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Straits Times
04-08-2025
- Business
- Straits Times
The subtle, yet impactful role financial representatives play in times that matter
Whether it is managing medical claims, end-of-life decisions or building an education fund, these Prudential Singapore financial representatives bring empathy and clarity at every step From left: Prudential financial representatives Wang Ying, Jean Guan, and Zhang Yun Hao help clients build confidence in planning for their health and wealth. What began as a routine chat about a savings plan became a life saver for a young woman. She bought a medical insurance plan which covered her treatment when illness struck five years later. Ms Wang Ying, 31, a senior executive wealth manager at Prudential Singapore , remembers the case clearly. The customer, then in her mid-20s, was healthy and just starting her financial journey when she approached Ms Wang to grow her savings. But something was missing. 'She didn't have any hospitalisation coverage. I told her, before anything else, she needs to have an Integrated Shield Plan as it builds on her MediShield Life coverage,' says Ms Wang. 'I have customers who have benefitted from having a Shield plan as they have a wider range of healthcare options and are better protected against large medical bills in times of unexpected medical emergency.' The client took her advice and purchased the medical insurance plan. Today, she is in remission, married and has bought her first home. 'It's been incredibly heartening to see her moving forward with such strength and positivity,' says Ms Wang. 'One of the biggest misconceptions is that health insurance can wait. In fact, it should be the first plan you consider, especially when you're young, healthy and likely free from chronic illness.' Start with health, then build wealth Ms Wang Ying, a senior executive wealth manager, has been with Prudential for almost 10 years and credits her growth to comprehensive product trainings and meaningful hands-on experiences. PHOTO: PRUDENTIAL SINGAPORE At Prudential, financial representatives (FRs) are trained to take a health-first approach, ensuring their customers are adequately protected for hospitalisation and critical illness before building their wealth portfolios. 'Health insurance provides peace of mind. When customers know they are protected, they are ready to plan for the future,' says Ms Wang. With that foundation in place, she then guides her clients towards personalised financial planning strategies tailored to their goals. Ms Wang has been with Prudential for nearly a decade. Since 2018, she has been a member of Prudential's President's Club – the company's top honour for excellence – and has achieved the Top of the Table (TOT) accolade three times, the highest tier of the Million Dollar Round Table (MDRT) benchmark. MDRT is a global association of top financial professionals in the insurance and financial services industry. Members are expected to uphold strong ethics and professionalism and often mentor others while supporting their peers' development. Ms Wang credits her growth to Prudential's product trainings and the hands-on learning that comes from walking customers through real-life claims. 'Experience is the best teacher,' she adds. Impact in every step As a financial services director, Ms Jean Guan champions Prudential's MDRT culture of sharing and guides her team to navigate challenges and discover purpose in their work. PHOTO: PRUDENTIAL SINGAPORE For Ms Jean Guan, 39, the interest to prioritise insurance is personal. At 16, she lost her father in an accident. He had no health coverage. 'The emotional toll was heavy, but the financial strain made it even harder,' says Ms Guan. 'I've spent my entire career trying to make sure other families don't have to go through what I did.' That early loss has shaped Ms Guan's approach to her work throughout her 16-year career at Prudential. When a close friend passed away overseas during a trip, Ms Guan found some comfort in being able to support the grieving family – handling the claims process and ensuring they had the financial relief they needed during a difficult time. For her, moments like these are a powerful reminder of the value behind the work that she does. Today, Ms Guan is a financial services director who has achieved 5 TOTs and 15 MDRTs, and leads a team of 13 FRs at Prudential. She describes her leadership style as empathetic and someone who walks the talk. 'I believe in mentorship through action. I lead by doing – attending joint appointments with my FRs, sharing knowledge during trainings, and planning ahead,' she says. Her leadership is grounded in what she calls 'heartwork': Guiding others to grow through discomfort, stretch beyond their limits, and find fulfilment in serving with sincerity and purpose. Ms Guan is also a strong advocate of Prudential's MDRT sharing culture, where top-performing FRs across agencies come together to learn, grow and exchange best practices, raising the bar for customer service. She frequently attends global MDRT conferences and brings insights back to mentor her team. 'This career is not just about numbers. It's about creating impact,' she says. 'I fight for dreams, protect legacies, and remind people they are worth planning for.' Nurturing the next generation Ms Guan's commitment to mentorship reflects a broader culture at Prudential – one that values growth and collaboration. One rising star who embodies this growth mindset is 23-year-old senior financial consultant Zhang Yun Hao, who became a Court of the Table (COT) achiever just two and a half years after joining Prudential straight out of university. The COT accolade is a higher level of recognition within the MDRT, awarded to top performers in the global insurance and financial services industry. A business graduate, Mr Zhang was first drawn to Prudential after attending a networking session for potential recruits, where he met his future team. Their warmth and sincerity left a lasting impression. It is a quality he now brings to his own client relationships. 'I always start by really understanding my customer's goals, responsibilities and concerns,' says Mr Zhang. Senior Financial Consultant Zhang Yun Hao reached Court of the Table status in two and a half years, thanks to Prudential's strong training ecosystem and mentorship. PHOTO: PRUDENTIAL SINGAPORE He once assisted a customer who was planning for his daughter's future education in Italy. Although the customer was uncertain about the types of plans he needed, his goal was clear – to give his daughter the best support possible. Mr Zhang guided him through the entire process, from estimating education and living expenses, to mapping out timelines and discussing whether his daughter might return to Singapore after graduation. 'My customer reviewed his financial plan and optimised his investments to ensure his daughter's education is well funded while maintaining his own financial stability for the future,' he adds. Mr Zhang credits his rapid growth to Prudential's strong training ecosystem. Programmes like the enhanced Management Associate Programme and Financial Consultant Induction Programme provided him with deep product knowledge, strategic planning skills, and opportunities to shadow senior financial representatives during high-net-worth (HNW) client meetings. One day, Mr Zhang hopes to take on a managerial role, guiding the next generation of financial representatives to achieve MDRT, COT, or TOT status early in their careers, while maintaining a strong commitment to customer service. 'Just a year into my career, my agency leader drew up a career plan for me to ensure it's aligned with my aspirations of becoming a leader. I see myself growing with the company and helping more people get the protection they need to be financially prepared for the future,' says Mr Zhang. Mr Rom Lee, Prudential's chief agency officer, says the stories shared by Ms Wang, Ms Guan, and Mr Zhang embody the MDRT culture of sharing and reflect the company's guiding principles – empathy, trust and a commitment to making a meaningful difference in people's lives. 'Their dedication to protection-first planning, mentorship and long-term customer care exemplifies the company's vision of being a trusted partner through every stage of life,' he says. 'When they live these values and inspire others to do the same, they strengthen the driving force behind our agency's impact, ensuring every customer feels valued, supported and cared for.'
The Sun
10-07-2025
- 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.
Associated Press
09-07-2025
- Business
- Associated Press
AIA Hong Kong Achieves Four No. 1 Global Rankings in MDRT Once Again Leading Worldwide in MDRT and TOT Memberships
Female MDRT Continues to be Market No. 1 AIA Macau MDRT Market No. 1 for 7 Years 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. Mr Alger Fung, Chief Executive Officer of AIA Hong Kong & Macau AIA Hong Kong AIA 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. Hashtag: #AIA #友邦 The issuer is solely responsible for the content of this announcement. About AIA Hong Kong & Macau AIA Group Limited established its operations in Hong Kong in 1931. To date, AIA Hong Kong and AIA Macau have over 18,000 financial planners1, as well as an extensive network of independent financial advisors, brokerage and bancassurance partners. We serve over 3.6 million customers2, offering them a wide selection of professional services and products ranging from individual life, group life, accident, medical and health, pension, personal lines insurance to investment-linked assurance schemes with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high-net-worth customers. 1 As at 31 March 2025 2 Including AIA Hong Kong and AIA Macau's individual life, group insurance and pension customers (as at 31 March 2025)
Arabian Post
09-07-2025
- Business
- Arabian Post
AIA Hong Kong Achieves Four No. 1 Global Rankings in MDRT Once Again Leading Worldwide in MDRT and TOT Memberships
Female MDRT Continues to be Market No. 1 AIA Macau MDRT Market No. 1 for 7 Years 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. Mr Alger Fung, Chief Executive Officer of AIA Hong Kong & Macau AIA Hong Kong ADVERTISEMENT 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 – 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.' ADVERTISEMENT 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. Hashtag: #AIA #友邦 The issuer is solely responsible for the content of this announcement. About AIA Hong Kong & Macau AIA Group Limited established its operations in Hong Kong in 1931. To date, AIA Hong Kong and AIA Macau have over 18,000 financial planners1, as well as an extensive network of independent financial advisors, brokerage and bancassurance partners. We serve over 3.6 million customers2, offering them a wide selection of professional services and products ranging from individual life, group life, accident, medical and health, pension, personal lines insurance to investment-linked assurance schemes with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high-net-worth customers. 1 As at 31 March 2025 2 Including AIA Hong Kong and AIA Macau's individual life, group insurance and pension customers (as at 31 March 2025)
