A customer walks in to the business center and enquires about our Flexilink. The insurance consultant explained our Combined Funds. He is keen to invest and is happy to get the promotion gifts. He signed up for $210,000.
The following day, he called the business center and asked to top up another $90,000. He changed his mind about the promotion gifts and opted for 2% bonus units, worth $6,000.
We asked him why he decided to transact directly at the business center. He replied that he went to our website regularly and read CEO's Blog. He was quite well informed on our products. He just needed to clarify a few things.
He felt that the business center is able to meet his need.
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