Rising Beyond Site
Share link
https://risingbeyond.my.canva.site/risebeyond?utm_medium=social&utm_source=heylink.me
ADMIN and SERVICING
Sun Life E-mails
Share link
https://www.canva.com/design/DAFlHnZ8FGc/JD-oNm2FTwzPc9Qr6U7xoA/edit?utm_content=DAFlHnZ8FGc&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton&utm_medium=social&utm_source=heylink.me
Client Welcome Kit
Share link
https://risingbeyond.my.canva.site/client-welcome-kit?utm_medium=social&utm_source=heylink.me
Proposal Summary (Google Sheets)
Share link
https://docs.google.com/spreadsheets/d/1BmKCDNGC69Fh-dJhnYbSRUMgSYvwJZ2Z/edit#gid=33545798?utm_medium=social&utm_source=heylink.me
Policy Summary Template
Share link
https://docs.google.com/spreadsheets/d/14pi0Ay-VwcfrkgXaSheSOy0ojio2g1H7/edit#gid=1438395327?utm_medium=social&utm_source=heylink.me
SL Goals Tracker
Share link
https://docs.google.com/spreadsheets/d/1ld1MOwKzAyK0-2Gb5BYmXgH3mKInEiEj/edit#gid=1646662272?utm_medium=social&utm_source=heylink.me
Savvy Pinay FNA Tool
Share link
https://docs.google.com/document/d/1I0oRn0wcEOetU7w5eqUVJSy1ltyZTC57fc0ngPYQEak/edit?utm_medium=social&utm_source=heylink.me
MF Calculator
Share link
https://docs.google.com/spreadsheets/d/1RcyMGys0tu0o3RH19Ab8liovE-bFmR_8/edit#gid=1205450687?utm_medium=social&utm_source=heylink.me
Sun Life Financial Organizer Template
Share link
https://docs.google.com/document/d/1JxQauHX2FRxNCPcrpVnKqfoucZkEh5eV9hqrOL0wfF0/edit?utm_medium=social&utm_source=heylink.me
E-app Instructions
Share link
https://drive.google.com/file/d/1rTr0A7HdrVIrP-phIzxA0GP1D3XDfbkt/view?usp=drive_link&utm_medium=social&utm_source=heylink.me
Train Law Tax Effects
Share link
https://docs.google.com/document/d/1XNUI1eQLcAHn1zU2t4-KKKc003lfWU1BZ9UwSRVPeZc/edit?utm_medium=social&utm_source=heylink.me
Generic calling Card - Bevs
Share link
https://www.canva.com/design/DAFOD50XHhw/KmeMifhsA44LWL1MU4LObg/view?utm_content=DAFOD50XHhw&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&utm_medium=social&utm_source=heylink.me
Official Sun Life Templates
Gift to Future Self Art Card
Share link
https://docs.google.com/document/d/1Pb2gtrXjpI9aCSWJ4jXCxAwnoatbPNZykbisWnLhiA4/edit?utm_medium=social&utm_source=heylink.me
Sun Life Official Advisor's Social Media Post Templates
Share link
https://docs.google.com/presentation/d/1QPe4zw5W43geU9IASJITVGY-jwM04Fgc/edit#slide=id.p1?utm_medium=social&utm_source=heylink.me
Sun Life E-mail Signatures
Share link
https://docs.google.com/document/d/1lDQPPF52zIJ5bo6U0S426FDOu7j7G3WcI4wOmWl3OFk/edit?usp=sharing&utm_medium=social&utm_source=heylink.me
Product Sample Computation
Share link
https://www.canva.com/design/DAFlJLGkuxU/_SAyYnrHEa2MgPbsBO1bjA/view?utm_content=DAFlJLGkuxU&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&utm_medium=social&utm_source=heylink.me
NEW BUSINESS FORMS
Application Form (Insured - Google Form)
Share link
https://docs.google.com/forms/d/e/1FAIpQLSf5uHgxfUyiExQsOv3-VWgXVpeepNDJUfNHtJqrKfY6wCdZuA/viewform?utm_medium=social&utm_source=heylink.me
Client Info (Google Docs)
Share link
https://docs.google.com/document/d/1YDmYDtpsKRYRelyJOGfoFHvnhtbvCyX1cBVJwDzCBS8/edit?utm_medium=social&utm_source=heylink.me
Client Info (Google Sheets)
Share link
https://docs.google.com/spreadsheets/d/12MZerTZ2lYNivwrktXzSOYkyQmYuZf_Q/edit#gid=224807996?utm_medium=social&utm_source=heylink.me
Website of Companies We Represent
Sun Life of Canada Philippines, Inc
Share link
https://www.sunlife.com.ph/?utm_medium=social&utm_source=heylink.me
Sun Advisor Home Office
Share link
https://advisorhomeoffice.sunlife.com.ph/?utm_medium=social&utm_source=heylink.me
Sun Click2Shop
Share link
https://www.sunclick2shop.com/?utm_medium=social&utm_source=heylink.me
Maxicare - HMO
Share link
https://www.maxicare.com.ph/?utm_medium=social&utm_source=heylink.me
St. Peter Memorial Services
Share link
https://www.stpeter.com.ph/?utm_medium=social&utm_source=heylink.me
One Drive (Sign In) for Oregano
Share link
https://onedrive.live.com/about/en-us/signin/?utm_medium=social&utm_source=heylink.me
Learning Materials
MDRT Videos
Share link
https://www.youtube.com/playlist?list=PL-PjD9Al72_XMMVc5daZP_bo9Teho-V6N&utm_medium=social&utm_source=heylink.me
MDRT Goals
Share link
https://drive.google.com/drive/folders/1zUC2-oMZFqHCkaE4QEG80tUs-wX7tCJL?usp=drive_link&utm_medium=social&utm_source=heylink.me
MDRT Articles
Share link
https://drive.google.com/drive/folders/1Qb6IrjJ9Vb49d0p_CB9zwqtcRJ3qN6m1?usp=drive_link&utm_medium=social&utm_source=heylink.me
Recommended Trainings/ Pages for FA
Always Be Closing FB Page
Share link
https://www.facebook.com/AlwaysBeClosingAcademy?utm_medium=social&utm_source=heylink.me
CWP / CEPP / CIP
Share link
https://www.facebook.com/WealthCenterOrg?utm_medium=social&utm_source=heylink.me
Sanjay Tolani Group
Share link
https://www.facebook.com/groups/482072566061725?utm_medium=social&utm_source=heylink.me
SOLA FB Page
Share link
https://www.facebook.com/SOLAcademyPH?utm_medium=social&utm_source=heylink.me
Randel Tiongson FB
Share link
https://www.facebook.com/RandellT?utm_medium=social&utm_source=heylink.me
Chinkee Tan
Share link
https://www.facebook.com/chinkeetan?utm_medium=social&utm_source=heylink.me
Marvin Germo
Share link
https://www.facebook.com/marvingermo?utm_medium=social&utm_source=heylink.me
Additional
Vision Board
Share link
https://bit.ly/VisionFaithBoard2023?utm_medium=social&utm_source=heylink.me
Download QR Code