TO : Destiny Plans
--
Sir Don Aboga - outsource controller
HGGMP
HGPMP
Attention: Messrs Jeff Terso
Frenzie Agasan
Ms. RCG
Subject: Use of Destiny Plans PPA for pre need funeral services, Lux interment service and prepaid cremation service
Objective: 1. To register sale of least 5 000 units in 2019 at Destiny
2. To build Destiny brand; and customer trust and confidence
3. To make our pre need company functional to synergize
the C3 concept
Reality: 1. There are number of pre need products that we are selling. we
have to reflect and regularize them as pre need products
2. We are gradually spinning off Destiny
What: Using of Destiny Plans PPA and OR for pre need products
Effective February 21, 2019, all products that fall under these category
shall be booked under the Destiny Plans Documentation:
1. White Rose funeral service P30,000
2. Luxury interment service 30,000
3. Prepaid cremation service - service after cremation P30,000
Direct cremations with viewing 2N3 days chapel viewing
1. Documents to be used:
1. White Rose PPA
2. Provisional receipt at Province
3. OR from 3f
2. Procedures:
1. All the above mentioned documents will be used to book the 3
above mentioned products
2. Process:
1. Sales talk
2. Closing
3. Customer signs PPA (or on line in the future)
4. PR is issued
5. SBU submits an online abstract for this transaction
6. SBU deposits this under Destiny HO account with METBA
7. Deposit slip is scanned
8. PPA is sent to 3f for verification and confirmation within 7 days
7. OR is made by 3f
10 PPA OR are sent to SBU a
3. Filing and earmarking
Since our only registered PPA is for White Rose we shall adopt the following
strategies:
1. For funeral service - buy White Rose and upgrade later on at need
no at need prices
1. . Buy 2 white rose for a 60 K package, 3 white rose for 90k package
2. Just earmark the PPA and ledger
2. For pcs and is: just earmark
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Jorge U. Saguinsin
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