WorksheetsThe Unstoppables Unit Meeting
Total questions: 20
Worksheet time: 11mins
Sun Life will celebrate its 126th year anniversary in the Phillippines this 2021.
Question: What year did Sun Life celebrate its 9th decade anniversary?
1965
1975
1985
1995
Based on the 2020 Unaudited report releases by Insurance Commission - PREMIUM INCOME
Which of the following statement is correct?
SUNLIFE obtained the 2nd spot while AXA ranked 3rd
PRULIFE ranked higher vs. AXA
AXA obtained the 2nd spot, next to SUNLIFE
PHIL AM ranked 2nd, next to PRULIFE
Based on the 2020 Unaudited report releases by Insurance Commission - NET INCOME
Which of the following statement is correct?
MANULIFE obtained the 4th spot next to PRULIFE
SUN LIFE ranked 2nd, next to PHILAM LIFE
PRULIFE ranked 3rd, next to SUN LIFE
PHILAM LIFE ranked 2nd, next to SUN LIFE
Based on the 2020 Unaudited report releases by Insurance Commission - NET WORTH
Which of the following statement is INCORRECT?
SUN LIFE ranked 2nd with 31.34 billion pesos
SUN LIFE ranked 3rd with 31.34 billion pesos
PHILAM LIFE ranked 1st
INSULAR LIFE belongs to the TOP 5 in this category
Based on the 2020 Unaudited report releases by Insurance Commission - NET BUSINESS ANNUAL PREMIUM
Which of the following statement is INCORRECT?
SUN LIFE ranked 2nd, next to PRULIFE
SUN LIFE ranked 1st vs. PRULIFE
PRULIFE, FWD, SUN LIFE, BPI- PHIL AM AND AXA belong to the top 5
AXA ranked 3rd, next to SUN LIFE
The following products are VUL except for;
SUN FLEXILINK
SUN MAXIPRIME
SUN MAXILINK100
SUN MAXILINK RIGHT
SUN FIT AND WELL ADVANTAGE
Specific Cancer Booster is _____% of the original face amount, in addition to the critical illness benefit, if the life insured is diagnosed for the first time, while living, to have any the ____ specific cancer conditions. This benefit is payable only _____.
50%, 36, THRICE
50%, 26, TWICE
50%, 16, ONCE
33%, 16, ONCE
All of the products below are correct except for;
SUN FIT AND WELL
SUN FIT AND WELL PLUS
SUN FIT AND WELL ADVANCE
SUN FIT AND WELL ADVANTAGE
Which of the following traditional product can be converted in to VUL?
SUN SAFER PLUS
SUN SAFER LIFE
SUNLIFE ASSURE
SUN STARTUP
Which insurance product offers lifetime guaranteed cash benefits?
Sun Smarter Elight Peso 5
Sun Globe Elite Peso 10
Sun Smart Elite Peso 15
Sun Smarter Elite Peso 10
Clients can choose to add Critical Illness Benefit Rider in Sun Smarter Elite Product?
TRUE
FALSE
Critical Illness rider ________ after every _____ years of the policy.
decreases, 5
decreases, 10
increases, 5
increases, 10
Which of the traditional products below offer money-back feature?
Sun Fit and Well
Sun Start up
Sun Life Assure
Sun Safer Life
SITUATION: Donald Sas is a smoker. He wants to get an insurance policy from his friend Zander Vic.
Statement I - Donald will pay normal premium
Statement II - Donald needs to pay higher premium vs. than the normal premium
Statement III - Donald needs to pay lower premium vs. than the normal premium
Statement I and III are correct
Statement II is incorrect, Statement I is correct
Statement II is incorrect, Statement III is correct
Statement II is correct, Statement I is incorrect
Sarah Duterte, 25 years old, earns Php 12,000/month. She wants to get an insurance policy that focuses more on health protection. She's a conservative client and non-believer of VUL. She can only allot 1,000- 1,200 pesos per month for insurance. She asked for help with her friend, Rodrigo Detwenty. Her advisor will likely to offer?
Sun Maxi Prime, with ADB and CIB riders, Fund allocated to Index
Sun Flexi Link, with ADB and HIB, FUnd allocated to Index
Sun Fit and Well Advantage 20, with HIB rider
Sun Smarter Elite, with CIB rider
What is the correct Sun Life PH website?
www.sunllfe.com.ph
www.sunlife.com.ph
www.sunlayf.com.ph
www.sunlife.cam.ph
Your priority is to maximize the growth of your capital. You are willing to accept significant price fluctuations for higher potential returns, and you are able to take on possible losses. You have a long-term investment horizon and you are generally not concerned with liquidity. What kind of investor are you?
Balanced Investor
Mini-Aggressive Investor
Aggressive Investor
Conservative Investor
(a) Fund mirrors PSEI performance.
This fund tracks the MSCI ACWI.
Philippine Stock Index und
Philippine Equity Fund
World Equity Index Feeder Fund
World Voyager Fund
You want your capital intact and accessible, and are willing to accept stable returns.
Conservative Investor
Moderate Investor
Balanced Investor
Growth Investor
