OPERATION: GOLDEN SUN

2017 AUGUST CHAMPIONS

Promo Period : July 3 to September 5, 2017 (last day of submission)

Must be settled by September 12, 2017

Business Covered : Life Insurance, Group Life and Mutual Funds

Parameters : Lives Insured

Life, Group and Mutual Funds AC
Single Pay Premium
Maturities Recapture

ADVISOR LEVEL
LEVEL PROMO PERIOD REQUIREMENT PRIZE
Fast Track 1 July 3 July 11 2 Lives Ps. 500 CASH Credit
Fast Track 2 July 3 July 26 3 Lives Ps. 500 CASH Credit
Fast Track 3 July 27 to Aug 25 3 Lives Ps. 1,000 CASH Credit
Fast Track 4 July 27 to Aug 25 5 Lives Addl Ps. 500 CASH Credit

TIP: Submit 3 Lives from July 3 to July 11 to get Ps. 1,000 CASH Credit!

Examples:
1. Advisor has 2 lives from July 3 to July 11. She is qualified to the Ps. 500 CASH Credit.
2. Advisor has 3 lives from July 3 to July 11. She is qualified to Ps. 1,000 CASH Credit.
3. Advisor has 3 lives which were submitted within July 10 to 26. He gets Ps. 500 CASH Credit.
4. Advisor has 3 lives from July 3 to July 11. She is qualified to get Ps. 1,000 CASH Credit. She submits 3
more lives from July 27 to August 25, therefore she gets another Ps. 1,000 CASH Credit, total of Ps.
2,000! If she ends up having 5 lives from July 27 to August 25, she gets additional Ps. 500 CASH Credit!

Invitation to the August Champions Awarding and Presidents Month Kick-Off (October 11, 2017):
ADVISOR REQUIREMENT TO ATTEND THE EVENT
A (Coded within 2017) Automatically invited
B and up Must have at least 1 app from July 3 to September 5
With Associate Principal must have at least 2 lives for the associate to be invited

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Medallion Level :
LEVEL REQUIREMENTS
OPTION A OPTION B PRIZE/S
LIVES AC LIVES AC
Bronze 6 165K 9 120K Ps. 5,000 CASH Credit
Silver 6 220K 9 140K Ps. 6,000 CASH Credit
Gold 6 275K 9 175K Ps. 7,000 CASH Credit
Platinum 350 6 LIVES + 350K AC Ps. 15,000 CASH Credit
Platinum 600 6 LIVES + 600K AC Ps. 20,000 CASH Credit
Platinum 1M 6 LIVES + 1M AC Ps. 30,000 CASH Credit OR
Invite to attend 2018 MDRT Experience*
Platinum 2M 6 LIVES + 2M AC Ps. 50,000 CASH Credit OR
(Invite to attend 2018 MDRT Experience +
Ps. 5K CASH Credit)
Platinum 3M 6 LIVES + 3M AC Ps.70,000 CASH Credit OR
(Invite to attend 2018 MDRT Experience* +
Ps. 10K CASH Credit)
Platinum 5M 6 LIVES + 5M AC Ps. 100,000 CASH Credit OR
(Invite to attend 2018 MDRT Experience* +
Ps. 15K CASH Credit)

NOTES ON 2018 MDRT Experience PRIZE:

1. The MDRT Experience will be in Bangkok, Thailand. Exact date in February 2018 will be communicated
separately.
2. Sun Life will take care of the airfare, hotel accommodation and registration of the qualifiers.
3. In the event the qualifier will not be able to join the conference, he/she gets Ps. 30,000 CASH Credit.
4. If the advisor qualified to the Client 4 Life (Client Experience)Program (with a trip to Bangkok, Thailand
as a prize), advisor gets ONE TRIP only, and gets 200 USD cash prize.

ADDITIONAL PRIZE:

BRIGHTLIGHTS MAGAZINE RECOGNITION: Bronze: name only; Silver : name + small picture;
Gold: name + big picture; Platinum: name + big picture

Earn Lives Count through Group Life!

Mechanics:
1. For every Ps.20,000 settled NB/FYP = 1 life count credit
2. Maximum of 3 lives count credit per advisor

PACKAGED
PLANS COSTED

COSTED GROUP
5 PLUS LIFE

PRO GROUP
STUDENT PERSONAL
ACCIDENT
CREDIT GROUP 2
2017 August Champions_Advisor level PRO-FAMILY LIFE
 Here are more ways for you to earn more CASH Credits!

FOCUS REQUIREMENT and PRIZE NOTES

Single Pay For every Single Pay submitted and settled within Max of Ps. 2,000
the period, get Ps. 500 CASH Credit
New Life For every New Life Insured submitted within the Max of Ps. 1,500
Insured* promo period, get Ps. 500 CASH Credit
Maturity For every recaptured policy, get Ps. 500 CASH Max of Ps. 1,500
Recaptured** Credit

On New Lives Insured:

This means a client who is new to SLOCPI (Life). A SLAMCI investor who buys a life insurance will be counted as
New to Sun Life for contest purposes.

Examples:

A. Client X has a life policy with Advisor A. He buys another policy from Advisor B. This is NOT considered
a new life since client already has a policy with Sun Life.
B. Client Y has a mutual funds investment with Advisor C. He buys a Life insurance from Advisor D. This is
considered a new life since we have no reference if client has MF or PN in the past.
C. Client Z has life insurance with Advisor Y in 2015. He buys another insurance from same advisor in
2017. This is not considered a new life.

On Maturity Recapture

This could come from a maturing Life or PN Policy and proceeds were used to purchase a new Sun Life product
(Life or Mutual Funds).

We will count it as recaptured if it meets any of the following conditions:

1. App is properly tagged as recaptured.

In the REGULAR application form (page 3)

OR

Advisors Report (page 19):

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2017 August Champions_Advisor level
OR

SIO (page 1)

OR

GIO (page 2)

2. When the insured is the immediate family member of the client with maturing policy. Immediate family
here member means: Spouse, Children, Parents, Siblings, Grandchildren
3. The proceeds are used to purchase a life insurance, or invest in mutual funds

Example:

A. Client As pre-need policy matures this 2017. He decided to use the proceeds to buy a life policy for his
daughter. This is considered a recapture.

FOR PROPER MONITORING , PLEASE DO NOT FORGET TO REPORT TO YOUR SSA

IF YOU HAVE A RECAPTURED POLICY.

RAFFLE

All medallion qualifiers are qualified to join.

Mechanics:

REQUIREMENT NUMBER OF TICKETS

For every 1 Life submitted 1
For every submitted SP (minimum 1M) app 1
For every Ps. 20,000 Life / MF / Group AC 1
For every recaptured policy 1
For every New Life insured (submitted) 2
If advisor has 9 lives within the promo period 10

Winner: 1 Winner for Territory 1, 1 Winner for Territory 2

Prize : A Brand New Toyota Innova!

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 CLUSTER LEVEL RAFFLE

We are giving away

Ps. 100,000.00 Cash Credit
PER CLUSTER!

All medallion qualifiers of the Cluster are qualified to join.

Mechanics:

REQUIREMENT NUMBER OF TICKETS

For every 1 Life submitted 1
For every submitted SP (minimum 1M) app 1
For every Ps. 20,000 Life / MF / Group AC 1
For every recaptured policy 1
For every New Life insured (submitted) 2
If advisor has 9 lives within the promo period 10

Winners: 2 winners for Metro Manila 1A PRIZE:

1 winner for Metro Manila 1B
1 winner for Mindanao
2 winners for Metro Manila 2A
1 winner for Metro Manila 2B
Ps. 100,000.00
1 winner for Luzon
1 winner for Visayas
Cash Credit

RI5E PH CORNER
PRE-REQUISITE: Advisor must join the Agency Sales (SLOCPI) FB group to qualify.

WHAT ADVISOR/FM must SHARE any of the SunShorts2 videos (Wavers, or She
Said She Said, or Sayaw, or Explainer Videos) and tag at least 20 FB friends:

WHEN Posting Starts: July 3,2017

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2017 August Champions_Advisor level
 Posting Ends: July 31, 3017
HOW Screenshot the shared post and post it on our FB Group: Agency Sales
(SLOCPI). Tag 20 of your friends.

JOIN SHARE AND SCREENSHOT WIN

TAG 20

PRIZE

Back seat
Organizer

TOP AWARDS SLOCPI

TOP ROOKIE

Agency Points System

1 Life Insured = 1 point
Ps. 20,000 Life AC = 1 point

A. TOP ROOKIE NATIONAL LEVEL

Requirement : Over-all Top 5 Rookies based on Agency Points

Prizes : Trophy + Name and Picture in the Brightlights Magazine

B. TOP ROOKIE AREA LEVEL (Metro Manila / Provincial)

Requirement : Top 5 Rookies per Area based on Agency Points

Prizes : Trophy + Name and Picture in the Brightlights Magazine

Metro Manila/Provincial Advisors who qualify in the National Level may no longer qualify in the Area Level.
Competition will be based on where the Advisor is tagged (example: Redwood Cebu will compete in the Provincial Level, ISO
players tagged in a provincial ISO will compete in the Provincial level). The Area of the Advisor will be confirmed by the BDMs
and Cluster Management.

C. TOP ROOKIE TERRITORY LEVEL (Territory 1 and 2)

Requirement : Top 5 Rookies per Territory based on Agency Points

Prizes : Trophy + Name in the Brightlights Magazine

Advisors who qualify in the National Level or Area Level may no longer qualify in the Territory Level.
Competition will be based on the Territory assignments of the Advisors.

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2017 August Champions_Advisor level
Top Rookie Awards Mechanics for National, Area and Territory Levels:
1. To qualify, Rookie must be a PLATINUM qualifier.
2. Only Rookies with 12 months or less in tenure at the end of the promo period (September 12) can qualify for this
level.
3. Field Managers are not included in this level.
4. A rookie who is related to any Field Manager (within the same branch) is not qualified in this level. We will be
following the existing policies on Immediate Family Member.
5. In computing for the Top Awards, Mutual Funds production will not be counted. Mutual Funds has a separate set of
Top Awards to honor the MF representatives who have excelled this August Champions.
6. A come-backing advisor may not qualify in this level. Come-backing advisor is defined as an advisor who was
previously coded, was cancelled, and rejoined with a new code.

TOP ADVISOR
Agency Points System

1 Life Insured = 1 point

Ps. 20,000 Life AC = 1 point
A. TOP ADVISOR NATIONAL LEVEL

Requirement : Over-all Top 5 Advisors based on Agency Points

Prizes : Trophy + Name and Picture in the Brightlights Magazine

B. TOP ADVISOR AREA LEVEL (Metro Manila / Provincial)

Requirement : Top 5 Advisors per Area based on Agency Points

Prizes : Trophy + Name and Picture in the Brightlights Magazine

Metro Manila/Provincial Advisors who qualify in the National Level may no longer qualify in the Area Level.
Competition will be based on where the Advisor is tagged (example: Redwood Cebu will compete in the Provincial Level, ISO
players tagged in a provincial ISO will compete in the Provincial level). The Area of the Advisor will be confirmed by the BDMs
and Cluster Management.

C. TOP ADVISOR TERRITORY LEVEL (Territory 1 and 2)

Requirement : Top 5 Advisors per Territory based on Agency Points

Prizes : Trophy + Name in the Brightlights Magazine

Advisors who qualify in the National Level or Area Level may no longer qualify in the Territory Level.
Competition will be based on the Territory assignments of the Advisors.

Top Advisor Award Mechanics for National, Area and Territory Levels:
1. Advisor must be a PLATINUM qualifier to qualify for this level.
2. Field Managers are not included in this level.
3. Only Advisor with 12 months + 1 day or more (by end of the program, September 12) may compete in this
category. Advisors with 12 months or less in tenure will compete in the Rookie Level.
4. Manager Candidates (MCs) may qualify in this category.
5. In computing for the Top Awards, Mutual Funds production will not be counted. Mutual Funds has a separate set of
Top Awards to honor the MF representatives who have excelled this August Champions.

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2017 August Champions_Advisor level
 TOP AWARDS
TOP MF (SLAMCI CATEGORY)
A. NATIONAL Level

Level Requirement Prizes

TOP, MF Advisor in AC
1st Runner-up, MF Advisor in AC
2nd Runner-up, MF Advisor in AC
MF Advisor with the highest MF
AC
MF Advisor with the second to
the highest MF AC
MF Advisor with the third to the
highest MF AC
Trophy
Recognition in Brightlights Magazine
Trophy
Recognition in Brightlights Magazine
Trophy
Recognition in Brightlights Magazine

B. AREA Level (Metro Manila and Provincial)

Level Requirement Prizes

TOP, MF Advisor in AC Metro
Manila
1st Runner-up, MF Advisor in AC
Metro Manila
TOP, MF Advisor in AC Provincial
1st Runner-up, MF Advisor in AC
Provincial
MF Advisor with the highest MF
AC
MF Advisor with the second to
the highest MF AC
MF Advisor with the highest MF
AC
MF Advisor with the second to
the highest MF AC
Trophy
Recognition in Brightlights Magazine
Trophy
Recognition in Brightlights Magazine
Trophy
Recognition in Brightlights Magazine
Tophy
Recognition in Brightlights Magazine

Metro Manila and Provincial Advisors who qualify in the National Level may no longer qualify in the
Area Level
Competition will be based on where the Advisor is tagged (example Redwood Cebu will compete in
the provincial level)

C. TERRITORY Level

Level Requirement Prizes

TOP, MF Advisor in AC Territory 1 MF Advisor with the highest MF
AC
TOP, MF Advisor in AC Territory 2 MF Advisor with the highest MF
AC
Trophy
Recognition in Brightlights Magazine
Trophy
Recognition in Brightlights Magazine

Advisors who qualify in the National or Area Levels may no longer qualify in the Territory Level
Competition will be based on the Territory assignments of the Advisors

Top Award Mechanics for National, Area and Territory Levels:

Qualifiers must have a minimum of P120,000 MF AC.

Disqualified from competing in these Top MF Advisor Awards are UMs, SMs, and NBMs.
Manager Candidates may still qualify for this level
Only MF Advisors with 12 months + 1 day or more in tenure by the end of this campaign program
may compete in this category.
MF Advisors with 12 months or less in tenure will compete in the Rookie level

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2017 August Champions_Advisor level
D. TOP ROOKIE Level

Level Requirement Prizes

TOP, MF Rookie in AC Metro MF Advisor with the highest MF
Manila AC
TOP, MF Rookie in AC Provincial MF Advisor with the highest MF
AC
Trophy
Recognition in Brightlights Magazine
Trophy
Recognition in Brightlights Magazine

Qualifiers must have a minimum of P50,000 MF AC

A Mutual Fund Advisor with 12 months or less in tenure at the end of the promo period is
considered a Rookie and can qualify for this level
Rookie who is an immediate family member of his/her Field Manager is disqualified from
competing in the Top MF Rookie Award

SPECIAL CATEGORY: TOP ADVISOR in SINGLE PAY SALES

Ranking: All Advisors with accumulated 10M Single Pay Premium within August Champions will be ranked.
Qualifiers: The Top 3 Advisors based on the ranking will be declared winners
Prize : Trophy (no speech)

Notes:
1. In case of tie, reconciliation will be based on number of Single Pay cases (apps) submitted by the vying
advisors. The advisor with higher Single Pay cases will get the recognition.
For example: Advisor A and B both have 20M Single Pay premium for August Champions. Advisor A has 10 cases of Single
Pay, while Advisor B has 12 cases. Advisor B will be declared the Top Advisor in Single Pay Sales.
2. Field Managers may not qualify in this category.

GROUP LIFE PROMO

Mechanics:

1. Promo period: July 3-September 12, 2017.

2. Submit and settle a minimum count of any of the Group Life products below within the promo period
and get a limited edition Group Life Head/Neck pillow.
3. Accumulated Ps. 50,000 group FYP from the settled Group Life products will qualify you to an additional
limited edition Group Life shirt.

PRODUCT COUNT PRIZE

Pro-Family 5
5 Plus 2
Pro-Student 2
GCPA 2
CGL 2
Costed GL 2

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2017 August Champions_Advisor level
OVER-ALL CONTEST RULES AND REGULATIONS:

On LIVES:
1. LIVES means SUBMITTED INSURED LIVES. This is the number of clients whose policies were SUBMITTED during
a given New Business Month. Client refers to the life insured and not the policy owner. In case of agent sharing,
Insured Lives will be equal to the agents share.

Example: Advisor A submitted 3 applications on the life of Client X. This shall be counted as 1 Life for the contest.

2. We will be counting LIVES on a per month basis. This means that if 1 Life was submitted and inputted on two
separate months, this will be counted in each of those two months.
3. Life and VUL apps/clients will be considered.
4. For the LIVES to be considered, its app must be submitted and inputted (meaning payment must be received by
Client Center or scanned if COD) by September 5. This will come from a system-generated report and therefore make
sure that you submit your apps within the given deadline. Tip: SUBMIT YOUR APPS EARLY TO GUARANTEE
INPUTTING.
5. Apps submitted after September 5 WILL NOT be counted.
6. Applications that are declined, postponed, NPWed, NTUd, LAPSED, etc. within the promo (up to last day of
settlement, September 12) shall be deducted. Agency credit of those apps shall likewise be deducted.

On Agency Credit:
1. Agency Credit will be based on settlement.
2. AC will mean actual agency credit settled within the contest period. This means AC of New Business submitted before
the contest period and settled on or before the last day of settlement will be counted for contest purposes. Similarly,
all first year renewal commissions credited during the campaign period will be included.
3. AC on Top up on VUL is included (FOR FIRST YEAR NEW BUSINESS ONLY)
4. Last day for settlement is September 12, 2017.
5. AC of apps submitted beyond September 5 and settled by September 12 will be deducted from the August Champions
production.
6. The production of the Manager Candidate and his/her direct members will be counted to the mother unit.
7. AC from worksite and group life accounts that are settled within the campaign period will be counted.
8. Only MF AC corresponding to investments cleared as of 12noon cut-off of September 12 shall qualify for the program.

On Prizes:
1. Cash credit means the prize will be credited to the advisors/FMs BPI ATM, net of tax.
2. Some prizes are taxable, unless stated otherwise.
3. Prizes may not be changed into any other form.
4. Actual prize/s may differ from the photo.
5. For the Car Raffle
a. The management reserves the right to choose make/model/color of the car. Sun Life will shoulder the
shipping (if any) of the car, if the winner will be coming from the Visayas or Mindanao.
b. Car Insurance is not included in the prize.
c. Winners will be advised when the car is available for turnover.
d. In the event the name of the advisor is drawn twice (Territory level and Cluster level), he/she will get the
higher prize.
e. The raffle will be during the Presidents Month kick off on October 11, and it will be electronically done.
6. For the 2018 MDRT Experience, the existing rules on Travel will be applied.

Others:

1. If the Field Manager is appointed to the next level, he/she will compete in his/her position at the start of the contest.
2. If a field manager (for example Unit Manager1) promotes his advisor to become field manager (UM2) in the middle
of the contest, the production of UM2 from date of appointment onwards will not be credited to UM1.

For example:

Unit Manager X promotes Manager Candidate Y to Unit Manager effective August 1. From August 1 up to end of contest,
production of newly promoted UM and team will NOT be credited to Unit Manager X.

Newly appointed UM will compete as Unit Manager.

3. On SHARING OF COMMISSIONS: Once the application has been submitted, the following will not be allowed: (1)
changing of percentages between sharing advisors (2) changing of names of sharing advisors (3) adding one or more
sharing advisor/s.

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2017 August Champions_Advisor level