Protect What You Love
Leave it to Us

Get ready for one of the safest financial futures you can imagine. Planning is bringing the future into the present.

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We are committed to providing customers with a professional financial service experience. We will plan for you through a variety of products, and provide sustainable and complete customer service.

Our Recognition

With outstanding performance in business management, social responsibility and educational contribution, it stands out from its peers and has become one of the most awarded in the security industry.
  • Millions dollar agency yearly for 20 years
  • Years of Nationwide top 5 award
  • Archive Many Award such as million dollar agency, IDA Leader, CEO Club, and Tour Award
12MRDT
Million Dollar Round Table (MDRT)

MDRT is world recognition award globally for life insurance.

35Years
Excellent risk management experience

Help people's pursuit of wealth and spiritual wealth, and implement a complete financial blueprint.

PTI focuses on the needs of customers and attaches great importance to the power of peace of mind that each insurance plan brings to customers. We invite you to learn about the insurance stories that happened at PTI and the new knowledge of insurance planning.
We visit every corner of the society and invite you to participate in PTI public welfare activities, so that the belief in goodness can be circulated, the power of love can continue to rotate, and the world will be better.
PTI believes in jointly determining the company's policies and development, respecting the creation of partners, sharing care and integrity, living up to the trust, and transforming from product-centric to customer-centric, providing customized services. "
PTI has built a mature talent selection, training, and reserve mechanism, and established an industry-leading salary and welfare system. An excellent talent team is the foundation for the company to maintain innovation capabilities.

Professional Service

人身及物產的保障 Protection For Life & Property

Tailor-made personal and family exclusive protection plans, including major injury and illness, geriatric medical care, healthy retirement financial planning, etc.

資產的保護及永續傳承 Preservation & Distribution For Wealth

Pursuing low tax or deferred taxation to reallocate assets, complete asset preservation or proper inheritance and gift arrangements for individual purposes.

Key Person Compensation Plan

96% of the reasons why enterprises cannot continue to operate are caused by human factors. Whether or not to retain outstanding talents is the key to maintaining competitiveness of enterprises. How to design a talent retention plan that complies with laws and meets the needs of individual enterprises is very important.

Our Philosophy

Founded in 1983 by the founder, Mdm Helen Tan, it adheres to the business philosophy of "sustainable happiness in management" to provide well-being to the public, so that partners who participate in the business have a sense of lifelong happiness.

Along the way, we are committed to creating satisfied customers and happy partners. With service and care, we let the love of insurance enter every family and create a living space full of great love.

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Hokenbito

Hokenbito

"Hoken" refers to insurance; "Bito" refers to a professional "Hokenbito" is a person in the insurance business who is socially responsible, protects customers no matter what is required, and has professionalism.

Our Customer Review

Like a good friend

"PTI has been our insurance advisor for almost eight years. It is like a friend to us, allowing us to fully understand our insurance, our financial situation, and whether we are thinking of adding insurance without worrying about it. Unlike many insurance brokers, PTI never makes us feel like we're selling insurance, but rather shares with us his knowledge of insurance and what he thinks is the most suitable plan for us. If the financial plan that suits us is not We do not hesitate to inform us of what PTI represents. The attitude towards customers is to give priority to the interests of customers.

Mrs Yee

How grateful we are

My husband was diagnosed with total permanent disability because of his illness in 2015. Without any knowledge, after two years we couldn't afford to pay the premiums and my husband's insurance policy lapsed in 2017. In 2019 alone, PTI helped us file claims with insurance companies and get insurance payouts that will help us through difficult times, there are no words to describe how grateful we are

Mrs Lee

Reduce the company's operational risk

With strong professional knowledge, good service attitude and quality, we have often relied on PTI's professional knowledge to reduce the company's operational risks, including the risk management of shareholders and chairman. "

Kelvin Kong

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