2009 Training Calendar
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17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines
Memorandum 2009-AL#20 To:
ALL Metro Manila Agency Leaders
From:
John Curtis Senior Vice President & Chief Agency Officer
Subject: Third Quarter 2009 Training Calendar CC:
C Gustini, D Banks, Agency Directors, P Custodio, R Camacho, G Tirona, AADs, G Tirones, AOOs, Trainers, J Genoring, Marketing, Agency Licensing, Manutouch & File
Date:
June 4, 2009 The training department is pleased to announce the Third Quarter Calendar for 2009. Looking back at the previous quarter, we are pleased to let you know that we have successfully launched and will continue to implement the following initiatives. 1. Enhanced Basic L.I.F.E. program To better equip our new agents in selling in these challenging times, we have successfully implemented the second and final phase of the Enhanced Basic L.I.F.E. program. The new model now focuses on Skills Development and mastery of the Sales Process. This is achieved through the introduction of new content and drill sessions in the critical steps of the Initial Interview and Closing Interview. 2. Quality Business Training (QBT)/ Cons Watch Club The Quality Business Training launched last May will continue to be offered monthly for Sales Associates struggling in the area of Conservation. This is in support of the company wide initiative called Cons Watch Club. 3. Reinforcement & Retention Programs We are now entering the third full circle of the 12-Week Follow Up Session (FUS). We ask for your continued support to push the newly contracted agents for 2009 to join the learning sessions as these give us a chance to also monitor the attendees’ activities on a weekly basis. Passports distributed will now contain the schedule of the 12-week program. The Jump Start session has shown statistical success throughout its offerings. The module’s aim is to shift the agent’s paradigm to that of Entrepreneur by focusing on activities as their capital in building a profitable business. This program is exclusively offered to sales associates in the 2Month Zero (2MZ) category that need the extra push during these trying times. AND THAT’S NOT ALL! We now offer…
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
1
17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines 4. Advanced Courses – Estate Planning 101 Agency Training unveils its first Advanced Course offering for Sales Associates with tenure of 1 year and above. Estate Planning 101 is a comprehensive program that aims to equip Sales Associates with the expertise needed to successfully position our products and services as an effective tool for Estate Conservation and Creation. This includes a comprehensive discussion on Philippine Succession and Tax Laws, Vehicles in building and conserving an Estate, and introduction of new tools and ideas that can be used in Estate Planning Presentations. This will be conducted on two subsequent Fridays beginning September 2009. The Agency Training department will continue with its mission to deliver relevant and responsive training systems that aim to develop a highly productive and professional agency force. Watch out for new courses and Variable Life Follow-Up sessions lined up for the fourth quarter! Should you have any questions or feedback, feel free to contact us at Locals 7122, 7115, 7116 and 7125. Here’s to a resoundingly successful second half of 2009! Dare to Win!
Bringing Dreams to Life!
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
2
17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines
Q3 2009 Training Calendar Quick Guide
I.
Career Orientation Program (COP) Month
July
August
September
II.
LKG
Tektite
Jul 4 Jul 7 Jul 11 Jul 18 Jul 25
Saturday Tuesday Saturday Saturday Saturday
8:30 AM 5:30 PM 8:30 AM 8:30 AM 8:30 AM
July 11 July 21
Saturday Tuesday
8:30 AM 5:30 PM
Aug 1 Aug 4 Aug 8 Aug 15 Aug 22
Saturday Tuesday Saturday Saturday Saturday
8:30 AM 5:30 PM 8:30 AM 8:30 AM 8:30 AM
Aug 8 Aug 18
Saturday Tuesday
8:30 AM 5:30 PM
Sept 5 Sept 8 Sept 12 Sept 19 Sept 26
Saturday Tuesday Saturday Saturday Saturday
8:30 AM 5:30 PM 8:30 AM 8:30 AM 8:30 AM
June 13 June 23
Saturday Tuesday
8:30 AM 5:30 PM
Life Insurance Financial Education (LIFE) Month
LKG
Tektite
June 24, 25, 29, 30, July 1-3, 2009 July 8, 9, 13-17, 2009 July 15, 16, 20-24, 2009
July 1, 2, 6-10, 2009
July
August
August 12-14, 17-20, 2009 August 19, 20, 24-28, 2009
August 5, 6, 10-14, 2009
September
September 9, 10, 14-18, 2009 September 16, 17, 21-25, 2009
September 2, 3, 7-11, 2009
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
3
17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines
III.
Variable Life (VL) Month
LKG
Tektite
July
July 27, 28, 30 & 31, 2009
August
August 24, 25, 27, & 28, 2009
September
IV.
V.
Sept. 28, 29, Oct. 1 & 2, 2009
Management Development Program 1 (MDP 1) MCOP
August 7, 2009 (Friday 2-5pm)
LKG
MDP 1
July 15, 16 & 17, 2009
TBA
Follow-Up Sessions (Mondays, 1:00 – 5:00 PM) Module
LKG
Tektite
NB Underwriting
July 6, 2009
July 6, 2009
Quality Business
July 13, 2009
July 13, 2009
Tier 2 Prospecting
July 27, 2009
July 27, 2009
Agency Comp. & Benefits
August 3, 2009
August 3, 2009
P.L.O.W.
August 10, 2009
August 10, 2009
Phonedamentals
August 17, 2009
August 17, 2009
Priority Choice
September 7, 2009
September 7, 2009
Plan Right
September 14, 2009
September 14, 2009
Seasons
September 28, 2009
September 28, 2009
VI.
Advanced Course (For agents with 1 year tenure & above) Fridays, 9:00 – 5:00 PM Module
Estate Planning 101 (Day 1) Estate Planning 101 (Day 2)
LKG September 4, 2009 September 11, 2009
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
4
17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines
VII.
Jumpstart (Fridays, 1:00 – 5:00 PM) Module
July August September
VIII.
LKG
Tektite
July 10, 2009
July 10, 2009
August 7, 2009
August 7, 2009
September 4, 2009
September 4, 2009
Quality Business (For agents with 1 year tenure & above)
July batch Monday ▪ 1:30 – 5:00 PM
August batch Wednesday ▪ 1:30 – 5:00 PM
September batch Wednesday ▪ 1:30 – 5:00 PM
LKG
Tektite
July 13, 2009
July 13, 2009
August 12, 2009 Combined LKG
September 16, 2009 Combined LKG
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
5
Memorandum 2009-AL#20 To:
ALL Metro Manila Agency Leaders
From:
John Curtis Senior Vice President & Chief Agency Officer
Subject: Third Quarter 2009 Training Calendar CC:
C Gustini, D Banks, Agency Directors, P Custodio, R Camacho, G Tirona, AADs, G Tirones, AOOs, Trainers, J Genoring, Marketing, Agency Licensing, Manutouch & File
Date:
June 4, 2009 The training department is pleased to announce the Third Quarter Calendar for 2009. Looking back at the previous quarter, we are pleased to let you know that we have successfully launched and will continue to implement the following initiatives. 1. Enhanced Basic L.I.F.E. program To better equip our new agents in selling in these challenging times, we have successfully implemented the second and final phase of the Enhanced Basic L.I.F.E. program. The new model now focuses on Skills Development and mastery of the Sales Process. This is achieved through the introduction of new content and drill sessions in the critical steps of the Initial Interview and Closing Interview. 2. Quality Business Training (QBT)/ Cons Watch Club The Quality Business Training launched last May will continue to be offered monthly for Sales Associates struggling in the area of Conservation. This is in support of the company wide initiative called Cons Watch Club. 3. Reinforcement & Retention Programs We are now entering the third full circle of the 12-Week Follow Up Session (FUS). We ask for your continued support to push the newly contracted agents for 2009 to join the learning sessions as these give us a chance to also monitor the attendees’ activities on a weekly basis. Passports distributed will now contain the schedule of the 12-week program. The Jump Start session has shown statistical success throughout its offerings. The module’s aim is to shift the agent’s paradigm to that of Entrepreneur by focusing on activities as their capital in building a profitable business. This program is exclusively offered to sales associates in the 2Month Zero (2MZ) category that need the extra push during these trying times. AND THAT’S NOT ALL! We now offer…
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
1
17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines 4. Advanced Courses – Estate Planning 101 Agency Training unveils its first Advanced Course offering for Sales Associates with tenure of 1 year and above. Estate Planning 101 is a comprehensive program that aims to equip Sales Associates with the expertise needed to successfully position our products and services as an effective tool for Estate Conservation and Creation. This includes a comprehensive discussion on Philippine Succession and Tax Laws, Vehicles in building and conserving an Estate, and introduction of new tools and ideas that can be used in Estate Planning Presentations. This will be conducted on two subsequent Fridays beginning September 2009. The Agency Training department will continue with its mission to deliver relevant and responsive training systems that aim to develop a highly productive and professional agency force. Watch out for new courses and Variable Life Follow-Up sessions lined up for the fourth quarter! Should you have any questions or feedback, feel free to contact us at Locals 7122, 7115, 7116 and 7125. Here’s to a resoundingly successful second half of 2009! Dare to Win!
Bringing Dreams to Life!
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
2
17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines
Q3 2009 Training Calendar Quick Guide
I.
Career Orientation Program (COP) Month
July
August
September
II.
LKG
Tektite
Jul 4 Jul 7 Jul 11 Jul 18 Jul 25
Saturday Tuesday Saturday Saturday Saturday
8:30 AM 5:30 PM 8:30 AM 8:30 AM 8:30 AM
July 11 July 21
Saturday Tuesday
8:30 AM 5:30 PM
Aug 1 Aug 4 Aug 8 Aug 15 Aug 22
Saturday Tuesday Saturday Saturday Saturday
8:30 AM 5:30 PM 8:30 AM 8:30 AM 8:30 AM
Aug 8 Aug 18
Saturday Tuesday
8:30 AM 5:30 PM
Sept 5 Sept 8 Sept 12 Sept 19 Sept 26
Saturday Tuesday Saturday Saturday Saturday
8:30 AM 5:30 PM 8:30 AM 8:30 AM 8:30 AM
June 13 June 23
Saturday Tuesday
8:30 AM 5:30 PM
Life Insurance Financial Education (LIFE) Month
LKG
Tektite
June 24, 25, 29, 30, July 1-3, 2009 July 8, 9, 13-17, 2009 July 15, 16, 20-24, 2009
July 1, 2, 6-10, 2009
July
August
August 12-14, 17-20, 2009 August 19, 20, 24-28, 2009
August 5, 6, 10-14, 2009
September
September 9, 10, 14-18, 2009 September 16, 17, 21-25, 2009
September 2, 3, 7-11, 2009
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
3
17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines
III.
Variable Life (VL) Month
LKG
Tektite
July
July 27, 28, 30 & 31, 2009
August
August 24, 25, 27, & 28, 2009
September
IV.
V.
Sept. 28, 29, Oct. 1 & 2, 2009
Management Development Program 1 (MDP 1) MCOP
August 7, 2009 (Friday 2-5pm)
LKG
MDP 1
July 15, 16 & 17, 2009
TBA
Follow-Up Sessions (Mondays, 1:00 – 5:00 PM) Module
LKG
Tektite
NB Underwriting
July 6, 2009
July 6, 2009
Quality Business
July 13, 2009
July 13, 2009
Tier 2 Prospecting
July 27, 2009
July 27, 2009
Agency Comp. & Benefits
August 3, 2009
August 3, 2009
P.L.O.W.
August 10, 2009
August 10, 2009
Phonedamentals
August 17, 2009
August 17, 2009
Priority Choice
September 7, 2009
September 7, 2009
Plan Right
September 14, 2009
September 14, 2009
Seasons
September 28, 2009
September 28, 2009
VI.
Advanced Course (For agents with 1 year tenure & above) Fridays, 9:00 – 5:00 PM Module
Estate Planning 101 (Day 1) Estate Planning 101 (Day 2)
LKG September 4, 2009 September 11, 2009
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
4
17/f LKG Tower, 6801 Ayala Avenue 1226 Makati City Philippines
VII.
Jumpstart (Fridays, 1:00 – 5:00 PM) Module
July August September
VIII.
LKG
Tektite
July 10, 2009
July 10, 2009
August 7, 2009
August 7, 2009
September 4, 2009
September 4, 2009
Quality Business (For agents with 1 year tenure & above)
July batch Monday ▪ 1:30 – 5:00 PM
August batch Wednesday ▪ 1:30 – 5:00 PM
September batch Wednesday ▪ 1:30 – 5:00 PM
LKG
Tektite
July 13, 2009
July 13, 2009
August 12, 2009 Combined LKG
September 16, 2009 Combined LKG
A Manulife Financial Company. Corporate Headquarters in Toronto, Canada. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
5
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