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    Sun Life Training Course (SLTC) : Sltcis A 3-Day Training Course That Aims To Inject The Financial Planning Mindset To New

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    Deo Dexter Gillesania Guillermo
    The Sun Life Training Course (SLTC) is a 3-day online training for new Sun Life advisors that covers topics on Sun Life's history, products, sales process, financial planning concepts, and regulatory guidelines to prepare advisors for their role. The training requires applicants to submit their insurance exam results and contact information using a standard email template to enroll. The document provides information on the course content, requirements, enrollment process, and contact details for technical support.

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    Sun Life Training Course (SLTC) : Sltcis A 3-Day Training Course That Aims To Inject The Financial Planning Mindset To New

    Uploaded by

    Deo Dexter Gillesania Guillermo
    719 views3 pages
    The Sun Life Training Course (SLTC) is a 3-day online training for new Sun Life advisors that covers topics on Sun Life's history, products, sales process, financial planning concepts, and regulatory guidelines to prepare advisors for their role. The training requires applicants to submit their insurance exam results and contact information using a standard email template to enroll. The document provides information on the course content, requirements, enrollment process, and contact details for technical support.

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    The Sun Life Training Course (SLTC) is a 3-day online training for new Sun Life advisors that covers topics on Sun Life's history, products, sales process, financial planning concepts, and regulatory guidelines to prepare advisors for their role. The training requires applicants to submit their insurance exam results and contact information using a standard email template to enroll. The document provides information on the course content, requirements, enrollment process, and contact details for technical support.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    719 views3 pages

    Sun Life Training Course (SLTC) : Sltcis A 3-Day Training Course That Aims To Inject The Financial Planning Mindset To New

    Uploaded by

    Deo Dexter Gillesania Guillermo
    The Sun Life Training Course (SLTC) is a 3-day online training for new Sun Life advisors that covers topics on Sun Life's history, products, sales process, financial planning concepts, and regulatory guidelines to prepare advisors for their role. The training requires applicants to submit their insurance exam results and contact information using a standard email template to enroll. The document provides information on the course content, requirements, enrollment process, and contact details for technical support.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    Sun Life Training Course (SLTC)

    What is SLTC?

    SLTCis a 3-day training course that aims to inject the Financial Planning mindset to new
    advisors and to promote the entire practice which will essentially tap the Life Stages Planning in
    the process. This course is a pre-coding requirement to all new advisors who already passed
    the Traditional - Insurance Commission exam.

    Topics which will be covered are the following:


    · All about Sun Life (history, milestones, current standing and rankings, mission and vision)
    · Career
    · The distinctive quality of a Sunlife Advisor
    · Cycle of the sale
    · Products ( Traditional and VUL )
    · Brighter Life Concept
    · Underwriting
    · Quality Business
    · AMLA and FATCA guidelines

    Enrollment Requirements:
    1. A valid and active email address of the learner.
    2. Please provide learner’s full name and not aliases.
    3. An internet connection (DSL is preferred)
    4. Compatible devices: Windows-based and Mac OS-based computers/laptops
    5. Non-compatible devices: Mobile devices (phones and tablets)
    6. For courses with modules: any of the latest modern internet browsers
    (Internet Explorer, Google Chrome, and Safari) updated to its latest version
    7. A re-enrollment Fee (Php 250) is required in case the learner would like to
    continue the course and has already exceeded the allotted number of days of
    access. You may pay the fee via ACS deduction or to any Sun Life (SL) Client
    Center.
    How to enroll to SLTC Online?

    Kindly email phil-std_e-learning@sunlife.com and attach the scanned


    copy of the IC Exam result.

    Please use the following standard template when enrolling to this online
    course.:

    Email Subject: Request for SLTC Online Enrollment


    Email Body:
    Learner Details:
    Complete Name: (Please avoid nick names)
    E-mail Address: (make sure this is an active/ working e-mail ad)
    Birthdate: (month day, year --- ex: June 18, 1975)
    Gender:
    Contact Number(s):
    Branch: Ironwood
    ISO: Koronadal
    Manager/Recruiter Details:
    Complete Name: Lina A. Mondejar
    E-mail Address: lina.a.mondejar@sunlife.com.ph
    Contact Number: 0928 687 4594
    Contact Us:

    For concerns and technical assistance, please reach us at:


    Email Address: PHIL-STD_e-learning@sunlife.com
    For technical concerns: please provide snapshots of the issue
    Landlines: (02) 892-1192 loc. 207, 250, 205, 225, and 251 (business
    hours only)

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