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1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation.

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Presentation on theme: "1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation."— Presentation transcript:

1 1 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20081 A. Performance 8~11th working month B. Agency Incentive C. Agency Management Marketing Presentation

2 2 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20082 Full-time headcount Working Month 070809101112 % Over Target HCM10312415216817120984% HAN030121197311434212% Total103154273365482643135% 643FT

3 3 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20083 Part-time (IA) headcount Working Month 070809101112 % Over Target HCM8413317720727233088% HAN014193260354465151% Total84147370467626793117% 793 IA

4 4 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20084 Full-time & part-time headcount 07- 2008 08- 2008 09- 2008 10- 2008 11- 2008 12- 2008 % Over Target 1873016438321,1081,436121% 1,436 AG

5 5 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20085 PFYP Verification Working Month 0809101112*YTD % Target HCM419.2474.54155181,1512,97864% HAN0436.57647339382,87295% Total419.2910.91,1791,2512,0895,84976% 5,849M Unit : Million *12 working month :Instant report

6 6 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20086 Full time (AS) Productivity Working Month070809101112 HCM meet Target25%26%34%29%30%40% PFYP per AS1.4M2.2M3.1M2.5M2.8M5.2M HAN meet Target-- 31%39%32%31% PFYP per AS-- 3.6M3.9M2.4M2.1M Total meet Target25%26%33%34%31%34% PFYP per AS1.4M2.2M3.3M3.2M2.5M3.2M

7 7 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20087 Part-time (IA) Productivity Working Month070809101112 HCM >=1 Case17.9%17.3%23.7%18.4%20%25% PFYP per IA0.5M0.9M1.3M1.0M 2.5M HAN >=1 Case-- 8.8%20.4%17.9%20% PFYP per IA-- 0.4M1.3M1.0M Total >=1 Case17.9%17.3%15.9%19.5% 22% PFYP per IA0.5M0.9M 1.2M1.0M1.6M

8 8 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20088 B. Agency Incentive

9 9 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 20089  Be a winner to join the honour Gala Dinner with Chairman at 5 stars hotel. What should you do to join the dinner? Winner in HCMC/HAN Post Target Achievement Minimum Requirement Top 2BM Highest PFYP 100% PFYP target 12 th + 13 th month Top 8 SM, Pre- BM Highest PFYP 100% PFYP target 12 th + 13 th month Top 15AS Highest PFYP PFYP = 30.0 mil of 12 th + 13 th month Top 5IA Highest PFYP PFYP = 15.0 mil of 12 th +13 th month Chance to have a honour CUP given by Chairman for 1 BM, 2 SM & Pre- BM, 3 AS, 1 IA who has a highest PFYP (apply for HCM & HN).

10 10 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200810 1.Breaking Record Program: Status Last Record Standard (mil PFYP) Requirement to Breaking Record Prize (mil) Award BM307.9 Higher PFYP than Last record 2.5Record Cup Pre-BM, SM 126.72Record Cup AS88.31.5Record Cup IA77.11Record Cup 2009 Performance Incentive

11 11 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200811 2. Achievement Award Program: Status Minimum Standard (mil PFYP) Requirement for Great Achievement Prize (Branch Fund) Award BM120% PFYP Reach minimum standard 2 mil Award Certificate Pre-BM, SM 60 mil PFYP1mil Award Certificate AS20 mil PFYP Award Certificate IA10 mil PFYP Award Certificate 2009 Performance Incentive

12 12 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200812 C. Agency Management

13 13 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200813 FAST TRACK PROMOTION 4 cases apply of fast track promotion: Agency Supervisor (AS) promoted to Senior Agency Supervisor (SAS)Agency Supervisor (AS) promoted to Senior Agency Supervisor (SAS) Senior Agency Supervisor (SAS) promoted to Executive Agency Supervisor (EAS)Senior Agency Supervisor (SAS) promoted to Executive Agency Supervisor (EAS) Executive Agency Supervisor (EAS) Promoted to Pre-Sales Manager (Pre-SM)Executive Agency Supervisor (EAS) Promoted to Pre-Sales Manager (Pre-SM) Pre-Sales Manager (Pre-SM) Promoted to Senior Sales Manager (SSM)Pre-Sales Manager (Pre-SM) Promoted to Senior Sales Manager (SSM)

14 14 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200814 BRANCH MANAGER ASSESSMENT HCM + HAN BM Assessment -HCM BM Assessment period : 08-2008 To 10-2008 -HAN BM Assessment period : 09-2008 To 11-2008 Branch codeBranch NameQualifiedNotes 0100C5-10000Trần Thị Nam Liên TRUE 0100C5-20000Nguyễn Phi Quý TRUE 0100C5-30000Nguyễn Hồng Kỷ TRUE 0100C5-40000Chu Thị Kim Anh TRUE 0100B5-10000Nguyễn Thu Hằng TRUE 0100B5-20000Lê Hòa Hưng FALSE 0100B5-30000Nguyễn Hải Hồng Châu TRUE 0100B5-40000Trần Bảo Thịnh TRUE 0100B5-50000Trần Hoàng Phong TRUE 0100B5-60000Phan Thanh Huy FALSE

15 15 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200815 TRAINING ALLOWANCE PAYMENT Payment date: the first Friday in next working month Training Allowance: 1. First FT course 1. First FT course 1,000,000 VND 2. Second FT course 2. Second FT course 850,000 VND 150,000 in nearest salary payment date 850,000 VND 150,000 in nearest salary payment date Purpose: help agent to get allowance earlier.

16 16 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200816 Performance Review Ranking Promotion & Demotion Assessment Quarter 1-2009 Incentive NEXT MONTH PLAN Agent Personal Income TAX

17 17 Cathay Life Insurance Ltd. (Vietnam) 28 Nov 200817


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