PRUwelcome kit

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PRU
Welcome Kit

Version 2.0

July 2010

TABLE OF
CONTENTS

CEO’S MESSAGE

GENERAL MANAGER’S MESSAGE

PAMB EXECUTIVE COMMITTEE (EXCO)

AGENCY DISTRIBUTION

AGENCY DISTRIBUTION TEAM'S CONTACT NO

BRANCH OFFICE LISTING

PRODUCT OVERVIEW

PRODUCT BROCHURES

7-STEP SALES CYCLE

PEOPLE DEVELOPMENT

POINT-OF-SALES (PRUDENTIAL WAY)

REWARDS & RECOGNITION

PRESS CLIPPINGS

BRAND USAGE GUIDELINES

CEO’S
MESSAGE

Charlie Oropeza
CLU, ChFC, CPCU

Chief Executive Officer
Prudential Assurance Malaysia Berhad
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, CPCU Chief Executive Officer Prudential Assurance Malaysia Berhad

GENERAL MANAGER’S
MESSAGE

Lai Leong Pin General Manager, Agency Distribution
Prudential Assurance Malaysia Berhad
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

PAMB
EXECUTIVE COMMITTEE (EXCO)

Charlie Oropeza Chief Executive Officer
[email protected]

Lai Leong Pin General Manager, Agency Distribution Channel
[email protected]

Information is correct as at 3 May 2010

PAMB
EXECUTIVE COMMITTEE (EXCO)

Andrew Sims
Chief Financial Officer
[email protected]

Norida Hamid
Chief Human Resource Officer
[email protected]

Heng Zee Wang
Chief Product & Marketing Officer
[email protected]

Khoo Ai Lin
Chief Officer, General Insurance & Partnerships Distribution
[email protected]

Tan Liling Chief Operations Officer
[email protected]

Information is correct as at 20 June 2010

AGENCY
DISTRIBUTION

Ang Tiam Kit
Director of Agency Northern, Southern & East Coast Region 019-230 8883
[email protected]

Cecilia Tan
Director of Agency Central Region 019-328 0222
[email protected]

Yew Chau Khiong Lai Leong Pin
General Manager
[email protected]

Assistant Director of Agency East Malaysia Region 019-828 1488
[email protected]

Evon Tan
Director Agency Support 019-263 8999
[email protected]

Information is correct as at 20 June 2010

AGENCY DISTRIBUTION
TEAM'S CONTACT NO.
AGENCY DEVELOPMENT TEAM
NORTHERN REGION (PENANG, KEDAH, PERLIS & PERAK) NAME
Ang Tiam Kit - HQ Level 9 (main office) Jo Leong - 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 - Alor Setar (main office) - Sg. Petani - Kangar Brandon Lee Chi Ping - Alor Setar (main office) - Kangar Erny Seow Ching Wei - Wisma Prudential, Penang - KWSP (17th Floor) 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

POSITION
Director SRDM RDM

EMAIL
[email protected] [email protected] [email protected]

H/PHONE
019-230 8883 019-221 7782 019-475 9826

TEL. NO.
03-2076 3815 04-217 6508

FAX
03-2070 6713 04-398 0867

DRDM RDM

[email protected] [email protected]

019-458 1128 019-330 1840

04-383 7550 04-217 6507

04-398 0867 04-229 3351

DRDM

[email protected]

019-212 8909

04-700 8800

04-734 6486

BDE

[email protected]

019-452 4830

04-217 8803

04-226 1989

BDE RDM

[email protected] [email protected]

019-228 8418 019-550 9338

04-422 6814 05-254 0197

04-422 7200 05-253 4818

SBDE

[email protected]

019-260 2031

05-254 0197

05-253 4818

SRDM RDM DRDM SBDE BDE

= Senior Regional Development Manager = Regional Development Manager = Deputy Regional Development Manager = Senior Business Development Executive = Business Development Executive

Information is correct as at 30 June 2010

AGENCY DISTRIBUTION
TEAM'S CONTACT NO.
AGENCY DEVELOPMENT TEAM
SOUTHERN REGION (NEGERI SEMBILAN, MELAKA & JOHOR) NAME
Ang Tiam Kit - HQ Level 9 (main office) Parklas Chua - HQ Level 9 (main office) Ng Yung Kang - Melaka (main office) - Muar - Segamat Jimmy Lai Woon Foo - Seremban (main office) - Bahau 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

POSITION
Director Assistant Director RDM

EMAIL
[email protected] [email protected] [email protected]

H/PHONE
019-230 8883 019-669 6911 019-717 7765

TEL. NO.
03-2076 3815 03-2076 3836 06-337 3915

FAX
03-2070 6713 03-2070 6713 06-337 3905

SBDE

[email protected]

019-662 7549

06-761 1868

06-761 5989

SBDE

[email protected]

019-668 9294

06-337 3915

06-337 3905

BDE

[email protected]

019-663 2065

06-337 3915

06-337 3905

RDM

[email protected]

019-388 1420

07-334 6687

07-334 9233

SBDE

[email protected]

019-271 2071

07-334 6687

07-334 9233

BDE BDE

[email protected] [email protected]

019-276 1573 019-778 3931

07-775 7700 07-436 7888

07-772 8800 07-438 8200

SRDM RDM DRDM SBDE BDE

= Senior Regional Development Manager = Regional Development Manager = Deputy Regional Development Manager = Senior Business Development Executive = Business Development Executive

Information is correct as at 30 June 2010

AGENCY DISTRIBUTION
TEAM'S CONTACT NO.
AGENCY DEVELOPMENT TEAM
EAST COAST REGION (PAHANG, KELANTAN & TERENGGANU) NAME
Ang Tiam Kit - HQ Level 9 (main office) Rafiqa Shireen Binti Jemaat - HQ Level 9 (main office) Stephanie Tan Bee Gim - Kota Bahru (main office) - Kuala Terengganu Aziatul Hayati Binti Nizar - Kuantan (main office) - Mentakab Tinah Binti Tay @ Tay Chun Tien - Raub - Bentong

POSITION
Director RDM SBDE

EMAIL
[email protected] [email protected] [email protected]

H/PHONE
019-230 8883 019-272 7122 019-957 5415

TEL. NO.
03-2076 3815 03-2031 8228 09-748 5550

FAX
03-2070 6713 03-2070 6713 09-748 5360

BDE

[email protected]

019-277 7891

09-515 6949

09-515 6950

BDE

[email protected]

019-955 9662

09-355 7485

09-355 8633

AGENCY DEVELOPMENT TEAM
SABAH / SARAWAK REGION NAME
Yew Chau Khiong - Kota Kinabalu (main office) - East Malaysia Chi Poh Yung - Kuching (main office) - Sibu - Bintulu - Miri Angie Ng Joon Lian - Kuching Chong Siew Lee - Kota Kinabalu (main office) - Sandakan - Tawau Houng Shuk Yen - Miri

POSITION
Assistant Director

EMAIL
[email protected]

H/PHONE
019-828 1488

TEL. NO.
088-238 322

FAX
088-231 008

RDM

[email protected]

019-228 8419

082-423 393

082-251 836

SBDE BDE

[email protected] [email protected]

019-886 1922 019-915 8855

082-423 393 088-238 322

082-251 836 088-231 008

BDE

[email protected]

019-817 6653

085-420 837

085-420 749

SRDM RDM DRDM SBDE BDE

= Senior Regional Development Manager = Regional Development Manager = Deputy Regional Development Manager = Senior Business Development Executive = Business Development Executive

Information is correct as at 30 June 2010

AGENCY DISTRIBUTION
TEAM'S CONTACT NO.
AGENCY DEVELOPMENT TEAM
CENTRAL REGION (KUALA LUMPUR & SELANGOR) NAME
Cecilia Tan Beow Yan - Jaya 33 (main office) Goh Chian Chang (C2) - Damansara Intan (main office) Wong Yen Siang - Damansara Intan - Kajang Nurul Jannah Bte Zulfadzli - Damansara Intan Wee Joo Han - Damansara Intan - Menara KH Ong Hui Ying - Jaya 33 David Liew Shyue Lii (C1) - Phileo Damansara (main office) - Klang - Taipan - Taman SEA - Banting Frederick Wong Chow Cheok - Subang - Klang - Banting - Taman SEA Muzaimah Binti Mohamad - Phileo Damansara Delores Yam Pen Nie - Taman SEA

POSITION
Director Assistant Director RDM

EMAIL
[email protected] [email protected] [email protected]

H/PHONE
019-328 0222 019-359 8125 013-361 6104

TEL. NO.
03-7721 6868 03-7727 1488 03-7712 7671

FAX
03-7960 9377 03-772 84710 03-7726 1364

SBDE SBDE

[email protected] [email protected]

019-282 2264 019-310 6878

03-7712 7670 03-7727 1488

03-7726 1364 03-772 61364

BDE RDM

[email protected] [email protected]

019-655 4847 019-437 9989

03-7721 6800 (Ext 6863) 03-7666 3888

03-7960 9377 03-7660 3160

DRDM

[email protected]

019-328 0081

03-8024 5682

03-8024 5681

SBDE BDE

[email protected] [email protected]

019-241 2231 019-219 2231

03-7660 7320 03-7880 0100

03-7660 3160 03-7804 4194

AGENCY SUPPORT TEAM
AGENCY ADMIN, CONTESTS, EVENTS & RECRUITMENT NAME
Evon Tan - Agency Support Team (Agency Admin, Contests, Events & Recruitment) Reena Sari - Agency Support Team (Agency Admin)
SRDM RDM DRDM SBDE BDE

POSITION
Director

EMAIL
[email protected]

H/PHONE
019-263 8999

TEL. NO.
03-2076 3883

FAX
03-2070 6713

Manager

reena.sari.binti.abdul.halim @prudential.com.my

-

03-2076 3974

-

= Senior Regional Development Manager = Regional Development Manager = Deputy Regional Development Manager = Senior Business Development Executive = Business Development Executive

Information is correct as at 30 June 2010

BRANCH
OFFICE LISTING
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 HEADQUARTERS PIC : NORHASIMAH ISMAIL MENARA PRUDENTIAL GROUND FLOOR NO.10, JALAN SULTAN ISMAIL 50250 KUALA LUMPUR TEL : 03-2076 3941 FAX : 03-2072 4306

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 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

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

BRANCH
OFFICE LISTING
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 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

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

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

BRANCH
OFFICE LISTING
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 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 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 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 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

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

BRANCH
OFFICE LISTING
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 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

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
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

BRANCH
OFFICE LISTING
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 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

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 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

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

BRANCH
OFFICE LISTING
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 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

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

BRANCH
OFFICE LISTING
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 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

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 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 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
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

PRODUCT
OVERVIEW

Insurance
1
Basic Life

2

Non-Life

3 Employee Benefits Solutions
Group Insurance • PRUgroup life Worksite Marketing • PRUguard my family

General Insurance

Personal Accident (PA) • PRU Flexi Plan • PRUshield Essential PA • Family Protection Plan • PRUshield Exclusive PA • PRUshield Group PA • Students PA (Group) • PRU Holiday Traditional

Fire • PRUshield Fire • PRUshield Home

Motor • PRUshield Motor Insurance

Non-Par

Term

• PRUterm • PRUvalue plus • Crisis Cover Plus • PRUlady Standlone • PRUmultiple crisis cover • PRUsenior med • PRUmortgage • PRUcash • PRUcash premier • PRUcash double reward

Par

Anticipated endowment

Investment-linked • PRUlink investor account • PRUlink global investor account • PRUretirement growth • PRUlink assurance plan • PRUlink global • PRUretirement accumulator • PRUmy child • PRUvantage • PRUguard my family

Single Premium

Regular Premium

Universal Life

For the latest life insurance products, visit www.prudential.com.my > Corporate Website > Our Products > Life Insurance

PRODUCT
OVERVIEW

Unit Trust
1
Onshore Funds

Conventional • PRUsmall-cap fund • PRUgrowth fund • PRUbalanced fund • PRUbond fund • PRUcash fund • PRUdynamic fund • PRUequity income fund • PRUinstitutional income fund

Structured • PRUjade structured fund

Islamic • PRUdana al-ilham • PRUdana al-islah • PRUdana wafi • PRUdana dinamik • PRUIslamic income fund

2

Offshore Funds

Conventional • PRUasia pacific equity fund • PRUasia select income 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 • PRUdinasti equity fund

For the latest unit trust products, go to http://www.prudentialfunds.com.my > Our Funds

PRODUCT
OVERVIEW

Takaful
1
Family Takaful

2

General Takaful

• Takafulink

• Takafulink Cerdik

• Takaful Pelindung

• Takaful Rumahku

For the latest takaful products, go to https://www.prubsn.com.my/accounts/prubsn/ > Products

PRODUCT
BROCHURES
PROTECTION RETIREMENT
P PRUretirement growth
RETIREMENT

SAVINGS & INVESTMENT
PRUcash

PROTECTION & INVESTMENT
PRUlink assurance plan
INVESTMENT-LINKED INSURANCE

“ We now have guaranteed income for a fulfilling retirement. ”

“ We are in control with a plan that provides complete protection and more flexibility! ”

Pays even as it grows

PRUsenior PRUsenior med i d

PRUretirement growth

PRUcash

6% cashback every 2 years

PRUlink assurance plan

PRUmultiple crisis cover

MEDICAL

P PRUretirement accumulator

RETIREMENT

PRUcash premier

SAVINGS

P PRUmy child

INVESTMENT-LINKED INSURANCE

“ A plan that allows me to bounce back after a critical illness… again and again! ”

“ We can look forward to a worry-free retirement with guaranteed monthly income… and more. ”

“ Just what we want... maximising our savings and getting rewarded doing it! ”

“ I have peace of mind knowing that all my hopes, wishes and dreams for my child are well secured.”

PRUmultiple crisis cover p

PR PRUretirement accumulator r

PRUcash premier

PRUmy child

PRUlink global

INVESTMENT-LINKED INSURANCE

PRUvantage

“ I can now experience overseas investment while enjoying home grown protection benefits! ”

Don't let your savings sleep. Get guaranteed returns and protection from it.

PRUlady plans

PRUlink global

PRUvantage

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

Information is correct as at 3 May 2010

7-STEP
SALES CYCLE
1

IO N

7

CT

2

TR U

SA TI SF A

ST

6

DESIRE
3
S ED E N

H
5

P EL

4

1. Prospecting
Continuous activity of observing, identifying and qualifying people around you and explore for a new people to meet and talk to about your business.

4. Fact Finding Interview
To find the financial problems and with some analysis, propose the best solutions to the prospect.

5. Case Preparation 2. Pre-approach
To 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. To prepare solutions that fit the prospect’s needs and budget.

6. Closing
To motivate the prospect to make a decision and take action.

3. Approach
To set the stage for a smooth transition to the Fact and Feeling Finding.

7. Delivery & Post-sales service
To 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

PEOPLE
DEVELOPMENT CAREER DEVELOPMENT
CAREER DEVELOPMENT Premier Agency Leader Corporation
Senior Executive Wealth Manager
Senior Wealth Manager
Executive Wealth Manager 2 Executive Wealth Manager 1
Wealth Planner

Corporation

Agency Building

Personal Sales + Agency Buidling

Personal Sales
Quality Agent

BASIC TRAINING REQUIREMENT FOR NEW RECRUITS AND AFS AGENTS
QUALITY AGENT/ WEALTH PLANNER
Non AFS

MANDATORY
M101 PRUsprint & Sales Compliance Exam

ELECTIVE
E101 PRUhigh Achiever E102 PRUinduction E104 POS (formerly known as E104 PRUway)

AFS

M102 PRUessential

E101 PRUhigh Achiever E104 POS (formerly known as E104 PRUway)

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 more information on training, please refer to Training Handbook from PRUbusiness Academy or contact PRUbusiness Academy at [email protected] or call 03 - 7721 6800

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!

Your Lifestyle Profile Ability to conduct fact finding on customer profile and financial information to identify needs and goals

Sales Quotation Present sales illustration

eSubmission

Product Brochures Access to electronic product brochures in multiple languages

Information Enquiry Portal Sales Info Takafulnet PRUpartner LMS
For more information on RAISe, go to the next page

Submit eProposal forms with electronic signature captured to HQ via eSubmission

For further enquiries on PRUway, please contact the Service Desk Hotline 1800-88-7838 ext 2233 or email to [email protected]

Information is correct as at 3 May 2010

POINT OF SALES
(PRUDENTIAL WAY)

Forms cabinet Fund factsheets Related links

Customer Proposal & Policy on TAKAFUL P d Products

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

Access to email services Send e-greetings to customers Marketing & Agency Contests Information Purchase sales materials from PRU Store (via your Quality Leader)

For further enquiries on PRUway, please contact the Service Desk Hotline 1800-88-7838 ext 2233 or email to [email protected]

Information is correct as at 3 May 2010

REWARDS &
RECOGNITION
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 CONTEST 3 Months New Agents Marathon 2010

1st Month

Achieve YTD 10,000 NPC production

Exclusive usive

Prudential Pen cm al 16.8747

2nd Month

Achieve YTD 20,000 NPC production

Exclusive
Prudential Watch

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

PRUstarter Convention 2010

Eligibility: All PAMB New Agents contracted in year 2010 only.

For more information and latest updates, visit www.prupartner.com.my > Contest / Event

Information is correct as at 3 May 2010

REWARDS &
RECOGNITION
STAR CLUB 2010 -

EGYPT
Travel 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

REWARDS &
RECOGNITION

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.

PRESS
CLIPPINGS

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

PRESS
CLIPPINGS

NEWS CLIPPING
Publication Date Section Page Headline : Mingguan Wanita (Women’s Weekly) : Jan 15 TH Issue 2010 : : 32-33 : 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.

For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website > About Us > Press Room

PRESS
CLIPPINGS

NEWS CLIPPING
Publication Date Section Page Headline : The Edge Financial Daily : 21 Jan 2010 : Personal Finance : 11 : 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

PRESS
CLIPPINGS

NEWS CLIPPING
Publication Date Section Page Headline : : : : : Sin Chew Daily 8 April 2010 National 22 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.

For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website > About Us > Press Room

BRAND USAGE
GUIDELINES

The Serpent
signifying strength of purpose ancient symbol of wisdom signifying the ability to see the world and oneself as they really are

BRAND USAGE
GUIDELINES

The chart below shows you what guidelines cover the development and printing of different materials.

get guidelines from Brand & Communications?

get approval from Brand & Communications prior to production?

get approval from Brand & Communications after production?

yes
must adhere to business cards and stationery guidelines

give sample to Brand & Communications for record

yes
must adhere to domain names & agent website guidelines

yes
submit Final Artwork or colour proof

yes
must adhere to logo usage guidelines

give sample to Brand & Communications for record

yes
submit Final Artwork or colour proof

Follow the chart and contact Brand & Communications to ensure you have the necessary guidelines and approvals. For any applications not covered here, please contact Brand & Communications at (603) 2031 8228.

BRAND USAGE
GUIDELINES

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.



• Forward

• •

Only PAMB appointed spokespersons can give statement to the media. 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 USAGE
GUIDELINES
guidelines for Prudential’s domain names and agent web sites
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. 1.1 Brand 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) 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) 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.”

1.2

1.3

BRAND USAGE
GUIDELINES
guidelines for Prudential’s domain names and agent web sites
2. 2.1 Content 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 2.3 2.4 2.5 All quoted statistics or examples must be obtained from a reliable source. Sources for all data must be provided on the web site. Agency web sites must NOT be used as a forum for public discussion or interaction. Contact details of the agent responsible for the web site must clearly include name, mail address, contact numbers and email. Agent web sites must NOT include banner advertising (either free or sponsored) from third parties

3. 3.1

Products 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. 4.1 4.2

Third Parties 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. Agent web sites should NOT include links or provide reference to other third parties (related or otherwise), their products or services

5. 5.1 5.2

Misrepresentation All information contained on agent web sites must be accurate and NOT provide misleading information. 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.

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

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