official inventory of sales and marketing tools as of october 2014

CATEGORY TITLE DESCRIPTIONVERSION

CONTROL

MEDIUM/FORM OF

TOOLREMARKS CUSTODIAN

Institutional Brighter Life Omnibus Flyer

Flyer that shows the different life stages, needs and

priorities based on SOLAR, and recommended

product solutions.

Ver. 10.2013 PDF Marketing

Institutional Experience Sun Life (Piolo) flyer All about Sun Life Financial Philippines. Ver 6.2014 PDF

Revised to update figures and

align with Brighter Life Marketing

Institutional Shine Brag SheetBrochure that depicts SLF credentials, milestones,

and financial strength. Ver 6.2014 PDF

Revised to update figures Marketing

Products MyFuture Fund Brochure

Brochure that provides information on MyFuture

Fund, highlighting its features, benefits,

predetermined glide path and sales approach.

Ver 2014 PDF Marketing

ProductsSun Acceler8 brochure ("Fast forward to

your dreams" version)

Brochure that enumerates the product features,

issue ages, timeline illustration for living and death

benefits, target market, and premiums of Sun

Acceler8.

Ver 2.1.2012 PDF Marketing

ProductsSun Acceler8 brochure ("Summon the power

of the Dragon" version)


issue ages, timeline illustration for living and death

benefits, target market, and premiums of Sun

Acceler8.


Products Sun Acceler8 Sales Tool

One-page sales tool that presents Sun Acceler8

benefits in an attractive and easy-to-understand

graphical manner.

Ver 2.2013 PDF Marketing

Products Sun Dream Achiever brochure


issue ages, target market, and premiums of Sun

Dream Achiever.


Products Sun First Aid Brochure and Application FormBrochure that specifies the product features and

premiums. Application Form is also attached. Ver 2.2010 PDF Marketing

Products Sun FlexiLink brochure


issue ages, target market, and premiums of Sun

FlexiLink


Products Sun LifeAssure brochure


issue ages, target market and premiums of Sun

LifeAssure.


Products Sun Maiden Brochure



Maiden.


ProductsSun MaxiLink Bright / Prime Organized

Language & Approach Letters

Need-Product Positioning, Organized Language

and Approach Letters for Sun MaxiLink Bright and

Prime.


*As of October 2014; Per category

OFFICIAL INVENTORY OF SALES AND MARKETING TOOLS

AVAILABE IN THE ADVISOR'S PORTAL (My References - Sales and Marketing Tools )

Products Sun MaxiLink Bright / Prime Product Guide

Manual that enumerates the product features,

guidelines on Underwriting, policy administration

and claims, and frequently asked questions.


Products Sun MaxiLink Bright brochure



MaxiLink Bright.


Products Sun MaxiLink One brochure



MaxiLink One.


Products SUN Smarter Life FlyerFlyer that enumerates the product features and

benefits of SUN Smarter Life.Ver 7.12.2012 PDF Marketing

Products Sun Start Up BrochureBrochure that enumerates the product features and

benefits of Sun Start Up.Ver 7.2010 PDF Marketing

Products Sun MaxiLink Dollar One Brochure


issue ages, investment instruments, and assumed

returns of Sun MaxiLink Dollar One. This includes

an overview on the Global Income Fund and Global

Opportunity Fund.


Products SUN Safer Life FlyerFlyer that enumerates the product features, and

benefits of SUN Safer LifeVer 10.2013 PDF Marketing

Products SUN Safer Life Utility Brochure

Utility Brochure (can be a penholder) that

enumerates the product features, and benefits of

SUN Safer Life


Products SUN FlexiLink Assist Brochure3-fold brochure that enumerates the product

features, and benefits of SUN FlexiLink Assist.Ver 04.2014 PDF Marketing

Products SUN FlexiLink Assist FlyerFlyer that enumerates product features and benefits

of the product.Ver 04.2014 PDF Marketing

Sales Presentation 7 Bright Choices

One-pager tool that depicts the 7 bright choices an

individual can make today to achieve financial

security.

Ver 2013 PDF Marketing

Sales PresentationSun One Training Deck

(Basic Investment Concepts)

Training deck on the basics of Investment Planning.

Some slides will serve as informative point-of-sales

tools.

Ver 7.3.2014 PDF Sales Training &

Development

Sales PresentationSun One Training Deck

(Product Positioning)

Training deck on how to position single-pay VUL

Plans. Some slides will serve as informative point-

of-sales tools.

Ver 7.3.2014 PDF Sales Training and

Development

Sales Presentation FNA Calculator

Computes for the future values of education and

retirement needs using the diminishing principal

approach

Ver 2. 6.16.2011 Excel My Calcuators tab - FNA

CalculatorFMU

Sales PresentationFinancial Needs Analysis + Risk Profile

Questionnaire (FNA+RPQ) Form

Graphic, engaging, 2-in-1 form that determines the

required fund for each financial need and assesses

the client's investment risk appetite.

Ver 4.2014

PDF

Part of the Application

Form Insert

Revised layout and merged

FNA and RPQ into one formFMU

Sales Presentation Brighter Life Deck - IntroductionPowerPoint deck that introduces the company and

services of a financial advisor. Ver 4.2014 PowerPoint

Revised layout and content to

align with Brighter Life FMU

Sales Presentation Brighter Life Deck – Life Stages

PowerPoint deck that explains what a brighter life

means per life stage - Getting Started, Moving Up,

Preparing Ahead and Leaving a Legacy.

Ver 4.2014 PowerPoint FMU

Sales PresentationBrighter Life Deck – Wealth Protection

Needs

PowerPoint deck that educates customers on

wealth protection needs, specifically Income

Continuation and Health Protection. This

contains sample FNA computations and product

illustrations.

Ver 4.2014 PowerPointRevised layout and content to


Sales PresentationBrighter Life Deck – Wealth Accumulation

Needs


wealth accumulation needs, specifically Education

Planning, Retirement Planning and Saving for

Life Milestones. This contains sample FNA

computations and product illustrations.

Ver 4.2014 PowerPointRevised layout and content to


Sales PresentationBrighter Life Deck – Wealth Preservation

Needs


wealth preservation needs, specifically Estate

Planning. This contains sample FNA computations

and product illustrations.

Ver 4.2014 PowerPoint FMU

CATEGORY TITLE DESCRIPTIONVERSION

CONTROL

MEDIUM/FORM OF

TOOLREMARKS CUSTODIAN

Institutional Sun Shorts 1945 Organized Language Intro Spiels for Sun Shorts 1945 Film (Sales Tool) Ver 7.2012 PowerPoint Email [email protected] (cc:

[email protected])Marketing

Products Experience Sun Life Sales Kit

Sales Kit includes inserts on Company Profile and

revamped Traditional plans (Classic and Elite) to

aid the advisors in their product presentation;

includes product features, illustration of benefits,

needs catered, and the rate cards for Classic and

Elite.

Ver 11.30.2013

Hard-bound, medium-

sized, easy-to-carry

manual

Email [email protected] (cc:

[email protected])

Revised inserts have been

provided to all advisors (new

and existing)

Marketing

ProductsSun Maiden/ Sun Maiden Plus Advisor's

Manual

Manual that enumerates the product features,

guidelines on Underwriting, policy administration

and claims, and frequently asked questions.

Ver 6.2010Medium-sized, easy-to-

carry manual



Products Sun MaxiLink Prime brochure



MaxiLink Prime.

Ver 10.2010 PDF Still updating the design and

endorserMarketing

Sales Presentation 5 Plus Plan deck

Client presentation deck that provides an overview

of the 5 Plus Plan program. Overview includes

eligibility requirements, benefits, plan features, etc.

Ver 1.9.2014 PowerPoint


[email protected])

Revised slide design

Employee

Marketing

Sales Presentation Creditor's Group Life Insurance deck

Client presentation deck that tackles the definition,

advantages of Group Credit Life Insurance, and

how it works.



[email protected])


Employee

Marketing

Sales Presentation eState of the Nation deck

Deck that helps clients understand the process of

estate planning, how does it work and what

mechanism or tool to consider/use to accumulate

and preserve our estate; aligned to Financial

Planning Deck but more focused on estate

accumulation and preservation

Ver 1.2013 PowerPoint


[email protected]) Sales Training and

Development

Sales Presentation Estate Preservation Tool

Tool used to give the client an objective

assessment of preserving and transfering his estate

to the rightful heirs.

Ver 1.2013 Word file



Development

Sales PresentationGroup Comprehensive Personal Accident

(CPA) Insurance deck


of the Group CPA Insurance. Overview includes

eligibility requirements, benefits, plan features,

guidelines etc.



[email protected])


Employee

Marketing

Sales Presentation Group Concepts deck

Client presentation deck that gives an overview on

Group Life Insurance (concept, characteristics,

group classifications, underwriting, advantages) and

tackles the group life insurance products of Sun

Life.

Ver 3.18.2011 PowerPointEmail [email protected] (cc:

[email protected])

Employee

Marketing

Sales Presentation Group Life Insurance deck


on Group Life Insurance. Overview includes

product features, benefits and procedures.



[email protected])


Employee

Marketing

Sales Presentation How to Bullet-Proof your Business

Deck designed to help clients understand the

process of business insurance, what are the

objectives and importance to business owners, role

of life insurance plan and a quick look on different

Business Insurance Matrix.

Ver 11.2011 PowerPoint



Development

Sales Presentation Personal Financial Planning deck

Client presentation deck that tackles personal

financial management. This is to entice individuals

to save and utilize the products we have.


[email protected])

Employee

Marketing

Sales Presentation Pre-approach Letter (5 Plus) Letter to set up an an appointment with the client Ver 11.15.2006 Word fileEmail [email protected] (cc:

[email protected])

Employee

Marketing

Sales Presentation Pre-approach Letter (Creditor's Group Life) Letter to set up an an appointment with the client Ver 12.14.2011 Word fileEmail [email protected] (cc:

[email protected])

Employee

Marketing

BY EMAIL REQUEST

Sales PresentationPre-approach Letter (Financial

Planning:Individual)Letter to set up an an appointment with the client Ver 5.21.2012 Word file


[email protected])

Employee

Marketing

Sales PresentationPre-approach Letter (Financial

Planning:Worksite)Letter to set up an an appointment with the client Ver 2.26.2011 Word file


[email protected])

Employee

Marketing

Sales PresentationPre-approach Letter (Group Comprehensive

Personal AccidentLetter to set up an an appointment with the client Ver 5.14.2012 Word file


[email protected])

Employee

Marketing

Sales PresentationPre-approach Letter (Group Life Insurance

Program)Letter to set up an an appointment with the client Ver 3.8.2012 Word file


[email protected])

Employee

Marketing

Sales PresentationPre-approach Letter (Intro Letter for

Retirement Planning)Letter to set up an an appointment with the client Ver 2.15.2012 Word file


[email protected])

Employee

Marketing

Sales PresentationPre-approach Letter (Pro-Family/ Personal

Accident Insurance Plan)Letter to set up an an appointment with the client Ver 3.11.2011 Word file


[email protected])

Employee

Marketing

Sales PresentationPre-approach Letter (Pro-Student/ Personal

Accident Insurance Plan)Letter to set up an an appointment with the client Ver 4.2.2012 Word file


[email protected])

Employee

Marketing

Sales Presentation Shine On FNA brochure Simplified FNA form (Sales Tool) Ver 5.2012 BrochureEmail [email protected] (cc:


Sales Presentation Spark the Dream Sales Tool (Sales Tool) Ver 2.2012 Brochure and ManualEmail [email protected] (cc:


Sales PresentationPro-Student (College, Post-Graduate &

Vocational) Deck

Client presentation deck that tackles the product

features, guidelines, and packages of Pro Student

Plan.



[email protected])


Employee

Marketing

Sales PresentationPro-Student (Pre-school, Elementary & High

School) Deck

Client presentation deck that tackles the product

features, guidelines, and packages of Pro Student

Plan.



[email protected])


Employee

Marketing

Sales Presentation Pro-Family Deck


of the Family Pro Plan. Overview includes product

features, benefits, packages, guidelines, and

advantages to client.



[email protected])


Employee

Marketing

Sales Presentation VUL deck

Client presentation deck that tackles on how our

VUL product, Flexilink, aids the retirement planning

of individuals.


[email protected])

Employee

Marketing

Sales Presentation Sun Advisor

iPad application that offers a wide variety of tools at

your fingertips. It includes the following: Activity

Organizer, Financial Needs Analysis, Client Profile

Questionnaire, Solutions and Recruitment.

Ver 1.42 iPad Application

Attendance in Sun Advisor

Training is required before

the application is installed in

your iPad. Coordinate with

your branch SSA for the

schedule.

FMU

official inventory of sales and marketing tools as of october 2014

Services