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RUEL F. SALINOG
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AGAPE (Annual Goals and Action Plans toward Excellence)
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I. PLANNING MY MONTHLY BUDGET (CURRENT AND 2023 ESTIMATE)
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A. BUDGET FOR MY LIVING EXPENSES
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 HOUSEHOLD EXPENSESAMOUNT PER MONTH
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Rent or mortgage, MRI, assoc. dues, real estate tax ₱ 19,000.00
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Utilities (i.e., water, electricity, phone, internet, cable, LPG, etc. ₱ 5,000.00
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Wages for household help, family driver, etc. ₱ -
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Vehicle maintenance expenses, car expenses, car insurance ₱ -
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Non-life/general home insurance ₱ -
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Others ₱ -
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PERSONAL AND FAMILY EXPENSES
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Food ₱ 8,000.00
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Transportation ₱ 1,000.00
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Doctor, dentist, medicines ₱ -
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Personal allowance ₱ 1,000.00
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Others ₱ -
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EDUCATIONAL EXPENSES
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Tuition and miscellaneous fees ₱ -
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Books and school supplies ₱ -
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Children's allowance, transporation (school bus) ₱ -
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Others ₱ -
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LUXURY
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Weekend recreation ₱ -
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Vacation ₱ -
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Gifts, shopping spree ₱ -
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Club membership, gym, etc. ₱ -
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Others ₱ -
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MISCELLANEOUS EXPENSES
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Income and community taxes ₱ -
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SSS, GSIS, HMO ₱ -
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Tithes and love offerings, charities, donations, etc. ₱ 3,000.00
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Others ₱ -
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TOTAL MONTHLY BUDGET FOR LIVING EXPENSES ₱ 37,000.00
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B. BUDGET FOR BUSINESS EXPENSES
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BUSINESS EXPENSESAMOUNT PER MONTH
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Mobile phone, internet ₱ 200.00
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Sales collaterals, office supplies ₱ -
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Entertainment ₱ -
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Gas, transportation, parking fees ₱ -
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Promos and giveaways for clients ₱ -
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Course fees for self-development ₱ -
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Books ₱ -
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Membership fees, license fees ₱ -
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Secretarial, messengerial fees ₱ -
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Others ₱ -
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TOTAL MONTHLY BUDGET FOR BUSINESS EXPENSES ₱ 200.00
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C. MONEY SET ASIDE FOR SAVINGS AND INVESTMENT
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SAVINGS AND INVESTMENTSAMOUNT PER MONTH
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Life insurance- Personal ₱ -
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Life insurance- Family ₱ -
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Regular savings account ₱ 1,000.00
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Time deposit ₱ -
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Investments (stocks, bonds, mutual funds, etc.) ₱ -
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Emergency fund ₱ -
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TOTAL MONTHLY BUDGET FOR SAVINGS AND INVESTMENTS ₱ 1,000.00
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II. PLANNING MY OTHER FINANCIAL GOALS (LONG TERM)
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GOALTARGET DATE IN MONTHS (A)AMOUNT (B)
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HOME24 ₱ 500,000.00
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TOTAL MONTHLY BUDGET FOR ACHIEVING OTHER FINANCIAL GOALS ₱ 20,833.33
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III. PLANNING MY ANNUAL INCOME GOAL
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GOALSAMOUNT
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A- Total Monthly Budget for Living Expenses ₱ 37,000.00
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B- Total Monthly Budget for Business Expenses ₱ 200.00
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C- Total Monthly Budget for Savings & Investments ₱ 1,000.00
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D- Total Monthly Budget for Achieving Other Financial Goals ₱ 20,833.33
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E- Total Monthly Income Requirement ₱ 59,033.33
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F- Annual Income Requirement ₱ 708,400.00
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G- Average First Year Commission 40%
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H- Annual Premium Target ₱ 1,771,000.00
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I- Average APE per case (ex. 36,000) ₱ 36,000.00
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J- Number of Cases in One Year49
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IV. PLANNING MY SALES ACTIVITIES
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SUCCESS FORMULA
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15 prospects - 5 appointments made - 3 client meetings
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SALES ACTIVITYANNUALMONTHLY
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Divide annual by 12 months
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No. of prospects (J X 15)73861
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No. of appointments ( J X 5)24620