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Downloadable financial planning templates, life insurance guides, and educational resources for clients exploring protection plans and recruits starting their AIA career journey.
Download before your test — arrive with accurate numbers and the right questions
Monthly Budget Planning Template
A fillable PDF to map your monthly income, fixed expenses, variable spending, and savings rate before your Clarity Test — so you have accurate numbers ready.
Life Insurance Checklist for New Clients
A step-by-step checklist to help you evaluate your current coverage, identify gaps, and prepare the right questions for your AIA discovery call.
Family Financial Protection Blueprint
A comprehensive worksheet to assess your family's complete financial protection needs across life, health, education, and retirement.
15
Client Guides
5
Recruit Resources
9
PDF Guides
8
Templates
The Ultimate Protection Planning Guide
A comprehensive guide covering life, health, and critical illness coverage for Filipino families.
Understanding VUL Insurance
Everything you need to know about Variable Unit-Linked policies — risks, returns, and suitability.
Early Retirement Playbook Philippines
Step-by-step strategies for Filipinos targeting retirement before 55.
Estate Planning Essentials
Protect your assets and ensure your family inherits what you built.
Monthly Budget Tracker (Excel)
A ready-to-use spreadsheet to track income, expenses, and savings targets.
Financial Goals Planner Template
A structured template to define, track, and review your financial milestones.
Family Protection Needs Assessment
A worksheet to calculate exactly how much coverage your family needs.
Why Filipinos Are Underinsured
A 12-minute explainer on the protection gap in the Philippines and how to fix it.
Term vs. VUL: Which is Right for You?
Side-by-side comparison with real-world examples for different life stages.
AIA Financial Advisor Career Guide
Everything a new recruit needs to know about joining AIA Philippines — licensing, training, and income.
First 90 Days as an AIA Advisor
A step-by-step action plan for new agents to close their first 5 clients.
Prospect List Builder Template
A systematic template to organize your warm market and track prospect status.
Sales Activity Tracker
Weekly activity planner for calls booked, meetings completed, and policies issued.
How to Use the ProtectPH Bulwark Platform
A walkthrough of the agent tools, lead pipeline, commission calculator, and client portal.
50/30/20 Budgeting Guide for Filipino Families
Master the proven 50/30/20 rule adapted for the Philippine context — needs, wants, and savings.
Emergency Fund Savings Tracker
Track your progress toward a 6-month emergency fund with this simple fillable worksheet.
Critical Illness Coverage Explained
What critical illness insurance actually covers, why it matters, and how much you need.
Family Protection Gap Calculator
Calculate the gap between what your family needs and what you currently have covered.
SSS & PhilHealth Benefits at a Glance
A plain-English overview of government benefits every Filipino should know about.
Child Education Cost Planner (Preschool to College)
Plan your children's education fund year by year with inflation-adjusted estimates.
Premium resources unlock as you progress through your financial journey. Complete your Clarity Test to access higher-tier content.