2006 Financial Highlights
Professional Recognition by International Association- Member of MDRT
International Quality Award
3rd Annual Hong Kong Financial Planner of the Year Award’ in 2005 Winner (Gold Award)
 
2006 Financial Highlights
 

HK$'M

Accumulated policy premium to insurers Over 100
Accumulated insurance policy face Amount Over 1,000
 
   
  Professional Recognition by International Association  -   Members of MDRT
  • Member of MDRT (Yr 2001-2007)
  • Court of the table (Yr 2003-2007)
  • Top of the table (Yr 2004)

MDRT membership is highest admirable standard of sales excellence in the life insurance and financial services business internationally.
 
  What is MDRT?
  • The Premier Association of Financial Professionals
  • International, independent association of more than 32,781 of the  world’s best life insurance and financial services professionals from 79 nations

Eligibility

To become a MDRT, one needs not only accomplish a pre-set productivity requirement, but also s/he must demonstrate the highest standard of ethical conduct.

2007 MDRT Pre-set Productivity Requirement
Designation Level

Annual Premium of 1st Policy Year

MDRT USD 151,400
Court of the Table USD 454,200
Top of the Table USD 908,400

All members must apply every year to continue their affiliation with MDRT.

 

International Quality Award

Incorporated in year 1996, our policy persistency is almost at average of 95% in overall business line. Our life underwriting services and after-sale services are certified by the IQA. IQA is in recognition of an excellent record of maintaining the policies in force and extending the benefits of life insurance.

“3rd Annual Hong Kong Financial Planner of the Year Award” in 2005 Winner (Gold Award)

This award is presented by “Society of Registered Financial Planners” to recognize Ms Rita Wong, our Teammate, highest standard of professional competence in serving the best possible financial plan and solution to clients.

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