54) Reasons Why Unit Trust Consultant should be PRS Consultant.

54) Why Unit Trust Consultant should also be PRS Consultant.

Ever wonder why as Unit Trust Consultant (UTC), should also be a PRS Consultant (PRC)


These are the 8 activities that a UTC should promote and do:.

1) Cash Unit Trust investments
2) 3PF Unit Trust investments
3) PRS savings
4) DDI regular investments (Unit Trust & PRS)
5) Will, Wasiat, Hibah & Trust Nomination (Estate Planning)
6) Insurance planning
7) Referral asking
8) Recruit downlines

Here are some of the benefits to PRS Consultants:
1) Able to provide more comprehensive financial planning services using Unit Trust and PRS.
2) Reduce client reasons to look for other Consultants, which will also be your competitor.
3) Avoid client’s confusion when dealing with different consultants.
4) Able to cross promote PRS to Unit Trust clients and Unit Trust to PRS clients.
5) Another way to approach new prospects using PRS.
6) Easier to talk to new prospects as everybody wants to reduce their tax payment.
7) Opportunity to get into corporate clients investment via Corporate PRS.
8) Help companies to start PRS savings for their staff.
9) Help companies to retain staff with PRS Vesting Schedule.
10) Increase Asset Under Management (AUM) & Career Benefits.
11) Higher AUM Retention as PRS funds are for long term savings till retirement.
12) More reasons and solutions to recruit downlines.
13) Help your young Unit Trust clients to benefit from PRS Youth Incentive Scheme.
14) More incentives to achieve sales goals.