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Golden Sky Warriors

To help Filipino achieve lifetime financial security and live healthier lives.

New Business Forms
Sun Life Application Form
Existing Client Application Form
Client Suitability (VUL PLAN)
Advisors Report
Application Submission Guide
Checklist for NB Application
Acceptable Identification Documents (IDs)
Client Confirmation Template and Email Address
Occupational Guidelines
Weight Guidelines
Foreign Travel Guidelines
Medical Conditions & Critical Guidelines
Guidelines for Direct Scheduling of ROME with Accredited Examiners
Product Positioning
Products Maturity Age
Quick Guide to Payment Channels
Guidelines for Client's Signature
Guidelines for Advisor's Signature
Prospecting Tools
Prospecting Tips
Prospecting Script from Jetro Version 1
Prospecting Script from Jetro Version 2
Prospecting Scripts from Krizzia Malicdem
Survey Technique
SFW Script
Products Summary Proposal
VUL Products Script
Generated Proposal
BCOS App Submission
BCOS Portal Link
BCOS Checklist
BCOS Comprehensive Guide
Guide for Clients on how to Sign and Return to Advisor
Sun Smart EAPP Submission
How to download and install SunSmart EAPP on iPad (Password: sl_brightbox)
Overall SunSmart EApp Tutorial for Beginners (Password: sl_brightbox)
Transfer to Client (Password: sl_brightbox)
Client Confirmation
GSW Incentives
2024 August Champions
Mechanics
2024 August Champions: Game of Champions | Medallion
2024 – 2025 Macaulay Club
2025 MDRT Requirements
Monitoring Tools
2025 System Closing
Commission Rates
PLAN B Excel Computation
Client Servicing
Guide to Remote Servicing
Operations Email Addresses (Updated)
How to Reinstate Policy
Policy Change Quick Guide
Training
Sun Life Products Quick Guide
E-learning Course
Limitless EBook
Tutorial Videos
How to prepare your NB Application via BCOS
BCOS Submission Sample No. 2 Part 1
BCOS Submission Sample No. 2 Part 2
BCOS Tutorial Video Part 1 (Sample)
BCOS Tutorial Video Part 2 (Sample)
Policy Servicing Materials
Birthday Greeting Card
Policy Update
Persistency Tracker
Premium Reminder Tracker