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WorksheetsBattle of the Brains Summer Campaign Edition 2023
Total questions: 15
Worksheet time: 8mins
What does VUL stand for?
Varied Unit Link
Variable Universal Loan
Variety Unit Line
Variable Unit-Linked
When does an Elite plan mature?
When insured turns 80 years old
When insured turns 100 years old
After the 6th year of the policy
After the 10th year of the policy
Which Sun Life product is convertible?
Sun Safer Life
Sun LifeAssure
Sun Legacy
Sun Acceler8
How many days is the validity of a Provisional Receipt once issued?
30 days for Trad and VUL
3 days for Trad,
1 day for VUL
3 days for Trad and VUL
1 day for Trad and VUL
How much commission should you achieve to get to Silver Medallion level?
Php 250,000 AC
Php 80,000 AC
Php 128,000 AC
Php 350,000 AC
What does P stand for in PLAN-B?
Production
Plan
Personal
Persistency
How many lives and how much AC is required to become a Bronze Macaulay?
36 Lives, Php 570,000 AC
36 Lives, Php 650,000 AC
6 Lives, Php 570,000 AC
36 Lives, Php 800,000 AC
What are the issue ages for SUN Fit and Well?
30 days old until 60 years old
7 days old until 88 years old
7 days old until 80 years old
30 days old until 80 years old
Fill in the blanks: Sun Life's Mission is to help clients
achieve lifetime __ and live __.
financial freedom; happy lives
financial freedom; healthier lives
financial security; healthier lives
financial security; happy lives
How many days is an application form valid after client signed it?
3 days
10 days
5 days
30 days
What are the issue ages for HIB rider?
18-50 years old
18-55 years old
0-60 years old
0-55 years old
What feature of SFWA is not available in SFW Plus?
Diagnosis and Prevention
Diagnosis and Treatment
Treatment and Rehabilitation
Prevention and Rehabilitation
What form do we use if you will adopt an orphan client?
Beneficiary Change Form
Name Change Form
Client Suitability Assessment
Advisor Change Request Form
What is the new vision of Passion JOY?
To provide sincere and excellent financial service to each Filipino across life stages and through generations
A team that has moved from success to significance by transforming our own lives and others
A financially secure advisors and clientele
We look after one another
What are the MRA core values of Sun Life?
Caring, Committed, Responsible, Disciplined
Caring,
Inspiring,
Winning, Professional
Inspiring, Motivated, Professional, Victorious
Genuine, Gratitude, Generosity,
Grit
