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The Career Pivot You Didn't Know You Needed (Until Now)
The Career Pivot You Didn't Know You Needed (Until Now)

Rakyat Post

time5 days ago

  • Business
  • Rakyat Post

The Career Pivot You Didn't Know You Needed (Until Now)

Subscribe to our FREE After 16 years in banking—including a stint as Assistant Vice President managing mortgage ops in the northern region—Lim Wern Shern decided to do something most people wouldn't dare: he left the corporate world to become an insurance agent. Yup, you heard right. In 2017, Wern Shern swapped KPIs and corporate targets for more human interaction. Less chasing quotas, more helping real people make real decisions . But don't get it twisted—this wasn't a spur-of-the-moment leap. It was a calculated career pivot built on years of planning (and an actual Certified Financial Planner license he got way back in 2010). 'I didn't see it as a risk,' Wern Shern says. 'I saw it as an opportunity to expand my impact. My day-to-day was becoming monotonous, and I wanted to engage with clients in a more meaningful way.' And engage he did. Just two months after joining AIA, he hit Million Dollar Round Table (MDRT) status (a global recognition for top-performing financial professionals)—the fastest to do so at the time. Clearly, Wern Shern didn't come to play. From Banker to People-Focused Problem Solver (Credit: Lim Wern Shern) Coming from a finance background, Wern Shern brought with him serious chops: financial literacy, data analysis, and the kind of relationship-building skills you can't fake. But more importantly, he understood what his clients wanted— real solutions , not sales talk. 'These are highly educated individuals. You can't sell them concepts—you need facts. You need to be a solution provider, not a product pusher.' That's why he meets each client three to four times a year, discussing everything from medical protection to retirement planning. 'I don't want to be just an advisor. I want to be the person they call before making any major financial decision—whether it's buying a house or writing a will.' Why AIA? With zero background in insurance, Wern Shern did his homework before making the jump. AIA stood out for a few reasons: corporate solutions, mortgage integration, Private Retirement Scheme, and AIA Vitality, their propriety health and wellness programme. He praises AIA's digital-first infrastructure , including paperless processes , real-time dashboards , and remoteless submissions , which streamline operations and enhance client servicing. 'It's efficient, client-friendly, and allows me to focus on building relationships rather than managing paperwork.' Adding to that AIA's continuous product innovation, estate planning workshops , soft skills training , and Customer 360 platform —and you've got a solid ecosystem for anyone serious about this line of work. 'AIA doesn't just train you to sell—it trains you to serve.' Leadership With Standards (Credit: Lim Wern Shern) Today, Wern Shern leads a team of nine—most of whom hold Registered Financial Planner (RFP) or Certified Financial Planner (CFP) certifications. And he doesn't believe in shortcuts. 'I'm all about quality over quantity. I want people who are mentally prepared and committed to the profession.' He's also a strong supporter of the AIA Elite Academy , which gives new Life Planners the right tools, structure, and support to start strong. 'The starter bonuses allow them to build a solid foundation. The structured training enables them to focus on learning. It's a future-proof programme that cultivates entrepreneurial leaders.' Recognition That Actually Matters Forget trophies. For Wern Shern, the most meaningful recognition is trust. 'When they share their financial data with me, when they call me before making life decisions—that's when I know I've made a difference.' He's helped people sort out estate planning, will writing, even mortgages. Because at the end of the day, it's not just about money—it's about life. Discipline > Motivation (Credit: Lim Wern Shern) If you're thinking of making a similar move, here's a reality check: you need discipline . 'The flexibility of being a Life Planner is great, but you can't take it for granted. You need to stay focused and committed.' As an AIA Double Millionaire Challenge achiever and consistent MDRT qualifier, Wern Shern's results speak for themselves. But for him, success comes from reconnecting with your why —the reason you chose this path in the first place—and that's what he constantly reminds his team to fall back on. Thinking of a Career Pivot? Wern Shern's advice? 'Ask yourself how much you believe in the value of financial planning. What value will you bring to your clients? If you're committed, AIA Elite Academy will give you everything you need to succeed.' So if you're ready to build a career with purpose, flexibility, and real impact—maybe it's time to pivot too. 👉 Learn more about the Share your thoughts with us via TRP's Get more stories like this to your inbox by signing up for our newsletter.

Tata AIA Tops MDRT Rankings in India for Third Year in a Row
Tata AIA Tops MDRT Rankings in India for Third Year in a Row

Business Upturn

time23-07-2025

  • Business
  • Business Upturn

Tata AIA Tops MDRT Rankings in India for Third Year in a Row

Tata AIA Life Insurance has secured the top position among Indian life insurers in the Million Dollar Round Table (MDRT) rankings for the third consecutive year, while also advancing to the 4th spot globally. The achievement reflects the company's strong advisor network and consistent performance in driving premium life insurance solutions. By Riddhima Jain Published on July 23, 2025, 14:04 IST Tata AIA Life Insurance Company Ltd. has secured the top position in India for the number of Million Dollar Round Table (MDRT) members for the third consecutive year. The company reported 2,871 MDRT qualifiers in 2025, an 11% increase from 2,584 members last year. Globally, Tata AIA has advanced to the 4th position from 6th in 2024, and it has retained the 7th position in terms of female MDRT membership. The number of female MDRT members rose to 1,343, marking an 8.5% year-on-year growth. MDRT membership is recognized as a benchmark of excellence in the life insurance and financial services industry. Tata AIA attributes this performance to its Premier Agency model and the professional development of its advisors. The company reported that its MDRT advisors have contributed to high persistency metrics. In FY 2024-25, Tata AIA ranked first in four out of five persistency cohorts, including the key 13th-month persistency rate. Tata AIA is a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. It reported a total premium income of ₹31,484 crore in FY25 and ranks among the top three private insurers in Individual Weighted New Business Premium. The MDRT rankings are based on the count of registered insurance agents, as per MDRT's official listing. Ahmedabad Plane Crash

Tata AIA Tops India in MDRT Rankings for Third Consecutive Year
Tata AIA Tops India in MDRT Rankings for Third Consecutive Year

Business Standard

time23-07-2025

  • Business
  • Business Standard

Tata AIA Tops India in MDRT Rankings for Third Consecutive Year

VMPL Mumbai (Maharashtra) [India], July 23: Tata AIA Life Insurance Company Ltd. (Tata AIA) is excited to announce that it has once again secured the highest number of Million Dollar Round Table (MDRT) members in India for the third consecutive year, while achieving an impressive #4 global ranking. With a record 2,871 MDRT qualifiers, this milestone reflects an 11% growth from the previous year, showcasing the rising calibre and unwavering dedication of Tata AIA's advisors. This remarkable achievement underscores Tata AIA's commitment to delivering best-in-class financial advice, powered by the expertise of its MDRT-qualified advisors, ensuring that consumers receive exceptional service and guidance. What truly sets Tata AIA apart is its deep commitment to diversity and inclusion. With an all-time high of 1,343 female MDRT members, Tata AIA has secured the #7 position globally among the Top 25 Companies by Female Membership. The 8.5% growth in female MDRT qualifiers highlights Tata AIA's continuous efforts to empower women within the financial sector, ensuring that consumers benefit from expert, world-class financial advice delivered by a diverse team of advisors. What Does This Mean for You? MDRT - The Gold Standard in Financial Advice Being an MDRT member is considered the ultimate benchmark for life insurance and financial services professionals worldwide. These advisors demonstrate the highest level of professional knowledge, strict ethical conduct, and an unwavering commitment to delivering excellent service. When you choose a Tata AIA advisor, you are assured of receiving the best financial advice tailored to your unique needs, helping you protect your present and secure your future. MDRT Advisors: Helping You Achieve Your Financial Goals Tata AIA's MDRT-qualified advisors go beyond selling life insurance. They leverage their expertise to guide you in making informed decisions that align with your long-term financial objectives. Whether it's planning for retirement, securing your family's future, or making the most of your investments, you will receive comprehensive, trusted advice that's rooted in experience and dedication. Providing Career Opportunities: The Best Place to Be an MDRT Advisor Tata AIA is committed to creating rewarding career opportunities for individuals passionate about making a difference. By promoting the MDRT qualification, Tata AIA offers a clear career path for aspiring financial advisors. Through its Premier Agency model, Tata AIA selects and nurtures top talent, providing them with comprehensive training, career progression, and extensive digital support. This investment in people not only strengthens the company's network of advisors but also ensures that individuals seeking a meaningful, impactful career in financial services can find success. Tata AIA's robust support system gives advisors the tools to achieve MDRT status, which means higher earning potential and a rewarding career helping people secure their financial futures. Amit Dave, Chief Distribution Officer - Proprietary Business, Allied Channels and Agency Sales, Tata AIA, said, "It is truly an honour to be ranked #4 globally in the MDRT rankings and to continue leading the industry in India. This milestone is a testament to the success of our Premier Agency model and the relentless commitment of our advisors. The MDRT qualification is not just a personal achievement for our advisors; it represents the trust and confidence our consumers place in Tata AIA, knowing they are receiving world-class financial advice." How MDRTs Drive Business Results at Tata AIA MDRT-qualified advisors provide a distinct advantage to life insurers, offering expert guidance that leads to more satisfied consumers and higher retention for the brand. At Tata AIA, our MDRT advisors have been pivotal in delivering exceptional service, fostering a loyal customer base. For FY 2024-25, Tata AIA ranked top in four out of five Persistency cohorts, including the crucial 13th-month persistency, a key measure of consumer loyalty and long-term financial health. Persistency tracks the percentage of consumer who renew their policies, reflecting trust in our services. MDRT-qualified advisors drive this high persistency by offering personalized advice, understanding client needs, and providing continuous support, ensuring consumers remain confident in their decision to stay with Tata AIA. * Note: The ranking is based on the registered count of Insurance Agents. About Tata AIA Life Tata AIA Life Insurance Company Limited (Tata AIA) is a joint venture Company formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asian life insurance group in the world, spanning 18 markets in the Asia Pacific region. Tata AIA reported a total Premium Income of INR 31,484 crore for FY25, up 23% from FY24. The Company continues to rank among the Top 3 Private Insurers in Individual Weighted New Business Premium (IWNBP) with an IWNBP income of INR 8,511 crore. The Company also achieved industry-leading Persistency performance (based on premiums), ranking #1 in four out of five cohorts. About the Tata Group Founded by Jamsetji Tata in 1868, the Tata group is a global enterprise, headquartered in India, comprising 30 companies across ten verticals. The group operates in more than 100 countries across six continents, with a mission 'To improve the quality of life of the communities we serve globally, through long-term stakeholder value creation based on Leadership with Trust'. In 2023-24, the revenue of Tata companies, taken together, was more than $165 billion. These companies collectively employ over 1 million people. Each Tata company or enterprise operates independently under the guidance and supervision of its own board of directors. There are 26 publicly listed Tata enterprises with a combined market capitalisation of more than $365 billion as on March 31, 2024. About AIA AIA Group Limited and its subsidiaries (collectively "AIA" or the "Group") comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets -wholly-owned branches and subsidiaries in Mainland China, Hong Kong SAR(3), Thailand, Singapore, Malaysia, Australia, Cambodia, Indonesia, Myanmar, New Zealand, the Philippines, South Korea, Sri Lanka, Taiwan (China), Vietnam, Brunei and Macau SAR(4), and a 49 per cent joint venture in India. In addition, AIA has a 24.99 per cent shareholding in China Post Life Insurance Co., Ltd. The business that is now AIA was first established in Shanghai more than a century ago in 1919. It is a market leader in Asia (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$305 billion as of 31 December 2024. AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia, AIA serves the holders of more than 43 million individual policies and 16 million participating members of group insurance schemes. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock codes "1299" for HKD counter and "81299" for RMB counter with American Depositary Receipts (Level 1) traded on the over-the-counter market under the ticker symbol "AAGIY".

Lee Elia's rant: How the Cubs manager's 3-minute tirade became one of the most infamous speeches in history
Lee Elia's rant: How the Cubs manager's 3-minute tirade became one of the most infamous speeches in history

Chicago Tribune

time10-07-2025

  • Sport
  • Chicago Tribune

Lee Elia's rant: How the Cubs manager's 3-minute tirade became one of the most infamous speeches in history

'I guess I lost it,' Chicago Cubs manager Lee Elia told reporters on April 29, 1983, hours after he made an epic rant ripping the team's fans — a three-minute tirade peppered with more than 50 profane words including 30 'F-bombs.' Only a few reporters were present when Elia delivered the diatribe, but it soon became legendary after WSCR-AM 670 personality Les Grobstein captured it in full on his tape recorder. As the Tribune would later point out, Elia used four-letter words, 10-letter words and 12-letter words. These words are so filthy, even 40 years later, that Tribune editors will only allow an edited version to be included here. But unedited versions are out there — just Google Elia's name. 'It sounded like I was cursing the entire Cub kingdom,' Elia told the Tribune in 1987. 'But that's not true.' Here's a look back at how Elia's managerial frustration became one of the most infamous speeches in sports history — and the fallout. A native of Philadelphia, Elia was a journeyman shortstop who spent most of his playing days in the minor leagues — except for 80 games with the White Sox in 1966 and 15 with the Cubs in 1968. 'I can't hit the ball out of this park. I'm not even going to try,' he told the Tribune about Comiskey Park. He took a job as an insurance salesman in 1970. Elia almost made Equitable Life's 'Million Dollar Round Table,' but there was just one problem, he said. 'I hated it,' Elia told the Tribune in 1981. 'When I said to someone, 'For gosh sakes, you're underinsured. What's going to happen when you're not in the picture?' I knew there was a need for insurance, but I was always uncomfortable.'' When he was offered a lower-paying coaching job in 1973 by friend Dallas Green in the farm leagues for his hometown team, the Philadelphia Phillies, Elia took it. He became the Phillies third-base coach in 1980, the year the team won the World Series. The Tribune Co. bought the Cubs in June 1981 and months later Green was hired as general manager. Green brought much of his staff to Chicago — including Elia. Elia was introduced as Cubs manager at Tribune Tower on Oct. 22, 1981. 'Dallas and I have the same basic approach, and we holler at each other a lot,' Elia told reporters then. 'I can't match him for toughness, because if you beat his logic, he outyells you.' The Cubs went 73-89 in his first season at the helm, finishing fifth in the National League East. The Cubs home opener was canceled due to rain — the team's first since 1959. Less than a week into the regular season, the team was winless after dropping five straight games when Dickie Noles, one of Elia's starting pitchers, was arrested following a barroom brawl in Cincinnati. (Noles underwent treatment for alcohol abuse, pleaded no contest to a charge of assaulting a police officer, then closed out the season with a 5-10 record.) The Cubs (then 5-14) dropped a heart-rending 4-3 game to the Los Angeles Dodgers (then 14-5) at Wrigley Field in front of less than 10,000 fans. (Future Cubs manager Dusty Baker hit third for then-Dodgers manager Tommy Lasorda that day.) They let Lee Smith have it after his wild pitch let Ken Landreaux score the go-ahead run in the eighth. (Ironically, Smith would throw another wild pitch four years later at Wrigley Field to give the Phillies a game-winning home run. Elia was the Phillies third-base coach then.) The fans booed as the Cubs trudged to the clubhouse after pinch-hitter Scot Thompson, a .193 hitter that season, struck out in the ninth inning, stranding Keith Moreland. As Elia trudged down the left-field line to the clubhouse after the game, a dozen or so alleged Cub fans doused Moreland with stale beer and hurled verbal abuse at Larry Bowa. Immediately after the game, many reporters went to the Dodgers clubhouse to interview Mike Marshall, a young outfielder from Buffalo Grove, who had homered in the fifth inning. Only a few showed up for Elia's news conference. Grobstein said he and three writers — the Tribune's Robert Markus, the Sun-Times' Joel Bierig and the Daily Herald's Don Friske — were there. 'We get in there, Elia sees us, and he says: 'Hi fellas, come on in,'' Grobstein told the Tribune in 2008. 'He seemed very calm.' Grobstein said he asked the question that sent Elia into a rage: 'Tough way to lose a game, huh?' Elia later told the Tribune's Fred Mitchell the tipping point actually came when a Los Angeles reporter asked about how Cubs fans were reacting to the team's 5-14 start. Here's the full transcript, plus a recording. LEE ELIA: I'll tell you one f—— thing. I hope we get f—— hotter than s— just to stuff it up them 3,000 f—— people that show up every f—— day. Because if they're the real Chicago f—— fans they can kiss my f—— a– right downtown and PRINT IT! They're really, really behind you around here. My f—— a–. What the f— am I supposed to do? Go out there and let my f—— players get destroyed every day and be quiet about it? For the f—— nickel-dime people that show up? The m———— don't even work! That's why they're out at the f—— game. They ought to go out and get a f—— job and find out what it's like to go out and earn a f—— living. Eighty-five percent of the f—— world's working — the other 15 come out here. A f—— playground for the c———-. Rip them m————, rip them c———- like the f—— players. Got guys busting their f—— a– and now f—— people boo and that's the Cubs? My f—— a–. They talk about the great f—— support that the players get around here. I haven't seen it this f—— yet. The name of the game is hit the ball, catch the ball and get the f—— job done. Right now, we have more losses than we have wins. The f—— changes that have happened in the Cub organization are multifold. All right, they don't show up because we're 5 and 14. And, unfortunately, that's the criteria of them dumb 15 m———— percent to come out to day baseball. The other 85 percent are earning a living. It'll take more than a 5 and 13 or 5 and 14 to destroy the makeup of this club. I'll guarantee you that. There's some f—— pros out there that want to f—— play this game, but you're stuck in a f—— stigma of the f—— Dodgers and the Phillies and the Cardinals and all that cheap s—. All these m———— editorials about (Ron) Cey and f——, uh, the Philly-itis and all that s—. It's sickening. It's unbelievable. It really is. It's a disheartening f—— situation we're in right now. 5 and 14 doesn't negate all that work. Got 143 f—— games left. What I'm trying to say is don't rip them f—— guys out there — rip ME! If you want to rip somebody, rip my f—— a– but don't rip them f—— guys cuz they're giving everything they can give. Once we hit that f—— groove, it'll flow. And it will flow — the talent's there. I don't know how to make it any clearer to you? I'm frustrated, I'll guarantee I'm frustrated. It'd be different if I walked into this room every day at 8:30 and saw a bunch of guys who didn't give a s—. They give a s— and it's a tough National League East. It's a tough National League period. Grobstein, then working for WLS-AM, hustled back to the press box. On the way, he played the tape for Joe Mooshil of The Associated Press and broadcasters Harry Caray, Lou Boudreau and Vince Lloyd. The three were stunned. Grobstein sarcastically asked Caray: 'You think tomorrow's Lee Elia pregame show might be preempted or canceled?' Green, the Cubs GM, summoned Elia to his office after hearing the damaging postgame tape. Elia at first told Green that he did not have time to talk because he was scheduled to umpire a softball game involving his daughter in Park Ridge. Green then told Elia in no uncertain terms that if he didn't come to the office immediately, he might as well have clubhouse man Yosh Kawano start packing up his belongings because he would be fired. After gaining a temporary reprieve from his old college roommate at the University of Delaware, Elia deftly guided the Cubs into the division race by the All-Star break that year. If it had happened in the age of Twitter, Tribune columnist Paul Sullivan wrote in 2013, Elia likely would've been fired within 24 hours. But it was a different era, and after apologizing to Cubs fans, Elia remained on the job for four more months. Elia was fired by the Cubs on Aug. 22, 1983, with Green telling reporters, 'I told Lee he didn't manage up to his capabilities.' One quote from Elia's rant made it into the next day's newspaper nearly cost then-Tribune sports editor George Langford his job, Mitchell wrote in 2008. It was on the cover of the paper's sports section on April 30, 1983, atop a story written by Markus. The quote that caused such a stir: 'If those are the real Chicago fans, they can kiss my a– right downtown.' 'Oddly enough, George Halas had said something very similar just a few weeks before, and we had no reaction to that whatsoever,' said Bill Parker, an editor in charge of designing the sports section that night along with editor Marla Krause. 'So as we were talking about (the Elia story), that was one of the things that I sort of hung my hat on. 'You can't always say that what's OK in one situation is OK in another. Obviously, each situation is unique. But on the other hand, there was a recent precedent. It made me feel reasonably comfortable. You don't want to use profanity in a gratuitous way, but it wasn't gratuitous. The whole point of this story was (Elia) going off completely. I felt comfortable with it and I think I would feel comfortable today if I had to do it over again.' The Tribune printed an apology to readers on the cover of the Sports section in the May 1, 1983, edition. It read, 'The decision (to publish the quote by Elia) was made under deadline pressure without consulting sports editor George Langford or other news executives, which was regrettable.' 'I think the shock value is actually gone by now,' said Langford in 2008, who served as the Tribune's public editor from 1994-2000. 'I think it has pretty much gone full cycle. Nobody is surprised. We cleaned up the language (from quotes) for years and years. And the one time we didn't do it, we really caught it.' According to former Cubs public relations man Bob Ibach, former Illinois Gov. Jim Thompson often would ask his press secretary Dave Gilbert to 'play the tape of Lee Elia' just before he gave an important speech to give him added inspiration. Even Elia later used the humiliating experience for good. In 2008, he worked out a deal with A&R Collectibles of Prospect Heights to sell an autographed baseball that contained a 20-second recordable sound chip featuring a sanitized, uplifting version of Elia's message for Cubs fans. A portion of the proceeds of its sale benefited Chicago Baseball Cancer Charities. On his first return to Wrigley Field in April 1985 — then as a coach with the Phillies — Elia told the Tribune it was a gut-wrenching moment when Green fired him. 'I don't think you ever really get over it,' Elia said. 'Not the first time it happens. That was the first time it had happened to me in any capacity. Initially, I was surprised it happened when it happened. We were just getting prepared for the kids to come up in September, and I knew we were going to make some positive changes over the winter and things were going to get better. I was looking ahead to that, and that's what surprised me. But I have to admit I was mentally drained going into August.' No. The Cubs hired Jim Frey as manager in October 1983, traded for Rick Sutcliffe in June 1984, won the East Division title and went to the postseason for the first time in 39 years. It was arguably the most exciting season in modern day Cubs history, Sullivan later wrote. Tribune Co. took a premature bow, and Tribune columnist Mike Royko mocked San Diego fans as bandwagon jumpers. Royko reveled in the Cubs' 13-0 win over the Padres in Game 1 of the National League Championship Series at Wrigley Field. 'Bullies, that's what we've become,' Royko wrote. 'Big, bad, mean bullies. And, oh boy, does it feel great. Why didn't we think of this years ago?' The bullies blew a 2-0 lead in the best-of-five series. Fred Mitchell: Trio of trades paved way for Cubs' 1984 division title Fred Mitchell: When the Cubs clinched the NL East title in 1984 Oct. 7, 1984: Low of losing 1984 NLCS overwhelms high of Walter Payton rushing record Subscribe to the free Vintage Chicago Tribune newsletter, join our Chicagoland history Facebook group, stay current with Today in Chicago History and follow us on Instagram for more from Chicago's past.

AIA Hong Kong Achieves Four No. 1 Global Rankings in MDRT Once Again Leading Worldwide in MDRT and TOT Memberships
AIA Hong Kong Achieves Four No. 1 Global Rankings in MDRT Once Again Leading Worldwide in MDRT and TOT Memberships

The Sun

time10-07-2025

  • Business
  • The Sun

AIA Hong Kong Achieves Four No. 1 Global Rankings in MDRT Once Again Leading Worldwide in MDRT and TOT Memberships

HONG KONG SAR - Media OutReach Newswire - 9 July 2025 - AIA Hong Kong & Macau have once again led the industry in the latest Million Dollar Round Table (MDRT) membership rankings. AIA Hong Kong continues to lead globally, securing four No. 1 positions, including top rankings in both MDRT and Top of the Table (TOT) memberships. AIA Hong Kong • MDRT Membership - No. 1 globally again, and No. 1 in Hong Kong for the 23rd year, with a total of 4,110 MDRT members • TOT Membership (Top of the Table, representing production six times that of MDRT) – No. 1 both globally and in Hong Kong again • Number of Qualifying and Life Members* - No. 1 globally • Number of MDRT Members Retained - No. 1 globally • Female MDRT Membership – No. 1 in Hong Kong again • COT Membership (Court of the Table, representing production three times that of MDRT) –No. 1 in Hong Kong again AIA Macau • MDRT membership - No. 1 for seven consecutive years since AIA Macau's independent reporting commenced in 2019, with a total of 523 MDRT members • Percentage of Qualifying and Life Members* - No. 1 in Macau MDRT membership is recognised internationally as the standard of excellence in the life insurance and financial services business. In addition to the production requirement, MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. Mr Alger Fung, Chief Executive Officer of AIA Hong Kong & Macau, said, 'AIA Hong Kong & Macau's consistent leadership in the prestigious MDRT rankings — including multiple occasions as the global No. 1 — stands as a testament to the unwavering dedication of our financial planners and their persistence in customer centricity. It also reflects the enduring trust and support we have earned from our customers over the years. We remain steadfast in advancing our Premier Agency strategy through continuous investment. By introducing innovative digital platforms that harness big data analytics and AI technology, we enable our financial planners to evolve into Premier Advisors—delivering personalised health protection and wealth planning solutions to our customers. Earlier this year, we further strengthened our training and recruitment capabilities with the opening of a new training centre for the AIA Premier Academy at AIRSIDE in Kai Tak. This initiative has attracted a growing number of high-calibre young professionals and reinforced the Academy's position as a cornerstone in shaping the future leaders of our industry.' He added: 'Looking ahead, we remain committed to nurturing industry elites and upholding customer centricity by delivering innovative products and personalised services that meet our customers' evolving needs at every stage of life, helping them live Healthier, Longer, Better Lives.' At the Group level, AIA Group Limited has set a new record for being recognised as the number one MDRT multinational company globally for 11 consecutive years. Source: (as of 9 July 2025) *Qualifying & Life Member: An individual becomes a Qualifying & Life (QL) member when approved for the tenth year of membership. Qualifying & Life status is maintained in future years by submitting an application each year, including certifying letter(s) demonstrating qualifying production or by attesting to having met current minimum production levels, and by paying the required dues.

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