10th Asia Trusted Life Agents & Advisers Awards 2025

Shao Dan Peter, senior agency manager of CTF Life, redefined rookie success in 2024, his first year in insurance. Joining CTF Life in January 2024 after relocating to Hong Kong via the Top Talent Pass Scheme, he achieved a historic feat by qualifying for Top of the Table and breaking the record of highest FYC of New Rookie in the company. This milestone, paired with recruiting 12 Life Planners and earning a promotion to senior agency manager, underscores his exceptional drive.

Peter’s expertise stems from a diverse background: a bachelor’s degree in mathematics and a master’s degree in economics from Lomonosov Moscow State University, he spent a decade in Mainland China’s internet sector and 8 years as a financial regulatory official. This blend of tech agility and regulatory rigor equips him to address client needs — such as the financial needs of Mainland China visitors — with empathy and precision.

His philosophy centers on client-centricity, professionalism, and integrity, prioritizing long-term value over short gains. A digital innovator, he uses social media to educate the importance of insurance. Awarded CTF Life’s 2024 Rookie of the Year (Champion) and shortlisted for regional honors, Peter also mentors peers, fostering compliance and service excellence.

At 40, his career shift reflects courage: “Life is about experiences; change when it’s time.” Peter isn’t just a rising star — he’s a model of how cross-industry insight and ethics redefine insurance success.

With a decade of proud service in insurance, Jessie Meng stands out not just for her professional achievements but for her commitment to protecting families through patience, persistence, and sincerity. Her greatest pride comes from the safety nets she’s woven for hundreds of families – safeguarding their health and wealth while earning their unwavering trust.

Jessie’s resilience shines in her ability to turn challenges into triumphs. In 2024, she fulfilled a five-year promise to a thyroid cancer survivor, securing his high-end medical coverage after years of tireless support. This victory, which led to referrals from over a dozen families, reaffirms that sincerity is her greatest asset.

A paragon of perseverance, Jessie mirrors her professional grit in personal pursuits. An avid marathoner, she conquered her first vertical run in 2024, proving that every hard-won step upward, no matter how steep, paves the way to success. Her relentless drive propelled her to Number 1 in personal production among over 17,000 agents at AIA, followed by prestigious industry honours like MDRT, TOT, IDA Platinum, and a Top 10 My Favourite Advisers award.

The year 2024 also marked another milestone as Jessie expanded her impact, building a 10-member team with one-third qualified for MDRT in their first year – a testament to her leadership.

Beyond business accolades and honours, Jessie champions education in rural China, having built schools, funded supplies, and served as a teaching assistant for six consecutive years. Her dedication extends to personally adopting 20 village children, providing them with education and life opportunities.

Ching-Wan Chiu holds the record for the most championships in Nan Shan’s sales competitions. She is the author of two practical books and has delivered hundreds of seminars as a speaker.

In 2023, she experienced personal loss, including the passing of her mother, the sudden death of a VIP client, and major transitions among her team. These challenges led her to contemplate leaving the insurance industry. However, a phrase at the 2024 MDRT Annual Meeting rekindled her belief: “Happiness is fulfilling your responsibilities in the present moment.” She believes a financial advisor is not just a planner but a stabilizing presence in clients’ lives. This responsibility helped her achieve the 2025 TOT qualification, with premiums twice the standard requirement.

She divides the financial planning process into four core frameworks: basic protection, cash flow planning, tax and asset optimisation, and asset inheritance and family responsibility planning. It has been applied in serving 7,500 families, accompanying them through different life stages, also helped her achieve a double TOT record in 2024 premium (FYP, $1.6m) and maintain the top position in Nan Shan’s sales.

She has consistently earned the trust of her clients. As their needs evolve, she has observed growing demand for comprehensive financial plans integrating protection, retirement, taxation, and inheritance. She introduced five core solutions for high-net-worth individuals and business owners. Her commitment to the values of “Integrity, Altruism, Warmth, and Courage” is reflected in her daily interactions, company culture, and community work.

Formerly a banker, Adrian Cheong Lit Seng made a strategic career move and joined Allianz in 2018. Leveraging his industry experience and insights, he quickly became a standout in recruitment— particularly in attracting and transitioning full-time agents from the banking sector.

Beyond recruitment, he has also demonstrated exceptional strength in team management. With the support of key leaders, he now leads and mentors a dynamic group of over 100 agents.

In just six years, under his leadership, the group has grown into a MYR13.9m ($3.08m) group in 2024, nurturing 7 Million Dollar Group Builders, 2 COTs and 16 MDRTs – a testament to his vision, strategy, and ability to empower others.

With nearly three decades of dedication to the insurance industry, Linda Chow Kin Man has built a legacy that combines professional excellence with profound altruism.

Founder of the CHAMP VIP family in 2011, Linda has grown it into a 2,000-strong powerhouse, cultivating an extraordinary leadership lineage: 2 premier senior district directors, 6 senior district directors, and 15 district directors. As AIA Hong Kong’s second-ever female executive district director, she now oversees 24 districts and 225 managers.

Linda’s distinctive leadership philosophy – rooted in respect, love and altruism – has transformed her team into a thriving incubator for talent. By recruiting diverse elites, including Top Talent Pass Scheme professionals, she has strengthened her team while championing social diversity. The results speak volumes: in 2024 alone, her team attracted nearly 1,000 new members and set an astonishing record of over HK$700m (USD89m) in first year commission, with one in three qualified for MDRT (including 122 COTs and 53 TOTs).

Recognised with the GAMA Global Award and featured in Capital CEO as an industry visionary, Linda’s influence extends beyond business. Her son, senior district director Chow Pak Hei (a past ATLAA winner), embodies her success in fostering cross-generational passion for the profession and solidifying lifelong trust with clients.

Embracing an entrepreneurial long-term vision, Linda leads a professional team that thrives in an open, progressive and success-driven environment, accentuating collaboration and mutual growth. Guided by a strong sense of responsibility and purpose, she and her team are committed to delivering tailored solutions in wealth planning, family legacy, and comprehensive protection for their clients.

With a PhD in Cognitive Psychology and an early career in tertiary education, Dr Ling-Po Shiu brings deep expertise into how people connect, learn and grow. Since joining AlA in 2017, he has reimagined the role of digital within insurance—proving that technology can enhance rather than replace human connection.

His strategic thinking and clear communication have driven exceptional performance: MDRT every year of his career, with six TOTs. He leads a 39-member team, comprising university graduates from diverse backgrounds, and champions a culture of excellence and continuous learning.

By transforming digital tools into strategic assets, Dr Shiu has delivered remarkable results: 90% and 40% production growth in 2023 and 2024 respectively, 12 MDRTs and 22 new recruits. His digital-first approach strengthens outreach, deepens client engagement, and streamlines operations.

Realising that platforms such as iEngage, iSay, and CRM systems enable agents to learn, serve, capture business, and track success, Dr Shiu has ensured mastery of proprietary AIA tools in his team through cross-generational mentoring. Digital fluency is achieved through connection and engagement on multiple platforms, including WeChat and Douyin, where agents share vlogs and blogs containing snapshots of their personal lives, company news, and educational content. By transforming agents into digital ambassadors for the award-winning AIA+ app, he has minimised policy lapses and solidified client trust.

Through his pioneering efforts, Dr Shiu has elevated the public image of insurance—boosting transparency and improving customer satisfaction. He even inspired 12 clients to join his team as new agents in 2024!

Masitah binti Ramli is a dedicated life planner with over five years of experience helping individuals and families achieve financial security through strategic, personalised planning. As a 4-time MDRT achiever and top life planner in my district, she is committed to guiding clients in protecting their income, building wealth, and planning confidently for the future.

Masitah believes that real success lies in empowering others. As a moderator for MACC (MDRT Aspirant Circle Club), she has mentored new advisors and helped 7 qualify for MDRT for the first time—a milestone that reflects her belief in collective growth. She also serves as coordinator for HM Faculty Training, where she ensures that each month, agencies are equipped with a strong and conducive lineup of internal and external speakers. Its goal is to nurture more competent, ethical, and purpose-driven Advisory Life Planners across the board.

Her mission goes beyond policies and numbers. As a mother to a special needs child, Masitah deeply understands the emotional and financial challenges that come with this journey. That is why she actively supports and advocates for single parents and special needs families, offering financial guidance, encouragement, and a safe space to share and grow.

Whether it’s in finance, family, or community, she leads with heart, listens deeply, and takes action with integrity.

Since 2023, Nan Shan Life Insurance has driven digital transformation with dual engines of ‘service empowerment’ and ‘digital empowerment’, establishing a digital governance and enterprise architecture framework aligned with international standards. This positions Nan Shan as a leader in Taiwan’s insurance digitalization. The company adopted The Open Group’s TOGAF and IT4IT methodologies to enhance organizational agility and project efficiency through systematic management and process optimization, integrating product innovation, operations, sustainability, and technology.

To accelerate transformation, Nan Shan formed the cross-functional ‘DX Union’, integrating IT, digital, cybersecurity, and user experience teams. Using the IT4IT framework, it restructured the IT lifecycle from planning to operations, ensuring high standards and promoting deep business-technology integration and innovation. Embracing emerging technologies like generative AI, Nan Shan promotes AI, machine learning, robotic process automation (RPA), and big data analytics in risk assessment, claims, marketing, and sales, improving decision-making and customer experience. The company also built a FinTech talent platform to nurture future digital finance leaders.

Zhang Jisi (Judy), a Peking University and University of Pennsylvania alumna, transitioned from a successful marketing career to become AIA China’s Health Insurance Agent of the Year. Her journey took a pivotal turn in 2019 when she was diagnosed with breast cancer at age 33. Thanks to early detection and her comprehensive AIA health insurance coverage, she received timely treatment and recovered fully. This transformative experience inspired her to join AIA Beijing as an insurance agent during the pandemic, shifting from beneficiary to advocate.

In 2024, Judy achieved national recognition by securing 185 policies and protecting CNY380m ($53m) in insured value, earning her the TOT award and a top ranking in AIA China. She has consistently maintained MDRT membership for four years. Leveraging digital platforms like Bilibili and WeChat, she educated nearly 2,400 individuals through free consultations and reached millions via educational content. Her outreach led to 238 policies and RMB 1.795m in premiums, primarily from Gen Z clients.

Judy also served as a product ambassador in 2024, delivering impactful training sessions to thousands of agents and presenting at AIA’s Sales Congress. Beyond insurance, she advocates for cancer survivors’ psychological rehabilitation and workplace integration, using her voice to promote broader awareness of insurance’s protective role. Recognized as an AIA Hero, Judy exemplifies resilience, innovation, and purpose-driven service.

Since 2004, Erica Wan Lee Heong has been a dedicated and inspiring force in the insurance industry, earning trust through unwavering commitment to her clients and fellow advisors.

A consistent MDRT producer since 2004 and COT qualifier for five consecutive years, Erica is also a respected Million Dollar Agency leader. Her success reflects not just professional discipline and excellence but also the deep relationships and impact she has cultivated across her journey.

Her guiding motto, ‘Nurture Your Future with Erica’, is more than a tagline—it’s a mission to empower individuals and businesses with protection that brings peace of mind and long-term resilience.

Erica’s mission is twofold:

• To raise awareness of the vital role insurance plays in holistic life planning, especially in an uncertain and fast-changing world;
• To mentor and nurture insurance advisors, helping them grow into confident, compassionate, and purpose-driven professionals.

Grounded in honesty, integrity, and optimism, Erica is now expanding her expertise into corporate employee benefits—offering custom protection solutions to businesses that prioritize their people’s well-being.

AIA Hong Kong & Macau remains the number one employee benefits provider in both Hong Kong and Macau, serving half of the region’s working population (1.9m customers) with award-winning group insurance, pension, wellness programs, and individual voluntary solutions (IVS).

It serves corporate clients of diverse backgrounds, including MNCs, state-owned enterprises, family business and SMEs, with employees ranging from over 2,000 to less than 10.

In 2024, it grew its market-leading group insurance business by 20%, delivered the highest MPF returns in Hong Kong, won over 50% CPF market share in Macau, and launched innovative IVS products such as ‘Shield Up Cancer Protection Plan’, an exclusive portable cancer coverage for employees. The company prioritises sustainable group medical plans, optimising benefit design to address the evolving needs of employers and employees. It empowers its EB consultants with continuous and systematic customer feedback mechanism, regular training on products and services, and collaborative team-work environment.

AIA Hong Kong & Macau gives back to society through various initiatives, including the AIA Creator Fund and over 100 free wellness programs to corporates of different sizes. Backed by over 10,000 elite consultants and the AIA+ insurance app, it helps employers optimise benefit design while giving employees effective and smart health and wealth protection.

The partnership between Siam Commercial Bank (SCB) and FWD Life Insurance is a transformative force in Thailand’s financial and social landscape. SCB, Thailand’s first commercial bank since 1906, and FWD, a pan-Asia insurance innovator since 2013, joined hands in 2019 with a shared mission to deliver protection and financial wellness through a modern, digitally enabled Bancassurance model.

This collaboration is rooted in a mutual commitment to innovation, customer-centricity, and social impact. SCB and FWD aimed to make insurance simpler, more personal, and more empowering. By combining SCB’s trusted financial network with FWD’s innovative approach, the partnership has created a seamless experience that helps customers take control of their financial futures.

The success of this partnership lies in its ability to integrate advanced technology with deep customer insight. Through streamlined operations, real-time service, and personalized product offerings, SCB and FWD have redefined insurance accessibility and engagement. The collaboration efforts have resulted in the leader position in Bancassurance distribution in the Kingdom of Thailand for the five consecutive years since the start of the partnership.

This enabled the SCB and FWD Bancassurance partnership to be the undisputed market leader in Thailand, setting a benchmark for excellence and trust. Together, SCB and FWD continue to lead with purpose, reshaping the insurance landscape and building a better future for Thai people and changing the way people feel about insurance.

Dr Min-Hau Lin is a project manager at the Health Services Research & Development Team of Cathay Life Insurance in Taiwan. He holds a Ph.D in Health Policy and Management from National Taiwan University, with a specialization in health insurance, health behavior, and community health.

With close to a decade of experience in the insurance and public health sectors, Dr Lin focuses on leveraging data-driven insights to inform health policy, improve preventive care strategies, and promote sustainable healthcare financing. His recent work includes developing Cathay Life Insurance Annual Health Reports that have received recognition from media and policymakers alike. He is committed to advancing the role of the insurance industry in population health management and promoting partnerships between academia, industry, and government.

Melita Teo is the CEO of AIA Philippines.

Prior to her appointment, Melita was chief customer and digital officer at AIA Singapore, where she was responsible for advancing the customer, brand, integrated health strategy, and wealth propositions, accelerating the delivery of an integrated digital and analytics value creation for customers and distribution.

She also previously served as COO, chief corporate solutions officer, chief business development officer for Vitality, and head of planning and strategy. She was the driving and collaborative force behind the transformation of operations, digital, and healthcare, introducing many policy controls and new growth initiatives, as well as thought leadership, which differentiated AIA Singapore from the market. Under her leadership, AIA Singapore received many industry accolades in digital, healthcare, and customer service excellence.

Melita holds a degree in Bachelor of Commerce degree majoring in Economics and Finance from Curtin University of Technology – Western Australia.

At the heart of AIA Singapore’s leadership in the financial services sector is their impressive network of close to 6,000 highly qualified professional AIA consultants. The organisation invests significantly in their growth, providing rigorous training and advanced digital tools to ensure they deliver not just service excellence, but holistic wellness solutions that truly benefit customers. This is mirrored by the deep commitment of AIA Singapore’s dedicated staff, whose collective efforts ensure AIA consultants are always at their best.

This unwavering commitment to developing a productive, ethical, and expert team has solidified AIA Singapore’s reputation as an industry trailblazer. A defining achievement of this dedication is its remarkable streak: for an incredible 11th year in 2025, AIA Singapore achieved the highest number of Million Dollar Round Table qualifiers in Singapore, underscoring its relentless pursuit of excellence, ethical conduct, and client-centric service. At the core of all these efforts lies AIA Singapore’s purpose of enabling people to live healthier, longer, better lives, which is the driving force behind their initiatives and strategies.

Witnessing the industry’s evolution since the 1970s, Tony Mak has remained steadfast to insurance’s fundamental purpose: protecting and supporting people when they need it most. His decades-long career is defined by his unwavering commitment to integrity, professionalism and education, cultivating a workforce grounded in both technical expertise and strong values.

As chairman of the Insurance Training Board for the Vocational Training Council (1995–2007), he oversaw the provision of diploma and postgraduate programmes that set industry benchmarks with solid ethical foundations. His contributions extended to regulatory frameworks, including his pivotal role on the Insurance Intermediaries Quality Assurance Scheme Steering Committee, establishing licensing standards for Hong Kong’s Mandatory Provident Fund. Currently, as convenor of the Insurance Industry Regulatory and Development Concern Group, Tony advises on such critical issues as the Code of Conduct and product reforms.

His leadership extended beyond the city. As the Life Underwriters Association of Hong Kong Limited (LUA), Tony launched the first LUA Convention in 1988. He also helped establish China’s first Certified Financial Planners (CFP). During his Institute of Financial Planners Hong Kong (IFPHK) presidency, he introduced bilingual CFP exams to broaden accessibility for aspiring financial planners.

Tony’s numerous accolades, including AIA’s Hall of Fame, LUA’s Industry Achievement Award and Master Agency Awards, reflect his exceptional contributions. Yet his greatest legacy lies in the generations of agents he has mentored and inspired, professionals who put clients first and uphold ethical practices as their highest calling. Through five decades of dedication, he has demonstrated that integrity and professionalism are not just insurance’s core principles, but the very foundation of its sustainable growth.