007
Lee San Yuen
Chief Operating Officer
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Paul Setio KartonoChief Financial Officer
Cigna Life - 2008 Panin Life 2011AXA Financial - 2012
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Maria MagdalenaChief Legal Risk and Compliance Officer
Law Firm - Wiriadinata & Saleh - 1997AIA Financial 2006
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Adi CandraChief Marketing Officer
Manulife Financial : 2010 - 2013 HSBC ABN Amro - RBS
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Prudential Assurance Malaysia Bhd. - 1985
PT. BUSS (Allianz Life) 2005 as Managing DirectorAIA Financial 2008 Panin Life - 2010
Ragunath Joe MurthyChief Agency Officer
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Key Areas
Company &
People
ProductCompensation
Support
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Product Strategy
Needs Based Selling
Easy to TrainEasy to UnderstandingEasy to Sell
Family
Retirement
Health
ducation
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Our ProductUnitLink Packaging Product
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Our ProductUnitLink Packaging Product
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Product Strength
Family Waiver of Premium
3 years Acquisition Cost
Packaged Product
Family Oriented
Asset Management Choice
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Key Areas
Company &
PeopleProduct
CompensationSupport
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Leaders & LoyaltyFocus
Compensation Strategy
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AgencyStructure P-FWDPresident - FWD
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Compensation Strength
Promotion Bonus
Continuous Income
3 Years Overriding
Performance Bonus for Leader
Profit Sharing
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PRODUCER
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Basic Commission
1stYear(FYC)
33%*
2ndYear(SYC)
30%
3rdYear(TYC)
15%
* 5 riders : 33%, 3-4 riders : 32%, 0-2 riders : 30%
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Continuous Income
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Quarterly
Performance Bonus
Max 50% of FYC : ANP 45 Jt
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Persistency Bonus
2nd Year 3rd Year 4rd Year
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Recruitment Bonus*
* Extra Bonus 10% diberikan jika yang direkrut mencapai Rp 100 Jt dalam 12 bln sejak join
RecruitFWPs
10% of FYC
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Overriding
FINANCIAL WEALTH PLANNER
FINANCIAL WEALTH OFFICER
FINANCIAL WEALTH MANAGER
FINANCIAL WEALTH DIRECTOR
33% / 30% / 15%
FWO
30% / 20% / 9%
20% / 15% / 7%
15% / 10% / 5%
65% / 45% / 21%
FWP
50% / 35% / 16%
FWP
35% / 25% / 12%
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Leaders QuarterlyPerformance Bonus
Max 50% of OR Group : ANP 500 Jt
Max 50% of OR Group : ANP 250 Jt
Max 50% of OR Group : ANP 125 Jt
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Bonus 5%
Of FYC Group
Promotion Bonus
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Bonus 5%
Of FYC Group
Promotion Bonus
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3rdGeneration OR
FWD FWD1 FWD2 FWD315% |10%
10% |8%
15% |10% 15% |10%
10% |8%
7% |5%
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President - FWD
Benefit:
Free validation
Profit Sharing
Health insurance for family
Personal Accident covered 1 M
Criteria:
5 years Length of Service
7 FWD as a 1stGeneration
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Key Areas
Company &
People
ProductCompensation
Support
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1. Financing Support
2. Sales Support
3. Operation Support (SEXY)
Support System
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2. Sales Support
MDRT Program Kopassus Treatment 5 jt allowance for 24 months Career Agent Path
a. Orange Beret Program
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c Contest & Convention
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c. Contest & Convention
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To make business process faster
Technology based
Go green
Efficiency
Professional
Operation support
a. Professional Selling Tools
b Di t ib ti M t S t (DMS)
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One of the
Technology Support
b. Distribution Management System (DMS)
c Electronic Payment Gateway
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c. Electronic Payment Gateway
d Agency/Client Portal
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d. Agency/Client Portal
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eSales Tools
e Sales Tools
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e Sales Tools
e Sales Tools
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e Sales Tools
l de Sales Tools
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Knowledge House
Tools
e Sales Tools
e Sales Tools
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Historical Funds
Customer Service
e Sales Tools
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WTC Building 11th& 15thfloor
Jl. Jend. Sudirman Jakarta
e. Comfortable Office
L bb A
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Lobby Area
Comfortable Office
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Comfortable Office
Sales Area
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Sales Area
Training Room
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Training Room
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Thank You...
2621E26B