EDUCATION100

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Roadmap to basic Excellence

sales process

1

2

3

4

11

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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

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Serving Our Nation

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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