Thursday, November 26, 2009

MDRT DAY CELEBRATION --MEMORIES


R K SHETTY - DIVISIONAL VICE PRESIDENT- MDRT -FROM INDIA


                                         R K SHETTY  :


We are what we repeatedly do.

Excellence is not an act, but a habit” -


R.K.Shetty (B.COM, DFM, LUTCF

ANAND JATHAN -MDRT ZONE CHAIR - IS GENIUS IN INSURANCE INDUSTRY

About  :ANAND JATHAN




IT IS BETTER TO HAVE LIFE INSURANCE FOR 100 YEARS AND NOT NEED IT, THAN TO NEED IT ONE DAY AND NOT HAVE IT.



• What began as a Part-time activity, blossomed into a practitioner of Life, Health & Disability Insurance, building public trust by demonstrating ethical business behaviour in all our dealings.

• Has full-fledged office equipped with efficient staff and all modern communication facilities including Computers, Scanners, Fax, Answering Systems and Cell phones.

• Life & Qualifying Member of Million Dollar Round Table (MDRT) USA, with 13 year Membership with 1 Top of Table and 2 Court of the Table Honours.





Attended MDRT's Annual meeting several times in the USA, Canada & Japan.



Presently, serving as Zone Chair in MDRT Zone # 4 (India, Pakistan, Sri Lanka) and as Member of Leadership & Volunteer Development Committee.

• Passed CIS Examination (Certificate in Insurance Salesmanship) conducted by the Insurance Institute of India in 1995 and stood first in the Subject “Principles and Practices of Life Insurance”.



Passed C.I.I. (Award of Chartered Insurance Institute) of U.K. in July, 2009



• Success in the field is demonstrated in the form of various Awards, Certificates and Memberships and above all a battery of customers whose faith and trust enabled us to reach the pinnacle of success.

• Attended numerous meetings, conferences and conventions in various parts of the country. Also, conducted classes for Agents and delivered numerous lectures and speeches in Meetings and Seminars.

• Presently, servicing and rendering life and general Insurance related services to more than 3000 households and about 100 Corporate clients.




ANAND JATHAN WITH TONY GORDON -


ACHIEVEMENTS :


• Secured All India Rank in First Premium Collection in 2003-2004, and 2005-2006

• Life Member – ALICA (Association of LIC Agents), Mumbai.

• Served as Joint Secretary- ALICA, Mumbai Division- III

• Life Member – LIAFI (Life Insurance Agents Federation of India)

• Life & Chapter Member – Life Underwriters Guild of India

Became No.1 Agent in Mumbai Division-III in the year 1994-95 out of over 6000 agents by completing new business of nearly Rs.4 crores on 200 lives.







• Secured highest new business of Rs. 9 crores in 2001-02 with first premium income of Rs. 1.69 crores.





• Secured first premium income of Rs.7.82 crores in the F.Y. 2002-03 on 226 lives.





• Became No.1 Agent in the country on Pension/ Annuity Premium count to the tune of Rs. 28 Crores in the F.Y. 2003-04.







Tuesday, November 24, 2009

Chairman Finance Committee -MDRT DAY CELEBRATION

Brij Bhooshan Chandhoke


Chairman Finance Committee

Ph. 0251 - 2327683, 2327656 (Telefax)

M:  98210 94627

Monday, November 23, 2009

SPEAKER RECOMMENDATION FOR MDRT DAY CELEBRATION -FEB-2010

MDRT CELEBRATION DAY  IN FEBRUARY 2010



SPEAKER RECOMMENDATION

MDRT is now accepting Speaker Recommendations for the 2010  MDRT DAY CELEBRATION  Which is Being Held between  ( feb 6 to feb 16.) 2010.



You are Requested to suggest the speakers you would like to here .
Due to the amount of names submitted, we are unable to provide any communication regarding the status of these speakers in the selection process. Should the speaker be considered, the Program Development Committee (PDC) will be in contact to give further instruction.


If the speaker is not contacted by the PDC, assume they have not been selected. Each year brings a new committee with a different vision and focus for the MDRT Day Celebration . Speakers not chosen for a particular year's meeting often appear at a different meeting in succeeding years.

Thank you for your submission.

MDRT DAY CELEBRATION COMMITTEE

Existence Certificate for the Annuitant is to be Submitted Every Year - SATISH MANJURE

Dear friends,


You must have either sold some individual pension products or at least servicing a few of them for your clients. You must be aware that existence certificate for the annuitant is to be submitted every year according to each policy’s date of commencement.

There is a change in the “due month” for each policy and now it is made November for all. The necessary circular is enclosed herewith. Also please note that for annuity option ‘F’ the certificate is now to be submitted after every three years.

Since, November is going on, all of you are requested to submit relevant certificate for your policy holders at the earliest & collect acknowledgement without fail.

Sorry of delay in communicating as I came to know about it only today.

With warm regards,


Satish Manjure

Sunday, November 22, 2009

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