Approach Spiels

Classic Approach with Name Dropping of Clients to Establish Connection and Credibility

Hi Client, kumusta? Sorry for messaging out of the blue ah.. I'm now a financial advisor of Sun Life and clients ko some of our common friends like ______ with their insurance and investment plans. May I ask if familiar ka narin with Sun Life? :)

Assistance Approach

Hi Client, kumusta? Sorry sa biglaang message ah! Hope you remember me from ____. Anyway I'm now with Sun Life :) I'm messaging lang my (FB friends/HS friends/College Friends) to check if they need assistance looking into insurance or investment plans during these times. May I ask if familiar ka na with Sun Life?

Newly Coded Advisor Approach

Hi Client! Sorry sa surprise message ah.. Not sure if you are aware that I left ____ and switched to the Financial Industry. My objective is to keep my clients and potential clients informed with the opportunities and threats in the industry. Most of my clients are the type who wants to have a steady income stream & have income for life. I know you want to benefit from these as well. I would like to invite you for a 20min zoom to share to you our plans for millenials like you - would you like to set a schedule? :)

Direct Approach

Hi Client! Sorry sa biglaang message ah.. hope you are doing well. I was wondering if I can pitch to you regarding Sun Life Insurance/Investment? Short presentation lang :)

Cold Market Approach

Good morning sir! This is _____ from Sun Life. By any chance would you like to hear about Sun Life products? We are now processing applications online. No need for meet-ups :)

Revised BM's Approach

Hi! Kumusta? Sorry for messaging of the blue ah.. Not sure if you are aware that I am now a financial advisor with Sun Life. My mission now is to deliberately seek out active income earners in our age group and enlighten them to plan for critical illness, savings and income protection. May I ask po if familiar na sa Sun Life? :)

Sun Fit and Well

Hi Client! So sorry sa biglaang message ah.. Im a financial advisor na with Sun Life! Checking lang if you need assistance in exploring a health plan for yourself? Madami kasi nagiinquire and kumukuha ngayon so I thought of reaching out to my friends as well. We have a plan na you can pay for 10 years tapos covered ka na lifetime for critical illnesses, may allowance also for hospitalizations and may fund pa na you can save for retirement :) Madalas kasi pag critical illness hindi enough ang HMO dba? Would you like na ikwento ko sayo how it can benefit you sometime? :)

Case Study Approach

Hi Client! So sorry sa biglaang message ah... not sure if aware ka na financial advisor na ako with Sun Life :) Last week I met 2 moms via zoom and we talked about savings / investment plan options for their child. They were very appreciative after kasi daw hindi sila aware na may mga ganitong plans na pala. Naisip kita kasi mom ka narin pala! Do you want to check it out din for (name of child)?