Promotion

STEP 01: PERSONAL DETAILS

Full Name As Per Ic

AGENT CODE

CONTACT NO.

AGENCY

AGENCY CODE

REGION

APPOINTMENT DATE AS UM

RELATIONSHIP WITH IMMEDIATE LEADER*

STEP 02: MINIMUM QUALIFICATION REQUIREMENTS Part 1

PART A: SERVICE PERIOD

minimum 3 years as UM

MONTHS OF SERVICE

PART B: AGENCY TOTAL PRODUCTION CREDIT (TPC)

minimum district TPC of RM1 million (including one level downline UM)
TPC period is accumulated from the last 24 months

CURRENT YEAR (AS AT NOV)

DISTRICT TPC (RM)*

Own Agency TPC (RM)*

Total TPC (RM)

-

PREVIOUS YEAR (AS AT NOV)

DISTRICT TPC (RM)*

Own Agency TPC (RM)*

Total TPC (RM)

-

District Agency Total (RM)

-

STEP 03: MINIMUM QUALIFICATION REQUIREMENTS Part 2

PART C: MANPOWER

minimum 12 Qualifying Agents (minimum two (2) One Level Downline UM prior to appointment as District Manager and 10 agents) meeting MOC of RM30,000 TPC each
One Level Downline UM excludes spouse and DAUM, please refer Agency Handbook version 6.0 [4.3.1 Note (3)]

YOUR TEAM

Agent Code : {{AgentCode}}

+ Expand

1. Agent

AGENT CODE

AGENT'S NAME

TPC AT DECEMBER OF CURRENT YEAR (RM)

PR (%)

Relationship

DOWNLINE UNIT MANAGERS

No manpower entered. Please add manpower as per minimum requirement.

1. Unit Manager

- COLLAPSE + EXPAND

UNIT MANAGER'S CODE

UNIT MANAGER'S NAME

Direct Team Tpc (RM)

Direct Team PR (%)

Relationship*

{{@index}}. Agent

AGENT CODE

AGENT'S NAME

TPC AT DECEMBER OF CURRENT YEAR (RM)

PR (%)

Relationship*

DOWNLINE UNIT MANAGERS (NEW)

No manpower entered. Please add manpower as per minimum requirement.

1. Agent

AGENT CODE

AGENT'S NAME

Agent Rank

TPC AT December OF CURRENT YEAR (RM)

PR (%)

Relationship*

STEP 04: MINIMUM QUALIFICATION REQUIREMENTS Part 3

PART D: Training

**required to pass LIMRA Pacesetter

Date OF EXAM*

NOTE:
**Effective 1st Dec 2016 onwards, ELM will be replaced by LIMRA Pacesetter. Potential DMs who had attended ELM prior to 1st Dec 2016 shall be considered to have completed the pre-appointment training requirement. Potential DMs will still need to attend Pacesetter as Post6 DM Promotion Training Requirement. It's a "Vice Versa" approach for transition. Please refer to APAC for more details on training related matters.

PART E: DIRECT Persistency Rate (PR)

minimum 85% for D1

PR D1 AS AT DECEMBER OF CURRRENT YEAR (%)*

I, the above named agent would like to apply for the rank of Direct Manager and hereby certify that the particulars provided by me are true and accurate. I understand that any non-disclosure will automatically disqualify my application.

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Application For Appointment To District Manager

STEP 01: PERSONAL DETAILS

Full Name As Per Ic

AGENT CODE

CONTACT NO.

AGENCY

AGENCY CODE

REGION

APPOINTMENT DATE AS UM

RELATIONSHIP WITH IMMEDIATE LEADER*

STEP 02: MINIMUM QUALIFICATION REQUIREMENTS Part 1

PART A: SERVICE PERIOD

MONTHS OF SERVICE

PART B: AGENCY TOTAL PRODUCTION CREDIT (TPC)

CURRENT YEAR (AS AT NOV)

DISTRICT TPC (RM)*

Own Agency TPC (RM)*

Total TPC (RM)

-

PREVIOUS YEAR (AS AT NOV)

DISTRICT TPC (RM)*

Own Agency TPC (RM)*

Total TPC (RM)

-

District Agency Total (RM)

-

STEP 03: MINIMUM QUALIFICATION REQUIREMENTS Part 2

PART C: MANPOWER

YOUR TEAM

Add Manpower

Add Manpower

{{AgentName}}

1. Agent

AGENT CODE

AGENT'S NAME

TPC AT DECEMBER OF CURRENT YEAR (RM)

PR (%)

Relationship

DOWNLINE UNIT MANAGERS

1. Unit Manager

1. Unit Manager

UNIT MANAGER'S CODE

UNIT MANAGER'S NAME

Direct Team Tpc (RM)

Direct Team PR (%)

Relationship*

{{@index}}. Agent

AGENT CODE

AGENT'S NAME

TPC AT DECEMBER OF CURRENT YEAR (RM)

PR (%)

Relationship*

DOWNLINE UNIT MANAGERS (NEW)

1. Agent

AGENT CODE

AGENT'S NAME

Agent Rank

TPC AT December OF CURRENT YEAR (RM)

PR (%)

Relationship*

STEP 04: MINIMUM QUALIFICATION REQUIREMENTS Part 3

PART D: Training

Date OF EXAM*

PART E: DIRECT Persistency Rate (PR)

PR D1 AS AT DECEMBER OF CURRRENT YEAR (%)*

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Application For
Appointment To District Manager