Title BP 12 agent's manual web v2.2.pdf ✅

NOVEMBER 2021 VERSION 2.2 AGENT’S MANUAL
This agent’s manual isintended for BLUE PEARL 12 use. Information contained in this manual has been obtained from PRU LIFE UK. Due diligence has been taken in the compilation of the data contained herein and in the verification of its accuracy, however, the content of this manual is subject to change without prior notice due to factors outside the control of BP 12, therefore this manual is to be used as a guide only. BP 12 and PRU LIFE UK do not accept any responsibility for misinterpretation by any person of the information contained in this agent’s manual. TEAM RTT - AGENT'S BPMANUAL V -12 AGENT'S 5.3MANUAL V 2.2 1
ROOKIE CHECKLIST DATE COMPLETED ROAD MAP WARM-UP ONLINE BTC 101 KICK-STARTER BTC 101 BTC 102/POWER-UP & IB ABC (Be Unbreakable) GEAR UP SPEED UP BPI ENROLLMENT EMAIL REGISTRATION PRISM REGISTRATION WELCOME KIT (FROM HEAD OFFICE) PTR (CITY HALL) & BIR REGISTRATION ROOKIE ONBOARDING(DEBRIEFING) TEAM RTT - AGENT'S MANUAL V 5.3 BP-12 AGENT'S MANUAL V 2.2 2
MANUAL CONTENTS 04PRODUCTS COMMISSIONS 11 PRODUCTIONBONUSES 14 RIDERS/OPTIONAL BENEFITS 23 PRULINK FUNDS 25 UNDERWRITING GUIDELINES List of Valid IDs Corporate Account Checklist Requirements for Special Cases 33POLICY AMENDMENT REQUIREMENTS OTHERGUIDELINES Liberalized Financial Underwriting Guidelines Non−Medical Authority Underwriting Codes and Validity Periods Table of Routine Underwriting Requirements Guide for Ideal Height & Weight OTHERS Methods of Payment Modes of Payment Contacts New Agent Flow Chart 58 PruWellness&PruShield 47 TEAM RTT - AGENT'S MANUAL V 5.3 3 PERSISTENCYBONUSES Sample Infograph BP-12 AGENT'S MANUAL V 2.2