InLife’s Front Seat client forum highlights investment opportunities

 

From left: InLife’s Visayas Sales Head Pam Galope, Chief Agency Officer Stephen Ong, Chief Marketing Officer and Bancassurance Head Gae Martinez, and Fund Manager Ron Lantin; BlackRock’s Vice President for Southeast Asia Terena Kuo; InLife’s Product Development Officer Paolo Puno, and President and CEO Raoul Littaua.

Despite inclement weather, InLife’s (Insular Life) most-valued policyholders turned out in force for the Front Seat Midyear Market Outlook and Client Forum in Cebu City, the Queen City of the South.

InLife hosted a forum, titled “Pathways to Opportunities: Strategies for a Shifting Landscape” in partnership with BlackRock Singapore Inc., a leading investment and risk management firm based in Singapore, to discuss global investment trends and prospects, and help policyholders make informed decisions about their investments.

Ron Lantin, InLife’s fund manager, acknowledged that Philippine equities remain challenged as the country has yet to return to pre-pandemic levels. “Despite the risks, however, growth prospects are promising, given an improving inflation outlook and rate cut expectations. The market's attractive valuations and low foreign ownership also offer upside potential, making local equities a viable investment option for policyholders,” he said.

Terena Kuo, BlackRock’s Vice President for Southeast Asia, underscored the need to diversify out of cash, local assets and single company stocks and bonds. “Many clients are enticed to take advantage of high deposit interest and bond yields. Historically though, the highest 12-month returns for equity and fixed income portfolios occur for those investing during these rate pauses that we are currently in,” she said. Kuo also discussed potential scenarios in the upcoming US elections, drawing from decades of data which suggest that markets seek to perform well regardless of the ruling political party. 

Paolo Puno, InLife’s Product Development Officer, for his part, focused on attractive income through a data-driven and sustainable investment approach. Highlighting the merits of InLife’s Global Sustainable Income Fund that utilizes BlackRock’s data-driven approach to seek monthly income and long-term growth, he noted that the fund delivered a yield of 6.86% last July.

InLife’s Chief Agency Officer Stephen Ong, meanwhile, expressed appreciation to the policyholders for their continued trust in InLife and to the agency force in Cebu for championing the company’s mission of helping Filipinos lead A Lifetime for Good.

Ong pointed out that as of the second quarter of this year, InLife maintained its position among the country’s top life insurers, ranking 3rd in Net Worth, 4th in Assets, and 5th in sales performance. “Far more important than these numbers are you, our Amorsolo Circle members. We will continue to engage you and keep you updated with our company and your investments and improve the perks and benefits for you. InLife is committed to ensure that you are well taken care of.”

The Market Outlook and Client Forum is one of the perks of InLife’s Amorsolo Circle members. “The Amorsolo Circle is InLife’s exclusive program for our VIP policyholders. We conduct market outlook forums, social events, musical performances, and art exhibitions. We also provide priority servicing lanes, relaxed underwriting requirements, and exclusive product offers to our Amorsolo Circle members,” said Divina P. Gillego, InLife Marketing Division’s High Net-Worth Individuals Segment Head.

InLife Policyholders with active policies with total premium contributions of at least P1 million from regular pay products or P10 million from single pay products are automatically enrolled in the Amorsolo Circle program.

InLife’s Amorsolo Circle members in Cebu gather for the midyear Market Outlook and Client Forum. 

For more information on the Amorsolo Circle program, please get in touch with an InLife Financial Advisor, UnionBank Relationship Manager, or UnionBank Financial Services and Insurance Brokerage Inc. Insurance Solutions or Relationship Manager; or visit https://www.insularlife.com.ph/amorsolo-circle.

 

About The Insular Life Assurance Company, Ltd.

Insular Life (InLife) is the first and largest Filipino life insurance company in the country with over 113 years of uninterrupted service. We apply over a hundred years of experience in financial protection, risk management, savings, and investment to help you make confident decisions for you and your loved ones.

 

Our policyholders can be assured of being protected by a company that has an asset base of over P147 billion and net worth of P50.2 billion. We have a nationwide presence through our 56 offices all over the country, and an expanded digital footprint to serve our customers, wherever and whenever they want. Our success is anchored on the well-being and security of our policyholders and beneficiaries, employees and financial advisors, partner companies and institutions, and host communities as we exist to offer A Lifetime for Good for everyone. For more information, visit www.insularlife.com.ph.