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EDUCATION100
80
70
60
50
Lice
nsed
with
MU
TUAL
FU
ND
S
Setti
ng E
xpec
tatio
ns
Join
t Fie
ld W
ork
Coa
chin
g / M
ento
ring
Polic
y H
olde
r
Roadmap to basic Excellence
sales process
1
2
3
4
11
2 p
VaLacoPhdoPhPhPhprePhforOffito
- u- gins- S
Validation RequirementQUARTERLY
180,000 Life AC orNSC plus MF AC
45,000 Life AC orNSC, plus MF AC
12 settled Lives 3 settled Lives
ARTSONstone
520k
750k
1M
1.2M
1.6M
2M
2.3M
3.6M
7.2M
Leaders Conf Qualifiers
Macaulay Vice Pres.
MDRTmember
MacaulayGold
MacaulayBronze
Validatingreq'ts
Macaulay Senior VP
MDRT Court of the
table
MDRT TOP of the
table
Macaulay Silver
36apps
36apps
36apps
36apps
36apps
ANNUAL
48apps
Serving Our Nation
litemocooo
o
s
nouS
Exams TRAD & VUL
24%
70% Passing
REQUIREMENTS
70%
Self Study
TRAD
TRADitional insurance Accreditation Powerpoint
VUL insurance Accreditation Powerpoint
Definition of
terms
Trad & VUL basic definitions
pcs 1x1 pic (yellow background) > Exam permit (4), IC Application form (2),
VUL application form (2), ID (1), ACM (1), SONstone (1)
cs 2x2 pic with nametag (black and white)
M.F. License (NBI or brgy Clearance and Sedula)d National Bureau of Investigation **(NBI) Clearance**
st filed **ITR**, if not available, letter addressed to insurance mission why there is no ITR
tocopy of Tax identification Number (**TIN**) card or government ument with proof of TIN
tocopy of Community Tax Certificate (**Residence Certificate**)
tocopy of **Diploma** or Transcript of Records (**TOR**)
tocopy of **company ID** or Photocopy of **Clearance** from
vious employer
tocopy of licensing **Exam Result** (1 copy for Sun life, 1 copy
BIR, professional tax receipt)
cial receipt for payment of **Licensing Fee** (official receipt paid unlife customer center)
_ ₱ 3,090_ for metro manila branches – which includes Php 100 Notary fee
dergo medical exam, if 40 yrs old and abovev’t employee, letter from mgmt, allowing recruit to sell liferance while employed.S membership
VUL
Simulated
reviewer VUL Mock Exam
simulated TRAD Questionaire /
Answer SHEET
IC Reviewer
simulated VUL Questionaire /
Answer SHEET
reviewer TRAD
Mock Exam
TRAD VUL
Exam Proceed to: OIC Licensing Division at 1071 United Nations Ave., Ermita Manila
WAIT for the _Exam Results _ (given right after exam)
Notarize Documents Acquired after the Examination
Tues-Fri. ₱ 750 TRAD & ₱ 750 VUL8:30am TRAD & 9:30am VUL
*Arrive at 7:30am latest
2 copies, 1 photocopy of “NBI Clearance” or Sedula 2 copies, 1 photocopy of Barangay Clearance.
4 pcs 1×1 Identical ID Photo w/ yellow background
signature over printed namesignature over printed name
180k15apps
Exam Requirements
VUL
TRAD
https://drive.google.com/open?id=0BzTRB44s0hXgZkJXWWpEd0E5TXMhttps://drive.google.com/open?id=0BzTRB44s0hXgdlZpQ0kxejJoNGchttps://drive.google.com/file/d/0BzTRB44s0hXgQXVCSU1ZRmpSOVk/view?usp=sharinghttps://drive.google.com/open?id=0BzTRB44s0hXgME1nQmQzMUVuWTghttps://drive.google.com/open?id=0BzTRB44s0hXgWHcwSndSa0RtR00https://drive.google.com/open?id=0BzTRB44s0hXgbUdYbFZOeXFRMnchttps://drive.google.com/open?id=0BzTRB44s0hXgMlVQMnVWcmxyVTghttps://drive.google.com/open?id=0BzTRB44s0hXgbTBFVTNmcXVGREkhttps://drive.google.com/open?id=0BzTRB44s0hXgbU8ySUdOTzhkTjQhttps://drive.google.com/open?id=0BzTRB44s0hXgaTBlWGc5a1hoZkUhttps://drive.google.com/open?id=0BzTRB44s0hXgTkR0UmhkbFd2Tkkhttps://www.google.com.ph/maps/dir/''/google+maps+insurance+commission/@14.5841708,120.9184878,12z/data=!3m1!4b1!4m8!4m7!1m0!1m5!1m1!1s0x3397c98a19c16b03:0x2b36cfd1713826b3!2m2!1d120.9885283!2d14.5841812
https://drive.google.com/file/d/0BzTRB44s0hXgT2syUDU2aFdzelk/view?usp=sharinghttps://quip.com/6I6XA4W8LNbwhttps://www.youtube.com/watch?v=yfHw5jd2D5Ehttps://www.youtube.com/watch?v=i6HN3Z_DBoohttps://www.youtube.com/watch?v=PW1P-9cMob8https://www.youtube.com/watch?v=YeCAk_8JGo4https://drive.google.com/file/d/0BzTRB44s0hXgSTdzN2hkM08yQzg/view?usp=sharinghttps://quip.com/scn4AgtdCVt5http://brighterlife.com.ph/http://www.sunlife.com.ph/slfglobal/v/index.jsp?vgnextoid=a97ed9d30f112210VgnVCM1000009b80d09fRCRD&vgnLocale=en_CAmarkanthonytantongcoHighlight
markanthonytantongcoHighlight
markanthonytantongcoHighlight
markanthonytantongcoHighlight
EDUCATION100
80
70
60
50
Lice
nsed
with
MU
TUAL
FU
ND
S
Setti
ng E
xpec
tatio
ns
Join
t Fie
ld W
ork
Coa
chin
g / M
ento
ring
Polic
y H
olde
r
Roadmap to basic Excellence
1
2
3
46
10
1
Exams TRAD & VUL
24%
70% Passing
REQUIREMENTS
70%
Self Study
TRAD
TRADitional insurance Accreditation Powerpoint
TRAD
VUL insurance Accreditation Powerpoint
Definition of
terms
Trad & VUL basic definitions
11 pcs 1x1 pic (yellow background) > Exam permit (4), IC Application form (2),
VUL application form (2), ID (1), ACM (1), SONstone (1)
2 pcs 2x2 pic with nametag (black and white)
M.F. License (NBI or brgy Clearance and Sedula)Valid National Bureau of Investigation **(NBI) Clearance**
Latest filed **ITR**, if not available, letter addressed to insurance commission why there is no ITR
Photocopy of Tax identification Number (**TIN**) card or government document with proof of TIN
Photocopy of Community Tax Certificate (**Residence Certificate**)
Photocopy of **Diploma** or Transcript of Records (**TOR**)
Photocopy of **company ID** or Photocopy of **Clearance** from previous employer
Photocopy of licensing **Exam Result** (1 copy for Sun life, 1 copy for BIR, professional tax receipt)
Official receipt for payment of **Licensing Fee** (official receipt paid to sunlife customer center)
_ ₱ 3,090_ for metro manila branches – which includes Php 100 Notary fee
- undergo medical exam, if 40 yrs old and above- gov’t employee, letter from mgmt, allowing recruit to sell lifeinsurance while employed.- SSS membership
VUL
VUL
Simulated
reviewer VUL Mock Exam
simulated TRAD Questionaire /
Answer SHEET
IC Reviewer
simulated VUL Questionaire /
Answer SHEET
reviewer TRAD
Mock Exam
TRAD VUL
Exam Proceed to: OIC Licensing Division at 1071 United Nations Ave., Ermita Manila
WAIT for the _Exam Results _ (given right after exam)
Notarize Documents Acquired after the Examination
Tues-Fri. ₱ 750 TRAD & ₱ 750 VUL8:30am TRAD & 9:30am VUL
*Arrive at 7:30am latest
2 copies, 1 photocopy of “NBI Clearance” or Sedula 2 copies, 1 photocopy of Barangay Clearance.
4 pcs 1×1 Identical ID Photo w/ yellow background
Validation RequirementANNUAL QUARTERLY
180,000 Life AC orNSC plus MF AC
45,000 Life AC orNSC, plus MF AC
12 settled Lives 3 settled Lives
ARTSONstone
signature over printed namesignature over printed name
https://drive.google.com/open?id=0BzTRB44s0hXgZkJXWWpEd0E5TXM
https://drive.google.com/open?id=0BzTRB44s0hXgdlZpQ0kxejJoNGc
https://drive.google.com/file/d/0BzTRB44s0hXgQXVCSU1ZRmpSOVk/view?usp=sharing
https://drive.google.com/open?id=0BzTRB44s0hXgME1nQmQzMUVuWTg
https://drive.google.com/open?id=0BzTRB44s0hXgWHcwSndSa0RtR00
https://drive.google.com/open?id=0BzTRB44s0hXgbUdYbFZOeXFRMnc
https://drive.google.com/open?id=0BzTRB44s0hXgMlVQMnVWcmxyVTg
https://drive.google.com/open?id=0BzTRB44s0hXgbTBFVTNmcXVGREk
https://drive.google.com/open?id=0BzTRB44s0hXgbU8ySUdOTzhkTjQ
https://drive.google.com/open?id=0BzTRB44s0hXgaTBlWGc5a1hoZkU
https://drive.google.com/open?id=0BzTRB44s0hXgTkR0UmhkbFd2Tkk
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