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STEP 1
Hello! π Just want to reach out, I am a Financial Advisor in Sunlife and we have a plan that gives you β±1MILLION insurance coverage (Health or Life) for as low as β±7,000 yearly. (β±20 per day)!
If you are interested or want to check it out, just reply YES. Let's discuss over chat π
PS We also provide health and investment options. Let me know!
Thank you.
STEP 2
β±20 php/day or β±7,000/year
TRAD-Life Assure
I would glady discuss it with you. To proceed, can I have the following details to generate you a quotation. π
Full Name:Age:Smoker (Y/N):Preferred Mode of Payment (Quarterly/Semi Annual/Annual):
Thank you for the reply.
STEP 3
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Note: Generate a proposal using www.sunsmart.sunlife.com.ph
Place β±7,000 to premium amount and allow it to generate a coverage amount. Replace coverage below based on result
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Based po sa age niyo, sa β±10,000/year ang benefits niyo na po ay:
Insurance or Health Coverage: β±500,000
Bali po kung sakaling you are diagnosed critically ill, may ibibigay po sa inyo si Sunlife na β±500,000. Kahit di niyo pa po tapos bayaran at nagkasakit kayo ng major critical illness.
Kung di naman po kayo magkasakit, may life insurance po kayo na β±500,000 na makukuha po ng mga benefeciaries ninyo
STEP 4
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Okay na po ba kayo dito? π tanong lang po kayo, para ma-assist ko po kayo.
Kung naghahanap po kayo ng savings. pwede ko po kayo bigyan ng sample. Gusto niyo po ba?
STEP 5
Note: Send photo of β±1,500 investment.
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This is a sample. Bale eto is sa 25 years old. Para lang mapakita ko sayo pano sya nagwowork. :)
β±1,500 a month sya
For 10 years ang nahulog na nya is β±180,000
May β±700,000 sya na life coverage na whatever happens sa kanya, guaranteed na makukuha un ng family nya.
β±350,000 na makukuha nya naman kapag nadisable or nagkaaccidental death. And for example nadisable sya at hindi pa tapos bayaran ang 10 years, automatic na waive na ang 10 years. Si Sun Life na magtutuloy ng kulang pa sa 10 years. :)
And β±3,400,000 na investment at the age of 65. Pwede mo yang gamitin as retirement fund, travel fund, business fund.
So ung β±180,000 na nahulog nya in 10 years, naggrow sa β±3,400,000. Kasi nakainvest sya sa stock market. :)
Note: Magpapagawa na yan sayo ng proposal. based sa budget niya. dito mo na gagamitin ang push and pull technique.
STEP 6
Generate a personalized proposal for client and product discussions and clarification
STEP 7
Bale ang requirements po is
1 valid IDCopy of Proof of DepositGeneral Information Sheet
Then ung first 3 months po ng monthly premium po for the approval. For example po, β±1,500 kayo a month, β±4,500 po sya. And kung mgstart kayo today ang cover na po nun is from May to July. Kapag naapprove po kayo, August na po ang next na hulog.
at good news, dahil kapag nagstart ka na, insured ka na. kahit 3 months pa lang po nababayaran!
Kapag approve po, pwede na kayo magmonthly, quarterly, semi annual or annual. :)
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Step 8
Pa-fill out naman ako ng details π
NameBirthdayAgeCivil StatusBirthplaceTin NumberSss numberMobile numberEmail addressPresent AddressPermanent AddressPrimary OccupationDetails of DutiesYears in EmploymentAnnual IncomeEmployerNature of BusinessBusiness AddressHeightWeightWeight change in the past 12 months of more than 4.5KILOS?
Full Name of Beneficiaries, relationship, citizenship, birthday
Age of Mother:Health Condition of Mother:Age of Father:Health condition of FatherAge of Siblings and Gender:Health Condition of Siblings:
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