PALM LEAFA TREASURE OF WISDOM

A PORTAL OF GOPAST

COMMENCING 14TH APRIL 2014

This portal will be an extension of Gopast on your desktop/laptop/tabs/pads/mobile.

The whole team of Gopast have strived to make it “A treasure of Wisdom” and will be continually striving to keep up the quality of this portal through timely updates, and info and with creative designs and layouts.

Menus on Palm leaf like My tools, My resources, Ask RG, My Videos, Thoughts and blogs, and News provides you a feel of attending my sessions in person at your will and convenience.

A TREASURE OF WISDOM

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A TREASURE OF WISDOM

A financial services marketeer can take these tools to the prospect/client and store them on his My Customer page for use again on such calcula-tions and explanations.

CNA Tools contain 3 methods of calculating Capital Need Analy-sis estimating the Life Insurance Needs. Primary method, Working Capital Method and the Sum of 4 types of Capitals required for a family. The output can be in a chart (graph) form, text form and shown to the client live and then if required be sent to the client by email or as a printed letter.

HLV Tools contain 2 methods of calculating Human Life Value of a person to recommend Life Insurance to the person. One the pri-mary method and the other the scientific method. The output can

be in a chart (graph) form, text form and shown to the client live and then if required be sent to the client by email or as a printed let-ter.

Net Worth is tool to draw the personal balance sheet of the Client estimating his Assets and Liabilities and advice on covering the negative Net Worth. This tool gives a brief introduction of the Five elements of Finance and the two methods of funding an asset. The output will be in a Table form and shown to the client live and then if required be sent to the client by email or as a printed letter.

A/H is a powerful tool to estimate the Risk classification our clients family is presently in. The output will highlight the risk classifica-

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MY TOOLS

Menu of My Tools

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tion and it will keep changing automatically as the fields are being filled in.

Orbit changing tasks: This a tool to monitor ourself as to how much of time we allocate to such jobs that can lift us from one orbit to another orbit altogether. This does not talk about incremental growth, but it shows astronomical growth. The outputs can be saved and retrieved for our own review and corrective actions.

Financial Pyramid: All the four sides of financial pyramid is shown here. And each page by itself is a menu and you can navi-gate through a big spread of assets and compare the strengths and setbacks of each of the class to build a correct portfolio for the cli-ent.

As you navigate through these assets you can show the charts (graphs) of price movements of Gold, Equities, Real Estate Assets with historical data updated up-to the current month every month.

The output will be a visual treat to the client.

Portfolio Analysis: Is a tool to decide strategies for penetrating the market and will show what we are missing from the market. This tool is for our own study of the existing segmental analysis of our present profile of our customers.

Expenses Provision Method and Replacement Ratio Method are tools for Retirement planning. These tools are very powerful and contain a strong logic for providing adequate funds for retirement right away. The output can be in a chart (graph) form, text form

and shown to the client live and then if required be sent to the cli-ent by email or as a printed letter.

A TREASURE OF WISDOM

My Resources is a menu where you will get thousands of pages of Wis-dom. It is almost an University contain-ing different faculties like, Financial Planning, Legal Aspects re-lated to Financial assets, Actuarial Concepts, Risk Management Principles, Macro Economic Statistics and explanations, Marketing Management, Communication Skills, Self Management, Psychol-ogy of Success, Aspects of Stock market investments, Enterprise Management, Customer Service, Estate planning, Corporate Insur-ance Solutions, Niche Marketing concepts like MWP Act Policies, Datas and Statistics related to all these topics and Inspiring writ-ings. These pages have been created by me over the last 8 years ever since i started Gopast in 2006. There are almost 2000 pages of information available.

The best part of this is that you can navigate using key words. You can at your time schedule read and enhance your knowledge on all these topics. In my estimate it might take anyone more than a year to read, understand fully and implement all the ideas gradually.

While you are on My Resources you will find that i am available to you on “Ask RG” Menu to clarify any queries that you may rise on the topics listed in Resources.

These pages are contain thoughts that can be shared with your chil-dren, to shape their future, thoughts that can be shared with clients to enhance their growth in their respective areas, thoughts that can be shared with any other professional to provide turning point in-sights to their lives.

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MY RESOURCES

Menu of My Resources

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A testimonial on how useful some of these resource materials will be to us and to the people around us is given here under.

“EXCELLENT ! Well done Gopast.

Your contribution to making leaders is highly commendable.

Keep up the good work.

Best wishes,

Eraj”

Mr Eraj Wijesinghe is the Chairman and MD of the Bartleet Group of companies. Director of LIC Lanka, is the Chairman of the Bartleet Group of Companies. Past Chairman of the Colombo Stock Exchange. Has held the position of Honorary Vice Consul General of the Netherlands to the Republic of Sri Lanka and Maldives from 1972 to 1990. Past Vice President of the Asian Badminton Confed-erationHe also held the position of Vice President of the National Olympic Committee.

The articles contained in these my resource pages have been read and downloaded by people from various parts of the Globe, Lead-ing amongst them (top 15) in terms of domicile are:

1) India, 2) USA,3) UK, 4) France, 5) Germany, 6) Canada, 7) UAE,8) Sri Lanka, 9) Singapore, 10)Malaysia, 11)Indonesia, 12)Thailand, 13)China, 14)Japan, and15)Nepal.

A TREASURE OF WISDOM

Ask RG is where you ask me - R. Gopinath, questions on various topics that you may feel like asking me. For example some objec-tions raised by some clients during the sales process, or some serv-ice related issues, or about your own personal life.

I will sincerely try to answer those questions, either through email or over phone or over a video chat as the issue might demand.

The purpose of this menu to become a partner in progress, where we can mutually help each other to realize our life visions.

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