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Career guide 3 Career Guide CAdvisors Alliance ? s Life Planners and Managers Vision To be the leading agency in Great Eastern Life recognised for our Productivity Mission To attract select and recruit quali ?ed individual with tertiary level quali ?catio

Career Guide CAdvisors Alliance ? s Life Planners and Managers Vision To be the leading agency in Great Eastern Life recognised for our Productivity Mission To attract select and recruit quali ?ed individual with tertiary level quali ?cations which will enhance the professionalism in the distribution of ?nancial products to our client We believe in providing our planners with the security of a long terms career in Supreme Planners support and challenge them to realize their utmost potential show and guide them along the path of success CThe Management Committee Je ?rey Chua SH Director Financial Services Was featured in the book ??Tough Times Never Last Tough People Do ? in GE Life Honours Club Life Member GE Life Honours Club Leader category ?? Life Member Recruited Promoted Top Directors Lim Lily Manager Financial Services MDRT GE Life Honours Club Life Member GE Life Honours Club Leader category ?? Qualify Member Esther Ang LS Senior Executive Life Planner Financial Services Great Eastern Life overall Top Life Planner for MDRT COT TOT GE Life Honours Club Life Member Frankie Lim KK Senior Executive Life Planner Financial Services MDRT GE Life Honours Club Life Member Sam Lee HC Executive Life Planner Financial Services MDRT GE Life Honours Club CKelvin Ng KH Senior Executive Life Planner Financial Services MDRT GE Life Honours Club Life Member Eric Chan KC Senior Executive Life Planner Financial Services MDRT GE Life Honours Club Life Member Joewaye Foo CH Senior Executive Life Planner Financial Services MDRT GE Life Honours Club CCONTENTS Supreme Planners Guidelines A New Associate's Guide To A Career In Financial Planning Life Planner Career Path Group Building Projection Standard Orientation Package Checklist Training Modules Supreme Planners Competitive Advantage Class Sheet Pg Pg Pg Pg Pg Pg Pg CSupreme Planners Guidelines Activity Meeting System New planners are required to attend the activity meeting in their st year from date of appointment New planners are exempted from paying if he she fails to achieve points per week for a period of month Scoring details points for a regular plan points for a single plan point for a P A case Eg If weekly score is below points he she will have to pay the following amount O point- point- points- points- points- points- points- If weekly score is above points he she can claim the following amount points - points - proportionate increase up to points points - points - proportionate increase up to points points - All planners are to produce their registration slips receipts as prove of paid in cases if they have submitted the cases by themselves Eg A planner will be ?ned if he she is late for the activity meeting for every minutes As for non-attendance he she will be ?ned O unless he she has a medical certi ?cate to show for the day of absence Attire O ?ce Attire on weekdays smart casual on weekends Buddy Recruit Scheme st Tier reward of payable to buddy when new recruit completes the