1.

Learn: Creating a prospect list ( Missing Quick Tips Template) in Tip and
Technique

2. Do: Creating a prospect list (Missing Prospec Tracker Template)

01
1. Learn: Creating a prospect list (Done)
2. Do: Creating a prospect list (Missing prospect template)
3. Share: Creating a prospect list (Missing prospect template)
4. Share: Asking for a referral (Missing CIO List Template)
5. Share: Creating a prospect list (Missing CIO List Template)?

02
1. Discover: Initiating Conversations and Building Rapport (Done)
2. Learn: Planning for the first conversations (Need to update)
3. Do: Planning for the first conversation (Done)
4. Share: Planning for the first conversation (Done) text center
5. Learn: Applying the art of conversation to make a connection(Need to update)
6. Do: Applying the art of conversation to make a connection (Done)

7/8/2020

01
1. Learn: Creating a prospect list (Done)
2. Do: Creating a prospect list (Missing prospect template)
3. Share: Creating a prospect list (Missing prospect template)
4. Share: Asking for a referral (Missing CIO List Template)
5. Share: Creating a prospect list (Missing CIO List Template)

02
1. Discover: Initiating Conversations and Building Rapport (Done)
2. Learn: Planning for the first conversations (My Why Two Minute Story
(different text from curriculum))
3. Do: Planning for the first conversation (Done)
4. Share: Planning for the first conversation (Done)
5. Learn: Applying the art of conversation to make a connection(Differernt text
"Presentaing Yourself" and "Introduction Youself" with curriculum) )
6. Do: Applying the art of conversation to make a connection (Done)

10/8/2020
1. Updating 03 Rise Package (Done)
2. Updating 04 Rise Package (Done)
3. Updating 05 Rise Package (Done)
4. Moral and Civic-U7 (Done)
5. PE-U7 (Done)
6. Moral and Civic-U8 (Need to modify)
7. PE-U8 (Need to modify)
8. Science-U8-L1 (Need to modify)
9. Science-U8-L2 (Need to modify)
10. English-U8-L1 (Need to modify)
11. English-U8-L2 (Done)

11/8/2020
1. Updating 06 Rise Package (Done)
2. Updating 07 Rise Package (Done)
3. Updating 08 Rise Package (Done)
4. Assigning MIA-10 Module to Litmos (Done)
5. Assigning MIA-11 Module to Litmos (Done)
6. PE-U8 (Done)
7. Moral and Civic-U8 (Done)
8. Science-U8-L1 (Done)
9. Science-U8-L2 (Done)
10. English-U8-L1 (Done)
11. Mathematics-U8 (Done)
12. Myanmar Sar-U9 (Done)

12/8/2020
1. Assigning MIA-12 Module to Litmos (Done)
2. Sharing tasks for MIA, Aung Academy, and Womenlead from Ma Jue
3. Assigning MIA-13 Module to Litmos (Done)
4. Assigning MIA-14 Module to Litmos (Done)
5. Assigning Quizzes of MIA-01 module to Rise (Done)
6. Join Meeting
7. Checking MIA_C1_L1 (Done)
8. Checking MIA_C1_L2 (Need to modify)
9. Checking MIA_C1_L3 (Done)

13/8/2020
1. Assigning flame (MIA-02) to Rise (Done)
2. Assigning flame (MIA-03) to Rise (Done)
3. Assigning flame (MIA-04) to Rise (Done)
4. Myanmar-U9 (Done)
5. Moral and Civic-U9 (Need to Modify)
6. PE-U9 (Done)
7. English-U9-L1 (Done)
8. English-U9-L2 (Done)

14/8/2020
1. Assigning flame (MIA-05) to Rise (Done)
2. Assigning flame (MIA-06) to Rise (Done)
3. Assigning flame (MIA-07) to Rise (Done)
4. Assigning flame (MIA-08) to Rise (Done)
5. Assigning flame (MIA-09) to Rise (Done)
6. Assigning flame (MIA-10) to Rise (Done)
7. Assigning flame (MIA-11) to Rise (Done)
8. Assigning flame (MIA-12) to Rise (Done)
9. Assigning flame (MIA-13) to Rise (Done)
10. Science-U9-L1 (Need to Modify)
11. Science-U9-L1 (Done)

17/8/2020
1. Add MIA Chapter-2 Readings: Textbook to Rise (Done)
2. Add MIA Chapter-3 Readings: Textbook to Rise (Done)
3. Add MIA Chapter-4 Readings: Textbook to Rise (Done)
4. Add MIA Chapter-5 Readings: Textbook to Rise (Done)
5. Add MIA Chapter-6 Readings: Textbook to Rise (Done)
6. Add MIA Chapter-7 Readings: Textbook to Rise (Done)
7. Add MIA Chapter-8 Readings: Textbook to Rise (Done)
8. Add MIA Chapter-9 Readings: Textbook to Rise (Done)
9. Add MIA Chapter-10 Readings: Textbook to Rise (Done)
10. Add MIA Chapter-11 Readings: Textbook to Rise (Done)
11. Add MIA Chapter-12 Readings: Textbook to Rise (Done)
12. Add MIA Chapter-13 Readings: Textbook to Rise (Done)
13. Add MIA Chapter-14 Readings: Textbook to Rise (Done)
14. Moral and Civic-U9 (Done)
15. Science-U9-L1 (Done)
16. Myanmar Sar-U10 (Done)
17. Moral and Civic-U10 (Need to Modify)
18. Science-U10-L1 (Done)

18/8/2020
1. Checking 03 Rise packge and highlight (Done)
2. Export and Upload for SAP-00 Module (Done)
3. Export and Upload for SAP-01 Module (Done)
4. Export and Upload for SAP-02 Module (Done)
5. Checking Video MIA Chapter-11 (Done)
6. Science-U10-L2 (Need to modify)
7. PE-U10 (Done)
8. English-U10-L1 (Done)
9. English-U10-L2 (Done)

19/8/2020
1. Update 03 rise package from Devon's feedback (Done)
2. Checking videos MIA chapter-4(3 video) (Done)
3. Checking Videos MIA Chapter-12(2 Videos) (Done)
4. Science-U10-L2 (Done)
5. Moral and Civic-U10 (Done)
6. Upload Prudential Logo to Rise (Done)
7. Remove Trainer and Student from FRC (Done)

24/8/2020
1. Checking the hightlight of MIA videos Chapter-2,4,8,13,14 (Done)
2. Export and Upload Modules 02-03 (Done)
3. Split Slide Document Chapter1 and Chapter2. (Done)

25/8/2020
1. Adding Reading: Slide Document Chapter 2 to Chapter 14 (Done)
2. Adding Thumbnail to SAP all Modules (Done)
3. Exporting and Uploading SAP00 and SAP01 (Done)
4. Updating 05 Rise Package (Keep Going)

26/8/2020
1. Updated 06 Rise Package
2. Uploaded Chapter2 Video to Rise Package
3. Uploaded Chapter11 Video to Rise Package
4. Checked MIA Videos which modify again.

27/8/2020
1. Cheking MIA Chapter7 Video
2. Checked MIA Videos which modify again
3. Myanmar Sar-U11
4. Moral and Civic-U11
5. User manual (Admin)
6. Uploaded MIA Chapter8 Video to Rise Package

28/8/2020
1. Updated SAP 05 and 06 Rise Packages (All Feedbacks)
2. Checked MIA Chapter7, Chapter1 and modify Videos
3. Complete Uploaded Videos (Ch2,8,11)

31/8/2020
1. PE-U11
2. Math-U11-1
3. Math-U11-2
4. Math-U11-3
5. Myanmar Sar-U12
6. Moral and Civic-U12
7. PE-U12
8. Math-U12
9. Chapter11 Videos Uploading Completed to Rise
10.Chapter7 Videos Uploading Completed to Rise
11.Moral and Civic-U13
12.PE-U13
13.Myanmar Sar-U13
14.Myanmar Sar-U14 (Need to Modify)
15.Math-U14
16.Moral and Civic-U14
17.PE-U14

2, 11

03
1. DISCOVER: UNDERSTANDING CUSTOMER NEEDS (FACT-FINDING) (adding video to process
bar)

MOE
1. English-U4-L2 (Done)
<iframe src="https://www.youtube.com/embed/YYr9wt9M1NQ"
modestbranding=1&showinfo=0&rel=0" width="560" height="315"
frameborder="0"></iframe>

src="https://www.youtube.com/embed/qRjJBy0_Mc0"
src="https://www.youtube.com/embed/rcXAM01QrqI"

03
1. DISCOVER: UNDERSTANDING CUSTOMER NEEDS (FACT-FINDING) (adding video to process
bar)

2. Learn: Exploring your customer's needs (Need Negative cash flow) (Done)

3. DO: EXPLORING YOUR CUSTOMER�S NEEDS (Done)

4. SHARE: EXPLORING YOUR CUSTOMER�S NEEDS (Done)

04
1. Discover: Preparing recommendations (Done)

2. Share: Preparing to present your recommendations to your customer (Done)

3. Do: Preparing to present your recommendations to your customer (Done)

4. learn: Preparing to present your recommendations to your customer (Done)

5. Share: Meeting identified customer's needs with suitable Prudential

Solutions(Done)

6. Do: Meeting identified customer's needs with suitable Prudential solutions

(Done)

7. learn: Meeting identified customer's needs with suitable Prudential MYANMAR

solutions (Done)

05
1. Discover: Presenting solutions (Done)

2. SHARE: ADDRESSING YOUR CUSTOMER�S QUESTIONS AND DOUBTS (Done)

3. DO: ADDRESSING CUSTOMER�S QUESTIONS AND DOUBTS (Done)

4. LEARN: ADDRESSING YOUR CUSTOMER�S QUESTIONS AND DOUBTS (Done)

5. SHARE: PRESENTING AND EXPLAINING YOUR RECOMMENDATION (Done)

6. DO: PRESENTING AND EXPLAINING YOUR RECOMMENDATIONS (Done)

7. LEARN: PRESENTING AND EXPLAINING YOUR RECOMMENDATIONS (Done)

8. SHARE: DELIVERING YOUR CONCEPT PRESENTATION (Done)

9. DO: DELIVERING YOUR CONCEPT PRESENTATION (Done)

10.LEARN: DELIVERING YOUR CONCEPT PRESENTATION (Done)

06
1. Discover: closing and asking for referrals (Done)

2. Share: Asking your customer for referrals (Done)

3. Share: Asking your customer for permission to proceed(Done)

4. Learn: Asking your customer for referrals (Done)

5. Do: Asking your customer for permission to proceed (Done)

6. Learn: Asking your customer for permission to proceed(Done)

7. Share: Summarising the discussion for your customer (Done)

8. Do: Summarising the discussion for your customer (Done)

9. Learn: Summarising the discussion for your customer (Done)

10.Do: Asking your customer for referrals (Done)

07
1. DISCOVER: Activity overview (Done)

2. Share: Communicating with the customer after onboarding (Done)

3. Do: Communicating with the customer after onboarding (Done)

4. Learn: Communicating with the customer after onboarding (Done)

5. Share: Onboarding your customer's new business (Done)

6. Do: Onboarding your customer's new business (Done)

7. Learn: Onboarding your customer's new business (Done)

08
1. Discover: Managing the ongoing relationship (Done)

2. Share: Providing policy services (Done)

3. Do: Providing policy services (Done)

4. Learn: Providing policy services (Done)

5. Share: Maintaining scheduled review sessions with customers (Done)

6. Do: Maintaining scheduled review sessions with customers(Done)

7. Learn: Maintaining scheduled review sessions with customers (Done)

8. Share: Categorising customers for relationship management (Done)

9. Do: Categorising customers for relationship management (Done)

10.Learn: Categorising customers for relationship management (Done)

Jasmine Teo: The importance of client servicing

<iframe src="https://www.youtube.com/embed/G-0igYzC-_M?
modestbranding=1&amp;showinfo=0&amp;rel=0" width="560" height="315"
frameborder="0"></iframe>

Shirley Lim Yam: Help your clients and they will help you
<iframe src="https://www.youtube.com/embed/gwf3OINTUik?
modestbranding=1&amp;showinfo=0&amp;rel=0" width="560" height="315"
frameborder="0"></iframe>

Shiela Nie: Maintaining connection with clients after sales

<iframe src="https://www.youtube.com/embed/tvLnPYKdP9Q?
modestbranding=1&amp;showinfo=0&amp;rel=0" width="560" height="315"
frameborder="0"></iframe>

|<
Nadia Wijatno: Three Requirements of a Good Client's Review
<iframe src="https://www.youtube.com/embed/2A1TFvC3iNQ?
modestbranding=1&amp;showinfo=0&amp;rel=0" width="560" height="315"
frameborder="0"></iframe>

Nadia Wijatno: Four Topics to Discuss in a Client's Review

<iframe src="https://www.youtube.com/embed/DmVhJfs9BqI?
modestbranding=1&amp;showinfo=0&amp;rel=0" width="560" height="315"
frameborder="0"></iframe>

..
Nadia Wijatno: Profiling Clients Using the DISC Concept
<iframe src="https://www.youtube.com/embed/OmY_4OZr8cU?
modestbranding=1&amp;showinfo=0&amp;rel=0" width="560" height="315"
frameborder="�0&quot;"></iframe>

Nadia Wijatno: DISC-based Modes of Communication

<iframe src="https://www.youtube.com/embed/0mzt10_KDcU?
modestbranding=1&amp;showinfo=0&amp;rel=0" width="560" height="315"
frameborder="0"></iframe>

Readings:Textbook->Life Insurance Agent Study Text - Chapter 1.pdf

Pdf Split->Chapter-2(24-34)
Pdf Split->Chapter-3(38-46)
Pdf Split->Chapter-4(50-64)
Pdf Split->Chapter-5(68-80)
Pdf Split->Chapter-6(84-97)
Pdf Split->Chapter-7(102-115)
Pdf Split->Chapter-8(120-125)
Pdf Split->Chapter-9(130-157)
Pdf Split->Chapter-10(162-176)
Pdf Split->Chapter-11(180-192)
Pdf Split->Chapter-12(196-208)
Pdf Split->Chapter-13(212-218)
Pdf Split->Chapter-14(222-237)

Trainer account
tyarru (removed)
Luknam (already removed)
Moezawaung (already removed)

andrea111 (removed)
sharreh110 (removed)
sawkyawnaing (removed)
petertm (removed)
zinkoaung (removed)
sawwilbert (removed)
waiyan (removed)

Chapter-1-complete
Chapter-2-
Chapter-3-
Chapter-4-(need to add hightlight) get today hightlight
Chapter-7-
Chapter-8-
Chapter-11-complete
Chapter-12-(no add hight)-part 1. Information Required in Application of Life
Insurance (cut voice number1)
Chapter-13-(add to hightlight) get today hightlight
Chapter-14-(add to hightlight) get today hightlight

Chpater-5-(need to give hightlight note from Ko Ye Naing)

trouble the template

stepmber 18
textreatment

"I agree that" need to add large quoaton

"I am in"
reomve background in cash flow
negative cash flow to myanmar kyat

Chapter -4-L1 (Need to modify)

-4-L2 (Need to modify)
-4-L3 (Done)

Chapter -13-L1 (Need to modify)

 -13-L2 (Need to modify)
-13-L3 (Done)
-13-L4 ()

Chapter -14-L1 (Done)

-14-L2-A (Done)
-14-L2-B (Need to modify)
-14-L3 (Done)
-14-L4 (Need to modify)

Chapter -2-L1 (Done)

-2-L3 ()

Chapter -8-L1 (Done)

Chapter -8-L2 (Done)
Chapter -8-L3 (Done)

ch3-62-78
ch4-89-100
ch5-111-128
ch6-139-160
ch7-171-183
ch8-194-204
ch9-215-241
ch10-252-266
ch11-277-288
ch12-299-313
ch13-324-333

ch14-344-359

6,7, 8, 9, 10, 11, 12, 13, 14

How to create a course

how to share

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modestbranding=1&amp;showinfo=0&amp;rel=0" width="560" height="315"
frameborder="�0&quot;"></iframe>

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