Selling memorial services on
To : Holy Gardens
Kindly make a study plan on how we can market pre need the IS and Chapel
and memorial services to our existing customers. We can use new
addendum:
1. Products services that are to be sold:
Interment Service De Luxe and Luxury
Chapel and Memorial Services:
Traditional (no ROP) from P28,500 to P99,500
2. Price Points;
Name Price Monthly 60 mos
1. IS de Luxe - 19,500 373.75
2. IS Luxury - 23,900 438,16
CMS
1. Masa Product - P28,500 - P546.25
Masa Product Senior P33,500 642.08
2. 49,500 948,75
3. 64,900 1,243.91
4. 79.900 1,531 41
5. 96,600 1,85l.51
KINDLY GIVE THE NAMES; AGREE ON A COMMON NAME FOR PRE NEED AND ACTUAL NEED
WITH PANGA AND YOUR AND THEIR CHAPEL
3. Come up with a sales kit and a two page brochure
4. Have the abstract for this ready;
5. Let us have a new addendum or use existing addendum;
6. This is available only for existing customers and well append the
addendum to their existing product
7. We will use the memorial plan system for the following:
1. Commission:
For independent SE
7% of total on first year amortization 35% for SE
2% of total or % of 1st year amort 10% for SM
1% of total or % of 1st year amort 5% for SD
OR shall be full amount, but the amortization report shall have the commission deducted, and duly signed acknowledged by the Sales Personnel involved
For office staff: 3% of total, or 15% of 1st year amortization
2. Collection allowance:
Only for ISE:
P25.00 for amounts below P1,000
P40,000 for amounts above P1,000
Kindly make a study plan on how we can market pre need the IS and Chapel
and memorial services to our existing customers. We can use new
addendum:
1. Products services that are to be sold:
Interment Service De Luxe and Luxury
Chapel and Memorial Services:
Traditional (no ROP) from P28,500 to P99,500
2. Price Points;
Name Price Monthly 60 mos
1. IS de Luxe - 19,500 373.75
2. IS Luxury - 23,900 438,16
CMS
1. Masa Product - P28,500 - P546.25
Masa Product Senior P33,500 642.08
2. 49,500 948,75
3. 64,900 1,243.91
4. 79.900 1,531 41
5. 96,600 1,85l.51
KINDLY GIVE THE NAMES; AGREE ON A COMMON NAME FOR PRE NEED AND ACTUAL NEED
WITH PANGA AND YOUR AND THEIR CHAPEL
3. Come up with a sales kit and a two page brochure
4. Have the abstract for this ready;
5. Let us have a new addendum or use existing addendum;
6. This is available only for existing customers and well append the
addendum to their existing product
7. We will use the memorial plan system for the following:
1. Commission:
For independent SE
7% of total on first year amortization 35% for SE
2% of total or % of 1st year amort 10% for SM
1% of total or % of 1st year amort 5% for SD
OR shall be full amount, but the amortization report shall have the commission deducted, and duly signed acknowledged by the Sales Personnel involved
For office staff: 3% of total, or 15% of 1st year amortization
2. Collection allowance:
Only for ISE:
P25.00 for amounts below P1,000
P40,000 for amounts above P1,000
P25.00 for amounts below P1,000
P50,000 for amounts above P1,000
3. For cash payment: 10% discount shall be granted;
20% of the total payment is only commissionable
3 Fund disposition: (Budget)
Year Com TF GP
1 55% (11) 5% (1) 40 (8)
2. 5% (1) 40% (8 ) 55% (11)
3 5% (1) 75% (15) 20% (4)
4 5% (1) 80% (16) 15% (3)
5 5% (1) 80% (16) 15% (3)
Weighted total 15 56 29%
3 Budget for the 29% is as follows:
3% ORC and incentives
3% for insurance (inhouse or outside)
10% for administrative expenses: salaries, rent, utilities
13% GP
4. TF shall be for banks, trust department
5. Proofs for reimbursement: by TF:
1. Interment authorization or chapel memorial service authorization;
2. Copy of addendum
3. Death certificate
4. SOA
Reimbursement shall not be later than 15 days after receipts of requirements
6. Maximum reimbursable amounts:
In house: (with HGMP group)
IS - 80%
Masa package: 85%
45 to 85 - 75%
95 up - 60%
(Please check)
Can we start by January 5, 2015
Draft
Draft
