WELCOME
TENURED ADVISORS
Grow with Us.
BECOME THE BEST VERSION OF YOURSELF.
PRESENTATION DECKS
Understanding the importance of
financial needs analysis is crucial in securing your future with life insurance.
CLIENT INFORMATION SHEETS
Make sure to fill up all the informations correctly, especially for health products.
DAILY SALES REPORTING
Embracing life insurance is a daily win towards securing your future.
CLAIMS PROCESS
The guide on how to file a claim and for health screening for GHA/HCA claims.
Page Directory
SPARTAN LINKS
CONTENTS
New Recruit
Rookie Advisors
Tenured Advisors
Playbook
Market Survey
Email Campaign
ROOKIE ADVISORS
CONTENTS
Phase 1 : Welcome
Phase 2 : Preparation
Phase 3 : Coaching Mentoring
LESSONS
Sales Process
Handling Objections
How to use Spartan link
TENURED ADVISORS
CONTENTS
Presentations
Client Info Sheets
Sales Reporting
One Claim
Financial Health Check Survey
Downloads
Online Support - Online CDF / Policy Request
LESSONS
Estate Planning
Walk away fund
REIT
Business Protection
MRI
Retirement Planning,
HMO
Keyman
Fringe Benefit
ABOUT OUR ADVOCACY
Advisors and Managers who have
successfully followed the system
have turned this into
a lifelong career.
E-LEARNING
MASTERCLASS
Estate Planning
INFO
Walk Away Fund
INFOR
REIT
INFO
Business Protection
INFO
Mortgage Redemption Insurance
INFO
Retirement Planning
INFOR
HMO - Health Care
INFO
Keyman Insurance
INFO
SIT & LEARN
Learn from the best.
Office: Johndorf Bldg
Call: 0917 7722579
Email: mmanabat@axa.net.ph
Site: tdspartans.com