Canada Insurer Sun Life Asia Forms Partnership with MDRT Academy to Develop Next Generation of MDRT-Level Advisors in Hong Kong, Indonesia, Malaysia, Philippines & Vietnam, Sun Life Academy Members Will Have Access to Guided 12-Month Learning Journey & Integrated MDRT Academy Experience with Sun Life Capability Programs, MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals was Founded in 1927
26th January | Hong Kong
Canada insurer Sun Life Asia has formed a partnership with MDRT Academy to develop the next generation of MDRT level advisors in Hong Kong, Indonesia, Malaysia, Philippines & Vietnam. Sun Life Academy members will have access to guided 12-month learning journey, integrated with MDRT Academy experience with Sun Life capability programs. MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals was founded in 1927. Announcement (23/1/26): “Sun Life Asia today announced a new agreement with the MDRT Academy to bring its globally recognized development platform to Sun Life advisors across the region. The partnership reinforces Sun Life’s commitment to building a caring, empowering, and performance-driven advisor culture – one that supports advisors at every stage of their growth and helps them reach their full potential. Under the new agreement, Sun Life will leverage the MDRT Academy to cultivate the next generation of MDRT-level advisors across Hong Kong SAR, Indonesia, Malaysia, the Philippines, and Vietnam, strategically integrating the Academy’s comprehensive learning resources with Sun Life’s internal agency development programs. This combined approach advances Sun Life’s MDRT ambitions across Asia while strengthening capabilities, productivity, and Client service excellence. The collaboration reinforces Sun Life’s regional approach to investing in advisor development and ensuring advisors feel valued, supported, and empowered to reach their full potential. It creates clearer pathways for advisors to develop professionally and grow their business, while reinforcing Sun Life’s commitment to work-life balance and respecting their time. Tailored for Sun Life Advisors – Through the partnership, Sun Life’s Academy members will gain access to the guided 12-month learning journey, built around MDRT’s proven success principles. Sun Life will tailor the MDRT Academy experience by integrating the Academy’s development pathways with its own capability programs to reinforce consistent MDRT-level standards across the region. The Academy will serve as a platform to identify and accelerate high-potential advisors on their journey toward MDRT qualification. In addition, Sun Life will offer exclusive recognition opportunities, including 2026 preview privileges that allow Academy members to experience select elements of the MDRT Annual Meeting before achieving formal qualification – access typically reserved for the following year’s qualifiers … … Today’s announcement strengthens Sun Life’s commitment to its distribution capabilities and investing in long-term growth across Asia, one of its most important strategic markets.”
“ Canada Insurer Sun Life Asia Forms Partnership with MDRT Academy to Develop Next Generation of MDRT-Level Advisors in Hong Kong, Indonesia, Malaysia, Philippines & Vietnam, Sun Life Academy Members Will Have Access to Guided 12-Month Learning Journey & Integrated MDRT Academy Experience with Sun Life Capability Programs, MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals was Founded in 1927 “
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David Broom, Chief Client and Distribution Officer for Asia: “This partnership reflects our belief that advisors thrive when they feel genuinely cared for, supported, and equipped with opportunities to grow. By partnering with the MDRT Academy, we are strengthening advisor development pathways across our markets, helping advisors build more rewarding careers while delivering greater value to Clients.”
Stephen P. Stahr, CAE, Chief Executive Officer, MDRT: “We are excited to partner with Sun Life Asia and complement their efforts by providing a unique training resource that gives newer advisors the opportunity to learn best practices from experienced MDRT members globally. The MDRT Academy’s combination of goal-setting and production-tracking tools, a vast library of content and access to MDRT members through virtual and in-person events provides a pathway to success for those looking to advance in the financial services profession.”
Sun Life – Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the U.S., the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of September 30, 2025, Sun Life had total assets under management of $1.62 trillion. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.
MDRT Academy – MDRT Academy partners with leading organizations worldwide to help non-MDRT advisors accelerate their development and build high-performing, sustainable businesses. Drawing from MDRT’s values, expertise, and proven best practices, the Academy provides structured learning paths, production-tracking tools, a comprehensive content library, and ongoing support that fosters a culture of excellence. For more information, please visit mdrtacademy.org
MDRT – Founded in 1927, MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of the world’s leading life insurance and financial services professionals from more than 80 nations and territories and nearly 700 companies. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Canada Insurer Sun Life Asia Forms Partnership with MDRT Academy to Develop Next Generation of MDRT-Level Advisors in Hong Kong, Indonesia, Malaysia, Philippines & Vietnam, Sun Life Academy Members Will Have Access to Guided 12-Month Learning Journey & Integrated MDRT Academy Experience with Sun Life Capability Programs, MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals was Founded in 1927
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