2022 BREAKTHROUGH PLANNING

Anything Under the SUN

1

Full Name of Sun Life Philippines New Chief Agency Development Officer Chief Q (First Name & Surname will do)

Alfonso Quitangon

2

Our Newest Health and Accident Product launched Q4 of 2021? 

Sun ICU Protect

3

Sales Training Department (STD) is now called DLD what is the meaning of DLD? 

Distribution Learning Department 

4

Beat Your Best (BYB) is currently conducting what season for Macaulay 2021-2022 Aspirants? 

Season 6

5

Name of New Sun Life Asia's President

Ingrid Johnson

Strongest As 1 OAKwood

1

How many Male Unit Managers does Oakwood Have? 

2 (UM Ollen, UM Leo)

2

Oakwood Theme for Year 2022? 

Strongest As 1 Oakwood 

3

Minimum Number of Recruits and Requirement this Q1 for the Branch Recruitment Incentive of P10,000? 

4 and must be VALIDATED by Q1 

4

How many Female Unit Managers does Oakwood have? 

6 (UM Gina, UM Cindy, UM M4, UM JC, UM Jhake, UM Chelle) 

5

Full Name of our Cluster Head GQ (With middle initial) 

Gerry Henson U. Que

Recruitment

1

Our 1st Branchwide LBF this 2022 will be happening on? 

January 12

2

With E Recruitment initiative all Recruits documents will be uploaded with the portal except for this one? This needs to be submitted at BGC Licensing Department still. 

CA Notarized with Doc Stamp

3

Full Name of Wackx of Licensing? 

Mike Warren Solitario

4

Validation requirement for B Advisors? 

1. 

2. 

1. 180K AC or NSC 

2. VUL Advance 

5

Total Manpower of Sun Life Philippines as of December 20, 2021? _ _, 577? 

21,577

Training

1

Career Forum for Recruits= LBF 

Career Forum for possible MC's = ? 

IFSM 

Introduction Field Sales Management 

2

Name of International Guest Speaker this coming January 7 One Sun Life Congress? 

Adam Grant

3

Head of Distribution, Support and Strategy of Sun Life Philippines? 

Jenny Del Mundo

4

What is the meaning of Rookie Development Training S.T.A.R.T?

Sun Life Track to Advisor Rookie Training

5

Brighter Academy is Segmented into? 

1. 

2. 

3. 

1. Brighter Gen 

2. Brighter Pro 

3. Brighter Leader 

Supervision

1

Author/ Creator of Oakwood's Production Monitoring Excel Tool and Recruitment Monitoring Tool? 

UM Mary JC Paral

2

Coded Rookie Q1-Q3 Validation Requirements? 

1. 

2. 

1. JFW 

2. 45K AC or NSC 

3

Entry Level Qualification for Macaulay 2021-2022 Lives AC & Persistency for 13th and 25th Month? 

1.

2. 

3. 

1. 36 Lives 

2. 570K AC 

3. 13th Mo. 87% / 25th Mo. 83% 

4

What is the end of Sun Life Calendar this 2022? Exact Date Month and Day. 

December 20

5

Macaulay 2021-2022 run will end by ? Exact Month, Day and Year? 

June 27, 2022