Insular Life (InLife) and UnionBank recognized 147 individuals nationwide for championing bancassurance’s mission of helping more Filipinos secure the best future for themselves and their families. Know more:
InLife and UnionBank’s 2022 Club Elite Awardees are led by : Roselle Anne Mae Grefalda, Top Relationship Manager; Jo Ann Tolentino, Top Sales Director; and Mark Joseph Reyes, Top Financial Advisor of Metro Central region. They received their awards from InLife President and CEO Raoul E. Littaua and UnionBank Chief Financial Officer Manuel R. Lozano . Joining them are the relationship managers from Top Region, Metro Central.
InLife and UnionBank’s bancassurance partnership scored several wins in 2022. The Annual Premium Equivalent grew by 36% in 2022 versus 2021. The total number of branches with sales production as well as the total policy count more than doubled in 2022 compared to 2021. New bancassurance customers accounted for 83 percent of total customers in 2022.
UnionBank’s Head of Branch Channel Management Job Dator, for his part, encouraged the awardees to help more Filipinos through financial planning. UnionBank President and CEO Edwin R. Bautista graced the event to congratulate the top Bancassurance sellers.The 2022 Club Elite Awardees were led by Jo Ann Tolentino, Top Sales Director; Roselle Anne Mae Grefalda, Top Relationship Manager; and Mark Joseph Reyes, Top Financial Advisor. The top awardees who all came from Metro Central shared their winning formula for a successful 2022.
Grefalda said that beyond her award, she takes pride in being an instrument to help others in addressing their financial needs. “Rejections from prospective clients never discouraged me because I know that one day, these rejections would turn into referrals to other clients. I have assisted my clients and their beneficiaries in two critical illness claims and three life insurance claims. And in all these, I was just an instrument of God’s grace,” she said.
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