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WorksheetsZIRCON KNIGHT WIZARDS
Total questions: 15
Worksheet time: 8mins
How many days before Christmas?
123
98
110
109
When is the anniversary month of PRU LIFE UK?
FEBRUARY
SEPTEMBER
JULY
OCTOBER
WHAT IS THE FUND OF CHOICE IF THE CLIENT AIMS CAPITAL APPRECIATION?
BOND FUND
CASH FLOW FUND
PROACTIVE FUND
EQUITY FUND
WHAT IS THE MINIMUM APE FOR PAA PLUS?
36,000
24,000
25,000
18,000
WHAT IS THE 3RD STEP OF THE SALES PROCESS?
FACT FINDING
SETTING OF APPOINTMENT
PROSPECTING
PRESENTATION
FUND VALUE IS ALWAYS ________________.
FIXED
GUARANTEED
EQUAL TO SUM ASSURED
NOT GUARANTEED
WHEN IS THE BEST TIME TO INVEST?
WHEN THE MARKET IS HIGH
AT ANY TIME
WHEN THE MARKET IS LOW
TOMORROW
WHAT FORM DO WE USED TO DETERMINE THE APPROPRIATE FUND FOR THE CLIENT?
INDIVIDUAL APPLICATION FORM
PERSONAL FINANCIAL STATEMENT FORM
LARGE AMOUNT QUESTIONNAIRE
SUITABILITY ASSESSMENT FORM
WHAT FORM DO WE NEED TO SUBMIT IF THE POLICY OWNER HAS A BENEFICIAL OWNER?
KYC AND BENEFICIAL OWNER FORM
ADDITIONAL BENEFICIARY FORM
AMENDMENT OF APPLICATION
AUTO DEBIT FORM
SELECT THE PROVINCES HERE IN THE PHILIPPINES THAT ARE CONSIDERED AS TERRITORIAL RISK.
BASILAN
TAWI-TAWI
ZAMBOANGA
SULU
THIS IS THE MEASUREMENT OF THE QUALITY OF OUR BUSINESS IN PRU LIFE UK.
CREDIBILITY RATING
PERSISTENCY RATING
ACTIVITY RATIO
PRODUCTION REPORT
What is the NMA limit of an agent in general level if his or her client is 40 years old?
5,000,000
3,000,000
4,000,000
2,000,000
True or False. PRU LIFE UK is affiliated with PRUDENTIAL PHILIPPINES.
YES
NO
MAYBE
UNCERTAIN
DEATH BENEFIT IS EQUAL TO...
FUND VALUE
SUM ASSURED
SUM ASSURED + FUND VALUE
SUM ASSURED + FUND VALUE + INTEREST
This is the written contract between the life insured and the company.
Marital contract
Policy
Death benefit
Estate plan
