{ "slgfi": { "DocumentPassword": { "dpheader1": "Your document password has either expired or has not been set yet.", "dpheader2": "Please set a new document password." }, "DownloadReports": { "tac2": "You also undertake not to use the information for purposes other than providing Sun Life Grepa products and services to your client, and confirm your compliance with your obligations on data protection under your Agent's Agreement, including its", "lifepolicylist": "Life policy list", "comingsoon": "This feature will be available soon.", "close": "Close" }, "AhoLayout": { "Footer": { "systemaccessnotice": "Access to this system is provided by Sun Life Grepa solely for authorized business. Penalties may be enforced for unauthorized use, reproduction or distribution of this system, or any portion of it. By logging in, you are signifying your consent to these conditions and may be monitored for regulatory reasons." } }, "ClientDetails": { "ClientPortfolio": { "currentFundValue": "Fund Value", "sundryAmount": "Sundry Amount" } }, "Supplementary": { "IntroScreens": { "introTwoScreen": { "info2": "Easily search for clients, policies, trainings and guides" } } }, "Client": { "birthDate": "Date of Birth", "clientname": "Client Name", "contactnumber": "Contact Number", "emailAddress": "Email Address", "insured": "Insured Name", "mobile": "Mobile No.", "policystatus": "Policy Status", "FlaggedPolicies": { "nopoliciesfound": "No policies are flagged this month.", "nolapsedpolicies": "No lapsed policies." }, "IndividualPolicies": { "policyno": "Policy No." } }, "SunlifeDirectory": { "grepaDirectory": "Sun Life Grepa Directory", "grepaDepartment": "Sun Life Grepa Departments", "sunLifeOffices": "Sun Life Grepa Offices", "rcbcBranchFinder": "RCBC Branch Finder", "sunLifeHeadOffice": "Sun Life Grepa Head Office", "Note": [ "We recommend that you review the purpose of each email address before sending a message. This ensures that your communication reaches the intended recipient and is correctly acted upon.", "Please avoid sending the same message to multiple email accounts, as this will cause delays in our response.", "These email addresses are for advisors’ use only. Please do not share the list with your clients.", "Please use email subject format: " ], "Items": { "common": { "toInquireOnOrReq": "To inquire on or request for:" }, "AfterSalesServices": { "header": "After Sales Services", "item1": { "bullets": [ "Change in Servicing Advisor for Orphan Clients", "Active-to-Active Transfer of Servicing Advisor", "Adjustment of Servicing Fee" ] }, "item2": { "bullets": [ "Change in Address and Contact Information**", "Enrolment to eNotice and eOR", "Client Consolidation" ], "note": "** Please encourage your clients to use their Client Portal/Mobile App for Change in Address and Contact Information" }, "item3": { "bullets": [ "Change of Beneficiary**", "Change in Name", "Absolute Assignment of Policy for Value", "Appointment or Change of Endowment Beneficiary", "Policy Assignment as Collateral Security", "Release of Policy Assignment as Collateral Security" ], "note": "** Please encourage your clients to use their Client Portal/Mobile App for Change of Beneficiary" }, "item4": { "bullets": [ "Policy Conversion", "Paid-Up Information of the Policy", "Reduction of Face Amount", "Increase of Face Amount (for Traditional policies & within 90 days only)", "Change of Plan", "Deletion/ Addition of Riders to the Policy", "Change from Smoker to Non-Smoker Rate/ Non-Smoker to Smoker Rate", "Removal and Reduction of Medical Rating", "Correction of Gender", "Change of Non-forfeiture Option", "Correction of Birth Date (Policy owner of Life Insured only)", "Request for Lost Policy Memorandum/ Reprinting of Policy Contract", "VUL Excess Premiums or Top-up", "Plan Transfer (for Pre-Need)" ] }, "item5": { "bullets": [ "Reinstatement (SRO/ Personal Declaration of Insurability)" ] }, "item6": { "bullets": [ "Premium Offset (set up, cancellation, gone off)", "ADA Set Up, Cancellation", "ACA BPI Set Up, Cancellation", "Change Mode", "APO – Lumpsum/ Compressed Set Up, Quote", "Overloan Collection Letter", "RTS Mails Bad Address Untagging", "SLGFI Worksite Billing – DepEd, PNP, Corporate, SD Military", "SLOCPI/ SLGFI Worksite and Corporate Billing", "Preparation of Duplicate Notice" ] }, "item7": { "bullets": [ "Bank/ Card Reversal", "Collection On Behalf", "Non-Cash AE Dividend Withdrawal", "Posting of Payments (Direct deposit, Telegraphic transfer, Fund transfer)", "Sun Synergy Set Up/ Cancellation", "Posting/ Reversal of Withholding Tax", "Staff Assurance", "Transfer of Payment", "Unposted Bills Payment" ] }, "item8": { "bullets": [ "Anticipated Endowment (Automatic Payout)", "Global Opportunity Payout Fund (Automatic Payout)", "Dividends (Automatic Payout)" ] }, "item9": { "bullets": [ "Advance Premium Payment Withdrawal/ Cancellation", "Bounce Check", "Variable Fund", "Detailed Statement", "Change Dividend Option", "Change Endowment Payout", "Plan Surrender/ Plan Termination" ] } }, "Claims": { "header": "Claims", "item1": { "bullets": ["HIB Claims**", "All other Claims", "Maturities"], "note": "** Please encourage your clients to use their Client Portal/Mobile App for HIB Claims" } }, "ClientServicing": { "header": "Client Servicing", "item1": { "paragraph1": "Cash and Non-cash processing of the following disbursements:", "bullets": [ "Policy Advances (loans)", "Dividend Withdrawals", "Policy Surrenders", "Withdrawals of Endowment Benefit" ], "paragraph2": "VUL Transactions", "bullets2": ["Fund Switching", "Fund Allocations"] } }, "MedicalRelatedInquiries": { "header": "Medical-related Inquiries", "item1": { "bullets": [ "Laboratory and LOA requests", "ROME LOA requests", "Any medical related concerns" ] } }, "NewBusiness": { "header": "New Business", "item1": { "paragraph1": "New Business" }, "item2": { "paragraph1": "Submission of additional NB and UW requirements requested by Reviewers or Underwriters such as amendment of application (AOA), agent's report, laboratory tests, etc." } } } }, "NewBusiness": { "approved": "Approved", "AppModal": { "faceamount": "Face Amount", "appscandate": "App Scan Date", "policyno": "Policy No." } }, "ProductionContent": { "ProgressTab": { "nopersistency": "You are not yet being measured for persistency." } }, "SendEmail": { "noemail": "To use this feature, please advise your client to update their email address with Client Care through 8-849-9888, sunlink@sunlife.com, or through their Sun Life Grepa Client Portal and Mobile App.", "comingSoon": "This feature will be available soon." }, "Settings": { "Profile": { "region": "Region", "area": "Area" } }, "References": { "Search": { "slocpiSlamci": "Search for downloadable resources or FAQs" } } }, "labels": { "rowsPerPage": "Rows per page" }, "buttons": { "downloadReport": "Download Report" }, "welcome": "Hello MFE advisor!!!", "touchpoint": { "login": { "error": "Sorry, but something went wrong." }, "loginBeta": { "header": "Advisor Home Office Beta", "message": "Sorry, this page is only accessible to AHO Beta users.", "button": "Proceed to current AHO", "slgfi": { "header": "Advisor Home Office", "message": "Sorry, this page is only accessible to AHO early testers.", "button": "Proceed to ACP" } }, "logout": {}, "changeAddress": { "breadCrumbs": { "clients": "Clients", "profile": "Profile", "addressChange": "Address Change" } }, "errorContent": { "letsTryAgain": "Let's try that again.", "blocked": "Access Blocked", "internetConnectivity": "Internet connectivity issues", "problemCompleting": "We seem to be having problems completing your request. We apologize for the inconvenience.", "pleaseRefresh": "Please refresh the page or try again later.", "noPermission": "Sorry, but you do not have the right permission to access this page.", "badConnection": "We're having trouble due to bad connection. Please check your internet connection and try again.", "problemContacts": "Having problems? Call Advisor Technology Support at (02) 8-849-9439 or (02) 8-555-8888 loc. 3000" } }, "Placeholder": { "im": "Search clients, policies, and mutual funds", "i": "Search clients and policies", "m": "Search clients and mutual funds", "default": "Search clients" }, "DocumentPassword": { "dpheader": "Your document password has either expired or has not been set yet. Please set a new document password.", "dpheader2": "Please set a new document password.", "setdocumentpassword": "Set a document password", "dpbody": "This is used to download and open documents." }, "ExpiredPassword": { "body": "To secure your account, you need to update your password.", "doThisLater": "Do this later", "updateMyPassword": "Update my password" }, "DownloadReports": { "nodocumentsuploaded": "No documents uploaded", "downloaddocument": "Download Documents", "downloadreport": "Download Report", "individualclients": "Individual Clients", "corporateclients": "Corporate Clients", "tac": "By clicking \"Download\", you acknowledge that the information you are about to download is covered by the Data Privacy Act and other applicable laws and should be kept", "tac2": "You also undertake not to use the information for purposes other than providing Sun Life Financial products and services to your client, and confirm your compliance with your obligations on data protection under your Agent's Agreement, including its", "supplement": "supplement.", "lapsedDownload": "This Lapsed Policies report will be downloaded in a password-protected Excel file to ensure the security of data.", "strictlyconfidential": "strictly confidential.", "individualphrase": "This Individual Clients report will be downloaded in a password-protected Excel file to ensure the security of data.", "corporatephrase": "This Corporate Clients report will be downloaded in a password-protected Excel file to ensure the security of data.", "premiumsphrase": " This Premiums Due report will be downloaded in a password-protected template to ensure the security of data.", "loyal3phrase": "This Loyal3 report will be downloaded in a password-protected Excel file to ensure the security of data.", "pauphrase": "This PAU report will be downloaded in a password-protected Excel file to ensure the security of data.", "choosetype": "Choose a report type", "clientlist": "Client List", "lifepolicylist": "Life Policy List", "selectlist": "Select List", "allclients": "All Clients", "alllifeclients": "All Life Clients", "allmfclients": "All MF Clients", "vulWithShortageDownload": "This VUL with shortage report will be downloaded in a password-protected Excel file to ensure the security of data.", "overduePaymentsDownload": "This Overdue Payments report will be downloaded in a password-protected Excel file to ensure the security of data.", "ratedClientsDownload": "This Rated Clients report will be downloaded in a password-protected Excel file to ensure the security of data.", "smokerClientsDownload": "This Smoker Clients report will be downloaded in a password-protected Excel file to ensure the security of data.", "slamci3cDownload": "This SLAMCI 3C report will be downloaded in a password-protected Excel file to ensure the security of data.", "fullyPaidDownload": "This Fully Paid-Up Life report will be downloaded in a password-protected Excel file to ensure the security of data.", "maturingPoliciesPlansDownload": "This Maturities report will be downloaded in a password-protected Excel file to ensure the security of data.", "bright3rvilleDownload": "This Bright3Rville report will be downloaded in a password-protected Excel file to ensure the security of data.", "lapsedPoliciesDownload": "This Lapsed Policies report will be downloaded in a password-protected Excel file to ensure the security of data.", "lastPremiumDateDownload": "This Last Premium Date report will be downloaded in a password-protected Excel file to ensure the security of data.", "teamNewBusinessTotalsPhrase": "This Team New Business Totals report will be downloaded in a password-protected Excel file to ensure the security of data.", "featureSoon": "This feature will be available soon!", "okay": "Okay", "ownLifeProductionPhrase": "This Team Life Production report will be downloaded in a password-protected Excel file to ensure the security of data.", "ownMFProductionPhrase": "This Team Mutual Funds Production report will be downloaded in a password-protected Excel file to ensure the security of data.", "ownLifeProductionIndivPhrase": "This Life Production report will be downloaded in a password-protected Excel file to ensure the security of data.", "ownMFProductionIndivPhrase": "This Mutual Funds Production report will be downloaded in a password-protected Excel file to ensure the security of data.", "cutoffMonth": "Cutoff month", "dateRange": "Date range", "dateRangeWarning": "It may take some time to generate your report based on the amount of information to capture. Please wait for a few minutes to complete the download.", "startDate": "Start Date", "endDate": "End Date", "dateRangeError": "End date must be later than Start date.", "selectperiod": "Select period", "selectReportPeriod": "Select report period", "labelSummary": "Production summary", "labelDetails": "With policy/account details", "reportPhraseTemplate": "This {{FILE_REPORT_NAME}} report will be downloaded in a password-protected {{FILE_TYPE}} file to ensure the security of data.", "MDRT": { "labelPolicy": "MDRT Policy", "labelAdvisor": "MDRT Advisor", "downloadErrorMessage": "The MDRT Report is currently being generated. Please check back later.", "downloadErrorMessageOther": "The file failed to download. Please try again. [Error {{error}}]", "tooltip": { "policy": "Policies handled by the advisor including MDRT processing.", "advisor": "Advisor’s production credits categorized by the different production methods recognized by MDRT." } }, "teamNewBusinessTotals": "Team New Business Totals", "loyaltyBonus": "This Loyalty Bonus report will be downloaded in a password-protected Excel file to ensure the security of data." }, "Advisors": { "code": "Advisor Code", "personal": "Personal", "team": "Team", "pending": "Pending", "approved": "Approved / Settled", "declined": "Negative Decision", "noApplications": "No applications", "lastSynced": "last synced", "allItemsLoaded": "All items loaded", "showing": "Showing", "of": "of", "load": "Load", "more": "more" }, "Recruitment": { "header": "Recruitment", "immediateaction": "For Immediate Action", "immediateactioncards": { "forsunselectassessment": "For Sun Select Assessment", "returnedaction": "Returned (action)", "withpaforcontactsigning": "For Contract Signing", "fornbmscodingendorsement": "For NBM's Coding Endorsement" }, "monitoring": "For Monitoring", "monitoringcards": { "forapprovingmanagersevaluation": "For Approving Manager's Evaluation", "approvedbyclustermanagement": "Approved by Cluster Management", "forlicenseapplicationprocessing": "For License Application Processing", "coded": "Coded", "returnedapplicatons": "Returned Applications" }, "sendlinkfeature": { "inviteadvisorcandidate": "Invite Advisor Candidate", "sendinvite": "Send Invite", "messages": [ "Send an invite link to your Advisor Candidates so they can get started with #LiveBrighter Portal account.", "The link will expire in 24 hours." ], "enteremailaddress": "Enter email addresses to invite." }, "confirmationDialog": { "errorMessage": "Sorry but something went wrong. Please try again later. [Error {{error}}]" }, "SendInvite": { "sendInvite": "Send invite", "inviteAdvisoreCandidates": "Invite Advisor Candidates", "sendAnInviteLink": "Send an invite link to your Advisor Candidates so they can get started with a #LiveBrighter Portal account.", "theLinkWillExpire": "The link will expire in 24 hours", "enterEmailAddress": "Enter email addresses to invite", "inviteSent": "Invite/s sent", "inviteFail": "Invite/s failed to send", "invalidInput": "Invalid e-mail format/exceeded maximum length of 40 characters", "emailAlreadyRegistered": "E-mail addresses already registered:" }, "errormessage": "Sorry but something went wrong. Please try again later." }, "RecruitmentDetails": { "andEndorsed": "and endorsed", "no": "No.", "endorsed": "Endorsed", "endorsedto": "Endorsed to", "and": "and", "currentstatus": "Current status:", "needsassesment": "Needs Assessment", "summary": "Summary", "profile": "Profile", "assessment": "Assessment", "viewprofile": "View profile", "viewexperience": "View experience", "viewmedicalassessment": "View medical assessment", "remarks": "Remarks:", "returned": "Returned", "nodependents": "No dependents.", "noemploymenthistory": "No employment history.", "noorganization": "No organizations.", "referred": "Yes, I was reffered by an", "returnDeclined": "Return declined", "noPendingRequirements": "No pending requirements.", "pendingReqsSumm": "Pending Requirements Summary", "noremarks": "No remarks.", "slash": "/", "Button": { "return": "Return", "endorse": "Endorse" }, "referrerDetails": { "addReferer": "Add referrer details", "editReferer": "Edit referrer details", "invalidCreateDate": "*Adding referrer details is only applicable to Advisor Candidates registered on April 1, 2024 onwards.", "addReferrerDetails": "Add referrer details for", "editReferrerDetails": "Edit referrer details for", "chooseReferrer": "Choose the referrer below.", "cancel": "Cancel", "confirm": "Confirm", "searchPlaceholder": "Search advisor name or code", "noReferrer": "No referrer", "noReferrerFound": "No results found for", "searchReferrerError": "Unable to search for advisors at this time. Please try again.", "referrer": "Referrer", "unableToUpdateReferrers": "Unable to add / edit referral details at this time. Refresh to try again.", "updatedReferrer": "Referrer details added / edited", "currentReferrer": "Current referrer:", "remove": "Remove", "referrerRemoved": "Referrer removed.", "click": "Click", "saveChanges": "to save changes.", "maySearchReferrer": "You may also search for an advisor to add a new referrer.", "sameReferrerError": "Click “Cancel” to retain the previously removed referrer.", "unableToAddEdit": "Unable to add / edit referrer details since \n Advisor Candidate has been endorsed to \n Licensing Backroom", "errorReferrerFirst": "Referrer details was recently added or edited.", "errorReferrerSecond": "Please refresh the page to continue.", "refresh": "Refresh", "added": "Added", "removed": "Removed", "edited": "Edited", "referrerDetails": "referrer details" }, "Roles": { "lcsf": "Licensing Frontline", "rm": "Recruiting Manager", "rsm": "Regional Sales Manager", "rsmabb": "(RSM)", "ch": "Cluster Head", "chabb": "(CH)" }, "RecruitmentSummary": { "adCan": "Advisor Candidate", "ageCaveat": "If Advisor Candidate is 40 years old and above, they are not required to submit the medical form. Please request a LOA from your branch SSA after coding and schedule a medical exam.", "byThe": "by the", "tothe": "to the", "updatedOn": "Updated on", "Remarks": { "endorsedToLicensing": "Endorsed by the Recruiting Manager to Licensing" }, "License": { "lifetrad": "Life / Traditional", "varvul": "Variable / VUL" }, "Label": { "licenseapplicationtype": "License Application Type", "lifeLicenseDate": "Life License Date", "vulLicenseDate": "Variable License Date", "lifepadate": "Life PA Date", "variablepadate": "Variable PA Date", "contractsigningdate": "Contract Signing Date", "lifecodingdate": "Life Coding Date", "variablecodingdate": "Variable Coding Date", "education": "Education", "workexperience": "Work Experience", "managerialorsupervisory": "Managerial or Supervisory experience?", "sellingexperience": "Selling Experience", "lifeornonlife": "Life or Non-Life companies for the past 5 years as an advisor or employee?", "1x1photo": "1x1 photo", "itr": "Latest Income Tax (ITR)", "sss": "Social Security System (SSS) ID", "nbi": "NBI Clearance", "ler": "Licensing Exam Results (Life and Variable)", "sltc": "SLTC Certificate", "itc": "Insurance Training Concepts", "lfpp": "Licensing Fee Proof of Payment (Life and Variable)", "lifetrad": "CA Application Form (Life/Traditional)", "variablevul": "CA Application Form (Variable/VUL)", "tin": "TIN Number", "sssnumber": "SSS Number", "permanent": "Permanent", "present": "Present", "basiceducation": "Basic education", "highereducation": "Higher Education", "elementary": "Elementary", "highschool": "High School", "college": "College" }, "ContractSigning": { "header": "Please provide the contract signing date and enter the date when the hardcopy of the CA form has been sent to licensing.", "contractsigndate": "Contract Signing Date", "transmittaldate": "Transmittal Date", "transmittalproof": "Proof of Transmittal", "uploadtransmittalproof": "Upload Proof of Transmittal", "trad": "Life/Traditional", "vul": "Variable/VUL", "primaryButtonLabel": "View", "fileTypesAccepted": "File types accepted: {{fileTypes}} / up to {{fileSize}}mb only", "secondaryButtonLabel": "Delete", "fileTooBig": "File too big", "invalidFileType": "Invalid file type", "maxNumberOfFile": "You can only upload a maximum of {{count}} file(s).", "uploadError": "File upload error.", "chooseFile": "Choose a File", "dragFile": "or drag it here to upload", "deleteError": "Document deletion failed. Please try again.", "cancel": "Cancel", "submit": "Submit", "remove": "Remove" } }, "RecruitmentProfile": { "Title": { "profile": "Profile", "address": "Address", "family": "Family", "work": "Work", "education": "Education", "organizations": "Organizations", "characterreferences": "Character References", "sunlife": "Sun Life-Related", "governmentrelated": "Government-Related", "healthlifestyle": "Health & Lifestyle", "familyhistory": "Family History", "medicalhistory": "Medical History", "documents": "Documents" }, "HealthAndLifeStyle": { "height": "Height", "weight": "Weight", "physician": "Regular Attending Physician", "physicianaddress": "Physician's Address" }, "Sunlife": { "businessopp": "How did you know about this business opportunity in Sun Life?", "referred": "Are you in any way referred by a Sun Life Financial Employee or Advisor?", "workinslocpi": "Have you worked in SLOCPI and/or its affiliates as an employee, advisor or supplier?", "canadarelatives": " Do you have any relative in Sun Life of Canada (Philippines), Inc. (SLOCPI)? (e.g., parents, spouse, common-law partner, children, siblings, grandparents, grandchildren, and in-laws)?", "slamcirelatives": " Do you have any relative working in Sun Life Asset Management Company, Inc. (SLAMCI), Sun Life Grepa Financial, Inc. (SLGFI) or Grepalife Asset Management Corp. (GAMC)?", "newspaper": "News Paper / Magazine;", "policyholder": "I'm a Policy Holder;", "flyers": "Flyers / Brochures;", "sunlifewebsite": "Sun Life Website;", "socialmedia": "Social Media (Facebook, Instagram)" }, "WorkExperience": { "financialinstitution": "Financial Institution and position solicits Sales", "governmentoffice": "Government Office", "overseas": "- Company based overseas", "overseasVariant": "Company based overseas" }, "GovernmentRelated": { "governmentposition": "Have you ever held or are currently holding any elected or appointed government position in the Philippines or another country?", "consanguinity": "Do you have any relative within the 2nd degree by consanguinity or affinity (e.g. parents, spouse, common-law partner, children, siblings, grandparents, grandchildren, and in-laws) working in a government agency?", "crime": "Have you ever been charged with, arrested for, or convicted of a crime even though the case was dismissed, pardoned, amnestied, or subjected to other similar action?" } }, "RecruitmentAssessment": { "Title": { "behavioralcompetencies": "Behavioral Competencies", "careeraspirations": "Career Aspirations", "entrepreneurship": "Entrepreneurship", "proactiveaction": "Describe a proactive action you took to explore an opportunity to sell something. What motivated you to take this action? What was the end result? How did you benefit from this action?", "people": "People", "achievements": "Achievements", "integrity": "Integrity" }, "Subtitle": { "entrepreneurship": "Identifies, creates and seizes opportunities to increase sales volume", "achievements": "Demonstrates sustained energy and determination in the face of obstacle to set and meet challenging targets; take actions to achieve goals beyond what is required", "people": "Is comfortable meeting new people; Gets along and works productively with a wide array of personalities; considers the feelings and needs of others; works in partnership with customers to understand and anticipate their needs and provides products and services appropriate to their needs", "integrity": "Maintains and promotes ethical organizational norms in conducting internal and external business activities" }, "Questions": { "bestwork": "What did you like best about your work with (latest employer)? Why?", "likeleast": "What did you like the least? Why?", "joinbenefit": "What did you join (organization)? What benefit did you get from being a member of that group?", "typecareer": "What type of career are you envisioning for yourself?", "motivatedcareer": "What motivated you to consider a career in Sun Life?", "proactiveaction": "Describe a proactive action you took to explore an opportunity to sell something. What motivated you to take this action? What was the end result? How did you benefit from this action?", "experienceblend": "What experience did you have in trying to blend in with a team or group of people? What did you do? What was the result?", "biggestachievement": "What is your biggest achievement so far? What steps did you take to achieve it?", "timesomething": "Tell me about a time when your manager / supervisor / team leader asked you to do something that you didn't think was appropriate? How did you respond? What happened?" } } }, "Bonuses": { "to": "to", "asof": "as of", "title": "Title", "total": "Total", "bonus": "Bonus", "php": "PHP", "cutoff": "cutoff", "pesosign": "₱", "amountrate": "Amount (rate)", "managersummary": "Manager Summary", "showbreakdown": "Show Breakdown", "hidebreakdown": "Hide Breakdown", "planBcaps": "PLAN B", "selectperiod": "Select period", "PlanB": { "ownsummary": "Own Summary", "tooltip": "Shows your OWN PLAN Bonus computation for your personal production (if there’s any)", "tooltipteam": "Shows the summary of your TEAM’s PLAN Bonus computation", "amount": "Amount", "planb": "Plan B", "persistency": "(P) Persistency - Current Month", "lives": "(L) Lives - Previous Month", "acPersistency": "(AC) Persistency - Current Month", "netsales": "(NSC) Net Sales Credits - Running 3 Months", "nscperbonus": "NSC/Persistency Bonus", "livebonus": "Settled Insured Lives Factor", "planBmatrix": "PLAN B Matrix", "dataprivacy": [ "This information is covered by the Data Privacy Act and other applicable laws and should be kept strictly confidential.", "You also undertake not to use the information for purposes other than providing Sun life Financial products and services to your client, and confirm your compliance with your obligations on data protection under your Agent’s Agreement, including its supplement." ], "downloadPlanBOwnDetails": "This PLAN B Own Summary report will be downloaded in a password-protected Excel file to ensure the security of data.", "downloadPlanBTeamDetails": "This PLAN B Team Summary report will be downloaded in a password-protected Excel file to ensure the security of data." }, "EAMB": { "advisor": "Advisor", "totalnsc": "Total NSC -running \n 3 months", "totalac": "Total AC", "bonusrate": "Bonus rate", "eamb": "EAMB", "inphp": "(in PHP)", "personalproduction": "Personal Production", "downloadEAMBDetails": "This EAMB Manager Summary report will be downloaded in a password-protected Excel file to ensure the security of data." }, "Overrides": { "nodata": "No {{type}} Life Overrides data available for this cutoff.", "inphp": "(in PHP)", "disbursedamount": "Disbursed Amount from", "directreport": "Direct Reports for", "indirectreport": "Indirect Reports for", "directIndirectreport": "Direct and Indirect Reports for", "downloadsubheading": "Overrides - {{type}}", "Individual": { "basicoverrides": "Basic Overrides", "enhancedoverrides": "Enhanced Overrides", "totaloverrides": "Total Overrides", "tooltip": "Single Product Owner (SPO) Clients with high propensity of re-purchase based on analytics." }, "Group": { "agencycredits": "Agency Credits", "overrideamount": "Override Amount", "tooltip": "Single Product Owner (SPO) Clients with high propensity of re-purchase based on analytics." } }, "EQGB": { "eqgb": "EQGB", "step1": "Step 1: Check manager's tenure requirement", "managertenure": "Manager Tenure", "managertenurereq": "Manager Tenure Requirement satisfied", "step2": "Step 2: Check percentage growth", "teamnsccurrent": "Team NSC (Current)", "teamnscprevious": "Team NSC (Previous)", "incdecnsc": "Increase/Decrease in NSC", "pginsc": "Percentage Growth Increase in NSC", "pgnotsatisfied": "Percentage Growth Not Satisfied", "pgnotsatisfiedsub": "Not satisfied because minimum percentage growth required is 20%", "step3": "Step 3: Compute quarterly growth bonus", "acquarter": "AC for the Quarter", "bonusrate": "Bonus Rate", "quarterlygrowthbonus": "Quarterly Growth Bonus", "matrix": "Matrix", "noeqgb": "Your EGQB data will be available in the next quarter", "notqualified": "Not Qualified For Quarterly Growth Bonus." } }, "ProductContent": { "CampaignTab": { "campaignupdates": "Campaign Updates", "campaigntext": "This is indicative of your campaign results and is not final. Adjustments, reversals are not yet shown. Please refer to the final report given to your SSA.", "medaltext": "Current medallion level", "summercampaign": "SUMMER CAMPAIGN", "nextlevel": "Next level", "track1": "Track 1", "track2": "Track 2", "trackchampion": "Track Champion", "optiona": "Option A", "optionb": "Option B", "lives": "Lives", "ac": "AC", "lifenmf": "(Life and MF)", "unit": "Unit", "amount": "Amount", "currentprogress": "Your current progress", "qualifying": "Qualifying amount for next level", "balanceto": "Balance to reach next level", "progress": "Progress", "aat": "Advisor Activity Track", "comingsoon": "Coming soon", "medallion": "Medallion", "nomedallion": "No medallion level yet", "lastlevel": "Congrats! You’ve achieved", "lastlevel2": "the highest medallion level" } }, "Buttons": { "download": "Download", "loadMore": "Load More", "manageColumns": "Manage Columns" }, "AhoLayout": { "Header": { "search": "Search Sun Life", "searchdefault": "Search clients, policies, and mutual funds", "suggestion": "{{count}} suggestions found. Selection loads new page.", "popular": "Popular Topics", "top": "Top Results", "Dropdown": { "settings": "Settings", "logout": "Logout" }, "Button": { "search": "Search", "clear": "Clear" } }, "Sidebar": { "home": "Home", "client": "Clients", "allclients": "All Clients", "clienttrans": "Client Transactions", "premium": "Premiums Due", "flagpol": "Flagged Policies", "clientres": "Client Reselling", "clientbirth": "Client Birthdays", "newbus": "New Business", "personal": "Personal", "teams": "Team", "prod": "Production", "prog": "Progress", "incst": "Income Statements", "mypay": "MyPay", "camp": "Campaigns", "MDRT": "MDRT", "teamreps": "Team Reports", "persis": "Persistency", "bonus": "Bonuses", "planb": "PLAN B", "EAMB": "EAMB", "Overrides": "Overrides", "EQGB": "EQGB", "recruit": "Recruitment", "immact": "For Immediate Action", "mon": "For Monitoring", "fundperf": "Fund Performance", "VUL": "VUL", "mf": "Mutual Funds", "announce": "Announcements", "refer": "References", "SLOCPI": "SLOCPI", "SLAMCI": "SLAMCI", "SLGFI": "SLGFI", "resources": "Resources", "faq": "FAQ", "cfl": "Clients for Life", "ac": "App Centre", "setting": "Settings", "profsett": "Profile Settings", "OTPsett": "OTP Settings", "privacySett": "Privacy Settings", "adchpass": "Add/Change Password", "chPass": "Change Password", "othersettings": "Other Settings", "logout": "Logout", "servicingrequests": "Servicing Requests", "sunlifeDirectory": "Sun Life Directory", "slgfiDirectory": "SLGFI Directory" }, "Footer": { "legal": "Legal", "privacy": "Privacy", "security": "Security", "termsandcondition": "Terms and Conditions", "tncdownload": "Terms and Conditions.pdf", "systemaccessnotice": "Access to this system is provided by Sun Life Financial solely for authorized business. Penalties may be enforced for unauthorized use, reproduction or distribution of this system, or any portion of it. By logging in, you are signifying your consent to these conditions and may be monitored for regulatory reasons." } }, "Dashboard": { "title": "Dashboard", "cardpanels": { "pendingapps": "Pending Apps", "premiumdue": "Premiums Due", "clienttransactions": "Client Transactions", "flaggedpolicies": "Flagged Policies", "clientreselling": "Client Reselling", "clientbirthdays": "Client Birthdays", "subtitle": ["as of", "February 24 to March 28 cut off as of May 26"] }, "personalproduction": "Personal Production", "carouseltitle": ["Invest for Rewards 2022 is now back!"], "lifestats": "Life Stats", "totalsettledlives": "Total Settled Lives", "totalagencycredits": "Total Agency Credits", "mutualfundstats": "Mutual Fund Stats", "commissionablegrosssales": "Commissionable Gross Sales", "totalcommissionableamount": "Total Commissionable Amount", "persistency": "Persistency", "teamlifestats": "Team Life Stats", "teammutualfundstats": "Team Mutual Fund Stats", "bonuses": "Bonuses", "bonusesplans": [ "PLAN B", "EAMB", "EQGB", "Individual Overrides", "Group Overrides" ], "remoteselling": "Remote Selling", "remotesellinglist": { "slregappform": "SL Reg App Form", "slsioappform": "SL SIO App Form", "slgioappform": "SL GIO App Form", "slgiotradappform": "SL GIO Trad App Form", "clientsuitassess": "Client Suitability Assessment", "univclientconf": "Universal Client Confirmation", "parentconf": "Parent Confirmation", "downloadacrobat": "Download Adobe Acrobat" }, "quicklinks": "Quick Links", "quicklinkslist": { "sunlifedirectory": "Sun Life Directory", "sunlifeweb": "Sun Life Website", "slamciforms": "SLAMCI downloadable forms", "sunlifefunds": "Sun Life funds (NAVPS/NAVPU)", "salessupport": "Sales Support", "salestrain": "Sales Training and Development", "disttrain": "Distribution Learning and Development", "mfagency": "MF Agency Sales Team", "advisortech": "Advisor Technology Support" }, "commonwords": { "to": "to", "cutoff": "cutoff", "asof": "as of", "actual": "Actual", "progress": ["Proj. 1 month", "Proj. 4 months", "Proj. 2 months"], "from": "from" }, "picturesubtitle": [ "Generate my personalized SLAMCI eSales referral link for sharing" ], "tools": "Tools", "toolslist": { "sunsmart": "SunSMART", "sunclick2shop": "Sun Click2Shop", "appcentre": "App Centre", "brightbox": "BrightBox" }, "socialmedia": "Social Media", "socialmedialabels": { "facebook": "Facebook", "twitter": "X", "youtube": "YouTube", "linkedin": "LinkedIn", "instagram": "Instagram", "threads": "Thread", "tiktok": "Tiktok" }, "downloadreport": "Download Report", "referralLinks": { "selectFund": "Select fund", "downloadQR": "Download QR Code", "copyThisLink": "Copy this link", "copyLink": "Copy link", "getStarted": "Get started" }, "referralLinksText": [ "Generate my personalized SLAMCI eSales referral link for sharing", "Generate SLAMCI eSales Referral Link", "Share your personalized referral link to get rewards", "Be a licensed Sun Life Mutual Funds advisor today!" ], "referralLinksCopied": "Link copied.", "viewReport": "View Report" }, "Client": { "accountSummary": "Account Summary", "accountType": "Account Type", "age": "Age", "as": "As", "asoftoday": "as of today", "asofdate": "as of date", "birthday": "Birthday", "birthDate": "Date of Birth", "clients": "Clients", "client": "Client", "clientname": "Client Name", "contactdetails": "Contact Details", "contactnumber": "Contact Number", "duedate": "Due Date", "date": "Date", "email": "Email", "emailAddress": "Email Address", "fundType": "Fund Type", "fundName": "Fund Name", "fundvalue": "Fund Value", "insured": "Insured Name", "issuedate": "Issue Date", "mobile": "Mobile No.", "navpu": "NAVPU", "navps": "NAVPS", "outstandingSharesOrUnits": "Outstanding Shares / units", "showing": "Showing", "proceeds": "Proceeds", "of": "Of", "today": "Today", "plan": "Plan", "transaction": "Transaction", "transactions": "Transactions", "remaining": "Remaining", "location": "Location", "policy": "Policy", "policystatus": "Policy Status", "paymentmode": "Payment Mode", "premiumamount": "Premium Amount", "mutualFund": "Mutual Fund", "principalInvestor": "Principal Investor", "unrealizedGainOrLoss": "Unrealized gain / (loss)", "units": "Units", "searchheader": "All search results for", "noresultsearchheader": "No result found for", "noresultText": [ "Make sure all words are spelled correctly or try different keywords." ], "AllClients": { "allclients": "All Clients", "individual": "Individual Clients", "corporate": "Corporate Clients", "noClients": "No clients on record." }, "ClientTransactions": { "clienttransactions": "Client Transactions", "mftransactions": "MF Transactions", "accountno": "Account No.", "fundname": "Fund Name", "applicationno": "Application No.", "transactiondate": "Transaction Date", "salesload": "Sales Load", "deductions": "Deductions", "grossinvestment": "Gross Investment", "netinvestment": "Net Investment", "navps": "NAVPS", "navpu": "NAVPU", "mutualfundtransactions": "Mutual Funds Transactions", "shares": "Shares", "units": "Units", "noofshares": "No. of Shares", "notransactions": "No transactions were made this month." }, "PremiumsDue": { "premiumsdue": "Premiums Due", "noPremiums": "No premiums are due this month." }, "FlaggedPolicies": { "flaggedpolicies": "Flagged Policies", "vulwithshortage": "VUL with Shortage", "overduepayments": "Overdue Payments", "lapsedpolicies": "Lapsed Policies", "ratedClients": "Rated Clients", "smokerClients": "Smoker Clients", "lapsestartdate": "Lapse Start Date", "shortageamount": "Shortage Amount", "reactivateAmount": "Reactivate Amount", "reactiveamount": "Reactive Amount", "policyduration": "Policy Duration", "totalpremiumspaid": "Total Premiums Paid", "datelapsed": "Date Lapsed", "reinstatementamount": "Reinstatement Amount", "estimatedreinstatementamount": "Estimated Reinstatement Amount", "plusthirty": "(+ 30 Days)", "clientname": "Client Name /", "clientcontact": "Contact Number", "insuredname": "Insured Name", "policy": "Policy", "policystatus": "Policy Status", "premiumamount": "Premium Amount /", "norecordfound": "No Records Found.", "paymentmode": "Payment Mode", "duedate": "Due Date", "dueon": "due on", "issuedate": "Issue Date /", "asoftoday": "as of Today", "estimatedreinstatement": "Estimated Reinstatement", "amountplusthirty": "Amount (+ 30 Days)", "nopoliciesfound": "No Policies are Flagged this Month.", "nolapsedpolicies": "No Lapsed Policies.", "noRatedClients": "No Rated Clients for this period", "noSmokerClients": "No Smoker Clients for this period.", "popovercontent": "This list shows policies with fund values that are less than the cost of insurance.", "totalPremium": "Total Premium", "flatExtra": "Flat Extra", "temporaryRating": "Temporary Rating", "permanentRating": "Permanent Rating", "reason": "Reason", "rating": "Rating", "mortalityMorbidity": "Mortality / Morbidity", "smoker": "Smoker", "ratedClientsPopover": "List of rated clients 2 years from the policy effectivity date. Rated means that the client have a certain morbidity or a medical condition identified during underwriting that affects the coverage amount in the policy.\nUse this list to check your clients who have more than 2 years of occupational rating and/or more than 2 years of medical rating which can serve as a reminder for potential consideration of Underwriting.", "smokerClientsPopover": "List of smoker clients 1 year from the Policy effectivity date. Smoker means that the client has been identified as a smoker during the underwriting process which affects the coverage amount of the policy.\nUse this list to check your clients who have more than 2 years of occupational rating and/or more than 2 years of medical rating which can serve as a reminder for potential consideration of Underwriting.", "totalPremiumPopover": "Includes modal premium and regularly billed excess premium", "flatExtraPopover": "A flat extra rating is used to quantify risks that do not increase with age. The rating is expressed per thousand, and may be either permanent or temporary.", "temporaryRatingPopover": "Rating for client for a specific period", "permanentRatingPopover": "Rating for client up to the paying period of the policy or rider", "reasonPopover": "Reason at the time of underwriting", "mortalityMorbidityPopover": "Morbidity/mortality rating for benefit/rider is expressed as a multiple of standard, e.g. a rating of 3.00 indicates that the benefit is rated at 300% of the standard rate (Standard rate is represented by 1.00 / 100%).", "ratingPopover": "Rating for client", "percentagePopover": "Equivalent multiple of the rating" }, "ClientReselling": { "clientreselling": "Client Reselling", "bright3rville": "Bright3Rville", "preassessed": "Pre-Assessed Underwriting (PAU) Program", "loyal3": "Loyal3", "fullypaid": "Fully Paid-Up Life", "maturing": "Maturities", "opportunities": "Opportunities", "policymilestones": "Policy Milestones", "slamcieasy": "SLAMCI Easy Call, Connect, and Convert", "slamciopportunities": "SLAMCI Opportunities", "productname": "Product Name /", "policy": "Policy/", "policynumber": "Policy Number", "productage": "Product Age", "fundvalue": "Fund Value", "cashvalue": "Cash Value", "segment": "Segment", "emailaddress": "Email Address", "remaining": "Remaining", "deathBenefit": "Death Benefit", "criticalillness": "Critical Illness", "plannumber": "Plan Number", "accountnumber": "Account Number", "clientname": "Client Name /", "clientcontact": "Contact Number", "subscription": "Subscription", "name": "Name", "mobileno": "Mobile No.", "lifestage": "Life Stage", "financialneed1": " Financial Need 1", "financialneed2": " Financial Need 2", "productreco": "Product Reco {{ord}}", "bright3rvillepopovercontent": "Clients whose last purchase was from the last 2-3 years that based on analytics have a high probability of buying anew.", "subscriptionpopovercontent": "****Opt In/Out column refers to the preference of the client to receive Marketing materials from Sun Life. If the client opted out, he/she will not receive a direct client communication, but his/her name will still be part of your list.", "preassessedpopovercontent": "• Issue Date <= 3 years From Cut Off Date \n• Pre-Assessed Only\n• No Resell/Upsell from Last 3 Months\n• No Rejected Policy Within Date Range\n• Policy Status Is In Force\n• Application Form Is Regular App\n• Owner/Applicant = Insured\n• Age Parameter Check: 18-60 Yrs Old\n• Must be in the Philippines\n• Standard Approval\n• No MIB Record\n• Within SL Retention Limit\n• Within Non-Med Limit", "loyaltybonuspopovercontent": "A bonus credited to a VUL policy on the 10th year (policy anniversary) and every 5th policy anniversary thereafter while the policy is in effect.", "lastpremiumdatepopovercontent": "The date wherein the Client will pay the last premium of the Policy.", "fullypaidpopovercontent": "Traditional Life policies wherein no more premiums payable as it was covered by its guaranteed cash value and dividends. It still continues to earn on each policy anniversary.", "maturingpopovercontent": "This feature shows a list of your Clients whose policy or plan will mature within the year. The list is sorted based on the probability of the Client purchasing a new product. This is also the perfect time to visit your Clients and conduct a financial review since the source of funds are readily available to avail of a new policy or open a mutual fund account. Check your Maturity Recapture list and help them advance further in their journey towards lifetime financial security.", "estimatedmaturitypopovercontent": "The amount is just an estimate and may vary from the actual amount depending on the valuation by the time of maturity.", "propensitypopovercontent": "Not guaranteed and can still depend on Client's final decision.", "loyal3popovercontent": "Loyal3 is an umbrella campaign that targets specific Client segments to become 3-Product Owners. By reaching out to these existing Clients, you will be able to give a holistic advice to build their Money for Life.", "nobright3rvilleforthisperiod": "No Bright3Rville list for this period.", "nopaulistforthisperiod": "No PAU list for this period.", "noloyal3listforthisperiod": "No Loyal3 list for this period.", "nofullypaidlistforthisperiod": "No Fully Paid-Up Life list for this period.", "noloyaltybonusforthisperiod": "No Loyalty Bonus list for this period.", "nomaturitylistforthisperiod": "No Maturity list for this period.", "noactionablemutualfunds": "No actionable Mutual Fund leads list for this month.", "noPremiumDateList": "No Last Premium Date list for this period.", "clientnottaggedtoadvisor": "It seems like this client is not tagged under you anymore.", "clientnottaggedtoadvisor2": "To verify, please email Phil-CSS@sunlife.com", "insuredname": "Insured Name", "issuedate": "Issue Date", "maturitydate": "Maturity Date", "estimatedmaturity": "Estimated Maturity Value /", "asofdate": "as of Date", "propensitytobuy": "Propensity to Buy", "productownership": "Product Ownership", "productoffer": "Product Offer", "policystatus": "Policy Status", "fullypaidupdate": "Fully Paid-Up Date", "paidupamount": "Paid Up Amount", "0toprotektado": "0 to Protektado ", "0toprotektadopopovercontent": "2-PO Clients without any Health Product yet (base policv or rider) and within Insurable age", "employees": "Employees", "employeespopovercontent": "2-PO Clients with policy tenure of ≥ 3 years and are under Employee segment (based on the occupation declared)", "loyal3subdescription": "View Health Protection Products", "slamciopportunitiesdescription": "For inquiries on the Client Reselling list, kindly email ", "slamciopportunitiesdescriptionemail": "Phil-SLAMCI-AgencySales@sunlife.com", "downloadReport": "Download Report", "viewOffers": "View offers", "lastPremiumDate": "Last Premium Date", "lastPaymentDate": "Last Payment Date", "modalPremiumAmount": "Modal Premium Amount", "truePremiumAmount": "True Premium Amount", "ownerClientName": "Client Name", "ownerClientMobileNo": "Contact Number", "clientPolicyNumber": "Plan Number", "policyPlan": "Product Name", "policyStatus": "Policy Status", "currency": "currency", "loyaltyBonusDate": "Loyalty Bonus Date", "basicCoverageFaceAmount": "Basic Coverage Face Amount", "fundValueAmount": "Fund Value Amount", "loyaltyBonus": "Loyalty Bonus" }, "ClientBirthdays": { "clientbirthdays": "Client Birthdays", "noBirthdays": "You have no clients celebrating their birthdays for the month of" }, "ServicingRequests": { "servicingrequests": "Servicing Requests", "submit": "Submit", "track": "Track", "chooseAClientToService": "Choose a client to service", "faq": "Service Request FAQ", "selectAServiceRequest": "Select a service request", "selectedPolicy": "Selected policy", "header": { "summary": "Summary", "uploadedDocs": "Uploaded documents", "uploadDocs": "Upload documents", "selectedPolicy": "Selected policy", "selectPolicyToService": "Select a policy to service", "selectAServiceRequest": "Select a service request", "chooseAClientToService": "Choose a client to service", "selectRequestType": "Select a service request", "serviceRequestType": "Service request type", "confirmation": "Confirmation" }, "notification": { "noServiceRequestsAreAvailable": "No service requests are available for the selected client.", "noActiveEmailOrMobileNo": "Unable to service client. Clients must have an active email address and/or a mobile number to be eligible for service requests.", "mustHaveEmailOrMobileNo": "Client must have an active email address and/or mobile number to be eligible for service requests.", "contactInformation": "Clients must have an active email address and/or a mobile number to be eligible for service requests. Please advise your clients to update their contact information \nthrough the Sun Life Client Portal or Mobile App. They can also reach out to Client Care directly at +632 8849-9888.", "learnMoreInformation": "To learn more about relevant information on service requests, please download the ", "uploadDocumentsLabel": "Please choose and upload the necessary documents to process your client service request.", "acceptedFileType": "File types accepted: jpg, png, pdf / up to 10mb only.", "defaultError": "Something went wrong. Please try again later.", "summaryInfo": "Please see a summary of all the information and documents you've provided below. To avoid any inconveniences, kindly review the details below to make sure everything is in order.", "summaryReminded": "Please be reminded that these details cannot be changed once you have submitted this form.", "waivedTitle": "Waived Documents", "waivedLabel": "These are the documents you have submitted but are not required for the service request." }, "confirmation": { "notifyInfo": "We will notify you via Servicing Requests section, email, or SMS in case something requires your attention." }, "emptyClient": { "1": "No results found for", "2": "Make sure all words are spelled correctly or try different keywords." }, "policyService": { "policyNumber": "Policy Number", "productName": "Product Name", "policyStatus": "Policy Status" }, "ServiceRequest": { "vulFundWithdrawal": { "requestCardTitle": "VUL Fund Withdrawal", "requestCardDescription": "Request for partial withdrawal from the fund value of your client's VUL policy." } }, "search": "Search for client name, policy number, or service request no.", "noServiceRequests": "No service requests", "viewAllRequests": "View all requests" }, "IndividualPolicies": { "individualpolicies": "Individual Policies", "insured": "Insured", "policyowner": "Policy Owner", "policyno": "Policy No", "productname": "Product Name", "faceamount": "Face Amount", "issuedate": "Issue Date" }, "MutualFunds": { "mutualfunds": "Mutual Funds", "investor": "Investor", "mutualfundaccountno": "Mutual Fund Account no.", "fundtype": "Fund Type" } }, "ClientDetails": { "ClientProfile": { "contactinformation": "Contact Information", "personalinformation": "Personal Information", "loginbasedinformation": "Log in based information", "gender": "Gender", "maritalstatus": "Marital Status", "age": "Age", "smokerstatus": "Smoker Status", "placeofbirth": "Place of Birth", "updatedasof": "Updated as of", "yearsold": "years old", "otherinformation": "Other Information", "mobilenumber": "Mobile Number", "email": "Email", "homelandlinenumber": "Home Landline Number", "hocontact": "HO/CONTACT/", "businesslandlinenumber": "Business Landline Number", "bucontact": "BU/CONTACT/", "address": "Address", "addresses": "Addresses", "permanent": "Permanent", "present": "Present", "business": "Business", "employer": "Employer", "employmentinformation": "Employment Information", "jobtitle": "Job Title", "company": "Company", "tin": "TIN", "sss": "SSS", "gsis": "GSIS", "internationalnumber": "International Number", "recommendedproductsfor": "Recommended products for", "NBOfirstdescription": "Sunlife Maxilink Prime currently addresses", "NBOseconddescription": "To help them achieve Money for Life, they might want to consider addressing their financial need for", "needsfor": "needs for", "lifestage": "life stage." }, "ClientPortfolio": { "vul": "VUL", "vulPolicy": "VUL Policies", "insured": "Insured", "name": "Name", "gender": "Gender", "title": "Title", "dateOfBirth": "Date of Birth", "placeOfBirth": "Place of Birth", "emailAddress": "Email Address", "mobileNumber": "Mobile Number", "issueAge": "Issue Age", "tin": "TIN", "sss": "SSS/GSIS", "homeNumber": "Home Number", "businessNumber": "Business Number", "residenceAddress": "Residence Address", "presentAddress": "Present Address", "businessAddress": "Business Address", "employerName": "Employer Name", "smokingStatus": "Smoking Status", "birthDate": "Date of Birth", "maritalStatus": "Marital Status", "bank": "Bank", "servicingAdvisor": "Servicing Advisor", "servicingBSO": "Servicing BSO", "writingAdvisor": "Soliciting Advisor", "writingBSO": "Soliciting BSO", "branch": "Branch", "referrer": "Referrer", "occupation": "Occupation", "relationship": "Relationship", "policy": "Policy", "faceAmount": "Face Amount", "policyStats": "Policy Status", "asOf": "as of", "lastDeposit": "Last Deposit", "dateDeposited": "Date Deposited", "premiumAmount": "Premium Amount", "dueDate": "Due Date", "issueDate": "Issue Date", "totalPaymentsMade": "Total Payments Made", "totalPremiumsPaid": "Total Premiums Paid", "currentFundValue": "Current Fund Value", "fundValue": "Fund Value", "traditional": "Traditional", "tradPolicy": "Traditional Policies", "declaredDividends": "Declared Dividends", "cashValue": "Cash Value", "mutualFunds": "Mutual Funds", "fundType": "Fund Type", "fundName": "Fund Name", "totalCostInvestment": "Total Cost of Investment", "unrealizedGainLoss": "Unrealized Gain / (Loss)", "navpuNavps": "NAVPS / NAVPU", "roi": "ROI", "closed": "Closed", "paymentMode": "Payment Mode", "totalPremiumAmount": "Total Premium Amount", "sundryAmount": "Regularly Billed Excess Premium", "policyPaidToDate": "Policy Paid to Date", "prevPremDueDate": "Previous Premium Due Date", "nextPremDueDate": "Next Premium Due Date", "premiumDueDate": "Premium Due Date", "billingInformation": "Billing Information", "billingDetails": "Billing Details", "billingAddress": "Billing Address", "paymentMethod": "Payment Method", "nonforfeitureoption": "Non-Forfeiture Option", "nextactivitydate": "Next Activity Date", "fundDetails": "Fund Details", "fundAllocation": "Fund Allocation", "supplementalBenefits": "Supplemental Benefits", "policyRider": "Policy Rider", "noOfUnits": "No. of Units", "unitPrice": "Unit Price", "policyDeclarations": "Policy Declarations", "maturityDate": "Expiry / Maturity Date", "status": "Status", "beneficiary": "Beneficiary", "rights": "Rights", "designation": "Designation", "percentage": "Percentage", "policyActivity": "Policy Activity", "policyDuration": "Policy Duration", "assignee": "Assignee", "dateOfAssignment": "Date of Assignment", "transactionHistory": "Transaction History", "transactionType": "Transaction Type", "totalPremiumReceived": "Total Premium Received", "netAmount": "Net Amount", "charges": "Charges", "emailToClient": "Email to Client", "emailClientPortfolio": "Email client portfolio", "birthplace": "Place of birth", "vulFundAllocationTooltip": "Allocation of premiums\n made at the time of payment" }, "Policies": { "Common": { "lapsedon": "Lapsed on", "sunlifeemail": "Email: sunlink@sunlife.com", "withinmetromanila": "Within Metro Manila: (02) 8849-9888", "outsidemetromanila": "Outside Metro Manila: 1-800-10-SUNLIFE (7865433)", "inforcedate": "In-Force Date", "inforce": "In Force", "assignee": "Assignee", "dateofassignment": "Date of Assignment", "cashvalue": "Cash Value", "cashsurrendervalue": "Cash Surrender Value", "declareddivident": "Declared Dividend", "accumulatedendowment": "Accumulated Endowment", "paymentmode": "Payment Mode", "insurancefor": "Insurance for" }, "Lapsed": { "alertwithoutcompute": "This policy has lapsed due to non-payment of premiums. Reinstatement amount cannot be computed for this policy. Please get in touch with Client Care.", "reinstatementamountcannot": "Reinstatement amount cannot be computed for this policy. Please get in touch with Client Care.", "alertwithcompute": "This policy has lapsed due to non-payment of premiums. You may use the calculator below to see how much is needed to reinstate this policy.", "howeverfor": "However, for lapsed policies beyond the reinstatable period, please get in touch with Client Care.", "reinstatementdetails": "Reinstatement Details", "enterdateofreinstatement": "Enter date of reinstatement", "calculate": "Calculate", "alertvalidcomputationfirst": "The computation contained herein is valid only if availed on or before the reinstatement as-of-date as contained above.", "alertvalidcomputationsecond": "The computation above is subject to our final confirmation upon receipt of a valid application for reinstatement. Term plans and ETI/RPU policies with loan are excluded from this calculator", "alertinvalidcomputation": "Reinstatement amount cannot be computed for this policy. Please get in touch with Client Care.", "simplereinstatementcomputation": "Simple Reinstatement Computation", "reinstatementdate": "Reinstatement date", "reinstatementamount": "Reinstatement amount", "reinstatementarrears": "Reinstatement arrears", "policydetails": "Policy Details", "paidtodate": "Paid-to-date", "loaninterestrate": "Loan interest rate", "loanbalanceamount": "Loan balance amount", "interestduenextanniversary": "Interest due next anniversary", "totalperiodiccharges": "Total periodic charges", "leastreinstatementamount": "Least reinstatement amount", "coi": "COI (Current month)", "modalpremium": "Modal premium", "totalannualregularpremium": "Total annual regular premium", "totalexcesspremium": "Total excess premium", "totalpartialwithdrawals": "Total partial withdrawals" }, "Traditional": { "billinginformation": "Billing Information", "premiumsdue": "Premiums Due", "totalamountdue": "Total Amount Due", "Due date": "Due date", "premiumamount": "Premium Amount", "appfund": "Advance Premium Payment (APP) Fund", "premiumsuspense": "Premium Suspense", "miscellaneoussuspense": "Miscellaneous Suspense", "billingdetails": "Billing Details", "paymentmethod": "Payment Method", "premiumoffsetoption": "Premium Offset Option", "premiumoffsetdate": "Premium Offset Date", "nonforfeitureoption": "Non-Forfeiture Option", "nextActivityDate": "Next activity date", "billingaddress": "Billing Address", "policyvalue": "Policy Value", "policyvaluealert": "All amounts displayed are valid as of date of inquiry. Please note, however, that these figures may change due to certain policy conditions. Furthermore, they may not always be available for withdrawal and are subject to our final confirmation upon receipt of valid application for withdrawal. Details regarding the client's Premium Offset option and beneficiary information may be unavailable. You may contact Client Care at (02) 8-849 9888 for assistance.", "dividentinformation": "Dividend Information", "paymendividentinfmode": "Payment mode", "declareddividend": "Declared Dividend", "accumulateddividend": "Accumulated Dividends", "totaladditionalinsurancecoveragepurchashed": "Total Additional Insurance Coverage Purchased (PUA)", "cashvalueofadditionalinsurancecoverage": "Cash Value of Additional Insurance Coverage (CV-PUA)", "dividendoption": "Dividend Option", "dividendyear": "Dividend Year", "endowmentinformation": "Endowment Information", "endowmentoption": "Endowment Option", "nextpayoutschedule": "Next Payout Schedule", "cashloan": "Cash Loan", "automaticpremiumloan": "Automatic Premium Loan", "policyadvanceinformation": "Policy Advance Information", "policyadvancebalance": "Policy Advance Balance", "policyadvanceinterestrate": "Policy Advance Interest Rate", "maximumlonableamount": "Maximum Loanable Amount", "disbursementinformation": "Disbursement Information", "outstandingdisbursement": "Outstanding Disbursement", "policydeclarations": "Policy Declarations", "supplementalbenefits": "Supplemental Benefits", "policyrider": "Policy Rider", "faceamount": "Face Amount", "expirymaturitydate": "Expiry / Maturity Date", "status": "Status", "accidentaldeathbenefit": "Accidental Benefit", "waiverofpremiumcoverage": "Waiver of Premium Coverage Upon Death or Disablity of Initial Owner", "beneficiary": "Beneficiary", "name": "Name", "relationship": "Relationship", "dateofbirth": "Date of Birth", "placeOfBirth": "Place of Birth", "rights": "Rights", "designation": "Designation", "proceeds": "Proceeds", "percentage": "Percentage", "insuredinformation": "Insured Information", "gender": "Gender", "smokingstatus": "Smoking Status", "occupation": "Occupation", "martialstatus": "Marital Status", "totalpremiumspaidinfo": [ "Does not include the following:", "Premium suspense and miscellaneous suspense amounts", "Premium payments later than August 2006. For a more detailed accounting history, you may request from Phil.Collection@sunlife.com" ], "appfundtooltip": "Excluding Advance Premium Payment (APP) interest", "premiumsuspensetooltip": "Amount in the premium suspense account to be applied to pay policy premiums once due.", "miscellaneoussuspensetooltip": "Amount in the miscellaneous account, which is the unapplied cash for the following:", "miscellaneoussuspensetooltipbullet1": "New business pending status, it is the Cash with Application (CWA)", "miscellaneoussuspensetooltipbullet2": "For settled/in-force status, it is the cash pending policy change.", "cashloantooltip": "Excluding Cash Loan interest", "automaticpremiumloantooltip": "Exclude Automatic Premium Loan interest", "PolicyActivity": { "notificationheader": "Does not include accounting history later than 2006. For a more detailed accounting history, you may request from phil_accountservices@sunlife.com", "premiumtransactbullets": [ "Payment - payment made by the owner / insured.", "Payment Reversal - usually due to insufficient fund.", "Premium Applied - payment applied to the premiums of the policy.", "Premium Reversal - might occur on the policy due to adjustments." ], "loantracsactbulllets": [ "Automatic Premium Loan - the amount of automatic premium loan (Principal amount excluding interest).", "Automatic Premium Loan Repayment - the amount paid for automatic loan interest and principal (interest is automatically paid first while the remainder is applied to the principal).", "Cash Loan - the amount of cash loan (Principal amount excluding interest).", "Cash Loan Repayment - the amount paid for cash loan interest and principal (interest is automatically paid first while the remainder is applied to the principal)." ], "premiumdepositfundtransactbullets": [ "Advance Premium Payment Fund - the amount of premium deposit on the policy to pay the premium amount due.", "Advance Premium Payment Fund Withdrawal - the amount withdrawn automatically from the fund to pay premium or client-initiated request for partial/full withdrawal from the fund." ], "transactionhistory": "Transaction History", "effectivedate": "Effective Date", "processdate": "Process Date", "transactiontype": "Transaction Type", "amount": "Amount", "downloadreport": "Download Report", "tradpoltransachistory": "Traditional Policies Transaction History", "selectprocessdaterange": "Select Process Date Range", "startdate": "Start date", "enddate": "End date", "selecttransactiontype": "Select Transaction Type", "selectwarning": "A transaction type must be selected to proceed with download.", "alltransactype": "All Transaction Types", "currentfilterselection": "Current Filter Selection", "premiumtransactions": "Premium Transactions", "payment": "Payment", "paymentreversal": "Payment Reversal", "premiumapplied": "Premium Applied", "premiumreversal": "Premium Reversal", "loantransactions": "Loan Transactions", "automaticpremiumloan": "Automatic Premium Loan", "automaticpremiumloanrepayment": "Automatic Premium Loan Repayment", "cashloan": "Cash Loan", "cashloanrepayment": "Cash Loan Repayment", "premiumdepositfuntransac": "Premium Deposit Fund Transactions", "advancepremiumpaymentfund": "Advance Premium Payment Fund", "advancepremiumpaymentfundwithdrawal": "Advance Premium Payment Fund Withdrawal", "tradpoltransachistorywarning": "It may take some time to generate your report based on the amount of information to capture. Please wait for a few minutes to complete the download.", "tradpoltransachistorydescription": "This Traditional Policies Transaction History report will be downloaded in a password-protected Excel file to ensure the security of data.", "download": "Download", "effectivedatetooltip": "Effective date of the payment or deposit as well as application to Premium/Loan/APP Fund on which transactions are recorded in a Client's policy.", "processdatetooltip": "Process date is the accounting historical transaction recorded in a Client’s policy." } } }, "NBO": { "nbo": "Bright3Rville", "recfor": "Recommended products for {{name}}", "phrase1": "Sun Maxlink Prime currently addresses {{name}}'s {{product}} needs for {{segment}} life stage.", "phrase2": "To help achieve Money for Life, they might want to consider addressing their financial need for {{product}}." } }, "DisplayMessages": { "noRecordsFound": "No Records Found", "asOf": "As of", "outOf": "out of" }, "SendEmail": { "firstParagraph": "The document you are about to send contains private and confidential information. It will be sent to the email address that the client has entered in their Sun Life records. We strongly advise you to ensure your clients have updated contact information.", "secondparagraph": "The client will receive a PDF document of their portfolio, including as-of-date information and instructions on the document's security features.", "to": "To", "cc": "CC", "greet": "Good Day!", "sharesummary": "I am pleased to share with you a summary of your Sun Life portfolio.", "defaultpass": "For your protection, the attached document is password-protected. To open, please enter your password in this format: Date of Birth (DDMonYYYY) + initial letter of your lastname in uppercase.", "example": "Example:", "datesample": "Date of Birth: January 1,1990", "lnamesample": "Last Name: dela Cruz", "samplepass": "Password: 01Jan1990D", "thankyou": "Thank you and have a bright day!", "noemail": "To use this feature, please advise your client to update their email address with Client Care through 8-849-9888, sunlink@sunlife.com, or through their Sun Life Client Portal and Mobile App.", "sentEmailMessage": "Client portfolio sent!", "failedtosendemail": "The email failed to send. Please try again later.", "buttons": { "close": "Close" } }, "Common": { "lastSynced": "last synced", "allItemsLoaded": "All items loaded", "showing": "Showing", "of": "of", "load": "Load", "more": "more", "confidential": "Strictly confidential. For internal use only." }, "NewBusiness": { "nb": "New Business", "personal": "Personal", "team": "Team", "pending": "Pending", "approved": "Approved / Settled", "declined": "Negative Decision", "noApplications": "No Applications", "manager": "Manager / Unit Name", "Teams": { "teamnewbus": "Team New Business", "newbustotal": "Team New Business Totals", "teamstatus": "Team Status", "status": "Status" }, "AppModal": { "duedate": "Due date", "faceamount": "Face Amount", "appscandate": "App Scan Date", "appno": "Application No.", "advisor": "Advisor", "updates": "Updates", "lastupdated": "Last updated", "lastsynced": "Last synced on", "appupdates": "Application Updates", "tooltip": "New Business app status is updated every two hours starting from 7am-9pm. Please note that the assigned underwriter may have already updated the app in between sync intervals." } }, "ProductionContent": { "ToolTip": { "productionmessage": "Production reports should not be used as sole basis for tracking contest progress. For updated information on contests, please refer to the Campaign Tab.", "persistency": "Since you have reached {{advisorAge}} months with Sun Life, you are being measured for your {{persistencyCode}}th month persistency.", "persistencyfourthmonth": "Figures shown assume no change in status or movement in the policies such as withdrawals, premium payments, top-ups, etc." }, "Buttons": { "downloadreport": "Download Report" }, "ProgressTab": { "to": "to", "for": "For", "cutoff": "cutoff", "asof": "as of", "traditional": "Traditional", "trad": "Trad", "vul": "VUL", "rb": "RB", "sp": "SP", "combined": "Combined", "lifeproduction": "Life Production", "actual": "Actual", "production": "Production", "nobusinessperiod": "You have no business for this period.", "nopersistency": "You are not yet being measured for persistency", "noprojected": "No available data for projection.", "onemonthpersistency": "1 Month Projected", "twomonthspersistency": "2 Months Projected", "fourmonthspersistency": "4 Months Projected", "mfproduction": "MF Production", "download": { "subtitle": "My Persistency", "subtitleadvisor": "Advisor Persistency", "selectreporttype": "Select Report Type", "selectpersistencytype": "Select Persistency Type", "selectperiod": "Select Period", "details": "This {{persistencyType}} Persistency report will be downloaded in a password-protected Excel file to ensure the security of data.", "description": "By clicking \"Download\", you acknowledge that the information you are about to download is covered by the Data Privacy Act and other applicable laws and should be kept strictly confidential. You also undertake not to use the information for purposes other than providing Sun Life Financial products and services to your client, and confirm your compliance with your obligations on data protection under your Agent's Agreement, including its" }, "Life": { "lifeproduction": "Life Production", "life": "Life ", "submittedapps": "Submitted Apps", "settledapps": "Settled Apps", "agencycredits": "Agency Credits", "netsalescredits": "Net Sales Credits", "renewalcommisions": "Renewal Commissions" }, "MF": { "mutualfundsproduction": "Mutual Funds Production", "mutualfunds": "Mutual Funds ", "commissionablegrosssale": "Commissionable Gross Sales", "commisionamount": "Commission Amount" } }, "IncomeStatement": { "notification": [ "Advisors are responsible for protecting sensitive information and are accountable for the actions of their employees." ], "commissionStatement": "Commission Statement", "birForms": "BIR Forms", "coa": "Certificate of Agency", "slocpi": "SLOCPI", "slamci": "SLAMCI", "downloadBodyTemplate": "This {{statement}} will be downloaded in a password-protected PDF file to ensure the security of data.", "downloadErrorMessage": "The file failed to download. Please try again. {{error}}", "downloadCommStat": "Download Commission Statement", "downloadBirForm": "Download BIR Form", "downloadCOA": "Download Certificate of Agency", "noDownload": "No downloadable documents" }, "MDRT": { "aspiringMember": "Aspiring Member", "aspiringCot": "Aspiring Court of the Table", "aspiringTot": "Aspiring Top of the Table", "confidentialNote": "Strictly confidential. For internal use only.", "notification1": "You need to complete your", "notification2": "requirements to qualify as member.", "remaining": "remaining", "resultsNote": "Note: Based on head office records, results are not yet final. Recognition will depend on advisor's MDRT credit by year-end.", "termsLink": "View MDRT Qualifications and its Terms", "tableNote1": "Includes", "tableNote2": "from Non-risk Products", "member": "Member", "cot": "Court of the Table", "tot": "Top of the Table", "riskProtection": "Risk Protection", "newBusiness": "New Business", "others": "Others" } }, "DownloadSideBar": { "choosereporttype": "Choose a report type", "persistencysummary": "Persistency summary", "persistencydetails": "With policy/account details", "month13th": "13ᵗʰ Month", "month25th": "25ᵗʰ Month", "choosepersisttype": "Choose persistency type", "actualpersist": "Actual Persistency", "1monthprojected": "1 Month Projected", "2monthprojected": "2 Months Projected", "4monthprojected": "4 Months Projected", "selectreportperiod": "Select report period", "cutoffmonth": "Cut-off month", "daterange": "Date range", "selectperiod": "Select period", "contentbody": "This {{report}} report will be downloaded in a password-protected Excel file to ensure the security of data.", "reports": { "teampersistency": "Team Persistency", "advisorpersistency": "Advisor Persistency", "projectedpersist": "Projected Persistency", "lifeproduction": "Life Production", "mutualfundsproduction": "Mutual Funds Production" } }, "Announcements": { "announcements": "Announcements", "newsfeed": "Newsfeed", "news": "News", "archives": "Archives", "eapp": "EAPP Balance Quest", "slocpi": "SLOCPI", "slamci": "SLAMCI", "slgfi": "SLGFI", "filter": "Filter", "filternewsarchive": "Filter News Archives", "jan": "Jan", "feb": "Feb", "mar": "Mar", "apr": "Apr", "may": "May", "jun": "Jun", "jul": "Jul", "aug": "Aug", "sep": "Sep", "oct": "Oct", "nov": "Nov", "dec": "Dec", "2023": "2023", "2022": "2022", "2021": "2021", "2020": "2020", "all": "ALL", "of": "of", "postedon": "posted on", "type": "Type", "year": "Year", "month": "Month", "noresultsfound": "No results found.", "next": "Next", "prev": "Previous", "noannouncementsrecord": "No announcements on record." }, "AccountActivation": { "SetPassword": { "headerstart": "Let's get started!", "headerset": "Set your password", "ruleminchar": "At least eight characters", "rulelowercase": "At least one lowercase character (e.g. a-z)", "ruleuppercase": "At least one uppercase character (e.g. A-Z)", "rulenumber": "At least one number (e.g. 0-9)", "rulespecialchar": "At least one of the following characters (! @ # $ % ^ & * ( ) + -)", "password": "Password", "retypepassword": "Re-type password", "termsandconditionaccept": "I accept the ", "termsandconditionmain": "Terms and Conditions", "next": "Next", "activatedaccount": "Your account has been activated", "activationfootnote": "You have successfully activated your account by setting up your password. You can change your password anytime in Settings.", "proceedlogin": "Proceed to login", "requiredpassword": "Password is required.", "passwordempty": "Password confirmation is required.", "notmatchpassword": "Passwords entered do not match." }, "TermsAndCondition": { "header": "Terms and Conditions", "subject": "Advisor Home Office Condition of Use", "subjectdescription": "Please read the following Terms and Conditions and Privacy Statement carefully before using this Web Portal. You should review these Terms and Conditions regularly as they may change at any time. References to \"Web Portal\" and \"Portal\" mean both the singular and plural of these terms.", "general": "General", "generaldescription": { "description": "This Portal is strictly for authorized Users of Sun Life of Canada (Philippines), Inc. and/or Sun Life Asset Management Company, Inc. (the “Company”) for the following Permitted Purposes, as applicable:", "itema": "a) Viewing of the different news articles and memos;", "itemb": "b) Inquiry on the client and policy information of the policies being serviced by the Advisor;", "itemc": "c) Generation of reports on the policies being serviced by the Advisor;", "itemd": "d) Inquiry on the Advisor's new business applications status and pending requirements;", "iteme": "e) Generation of reports related to the Advisor's persistency and production;", "itemf": "f) Viewing of the latest and historical VUL unit prices and NAVPS;", "itemg": "g) Computation of FNA and Bonus;", "itemh": "h) Initiate, on behalf of your eligible client, servicing requests that may be allowed by the portal;", "itemi": "i) Access to other public websites of the Company; and", "itemj": "j) Usage of the Portal for legitimate business purposes of the Company.", "postdescription": "Users are required to comply at all times with the Terms and Conditions and the applicable laws and regulations, including but not limited to any privacy protection legislation and/or requirements. A record of your acceptance to these Terms and Conditions will be retained by the Company." }, "useracceptance": "User Acceptance", "useracceptancedescription": { "header": "You hereby acknowledge and agree:", "item1": "1) Not to use the Portal other than for the Permitted Purposes and not to allow any unauthorized person including co- Advisors/MF Agents and/or co-employees to use, share, view or download the Portal or any of its contents.", "item2": "2) That all financial and/or personal data found in this Portal shall not be copied, transferred, distributed or disclosed to any third party for any purpose other than the Permitted Purposes or retained by you.", "item3": "3) That you are responsible for the safekeeping of your username and password/s and that the Company is unable, and under no obligation, to confirm the identity or authority of any user submitting your user name and password to access this." }, "iagree": "I Agree" } }, "Settings": { "header": "Settings", "Password": { "chPass": "Change Password", "tabname": "Add/Change Password", "docpassheader": "Document Password", "docpasssubhead": "Create password for your document" }, "OTP": { "tabname": "OTP Settings", "privacySettingsTab": "Privacy Settings", "instructionsHeader": "Configure OTP-protected pages", "instructions": "You can only access the selected pages whenever you unlock them using a one-time password.", "privacysettingsinstructions": "You can access the selected pages only after unlocking them with a one-time PIN. Every 5 minutes, you will be prompted to choose whether to keep these pages unlocked or lock them.", "updatemobile": "Please update your mobile number through Agency Recruitment and Licensing", "header": "OTP Settings", "production": "\u2022 Production", "productionSubtitle": "Progress, Campaigns, MDRT, MyPay", "teamReports": "\u2022 Team Reports", "teamReportsSubtitle": "Production, Persistency", "bonuses": "\u2022 Bonuses", "bonusesSubtitle": "PLAN B, EAMB, Overrides, EQGB", "ais": "\u2022 Income Statements", "buttons": { "save": "Save changes" }, "OTPSuccess": "OTP settings saved", "OTPError": "Failed to update OTP settings" }, "Profile": { "tabname": "Profile Settings", "branch": "Branch", "header": "Profile Details", "advisorCode": "Advisor Code", "unit": "Unit", "mobileNo": "Mobile number", "email": "Email address", "fileUpload": { "label": { "bold": "Choose a file ", "normal": "or drag it here to upload" }, "sublabel": "File types accepted: jpg, png / up to 10mb only", "uploadPhoto": "Upload photo", "upload": "Upload", "removePhoto": "Remove photo" } }, "OtherSettings": { "tabname": "Other Settings", "instructions": "Customize how you view your records", "optionHeader": "\u2022 Client Names", "optionPages": "Clients, New Business", "optionA": "First name, Middle initial, Last name", "optionAExample": "Juan B. Dela Cruz", "optionB": "Last name, First name, Middle initial,", "optionBExample": "Dela Cruz, Juan B. ", "buttons": { "save": "Save changes" }, "toast": { "success": "Other settings saved", "failed": "Unable to save other settings" } } }, "PrivacySettings": { "privacymodal": { "header": "Keep your pages unlocked?", "bodymessage": "For security, we’ll automatically lock your OTP-protected pages in ", "timerunit": "seconds.", "lockbutton": "No, lock pages now", "keepunlockbutton": "Yes, keep unlocked" }, "toast": { "success": "Privacy settings saved", "failed": "Unable to save privacy settings" } }, "References": { "training": "Training", "download": "Downloads", "searchref": "Search for SLOCPI, SLAMCI, Clients for Life training guides and downloads", "suggestionlabel": "{{count}} suggestions found. Selection loads new page.", "sunsmart": "SunSMART", "sunsmartdetail": "SunSMART is Sun Life's digital point-of-sale tool for advisors. Generate proposals and submit new business apps electronically for select products.", "sunsmarthelper": "SunSMART is available for iPads only.", "sunfuture": "Sun Future Planner", "sunfuturedetail": "Start your client’s journey to a brighter future! With Sun Future Planner, review your client’s future financial needs, present illustrated gap analyses, and share customized financial summaries.", "sunfuturehelper": "Sun Future Planner is available for iPads only.", "sunmobile": "Sun Advisor Mobile App", "sunmobiledetail": "With Sun Advisor Mobile App, you can update your clients, greet them on their birthdays, and get a glimpse of your progress even while on the go.", "sunmobilehelper": "Sun Advisor Mobile App is available for iPhones and Android phones.", "Search": { "slocpiOnly": "Search for SLOCPI, Clients for Life, AHO FAQs training guides and downloads", "slamciOnly": "Search for SLAMCI, Clients for Life, AHO FAQs training guides and downloads", "slocpiSlamci": "Search for SLOCPI, SLAMCI, Clients for Life, AHO FAQs training guides and downloads", "slgfiOnly": "Search for SLGFI training guides and downloads" } }, "Production": { "production": "Production", "progress": "Progress", "incomestatement": "Income Statements", "campaigns": "Campaigns", "mdrt": "MDRT", "mypay": "MyPay" }, "TeamReports": { "production": "Production", "teamreports": "Team Reports", "persistency": "Persistency", "lifeproduction": "Life Production", "teamLife": "Team Life", "teamMf": "Team Mutual Funds", "noRankingAvailable": "No ranking available for this cutoff.", "tooltipMessage": "Production reports should not be used as sole basis for tracking contest progress. For updated information on contests, please refer to the Campaign Tab.", "productionstats": { "cutoff": "cutoff", "asof": "as of" }, "buttons": { "downloadreport": "Download Report" }, "persistencytable": { "persistencytitle": "{{persistencyCode}}th Month Team Persistency", "advisor": "Advisor \n ", "unit": "Unit \n ", "subtitle": "Projected Persistency Reports are updated every month. Figures shown assume no change in status or movement in the policies such as withdrawals, premium payments, top-ups, etc. Please refer to the Actual Persistency report to know your persistency rates for the past month." }, "persistencytablecol": { "actualcombinedpersistency": "Actual Combined Persistency \n{{projectedCutOff}}", "projectedcombinedpersistency": "Projected Combined Persistency \n{{projectedCutOff}}", "advancedcombinedpersistency": "Projected Combined Persistency \nfor {{projectedCutOff}}" }, "unit": "Unit", "unitName": "Unit Name", "unitNameBranch": "Unit Name (Branch)", "lifeProductionTableCol": { "submittedapps": "Submitted Apps", "settledapps": "Settled Apps", "acInPhp": "AC (in PHP)", "nscInPhp": "NSC (in PHP)", "ytd": "YTD", "mtd": "MTD", "unit": "Unit", "advisor": "Advisor" }, "mfproduction": "MF Production", "mfProductionTableCol": { "commissionableGrossSales": "Commissionable Gross Sales (in PHP)", "totalCGS": "Total Commissionable Gross Sales", "commissionAmount": "Commission Amount (in PHP)", "totalCA": "Total Commission Amount" }, "13thmonthpersistency": "13th Month Persistency", "13thmonthpersistencycol": { "actualcombinedpersistency": "Actual Combined Persistency (2023)" }, "25thmonthpersistency": "25th Month Persistency", "25thmonthpersistencycol": { "projectedcombinedpersistency": "Projected Combined Persistency" } }, "MFAccountLevel": { "principalinvestor": "Principal Investor", "principal": "Principal", "fundtype": "Fund Type", "pesofund": "Peso Fund", "accounttype": "Account Type", "accountsummary": "Account Summary", "asof": "as of", "accountsummaryheaders": { "fundname": "Fund Name", "totalcostofinvestment": "Total Cost of Investment", "fundvalue": "Current Fund Value", "unrealizedgain": "Unrealized Gain /\n(Loss)", "roi": "ROI", "navps": "NAVPS/NAVPU", "outstandingsharesorunits": "Outstanding Shares /\n Units", "shares": "Shares", "total": "Total" }, "transactionhistory": "Transaction History", "transactionhistoryheaders": { "fundname": "Fund Name", "transactiontype": "Transaction Type /\nApplication No.", "transactiondate": "Transaction Date", "salesload": "Sales Load /\nDeductions", "grossinvestment": "Gross Investment\n(Gross Proceeds)", "netinvestment": "Net Investment\n(Net Proceeds)", "navps": "NAVPS/NAVPU", "outstandingsharesorunits": "Outstanding Shares /\n Units" }, "transactionhistoryfiltertype": { "choosefundname": "Choose Fund name", "choosetransactiontype": "Choose Transaction type", "choosesalesload": "Choose Sales load" }, "filterTitle": "Filter transaction history", "investors": "Investors", "coinvestors": "Co-Investor", "notification": { "closedmessage": [ "This account is closed. No transaction can be made with this account. To open a new account online, please visit ", "https://online.sunlife.com.ph/cdt/esales/isa.", "For details, please contact your Mutual Funds Channel Manager or send a message to slamci@sunlife.com." ] }, "mailingaddress": "Mailing Address", "filterloadfail": "Failed to load transaction history filters" }, "Supplementary": { "AccountActivation": { "activationCard": { "header": "Activate your account", "subHeader": "Enter the following details to confirm your indentity.", "maxedOutSubHeader": "We have sent you a new link to activate your account. Please check your email.", "advisorCodeFieldLabel": "Advisor code", "advisorCodeFieldHelperText": "Please enter advisor code", "dobHelperText": "Please enter date of birth", "apiErrorMessage": "No match found.", "actionButton": "Continue" }, "invalidActivatedCard": { "header": "This link is invalid.", "subHeader": "Your account has already been activated.", "actionButton": "Proceed to login" }, "expiredLinkCard": { "header": "Your activation link has expired.", "subHeader": "To create your account, please click below and follow the instructions sent to your email.", "actionButton": "Send request" }, "activationLinkSentCard": { "header": "Activation link sent", "subHeader": "Please check your Sun Life email for the activation link." } }, "IntroScreens": { "welcomeScreen": { "headingOne": "Welcome to your new", "headingTwo": "Advisor Home Office!", "actionButton": "Get Started", "checkBoxLabel": "Do not show me this message again" }, "introOneScreen": { "heading": "Enhanced Experience", "info1": "New design philosophy focusing on legibility and usability", "info2": "Refreshed user interface using modern design elements", "info3": "Improved functionality for increased productivity", "actionButton": "Next" }, "introTwoScreen": { "headingOne": "Dashboard, Menu,", "headingTwo": "and References", "info1": "Do more with relevant trackers and optimized categories", "info2": "Easily search for clients, policies, mutual fund accounts, trainings and guides", "actionButton": "Next" }, "introThreeScreen": { "heading": "Settings", "info1": "Your digital profile card", "info2": "Change your passwords and OTP settings", "infoChangePass": "Change your login password", "actionButtonOne": "Continue setup", "actionButtonTwo": "Proceed to dashboard" } }, "DocumentPassword": { "common": { "contentText": "Your document password is what you will use to open password-protected documents and reports." }, "questionCard": { "header": "Enable document password?", "contentTextP2": "You can use the same password you use when log-in, or create a different one just for your documents.", "button1": "Enable", "button2": "I'll do this later" }, "successCard": { "header": "Document password successfully created", "contentText": "You can change your password anytime in Settings.", "button": "Continue to dashboard" }, "passwordForm": { "header": "Set your Document Password", "passwordLabel": "Password", "button": "Next" } } }, "SunlifeDirectory": { "pageHeader": "General Inquiries and Support", "notificationHeader": "Specific Requests and Concerns", "advisorTechnologySupport": "Advisor Technology Support", "clientCare": "Client Care", "sunLifeHeadOffice": "Sun Life Head Office", "sunLifeOffices": "Sun Life Offices", "slgfiAts": "SLGFI ATS", "Note": [ "We recommend that you review the purpose of each email address before sending a message. This ensures that your communication reaches the intended recipient and is correctly acted upon.", "Please avoid sending the same message to multiple email accounts, as this will cause delays in our response.", "These email addresses are for advisors’ use only. Please do not share the list with your clients.", "Please use email title format: " ], "Items": { "common": { "toInquireOnOrReq": "To inquire on or request for:" }, "AfterSalesServices": { "header": "After Sales Services", "item1": { "bullets": [ "Change in Servicing Advisor for Orphan Clients", "Active-to-Active Transfer of Servicing Advisor", "Adjustment of Servicing Fee" ] }, "item2": { "bullets": [ "Change in Address and Contact Information**", "Enrolment to eNotice and eOR", "Client Consolidation" ], "note": "** Please encourage your clients to use their Client Portal/Mobile App for Change in Address and Contact Information" }, "item3": { "bullets": [ "Change in Beneficiary**", "Change in Name", "Absolute Assignment of Policy for Value", "Appointment or Change of Endowment Beneficiary", "Policy Assignment as Collateral Security", "Release of Policy Assignment as Collateral Security" ], "note": "** Please encourage your clients to use their Client Portal/Mobile App for Change of Beneficiary" }, "item4": { "bullets": [ "Policy Conversion", "Paid-Up Information of the Policy", "Reduction of Face Amount", "Increase of Face Amount (for Traditional policies & within 90 days only)", "Change of Plan", "Deletion/ Addition of Riders to the Policy", "Change from Smoker to Non-Smoker Rate/ Non-Smoker to Smoker Rate", "Removal and Reduction of Medical Rating", "Correction of Gender", "Change of Non-forfeiture Option", "Correction of Birth Date (Policy owner of Life Insured only)", "Request for Lost Policy Memorandum/ Reprinting of Policy Contract", "VUL Excess Premiums or Top-up", "Plan Transfer (for Pre-Need)" ] }, "item5": { "bullets": [ "Reinstatement (SRO/ Personal Declaration of Insurability)" ] }, "item6": { "bullets": [ "Premium Offset (set up, cancellation, gone off)", "ADA Set Up, Cancellation", "ACA BPI Set Up, Cancellation", "Change Mode", "APO – Lumpsum/ Compressed Set Up, Quote", "Overloan Collection Letter", "RTS Mails Bad Address Untagging", "SLGFI Worksite Billing – DepEd, PNP, Corporate, SD Military", "SLOCPI/ SLGFI Worksite and Corporate Billing", "Preparation of Duplicate Notice" ] }, "item7": { "bullets": [ "Bank/ Card Reversal", "Collection On Behalf", "Non-Cash AE Dividend Withdrawal", "Posting of Payments (Direct deposit, Telegraphic transfer, Fund transfer)", "Sun Synergy Set Up/ Cancellation", "Posting/ Reversal of Withholding Tax", "Staff Assurance", "Transfer of Payment", "Unposted Bills Payment" ] }, "item8": { "bullets": [ "Anticipated Endowment (Automatic Payout)", "Global Opportunity Payout Fund (Automatic Payout)", "Dividends (Automatic Payout)" ] }, "item9": { "bullets": [ "Advance Premium Payment Withdrawal/ Cancellation", "Bounce Check", "Variable Fund", "Detailed Statement", "Change Dividend Option", "Change Endowment Payout", "Plan Surrender/ Plan Termination" ] } }, "Claims": { "header": "Claims", "item1": { "bullets": ["HIB Claims**", "All other Claims", "Maturities"], "note": "**Please encourage your clients to use their Client Portal/Mobile App for HIB Claims" } }, "ClientServicing": { "header": "Client Servicing", "item1": { "paragraph1": "Cash and Non-cash processing of the following disbursements:", "bullets": [ "Policy Advances (loans)", "Dividend Withdrawals", "Policy Surrenders", "Withdrawals of Endowment Benefit" ], "paragraph2": "VUL transactions", "bullets2": ["Fund Switching", "Fund Allocations"] } }, "MedicalRelatedInquiries": { "header": "Medical-related Inquiries", "item1": { "bullets": [ "Laboratory and LOA requests", "ROME LOA requests", "Any medical related concerns" ] } }, "NewBusiness": { "header": "New Business", "item1": { "paragraph1": "New Business" }, "item2": { "paragraph1": "Submission of additional NB and UW requirements requested by Reviewers or Underwriters such as amendment of application (AOA), agent's report, laboratory tests, etc." } } }, "hotline": "Hotline: +63-2-8-849-9439 or +63-2-8-555-8888 loc. 3000", "tollFree": "Toll-Free: 1-800-10-8884003 or 1-800-10-8884004", "email": "PHIL-ATS@sunlife.com", "clientCareEmail": "sunlink@sunlife.com" }, "manageESubscriptions": { "modalHeader": "Sorry, unable to proceed.", "emailNotValid": "

{{clientName}} is not eligible for Manage eSubscriptions service request because there is no valid email address on record. Both contact information are required to proceed.

You may update your Client's contact information by submitting a Change in Contact Information service request.

Your Client may also update their Contact Info via My Sun Life PH Client Portal or Mobile App account: Settings > Contact Info > Primary Email Address / Mobile Number or call Client Service Center at +632 8849-9888.

", "mobileNotValid": "

{{clientName}} is not eligible for Manage eSubscriptions service request because there is no valid mobile number on record. Both contact info are required to proceed.

You may update your Client's contact information by submitting a Change in Contact Information service request.

Your Client may also update their Contact Info via My Sun Life PH Client Portal or Mobile App account: Settings > Contact Info > Primary Email Address / Mobile Number or call Client Service Center at +632 8849-9888.

", "accountNotValid": "

The Manage eSubscriptions enrollment feature is currently limited to Clients with existing online account on the previous version of Sun Life PH.

To request enrollment of your Client's policies in Manage eSubscriptions, please contact Client Care at (+632) 8849-9888 or sunlink@sunlife.com

You may also advise your Client to reach out to Client Care directly for assistance.

", "cancel": "Cancel", "close": "Close" } }