THE GOLD STANDARD IN FINANCIAL ADVICE
Meet our Advisors.
Globally recognized.
Client-focused.
THE GOLD STANDARD IN FINANCIAL ADVICE
Meet our Advisors.
Globally recognized.
Client-focused.
Behind every life-changing financial decision is an advisor who has earned a place among the world’s elite — the Million Dollar Round Table.
01 — THE STANDARD
What is MDRT?
The Million Dollar Round Table (MDRT) is a globally recognized, independent association of the world’s leading life insurance and financial services professionals.
Membership is earned through exceptional performance, strict ethical standards, and a commitment to continuous professional growth.
Being part of MDRT represents more than just sales excellence — it reflects a dedication to serving clients with integrity, expertise, and purpose.
02 — WHY IT MATTERS
Why MDRT matters for you.
MDRT is considered the gold standard in the financial services industry. Advisors who qualify demonstrate consistent high performance — and a deep commitment to helping clients achieve financial security and long-term success.
01
Global best practices
Working with an MDRT advisor means partnering with someone who upholds the world’s highest standards in financial advice.
02
Your needs come first
Advice is built around your goals — not products. Every recommendation is designed to deliver outcomes you can trust.
03
Proven, year after year
Qualification isn’t a one-off — it must be re-earned annually, ensuring your advisor stays at the top of their craft.
03 — MEET OUR ADVISORS
Discipline. Resilience. Purpose.
Behind every MDRT qualification is a story. Our advisors go beyond expectations to guide clients through life’s most important financial decisions — united by one common goal: helping Filipinos achieve lifetime financial security and live healthier lives.
Susan De Guzman
23-time MDRT member with five decades of experience helping Filipino families build lasting financial security.
Michael Tiamzon
A 9-time consecutive MDRT member to achieving
4-time Court of the Table and 1 time Top of the Table honors.
Elizabeth N. Mercado
Helping young families build the foundation
for lifetime financial security with care and
clarity.
Sotera Uy
25 years in Sun Life Grepa, Terry’s journey has been rooted in resilience, purpose, and genuine service. a 3-time MDRT Awardee, 3-time GAMA Awardee, Rookie Agency Manager of the Year, and a consistent Sun Life Grepa achiever through the President’s Challenge, CAO Circle of Champions, and travel incentives.
Jocelyn Torres
A full time advisor, believing that wellness and financial protection go hand in hand. A proud MDRT member and consistent top 10 performer, she also has earned recognitions such as CAO Circle of Champions Gold Elite Qualifier, President’s Challenge Diamond Elite Qualifier, Presidents Awardee, and Most Respected Advisor.
04 — WHY CHOOSE
Choosing an MDRT advisor means choosing excellence.
With an MDRT advisor, you gain more than financial guidance — you gain a partner dedicated to your success at every stage of life.
PROVEN EXPERTISE
Recognized globally for outstanding performance and consistent excellence.
CLIENT-CENTERED APPROACH
Focused on your goals — not just products. Advice built around your life.
INTEGRITY AND TRUST
Guided by a strict global code of ethics that puts you first, always.
COMMITMENT TO GROWTH
Continuously learning so they can serve you better — year after year.
START TODAY
Start your financial journey with the best.
Connect with a Sun Life Grepa MDRT advisor today and partner with someone who upholds the world’s highest standards for advice.
Helping Filipinos achieve lifetime financial security and live healthier lives.