PhilPlans

VISION To be the trusted partner of Filipinos in their financial journey as they prepare for their future financial needs. MISSION We are committed to making a difference in the lives of hardworking Filipinos through products and services that allow them to plan for their future financial needs. PHILPLANS HISTORY: PhilPlans 25 Years Anniversary PhilPlans is one of the leading financial solutions companies in the Philippines providing innovative pension, education, and memorial programs that build financial preparedness for the future. Registered with the Securities and Exchange Commission (SEC) on April 19, 1989, PhilPlans was launched on October 12, 1989. In October 2009, Philippines First Insurance Company, Inc. (PhilFirst Insurance) and Systems Technology Institute (STI) took over ownership of PhilPlans from the Philippine American Life and General Insurance Company (Philam Life). Under the new leadership, PhilPlans has renewed its commitment to help hard-working Filipinos prepare for their future financial needs. It continues to be a formidable player in the industry with its comprehensive product suite, management expertise and sound financial practices. In 2013, PhilPlans recorded Php1.84 B in Net Income and a Trust Fund of Php40 B, making it one of the most stable financial solutions companies among its peers. STABILITY AND GROWTH PhilPlans operates with a Trust Fund of Php40 B and paid up capital of Php700M. This assures its more than 500,000 planholders of PhilPlans’ stability and commitment to deliver on its promise of providing financial stability for their future needs for many years to come. The fund represents the future obligations of PhilPlans to its planholders and the conservatism by which PhilPlans manages its investments is a testament to the company’s commitment in making sure that the planholders’ welfare comes first. PhilPlans also operates with 58 branches nationwide and sales associates that number more than 5,000. BOARD OF DIRECTORS Atty. Monico V. Jacob - Chairman of the Board Annette W. Tirol - President and CEO DIRECTORS Eusebio H. Tanco Joseph Augustin L. Tanco Ma. Vanessa Rose L. Tanco Ester T. Gabaldon Arsenio N. Tanco Rainerio M. Borja Santiago S. Cua, Jr. Atty. Jose F. Buenaventura Atty. Arsenio C. Cabrera, Jr. - Corporate Secretary INDEPENDENT DIRECTORS Atty. Teodoro D. Regala, Sr. Johnip G. Cua