Trusteeship Plans, Inc. - Universal Division IRIGA City

06/03/2026

CERTIFICATE OF REGISTRATION AND LICENSE TO ACT AS PRE-NEED COMPANY
This is to certify that TRUSTEESHIP PLANS, INC. has been registered with the INSURANCE COMMISSION and duly authorized to sell Education Plans, LIFE and PENSION plans in the Philippines.
This License is valid from 01 January 2026 to 31 December 2026
Issued at Manila, Philippines.

28/04/2025

INSURANCE COMMISSION HOLDS DIALOGUE WITH THE PHILIPPINE FEDERATION OF MEMORIAL, PENSION, AND EDUCATION PLAN COMPANIES, INC.
February 26, 2025 PILIPINO Mirror
THE Insurance Commission, led by Insurance Commissioner Hon. Reynaldo A. Regalado, held its first dialogue for 2025 with the officers and board of directors of the Philippine Federation of Memorial, Pension, and Education Plan Companies, Inc. (PFMPEPCI) on February 10, 2025, at the Insurance Commission office in Manila.
According to Elmer M. Lorica, President of the Federation and of member company Eternal Plans, the Commissioner aims to conduct quarterly dialogues with the Federation to strengthen the pre-need industry and promote its growth. Lorica emphasized that these discussions provide an opportunity for the Federation to update the Commission on the industry’s status, raise key concerns, and foster greater collaboration among industry stakeholders.
In the photo above, taken during the event, are (from left): Leo Carl Chin (Federation Director), Atty. Mae Nina Gallos (Chief of Staff, Office of the Commissioner), Adrian Canlas (representing Rene Roy of Trusteeship Plans), Rudy Go (Federation Director), Elmer Lorica (Federation President), Atty. Reynaldo A. Regalado (Insurance Commissioner), Jaime Dizon (Federation Vice President), Marius Guingon(Federation Director-Treasurer), Wenian Fuentes (Federation Director-Corporate Secretary), and Deputy Insurance Commissioner Arturo Trinidad II.

https://pilipinomirror.com/insurance-commission-holds-dialogue-with-the-philippine-federation-of-memorial-pension-and-education-plan-companies-inc-2/

27/04/2025

Republic Of the Philippines
Department of Finance
INSURANCE COMMISSION

Present this
SPECIAL CITATION
To
TRUSTEESHIP PLANS, INC.

In recognition of its contribution to nation-building, particularly by uplifting the financial protection of Filipinos, through the strong, sustainable, and globally-competitive operation of its pre-need business.

Presented this 20th day of March 2025
Metro Manila, Philippines

REYNALDO A. REGALADO
COMMISSIONER

09/02/2025

CERTIFICATE OF REGISTRATION AND LICENSE TO ACT AS PRE-NEED COMPANY
This is to certify that TRUSTEESHIP PLANS, INC. has been registered with the INSURANCE COMMISSION and duly authorized to sell LIFE, EDUCATION and PENSION plans in the Philippines.
This License is valid from 01 January 2025 to 31 December 2025
Issued at Manila, Philippines.

09/02/2025

https://pilipinomirror.com/pre-need-industry-celebrates-pre-need-consciousness-week/

Pre-Need Industry Celebrates Pre-Need Consciousness Week
February 6, 2025 PILIPINO Mirror

The pre-need industry, spearheaded by the Philippine Federation of Memorial, Pension, and Education Plans Companies, Inc., celebrates Pre-Need Consciousness Week from February 3 to 7, 2025, with the theme “Gabay sa Kinabukasan, Serbisyong Maaasahan.”
On May 30, 2001, President Gloria Macapagal Arroyo issued Presidential Proclamation No. 52, declaring the first week of February as Pre-Need Consciousness Week to increase awareness and appreciation of the importance of preparation for “the eventualities of life” and their impact on the quality of life of Filipinos.
The celebration kicked off with a Thanksgiving Mass on February 3, 2025 at the Sto. Niño de Paz Greenbelt Chapel in Makati City, attended by representatives of member companies. It will culminate in a Pre-Need Forum at EDSA Shangri-La, Mandaluyong City, on February 7, 2025. Activities also include an outreach program at A Better Chance Foundation, an NGO that provides financially challenged youth with access to quality education, as well as a Bowling Tournament among member companies.
The Pre-Need Consciousness Week celebration aims to promote the value of preparing for future needs, such as retirement, children’s education, and end-of-life expenses. As stated in the presidential proclamation, this preparation “allows Filipinos to cope with the spiraling cost of living and dying.” The event also provides opportunities for member companies to strengthen their bonds and reflect on their shared mission to help build better lives.
According to Elmer M. Lorica, the current president of the Federation and of Eternal Plans, Inc., the services provided by the pre-need industry remain relevant and essential, as they address the fundamental and life-changing needs of Filipinos. The industry contributes to building better lives through the services it offers and the employment it generates.
This year’s theme, “Gabay sa Kinabukasan, Serbisyong Maaasahan,” succinctly captures the mission and commitment of the pre-need industry. “We remain committed to helping Filipinos, and we can be relied upon to provide these services,” Lorica said.
The Philippine Federation of Memorial, Pension, and Education Plans Companies, Inc. is an organization composed of pre-need plan companies that offer life, pension, and education plans. It aims to promote industry growth while working in collaboration with the Insurance Commission to protect the interests of planholders.

24/10/2024

LIST OF PRE-NEED COMPANIES WITH CERTIFICATES OF AUTHORITY FOR LICENSING YEAR 2024
As of 30 September 2024

15/10/2024

Mrs. Ruth Capino of Bicol, acknowledging the receipt of check from Annie Zoilo Iriga City branch secretary, representing the full lumpsum pension benefits of his husband Mr. Ernesto Capino amounting 100,000.

18/05/2024

Pre-need resurges as profit up 5-fold
Louise Maureen Simeon - The Philippine Star
March 12, 2024
MANILA, Philippines — The pre-need industry saw its net income surge by nearly five-fold to P2.09 billion in 2023 from P429.6 million in 2022 as more people availed themselves of life plans, data from the Insurance Commission (IC) showed.
The 385-percent jump in earnings was fueled by the 7.3 percent increase to P22.73 billion in premiums sold by the pre-need sector as demand for life plans slightly increased.
In total, the industry sold 749,154 pre-need plans in 2023, just slightly better than the 744,730 sold in 2022.
The bulk of these at 99 percent were life plans, which also moderately improved by a percentage in terms of the number of plans sold.
Pre-need plans are contracts that provide for the performance of future service, payment of monetary consideration or delivery of other benefits upon a certain maturity date. These include life, education and pension, among others.
Michael Ricafort, chief economist at Rizal Commercial Banking Corp., said this may be attributed to the combination of increased incomes and financial literacy among Filipinos.
“Insurance is also one way to hedge against risks, such as higher prices, ironically,” Ricafort said.
“There is also the need to be more financially secure to insure Filipinos’ hard-earned property so they have less worries on any uncertainties, especially on homes, vehicles, investment and retirement plans,” he said.
The remaining 351 were pension plans, which dropped 69 percent from the 1,133 sold in 2022. Education plans also slipped 16 percent to just 37.
The IC noted that investments in trust funds inched up by 7.4 percent to P128.03 billion while pre-need reserves increased by 7.5 percent to P122.33 billion.
As mandated by the pre-need code, pre-need providers keep a reserve to cover benefit payables.
Following the increases, the industry saw its asset base improve by eight percent to P152.34 billion while liabilities also increased by seven percent to P129.12 billion.
Total net worth also climbed by 11 percent to P23.22 billion.
Latest pre-need figures covered a total of 18 firms, up from 17 in 2022. Of the total, 16 are licensed and two are servicing companies.
St. Peter Life Plan Inc. sold the most number of life plans at 736,726 with a contract price of P40.5 billion. It recorded the largest net worth of P16.19 billion and is the most profitable at P2.36 billion.
PhilPlans First Inc. came in second in terms of life plans sold, with 4,558 worth P657.09 million.
Cosmopolitan Climbs Life Plan Inc. issued 4,421 plans worth P206.57 million, and Trusteeship Plans Inc. signed off 1,466 valued at P60.31 million.
Seven of the 18 firms that disclosed their financial status incurred a net loss last year. These are PhilPlans First Inc. (P362.47 million), Sunlife Financial Plans (P115.73 million) Ayala Plans Inc. (P6.35 million), AMA Plans Inc. (P6.34 million), Freedomlife Plan Corp. (P4.19 million), First Union Plans Inc. (P1.86 million) and Mercantile Care Plans Inc. (P1.43 million).
Only PhilPlans sold pension and education plans last year, releasing 351 and 37 worth P157.19 million and P15.36 million, respectively

https://www.philstar.com/business/2024/03/12/2339811/pre-need-resurges-profit-5-fold?fbclid=IwZXh0bgNhZW0CMTAAAR1-Y68PnANSKnzi4k0Sw5tPScZvQFi6kR1Amu-OiG3KZnhh84o85uB6dH4_aem_AU8II0hgQY1ty1WJ3FUwKIPpOSi5GD0zpZsIhtt58rjPdmKZ09lv68I-A-yXV-gEqaNYAXy4muF8d_RkJhMQw9vg

The pre-need industry saw its net income surge by nearly five-fold to P2.09 billion in 2023 from P429.6 million in 2022 as more people availed themselves of life plans, data from the Insurance Commission showed.

30/01/2024

CERTIFICATE OF REGISTRATION AND LICENSE TO ACT AS PRE-NEED COMPANY
This is to certify that TRUSTEESHIP PLANS, INC. has been registered with the INSURANCE COMMISSION and duly authorized to sell LIFE, EDUCATION and PENSION plans in the Philippines.
This License is valid from 01 January 2024 to 31 December 2024
Issued at Manila, Philippines.

08/06/2023

List of PRE-NEED COMPANIES with certificates of authority for licensing year 2023
as of 31 May 2023

31/05/2023