How to Upgrade Your Existing Client to ‘Mutual Gold’ Rich Club 1.

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Presentation transcript:

How to Upgrade Your Existing Client to ‘Mutual Gold’ Rich Club 1

How do I get cash investors:- Seminar Selling Existing Client Referral

Identifying Existing Clients Print out Client Information list from CAMS Identify clients who is close to retirement age Identify clients who has not invested cash Target clients who has invested cash but yet becoming a Mutual Gold

Next action plan Send a text message - Dear Mr A, you are close to become my ‘Mutual Gold Investor’. Benefits: FREE Will Writing, Swtching, P.A. Coverage & etc. Total Savings up to RM1k+. Ask me how? Secure appointment Develop a Cash Plan / Investment Ideas

Case #1 EPF Investor Mr N, Age 45 Retirement Target: 10 years Target: RM2,400,000 Shortfall: RM1,105,230 DDI: RM5,400 EPF Investment: RM60,587 (June 09)

Case #1 EPF Investor Mr N, Age 45 Retirement Target: 10 years Target: RM2,400,000 Shortfall: RM1,105,230 DDI: RM5,400 EPF Investment: RM60,587 (June 09) Cash Investment: RM50,000 (Nov 09) TOTAL: RM110,587

Case #2 – Sales ideas Cash Investor Mr R, Age 46 Retirement Target: 7 Years Cash Investment: RM20,000 (April 09) / 2 Funds July 09 - 1st Switching: RM2,506.45 / 2 Funds Nov 09 - 2n Switching: RM1,023.18 / 1 Fund Total switching Fees = RM75 Additional Investment = RM40,000!!! Total amount invested = RM60,000

Case #2 – Sales Ideas & case closed 11th Jan 10 – Send Text about new funds PIALEF - Launching of New Funds PIALEF offer on service charge up to 5% investing mainly on industrial, manufacturing etc offer period frm 19/1 to 8/2. Call me!!! 19th Jan 10 - Client handed RM40,000 cheque to become a Mutual Gold member & also new funds

Case #3 - referral Cash Investor Mr H, Age 50 Retirement Target: 8 Years Propose: Lump Sum RM100K RM214,360 DDI RM 1K RM147,400 RM361,760

Case #3 – Sales Idea 4 Basic Strategies of investing in Unit Trust Medium to Long Term DCA Monitoring system Target

Case #3 – Sales Idea Mutual Gold Benefits RM100K RM100K max RM500K P.A. coverage P.A. Coverage Mutual Gold Elite RM500K RM500K max RM750K P.A. coverage P.A. coverage

Case #3 - Closed Cash Investor Mr H, Age 50 Retirement Target: 8 Years Total Investment: RM40,000

My Target