official list of sales and marketing tools as of april 2015

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 Marketing

Institutional Shine Brag SheetBrochure that depicts SLF credentials, milestones,

and financial strength. Ver 6.2014 PDF Marketing

Products Dynamic Fund Brochure

Brochure that provides information on Dynamic

Fund, highlighting its features / benefits, target

market and investment strategy.

Ver 2015 PDF Marketing

Products Growth PLUS Fund Brochure

Brochure that provides information on Growth

PLUS Fund, highlighting its features / benefits,

target market and investment strategy.


Products MyFuture Fund Brochure

Brochure that provides information on MyFuture

Fund, highlighting its features, benefits,

predetermined glide path and sales approach.


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 FlexiLink Assist Brochure3-fold brochure that enumerates the product

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

*As of April 2015; Per category

OFFICIAL INVENTORY OF SALES AND MARKETING TOOLS

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

Products SUN FlexiLink Assist FlyerFlyer that enumerates product features and benefits

of the product.Ver 04.2014 PDF Marketing

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.


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 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 MaxiLink One brochure



MaxiLink One.


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 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

Sales Presentation 5 Plus Plan deck

Group presentation deck that provides an overview

of the 5 Plus Plan program. This includes eligibility

requirements, benefits, plan features, etc.

Ver 1.9.2014 PowerPoint New in the Advisor's PortalEmployee

Marketing

Sales Presentation 7 Bright Choices

One-pager tool that depicts the 7 bright choices an

individual can make today to achieve financial

security.


Sales PresentationBrighter Life - Money For Life Integrated

Sales Tool

This officially replaces the Brighter Life Powerpoint

decks released last 2014. It allows you a seamless

needs-based client presentation from company

introduction to need computation. This tool comes

with a user guide to learn more about its features,

usage and application in client calls.

Ver 4.2015 PDF with clickable links

To learn more, download the

BL - MFL Integrated Sales

Tool User Guide.

Combined eleven (11)

PowerPoint decks into one (1)

PDF file

Incoporated Money For Life

with Brighter Life

Improvement on navigational

functions

Updated figures such SLF

track records, tuition fees etc.

FMU

Marketing

Sales Presentation Creditor's Group Life Insurance deck

Group presentation deck that tackles the definition,

advantages of Group Credit Life Insurance, and

how it works.


Marketing

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

FMU

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 PresentationGroup Personal Accident (CPA) Insurance

deck


of the Group CPA Insurance. This includes

eligibility requirements, benefits, plan features,

guidelines etc.


Marketing

Sales Presentation Group Life Insurance deck


on Group Life Insurance. This includes product

features, benefits and procedures.


Marketing

Sales Presentation Money For Life Notepad

Sales tool that can help you during your client

presentation as a needs-discovery tool or as a

post-closing sales tool which can be inserted in

the policy contract.

Ver 4.2015PDF

Notepad

To know how to apply it in

client calls, download the

Money for Life Notepad

Organized Language.

Initial distribution of the

notepads was done during the

Money For Life launch. Only

advisors of NBOs that had the

MFL rollout will be given a

notepad.

Marketing

Sales Presentation Pro-Family Deck


of the Family Pro Plan. This includes product

features, benefits, packages, guidelines, and

advantages to client.


Marketing

Sales PresentationPro-Student (College, Post-Graduate &

Vocational) Deck

Group presentation deck that tackles the product

features, guidelines, and packages of Pro Student

Plan.


Marketing

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

School) Deck

Group presentation deck that tackles the product

features, guidelines, and packages of Pro Student

Plan.


Marketing

Sales Presentation Retirement Benefit Planning deckGroup presentation deck on retirement benefit

planning. Ver 4.2015 PowerPoint

New in the Advisor's Portal

Revised layout and content.

Employee

Marketing

Sales Presentation STEPS Flyer

Flyer to entice employers to avail the Simple

Techniques to Prosperity and Success (STEPS)

workshop.

Ver 2013 JPEG New in the Advisor's PortalEmployee

Marketing

Sales Presentation STEPS FP (Employee) deck

Group presentation deck that tackles personal

financial management. This is to entice individuals

to save and utilize the products we have.

Ver2.18.2014 PowerPoint New in the Advisor's PortalEmployee

Marketing

Sales Presentation STEPS FP (Employer) deck

Financial planning deck for employees. This is

tackles how to have financial wellness in the

workplace.

Ver2.18.2014 PowerPoint New in the Advisor's PortalEmployee

Marketing

Sales Presentation Sun Business Solutions (Employer) deckGroup presentation deck that tackles the products

and services SLF offer to organizations. Ver 4.2015 PowerPoint New in the Advisor's Portal

Employee

Marketing

Sales Presentation Sun Business Solutions BrochureBrochure to entice employers to avail the Sun

Business Solutions workshop.Ver 2015 JPEG New in the Advisor's Portal

Employee

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

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 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 1.2015 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 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 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

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 Brochure


[email protected])

Exclusive for members of

Branch Recapture team

Marketing

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


BY EMAIL REQUEST

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

CATEGORY TITLE DESCRIPTION CUSTODIAN

Sales Presentation BRIGHTERLIFEPH YOUTUBE CHANNEL Marketing

Sales Presentation SUN SHORTS YOUTUBE CHANNEL Marketing

Sales Presentation Can Student Invest Brighter choice for Getting Started life stage Marketing

Sales Presentation It’s Time To Give Your Money a Break Brighter choice for Getting Started life stage Marketing

Sales PresentationBrighter Ideas Episode 10 – “Make your

money work hard”Brighter choice for Getting Started life stage Marketing

Sales PresentationBrighter Ideas Episode 3 – “Credit card and

debt”Brighter choice for Getting Started life stage Marketing

Sales PresentationBrighter Ideas Episode 2 – “The Habit of

Saving”Brighter choice for Getting Started life stage Marketing

Sales Presentation Brighter Ideas Episode 6 – Emergency Fund Brighter choice for Getting Started life stage Marketing

Sales Presentation INVESTIPS: Saving on the first job Brighter choice for Getting Started life stage Marketing

Sales Presentation Pampering your kids Brighter choice for Moving Up life stage Marketing

Sales Presentation Preparing for the long term Brighter choice for Moving Up life stage Marketing

Sales Presentation How OFWs Can Achieve Financial Security Brighter choice for Preparing Ahead life stage Marketing

Sales PresentationBrighter Ideas Ep. 08 – “Sandwich

Generation”Brighter choice for Preparing Ahead life stage Marketing

Sales Presentation Break The Cycle Brighter choice for Preparing Ahead life stage Marketing

Sales PresentationA brighter future with Sun Life's Health and

Accident insuranceBrighter choice for Preparing Ahead life stage Marketing

Sales Presentation Umagang Kay Ganda: Sandwich Generation Brighter choice for Preparing Ahead life stage Marketing

Sales Presentation Brighter Ideas Ep.11 – “Estate Planning” Brighter choice for Leaving a Legacy life stage Marketing

Sales PresentationBrighter Ideas Ep.09 – “Preparing for the

long term” Brighter choice for Leaving a Legacy life stage Marketing

Sales Presentation Umagang Kay Ganda: Estate Planning Brighter choice for Leaving a Legacy life stage Marketing

http://brighterlife.com.ph/2013/12/30/watch-brighter-ideas-ep-11-estate-

planning/?category-ref=personal-finance

http://brighterlife.com.ph/2013/12/08/watch-brighter-ideas-ep-09-preparing-for-the-

long-term/?category-ref=personal-finance

https://www.youtube.com/watch?v=Lc8dKtwIm34

http://brighterlife.com.ph/2014/12/09/watch-how-ofws-can-achieve-financial-

security/?category-ref=family-lifehttp://brighterlife.com.ph/2013/12/02/watch-brighter-ideas-ep-08-sandwich-

generation/?category-ref=family-life

http://youtu.be/EcJ5u49BvrQ

http://youtu.be/j1xWpKvPuSE

https://www.youtube.com/watch?v=kDvRHRNcVis

http://brighterlife.com.ph/2013/10/23/watch-brighter-ideas-ep-02-the-habit-of-

saving/?category-ref=personal-finance

http://brighterlife.com.ph/2013/11/18/watch-brighter-ideas-ep-06-emergency-

fund/?category-ref=personal-finance

http://www.rappler.com/brandrap/brighter-life/66934-investips-saving-first-job

http://brighterlife.com.ph/2014/01/12/watch-brighter-ideas-ep-13-pampering-your-

kids/?category-ref=family-life

http://brighterlife.com.ph/2013/12/08/watch-brighter-ideas-ep-09-preparing-for-the-

long-term/?category-ref=personal-finance

http://brighterlife.com.ph/2014/12/17/watch-can-students-invest/?category-

ref=personal-finance

http://brighterlife.com.ph/2014/06/30/its-time-to-give-your-money-a-break/?category-

ref=personal-finance

http://brighterlife.com.ph/2013/12/24/watch-brighter-ideas-ep-10-make-your-money-

work-hard/?category-ref=personal-finance

https://www.youtube.com/user/sunshorts/videos

http://brighterlife.com.ph/2013/10/29/watch-brighter-ideas-ep-03-credit-card-and-

debt/?category-ref=personal-finance

https://www.youtube.com/channel/UCKi8vSwMudT_xYOb35QJt5g

LINK

VIDEOS

http://brighterlife.com.ph/2013/12/30/watch-brighter-ideas-ep-11-estate-planning/?category-ref=personal-finance

http://brighterlife.com.ph/2013/12/30/watch-brighter-ideas-ep-11-estate-planning/?category-ref=personal-finance

http://brighterlife.com.ph/2013/12/08/watch-brighter-ideas-ep-09-preparing-for-the-long-term/?category-ref=personal-finance


https://www.youtube.com/watch?v=Lc8dKtwIm34

http://brighterlife.com.ph/2014/12/09/watch-how-ofws-can-achieve-financial-security/?category-ref=family-life

http://brighterlife.com.ph/2014/12/09/watch-how-ofws-can-achieve-financial-security/?category-ref=family-life

http://brighterlife.com.ph/2013/12/02/watch-brighter-ideas-ep-08-sandwich-generation/?category-ref=family-life

http://brighterlife.com.ph/2013/12/02/watch-brighter-ideas-ep-08-sandwich-generation/?category-ref=family-life

http://youtu.be/EcJ5u49BvrQ

http://youtu.be/j1xWpKvPuSE

https://www.youtube.com/watch?v=kDvRHRNcVis

http://brighterlife.com.ph/2013/10/23/watch-brighter-ideas-ep-02-the-habit-of-saving/?category-ref=personal-finance

http://brighterlife.com.ph/2013/10/23/watch-brighter-ideas-ep-02-the-habit-of-saving/?category-ref=personal-finance

http://brighterlife.com.ph/2013/11/18/watch-brighter-ideas-ep-06-emergency-fund/?category-ref=personal-finance

http://brighterlife.com.ph/2013/11/18/watch-brighter-ideas-ep-06-emergency-fund/?category-ref=personal-finance

http://www.rappler.com/brandrap/brighter-life/66934-investips-saving-first-job

http://brighterlife.com.ph/2014/01/12/watch-brighter-ideas-ep-13-pampering-your-kids/?category-ref=family-life

http://brighterlife.com.ph/2014/01/12/watch-brighter-ideas-ep-13-pampering-your-kids/?category-ref=family-life



http://brighterlife.com.ph/2014/12/17/watch-can-students-invest/?category-ref=personal-finance

http://brighterlife.com.ph/2014/12/17/watch-can-students-invest/?category-ref=personal-finance

http://brighterlife.com.ph/2014/06/30/its-time-to-give-your-money-a-break/?category-ref=personal-finance

http://brighterlife.com.ph/2014/06/30/its-time-to-give-your-money-a-break/?category-ref=personal-finance

http://brighterlife.com.ph/2013/12/24/watch-brighter-ideas-ep-10-make-your-money-work-hard/?category-ref=personal-finance

http://brighterlife.com.ph/2013/12/24/watch-brighter-ideas-ep-10-make-your-money-work-hard/?category-ref=personal-finance

https://www.youtube.com/user/sunshorts/videos

http://brighterlife.com.ph/2013/10/29/watch-brighter-ideas-ep-03-credit-card-and-debt/?category-ref=personal-finance

http://brighterlife.com.ph/2013/10/29/watch-brighter-ideas-ep-03-credit-card-and-debt/?category-ref=personal-finance

https://www.youtube.com/channel/UCKi8vSwMudT_xYOb35QJt5g

official list of sales and marketing tools as of april 2015

Services