Franchising Guidelines
Extension of 30 days
Franchise is granted only
upon submission of the ff:
complete company
information, employee list,
desired schedule of benefits
by an Agent/FSC/Broker to
the DistServices via email to
corporatecare.ph@fwd.com
Submission of the
following:
1. Prospect Data
Sheet (PDS)
2. Masterlist
If business is not may be granted if a
Agent/FSC/Broker closed within the 60 formal request is
has 60 days to day period, advisor’s made 3 days before
negotiate and close franchise expiration date.
the business from expires/terminates and Extensions are
the date of will be open to others. subject to evaluation
Exception, request for and approval of the
franchise.
extension (max of 2) CorpCare Sales
Head.
Franchises are
granted by a on a
first-come, first-
served basis.
Exception to the
rule - if the client
issues a letter of
appointment/BOR
in favor of
another. 1
 Corporate Care NB Process
PROPOSAL GENERATION
PROSPECTING
Secure Franchise
Submit the following via
email to
corporatecare.ph@fwd.com:
1. Prospect Data Sheet (PDS)
2. Masterlist
* Cut Off – 2:00pm
NB SUBMISSION
Grant of Franchise
1. Distribution Support
Services (DSS) to create client
profile in ePrecious
2. DSS to confirm grant of
Franchise to the Planner
3. CorpCare Admin to
generate the proposal via
ePrecious
4. Once rate has been issued,
CorpCare Admin shall email
Offical Proposal
Submission of Group
Application and AMLA
documents
1. All scanned soft copies
must be sent to
corporatecare.ph@fwd.com
for screening & validation*
* Cut-off – 3:00pm
2. Subject: New Submission:
Company Name
3. If pending/feedback:
a. Contact Center shall send
an email advice (1st 24 hours
b. Contact Center shall send
an email and SMS (Post 48
hours
4. If complete, application
will be processed 2
Call Centre Hotline
888 8388

Packaged Plans
The Distribution Channels will undergo Corporate Care
product training, market positioning, sales process, servicing
and renewal process.
All sales presentations will be performed by the Financial
Wealth Planner (FWP) or Financial Sales Consultant (FSC)
All sales tools, materials and collaterals needed for the
FWP/FSC’s sales presentation to prospective clients will be
readily available & can be downloaded in the portal such as:
pre-computed rates, product brochures, and client deck.
For closed accounts, new business requirements shall be sent
via email to “corporatecare.ph@fwd.com”
Sales Support Guidelines
Customized Plans
The Distribution Channels will undergo Corporate Care
product training, market positioning, sales process, servicing
and renewal process.
Initial sales presentations will be performed by the Financial
Wealth Planner (FWP) or Financial Sales Consultant (FSC) . In
cases where an FWP/FSC would need someone to accompany
him with a prospective client; he may then request the
assistance of his Agency Development Manager or Area Sales
Head for a joint-field-work (JFW).
All sales tools, materials and collaterals needed for the
FWP/FSC’s sales presentation to prospective clients will be
readily available & can be downloaded in the portal such as:
pre-computed rates, product brochures, and client deck.
An initial JFW can be accomodated by an FWP/FSC’s
ADM/ASH. Subsequent JFWs (presentations and further
negotiations), shall be handled by the Corporate Care Lead
(CCL) together with the FWP/FSC.
All requests for JFW must have at least 3 days notice to the
ADM/ASH or CCL to ensure the latter’s availability on the day
of the scheduled appointment
For closed accounts, new business requirements shall be sent
via email to “corporatecare.ph@fwd.com”
 New Business & AMLA Requirements
New business list of requirements for newly closed Corp accounts; These requirements are submitted
after the account has been closed, along with the payment so we can process and issue the policy.

SINGLE PROPRIETORSHIP
1. Policy Application Form
2. DTI Registration
3. Mayor’s Permit or Business
Permit (with information on
Official Place of Business and
Contact Details)
CORPORATIONS/ PARTNERSHIPS
1. Policy Application Form
2. SEC Registration or Articles
of Incorporation /Partnership and
By-Laws
3. Board or Partner’s
Resolution stating authority to
enter into the transaction and
identify who the authorized
signatory will be
ORGANIZATIONS/ PUBLIC/
GOV'T ENTITIES
1. Policy Application Form
2. SEC Registration or Articles
of Association and By-Laws
3. Trustee’s Resolution stating
authority to enter into the
transaction and identify who the
authorized signatory will be.

4. Latest copy of the General

4. Latest copy of the General
Information Sheet (GIS)
Information Sheet (GIS)
4. Photocopy of 1 government-
issued ID (photo-bearing) of the 5. Photocopy of 1
5. Photocopy of 1 government-
Authorized Signatory. Include 3 government-issued ID (photo-
issued ID (photo-bearing) of the
specimen signatures. bearing) of the Authorized
Authorized Signatory. Include 3
Signatory. Include 3 specimen
specimen signatures.
signatures.
 Payment Guidelines
New business list of requirements for newly closed Corp accounts; These requirements are submitted
after the account has been closed, along with the payment so we can process and issue the policy.

Pay cash or check using bills payment to

BDO using the following details:
Transaction Type - Deposit
Account Name – FWD Life Insurance
Account Number – 007010038446
Client Name - Registered Name of the Company