REPORT FROM THE MANAGER OF THE TAMPINES BUSINESS CENTER
1. A customer telephoned the business centre to enquire on our Combined Funds. Our consultant arranged to meet him to present the benefits of investing in our Combined Funds. The consultant showed him the 5 slides from our chief executive officer. They highlight the low charges and better returns. The customer was convinced to place $240,000.
2. A customer visited the business center to collect the Logic9 gift. The consultant presented the FAQ on the Ideal and I-gift plans. The customer came back the following day to take up 4 Ideal policies for her four kids (saving of $180 per month for each policy) and the i-Gift of $30,000 for herself. She is using the monthly payout of the i-Gift to pay for her 4 Ideal policies.
Reply to MM
ReplyDeleteThe four Ideal policies are for four children. It make sense to buy a separate policy for each child.
The child can continue the poilcy on their own in the future.