Your path to becoming a Sun Life advisor

Learn what a Sun Life advisor career looks like and how Neem Tree works.

• Attend the career presentation or a Live Brighter Forum.
• Bring your questions. There are no wrong ones.

Next → Tell your recruiter you'd like to continue.

Watch three short review videos, then take the Official Simulated Exam. Passing it gives you the certificate you need before you can be enrolled for the licensing exam.

• Watch the videos. The password for all three is sl_brightbox.
• Parts 1 and 2 cover Traditional/Life and IIAP. Part 3 covers Variable (VUL).
• Take the Official Simulated Exam and keep your certificate.

Use only the official Simulated Exam link in this guide. Older links may no longer work.

Next → Enroll in SLTC.

After your Insurance Concept certificate, enroll in SLTC. Your SLTC certificate is one of your licensing requirements.

• Both certificates are valid for one year.
• Your Insurance Concept certificate must be dated before your exam.

Next → Register for your licensing exam.

Your recruiter helps you choose between the IC exam (Life and Variable) and the IIAP exam (Life/Traditional only), then registers you for a date.

• IIAP: you need an active LiveBrighter Portal (LBP) account. Your recruiter enrolls you in the IIAP Online Training at the Brighter Learning Hub. Log in with your LBP email and password, then enter the one-time code.
• IIAP forms: after the training, your recruiter requests IIAP Form 0930 and the Exam Undertaking for you.
• IIAP fee: ₱1,300 online or ₱1,000 onsite/offsite, paid to BPI account 0993015679. A screenshot of the completed transfer is your proof.
• Send your recruiter: one PDF with Form 0930, the Exam Undertaking, your 1x1 photo (yellow background) and a valid government ID, in that order. Send your proof of payment and the Examinees Template as separate files.
• IC: the fee is ₱1,010 per license. Your recruiter registers you and gives you the payment instructions.

Exam dates change often. Your recruiter will send you the current schedule and registration link. Register before the deadline: onsite and offsite exams can't be cancelled or moved after it.

Next → Start reviewing while you wait for exam day.

Practise until you feel ready. Re-watch the videos and read the reviewer PDFs. You'll find them in the links below.

Next → Take your exam on your scheduled date.

Take your IC or IIAP exam on your scheduled date.

• IIAP online: you'll get a verification code by email within 24 hours of payment. It's valid for 7 days. Once you open the exam, finish it within 1 hour.
• Onsite or offsite: your recruiter gets your batch and time 1–2 days before the exam.
• Results: Sun Life receives them within about 5 working days, and your recruiter will let you know.

Next → Once you pass, watch for your eRecruitment invite.

Your recruiter sends you an invite to the eRecruitment Portal.

• Open the invite within 24 hours. After that the link expires and your recruiter will need to send a new one.
• Fill in your candidate profile completely.

Next → Upload your requirements.

Upload your documents in the LiveBrighter Portal (LBP). Your recruiter checks each file before it moves forward.

• Use the requirements checklist on this page.
• Every file should be a clear PDF with no background, folds or objects in the scan. Save your photo as .jpg.

Next → Watch your email for the Code of Conduct.

You'll receive the Sun Life Code of Conduct by email.

• Read it and reply "I Agree". Your reply is required before you can be coded.

Next → Start Headstart.

Your first training as a new advisor.

• Complete Headstart before coding.

Next → Your recruiter sends your files to Licensing.

Your recruiter sends your files to Sun Life Licensing.

• Keep your original notarized CA form. The hard copy goes to Licensing after your license is released and you sign your contract. This is an Insurance Commission requirement, and missing it can cancel your license.

Next → Sign your contract.

Sign your advisor contract.

• Your contract kit is sent to your Sun Life email.

Next → Your recruiter requests your advisor code.

Your recruiter requests your advisor code.

• There's nothing for you to send. Your "I Agree" reply from Step 9 goes with the request.

Next → Welcome to the team!

You're officially a Sun Life advisor.

• Before coding, send your recruiter a photo for your welcome post.
• After coding, you'll be added to the Neem Tree Facebook group and team chat.