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rietary. It is strictly forbidden to share any part of this

training content with any third party, without a written consent of SLM Academy
 Our IG for You

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training content with any third party, without a written consent of SLM Academy
 Disclaimer

This presentation is purely a training tool for purposes of the Sun Life Malaysia Assurance Berhad/Sun Life Malaysia Takaful Berhad (“the
Company") internal sales/marketing training program. This presentation is not to be used directly/indirectly for soliciting insurance/takaful
business, policy owner /contract holder services and/or facilitating any other form of communications with external parties whatsoever.
Whilst the Company has taken all reasonable care to ensure that the information contained in this presentation is not untrue or misleading
at the time of publication, we cannot guarantee its accuracy or completeness. You should not act on it without first independently verifying
its contents. Any opinion or estimate contained in this presentation is subject to change without notice. Any comparison contained herein
pertains to specific products in the market and is based on information gathered from sales materials of the said product. Comparisons are
made based on certain assumptions as stated in this presentation. As such, the analysis is not to be generalised or applied to all situations.

This presentation is only for internal circulation and not to be construed as a sales material to be shared with an external party.

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 Course Objective Outcome

To improve Advisors’ average case Advisors will be able to leverage on

size through digital engagement digital content and strategies,
with affluent clients. targeting the affluent clients to
drive better business performance.

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 TEXTING is the new
PHONE CALLS.

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 Remember to build TRUSTS & FAMILIARITY.

3 Jabs, 1 Hook

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training content with any third party, without a written consent of SLM Academy
11

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 Now let’s get started…

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 Rules:
#1. You must know the prospect and the prospect
must know you.
#2. You must build trusts & familiarity first.
#3. The texts that you send must be personalized
(strictly no broadcast).

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 How This Works

Step 1 Step 2 Step 3

Receive ready made Engage with clients using Meet and present to
content & text messages text strategies together with clients effectively.
from a closed group. the content.

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 Library of Content 1.0
1. Takaful Hibah
2. Protect Your Legacy: 4 Errors to Avoid
3. Protect Your Legacy: Immediate 10x Annual Income
4. Protect Your Legacy: Loved Ones No Matter What
5. Ibadah Haji Plan
6. Million Ringgit Medical Plan
7. Saving/Investment

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 Before You Text…
Remember, understanding clients’ profile matter.
Their needs :

Money Old Age Necessities Education Yourself

(client)
Their PPVV :
P – PAIN
P – Pleasure
V – Value
V – Vision
SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 1. Takaful Hibah

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 1. Takaful Hibah

Here’s how you can start the conversation:

Hi [insert your client’s name], recently many of my affluent clients like you have started to use the concept of hibah
to plan for their estate. I wouldn’t want you to miss out. Mind if I share with you 3 images to explain?

[Client Answer]

Here you go. It is one of the most powerful and safe estate planning tool. And it doesn’t cost us a single cent!

[Client Answer]

This is surely relevant and important to you. In the end, we want our legacy to be passed down to the one we love
without being challenged by other parties. that is all it matters !

[Client Answer]

Who would be the lucky one to be nominated? I can help!

Here you go! Use the message above to serve as a door opener to engage with your clients at deeper level!

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 2. Protect Your Legacy : 4 Errors to Avoid
Here’s how you can start the conversation:

Hi [insert your client’s name], recently I stumbled upon this

info telling us to stay away from these 4 errors in order to
keep our financial future secure.

Out of these 4 common errors, which one concerns you the

most?

[Client Answer]
How is this relevant to you?

[Client Answer]

And why is this important to you personally?

[Client Answer]

I can help!
Here you go! Use the message above to serve as a door
opener to engage with your clients at deeper level!

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 3. Protect Your Legacy : Immediate 10x Annual Income
Here’s how you can start the conversation:

Hi [insert your client’s name], between the 4 strategies to

build the 10x your annual income specifically just for the
legacy to be passed down to your loved ones, which one is
you?

[Client Answer]

That’s great! And how long does it usually take to reach

the target? And is it guaranteed?

[Client Answer]
What would happen if the goal is not met?

[Client Answer]

I can help! Create your legacy plan with 10x of annual

income immediately and guaranteed.

Here you go! Use the message above to serve as a door

opener to engage with your clients at deeper level!
SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 4. Protect Your Legacy : Loved Ones No Matter What

Here’s how you can start the conversation:

Hi [insert your client’s name], I’m sure leaving behind a

legacy plan as a gesture of love to your family is
important. I wonder out of these 4 key benefits of legacy
planning, which one resonates with you the most?

[Client Answer]

Why is that?

[Client Answer]

What would happen if this is not planned accordingly?

[Client Answer]

I can help!

Here you go! Use the message above to serve as a door

opener to engage with your clients at deeper level!

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 6. Ibadah Haji Plan

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 5. Ibadah Haji Plan
Here’s how you can start the conversation:

A’sallam [insert your client’s name], baru-baru ini terbaca lagi kes penipuan hajj dan umrah. Harap encik berhati-hati apabila
berurusan dengan pihak ejensi ya.

[Client Answer]
Ya betul tu [follow by repeating what the client said]. Oh ya.. bila Encik merancang untuk pergi menunaikan ibadah haji?

[Client Answer]
Kalau kita dapat pergi haji pada usia muda, kan itu lebih untung?

[Client Answer]
Yaya...majoriti jemaah di sana berumur 50-an ke atas. Kesian tengok ramai jemaah haji di situ yang sudah berumur tak berapa larat
nak menunaikan ibadah dengan sempurna. Ada yang berkerusi roda, ada yang bertongkat, ada yang hari-hari pegi klinik dan yang
hilang ingatan sampai tak ingat pun dia berada di Mekah.

[Client Answer]
Tak kira apa-apa pun…kita masih lagi perlu menunaikan 5 rukun Islam. Apakah jalan penyelesaian encik sekiranya ditimpa keadaan
yang melarang encik untuk mununaikan ibadah haji?

[Client Answer]
Ohh..tak semestinya. Saya ada jalan penyelesaian. Biar saya membantu! [Follow by sending the image]
For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
Here
SUN
you go! Use the message above to
L IF E • ET S
servetraining
as acontent
door opener
with any to engage
third party, without with
a written consent of SLMyour
Academyclients at deeper level!
 6. Million Ringgit Medical Plan
Here’s how you can start the conversation:
Hi [insert your client’s name], does it concern you that
having a RM1 million medical plan is no longer considered
to be a lot nowadays?
[Client Answer]
Many of my rich clients are already talking about
extending their annual medical limit beyond RM 1 million!
[Client Answer]
What could be the reason that a RM 1 million medical plan
may no longer valid for future healthcare?
[Client Answer]
I can help! Without having to stretch your wallet, lets try
increasing your annual medical plan limit to RM 3 million.
Here you go! Use the message above to serve as a door
opener to engage with your clients at deeper level!

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 7. Protect, Preserve & Grow
Here’s how you can start the conversation:
Hi [insert your client’s name], with so many things that
have happened in the world like war and inflation, do you
think we will move into recession soon?
[Client Answer]
If that happens, what will you do to prepare for uncertain
times like these financially?
[Client Answer]
Regardless of what will happen, we all want to preserve
and grow our wealth. Also it all depends on how well-
prepared are we, agree?
[Client Answer]
I can help! Let me show you this info. Allow me to explain
how my clients were able to protect, preserve and grow
their wealth during hard times like this. Let’s meet!
Here you go! Use the message above to serve as a door
opener to engage with your clients at deeper level!

SUN L IF E • ET S For Internal use only/ Sun Life Brighter Academy Proprietary. It is strictly forbidden to share any part of this
training content with any third party, without a written consent of SLM Academy
 Login with your Sun Life Google Workspace Account
& Download Content

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training content with any third party, without a written consent of SLM Academy