The Inside FWD ver 5.10.ppt

8/10/2019 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




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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

The Inside FWD ver 5.10.ppt

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