Future-Proofing Finance: Allianz's Flagship Agent Training Program Graduates

Allianz Pinnacle Excellence Program (PEP) graduates alongside Allianz PNB Life’s Chief Agency Officer Orange Galsim, Training and Sales Marketing Head Gale Arrian Marquez, and Agency Contests and Events Manager Jayvee Fontarum. The graduates gained valuable knowledge and insights from INSEAD, empowering them to better serve clients and elevate industry standards. 
From left to right: Dan Angelo Mamerto, Artemio Wapanio, Hayde Zamora, Carla Joyce Garcia, Mariel Mendoza, Sharon Joy Ang, Maricris Comendador, Alfredo Emmanuel Butalid, Orange Galsim, Gale Arrian Marquez, Jayvee Fontarum, and John Michael Licas

Setting a New Standard in Future-Proofing the Next Generation of Financial Advisors

Allianz Asia Pacific proudly announces the inaugural graduation of 200 agents and agency leaders from its Pinnacle Excellence Program (PEP), a first-of-its-kind initiative co-designed with INSEAD, one of the world’s leading business schools. This milestone underlines Allianz’s dedication to equipping its agency force with advanced skills and insights to navigate the evolving financial landscape, while also supporting the broader Pinnacle 2030 strategy focused on sustainable growth and enhanced client engagement. 

Among the 200 agents and leaders, are nine (9) LifeChangers from Allianz PNB Life: Artemio Wapanio, Carla Joyce Garcia, Sharon Joy Ang, Dan Angelo Mamerto, Hayde Zamora, Maricris Comendador, Mariel Mendoza, John Michael Licas, and Alfredo Emmanuel Butalid. 

Transformative Outcomes and Strong Agency Performance 

Graduates of this first cohort demonstrated over 40% growth in productivity, and nearly 40% qualified for the Million Dollar Round Table (MDRT)—a global standard of excellence in financial advisory. These accomplishments contributed to Allianz’s robust 9M 2024 agency performance, marked by a 19% increase in New Business Value (NBV) and 8% growth in Annualised Premiums (ANP). Notably, ANP per active agent climbed by 11%, reflecting a strategic emphasis on developing a high-performing, client-focused agency network.

A Program Created "For Agents, By Agents"

PEP was developed through extensive collaboration with leading industry practitioners, including Allianz’s top-performing agents and leaders across Asia Pacific. Their on-the-ground insights shaped a specialized learning journey that addresses the key drivers of long-term success in today’s competitive market. Unlike conventional insurance training programs, PEP integrates both academic rigor and practical application through:

Blended Learning Delivery: Combining theoretical case studies, action-based projects, and role-playing exercises.

Focused Skill Modules: Spanning Customer Psychology, Leadership, Communication, and Entrepreneurial Strategies.

Real-World Application: Equipping participants to translate classroom learnings into tangible results, from client engagement to team leadership.

“Our vision at Allianz is to build a world-class agency force that delivers exceptional service and trusted financial solutions,” said Anusha Thavarajah, Regional Chief Executive Officer, Allianz Asia Pacific. “The Pinnacle Excellence Program is a key pillar of our Pinnacle 2030 strategy, designed to elevate our agency force, enhance client engagement, and drive long-term growth. Through this program, we are not just transferring knowledge—we’re shaping the future of financial advisory by equipping our agents with the skills, tools, and mindset needed for sustainable success.”Art Wapanio, one of the Filipino LifeChangers in the program, expressed his gratitude for being part of the experience: “I am deeply thankful to Allianz for giving me the opportunity to participate in the PEP program. Learning from a world-renowned business school broadened my perspective on both business and life. The opportunity to collaborate with passionate colleagues from different regional offices allowed us to exchange valuable ideas relevant to our work. I am eager to apply all the knowledge gained to ensure I can effectively help my clients achieve their financial goals and move closer to realizing their life aspirations.”

Elevating Industry Standards

In an environment where customer expectations continue to evolve, PEP graduates emerge as highly skilled advisors and leaders committed to safeguarding their clients’ financial well-being. By emphasizing lifelong learning, advanced financial planning expertise, and leadership development, Allianz aims to raise the bar for quality advisory services in the region.

“At INSEAD, we believe in developing responsible leaders who can navigate complexity and drive meaningful impact,” said Sameer Hasija, Dean of Executive Education and Dean of the Asia Campus at INSEAD. “Our collaboration with Allianz in the Pinnacle Excellence Program exemplifies this mission—combining world-class business education with real-world application to empower agents with the knowledge, skills, and strategic mindset needed to lead and create positive change in today’s financial landscape.” 

Looking Ahead: Growth and Future Enhancements

The 200 graduates represent a diverse mix of new agents, aspiring leaders, and experienced professionals—each benefiting from PEP’s structured, hands-on approach. Building on this success, Allianz will expand the program in the coming years, allowing more agents to:

• Access innovative learning methods tailored to an ever-changing market.
• Develop leadership capabilities that drive team performance and client trust.
• Contribute to sustainable growth in Asia’s dynamic financial services industry.

Allianz remains committed to creating industry-leading development pathways that prepare advisors for tomorrow’s challenges, ensuring clients receive best-in-class financial guidance well into the future.

Allianz PNB Life Health Fest Empowers Filipinos to Be Proactive in Securing their Future

Gino Riola, Chief Marketing Officer of Allianz PNB Life, emphasizes the importance of holistic wellness with the Allianz Healthbox

Filipinos dream big—not just for themselves, but for their families. To achieve these aspirations, they need a partner who cares about their well-being, one who helps them enjoy the present while preparing for a bright tomorrow. In line with this mission to secure every Filipino’s future, Allianz PNB Life (AZPNBL) hosted the first insurance industry-led wellness event dubbed as  Healthbox Health Fest 2024 in Makati City, reaffirming its commitment to holistic wellness that integrates mental, physical, and financial health.

The event highlighted how Allianz Healthbox supports AZPNBL policyholders by offering exclusive perks and benefits for their healthcare, lifestyle, and wellness needs. Through this, Allianz empowers Filipinos to lead healthier, more secure lives.

“As a global insurance company, we recognize that healthcare is integral to life protection. Beyond securing our client’s future, we want them to enjoy life. This is why healthcare has always been a part of our global focus, ensuring that our clients have access to the best services through our protection products,” said Gino Riola, Chief Marketing Officer of AZPNBL. “Healthbox, alongside our carefully selected partners, connects customers with health and wellness providers for their diverse needs—all in one place. This is how we help them do more for their health.”

Live Life to the Fullest

One of the event’s key moments was the launch of Allianz Secure PRO, a flexible and long-term financial security solution designed to support Filipinos at every stage of life. Allianz Secure PRO addresses the need for financial protection while empowering policyholders to navigate life’s milestones with assurance.

Leo Tan, Chief Product Provider Officer of Allianz PNB Life, introduces Allianz Secure PRO, a long-term, customizable life protection solution designed to support Filipinos at every stage of life.

“Allianz Secure PRO extends life protection up to the age of 100, offering policyholders peace of mind about their long-term financial security,” explained Leo Tan, Chief Product Provider Officer at AZPNBL. “What makes this product unique is its customizable feature, allowing clients to prioritize what matters most to them. It’s a testament to our dedication to making our products more relevant and impactful.”

Coupled with Allianz Healthbox, Allianz Secure PRO provides a comprehensive approach to achieving financial stability and personal well-being, enabling Filipinos to enjoy life to the fullest.

Leading the way to Holistic Wellness in the Philippines

The Allianz Healthbox Health Fest exemplified AZPNBL’s dedication to holistic wellness by bringing together over 26 Healthbox partners to showcase the diverse range of health and wellness solutions. Co-presenting partners included Childfam-Possibilities, Asian Eye Institute, Charm by Joel Lopez, MD, Urban Smiles, Nurture Wellness Village, Vision Express, Pharex, Tamang Alaga, United Home, Centre Medicale Internationale, Kindred, Sage Dermatology, and mWell by Metro Pacific. Event sponsors are  Eye Can Philippines, Summit, Wellnessible, Shinagawa Lasik & Aesthetics, Shinagawa Diagnostic & Preventive Care, Waters Philippines Inc., HDE Volleyball Academy, PNB, Pure Nectar, Eluvo Health, Asianskymall, Jinio, and Argonix. “We are grateful to be part of the Allianz Healthbox Health Fest because we got to meet other wellness businesses. It was a good experience to be in the same event with companies who share our belief that wellness is key to enjoy life,” said Samantha Lucas, Marketing Manager of Nurture Wellness.

Participants at the Allianz Healthbox Health Fest engaging with partners’ booths and interactive activities that promote holistic well-being.

Attendees had the chance to boost their well-being through free health services and raffle featuring health products and services from participating partners, totaling over Php 500,000 in value. Among the prizes was a LASIK procedure worth Php 140,000 from Shinagawa Lasik & Aesthetics.Wellness partner, Vision Express, offered free eye check-ups during the event. “Partnership with Allianz PNB Life allows us to push further our mission to empower patients to take proactive steps in maintaining optimal vision and overall eye health. We want clients to know their present eye health and catch potential issues early on,” Ms. Neelam Gopwani, Managing Director of Vision Express. 

“Our first-ever insurance-led wellness event reflects our deep commitment to our customers’ holistic well-being,” Riola said. “We’re proud to have made meaningful connections with thousands of participants both on-ground and online. This is just the beginning of our journey to raise awareness about securing health and financial stability to enjoy the present and face the future with confidence.”

Allianz PNB Life remains steadfast in its mission to be a trusted partner in every Filipino’s journey. To learn more about Allianz Healthbox and explore how Allianz Secure PRO can help secure your future, visit www.allianzpnblife.ph.

AZPNBL Supports a Secure Future for Creamline and Choco Mucho Volley Teams

As volleyball grows in popularity as a pro sport in the Philippines, it is important that the players and their coaches are protected with the right insurance plan that fits their active lifestyles. Allianz PNB Life (AZPNBL) helps to secure the future of the Creamline Cool Smashers and Choco Mucho Flying Titans with its eAZy Health coverage package. 

The eAZy Health insurance plan is the perfect policy for the teams because it can cover most of their potential health issues as professional athletes. It provides life insurance coverage with protection against critical illness, accidents, and disability. It is well-suited for their age group and profession, and it also offers access to AZPNBL Healthbox benefits. Healthbox is a one-stop-shop easy access to AZPNBL’s health, lifestyle, and wellness partners nationwide. Its benefits include medical consultations from the comfort of your home, health tests and preventive services for wellness, along with resources and services that offer support for a healthier lifestyle.AZPNBL President and CEO Joe Gross says, “The Allianz commitment to supporting athletes has a long-term point of view, not only while they are still playing professionally, but also helping them secure their future when they retire as professional athletes. This plan was specifically chosen for the Creamline Cool Smashers and Choco Mucho Flying Titans because it assures them that health issues that may arise from their profession are covered, and at the same time they have life protection.”The eAZy Health package is designed to be easy to understand even for beginners in financial planning. eAZy Health is also the first plan in the Philippines that can cover health conditions such as cancer, heart attack, stroke, and CABG (coronary artery bypass graft). What’s more is plan holders can get up to 30% cash back of the total premiums if no claims are made after five (5) years. 

The support for the teams is also through the dedicated Life Changer who will help them throughout their financial well-being journey. Life Changers are Allianz financial advisors committed to helping clients secure their future by guiding them through their wealth accumulation and management, and well-being aspirations. 

Alandel Acero, Creamline Cool Smashers team manager, shares, “We are grateful for the generous contribution of Allianz PNB Life for the players and coaches, given that volleyball is physically demanding for the players and can be stressful to the coaching team.  Through this partnership, coaches and players can now focus on what matters to them-- developing the athletes and playing at their best. This gift is a proof that Allianz PNB Life believes in the athletes, supports sportsmanship and is true to their dedication to the partnership with Rebisco.”

This is a very beneficial partnership, adds Rollie Delfino, Choco Mucho Flying Titans team manager, as he says approximately 90% of their team members have become financially mature and are investing in their future as a result. “All of them need to think about their future from an early stage. Just like how they prioritize their learning and their love for volleyball as individuals, it's also important for them to take their future and financial stability seriously. It's not just about the benefits that Allianz generously provides, but also about the wealth of knowledge in financial products that they share with the team to ensure a secure future.”

Delfino further says, “The team is privileged to be an Allianz partner, entrusted with the financial well-being of their players. Allianz is truly passionate about securing the future of athletes like Choco Mucho and Creamline. Now is the perfect time for them to start building their financial future. Their partnership with Allianz is an important journey towards financial stability.”

Confidence in Tomorrow 

The pro volleyball players say that the partnership between their teams and AZPNBL is game-changing. Creamline starter Michelle Gumabao gets candid about the protection and peace of mind that the AZPNBL eAZy Health package offers. “The very basic insurance plans don’t cover a lot of things. Now we have coverage that goes as far as death and critical illness. We can rest easier now because we have these kinds of benefits. I have been in the pro league for 11 years already, and no matter how careful we are, we don’t know what will happen in the future. It is reassuring that we are covered no matter what happens. I can play more confidently because we have a guarantee that we will be protected and there is help in case of an accident or injury.” 

Fellow volleyball star and Choco Mucho Team Captain, Maddie Madayag agrees, saying, “Life happens, and through all these things, you never know what can come and how much it’s going to cost you. In a snap you may be facing a health issue. It is very reassuring to have this kind of protection. I’m grateful that Allianz PNB Life introduced us to insurance.” 

Creamline star Bea De Leon adds, “It’s very reassuring to have this kind of coverage  because you know you won’t be a burden to your family. As athletes, it is important that we live our lives thinking of our health, so I am thankful to Allianz PNB Life for the eAZy Health coverage, it allows us to continue doing what we love to do, with less worries. Knowing that you will be protected even as things might change in the future gives you peace of mind.”

Like the volleyball stars of Creamline and Choco Mucho, start securing your worry-free future with eAZy Health. For more information, visit www.allianzpblife.ph.