Sunday, 16 August 2009

i have two appointments just now!! wee!! met up with isnita to pass her her policies for her two daughters. FINALLY managed to meet up with her! phew!they had this army half marathon thingy in the morning, so yeah she was able to meet up with me easily. her appointment was a quick one. left at around 11.45am and headed straight for office as i am meeting another friend later.

met regina at 2.30pm and chatted with her about her policy. she wanted a savings plan. i proposed an investment linked plan and a traditional plan. she wasn't convinced that the savings plan could help her reap higher returns as compared to a conservative traditional approach. so she stuck to the traditional endowment plan. her budget at first was $100. then her boyfriend proposed that they share a policy and contribute $200 each. so my production will be $4800++!!! woohoo!!

but i was worried that regina could not sustain the premium payments. we calculated together and realised that she'll be getting only like $600 surplus to spend every month. that's kinda little for a girl.

but anyway, she agreed to settle all of the paper work first and will proceed with the payment in late september. so i'll be getting my commission only in like early october.

yay!! no more eggs in my production!! woohoo!!

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