Nunnatus A. Cortez
ECE, LUTCF, RFC, AChFP, CWM
Chairman of the Board and CEO
“Toots” has been in the financial services industry for 30 years. His wealth of experience in all aspects of financial planning and designing executives benefit programs made him accustomed to all the financial concerns of his clients. His work with clients are highly interactive thus encouraging clients to open up their concerns and take actions what matter to them most. His practice includes clients from multi-national and local companies, CEOs, executive of different companies and professionals like lawyers, accountants, doctors and business owners.
With a bachelor’s degree in electronics and communications engineering from the University of San Carlos in Cebu City, Toots has continued his pursuit for growth by equipping himself with knowledge related to his financial planning practice. He finished courses related to securities from the PSE-I Academy and underwent extensive trainings related to investments, estate planning and risk management. To stay current, he religiously attends international and local conventions and seminars as he believes his clients deserves nothing but the best. His unique skills and knowledge on what he does is a product of long years of business practice.
Despite of being named Underwriter of the Year in 2007, 2009, 2011, Wealth Series Underwriter thrice, Division of the Year thrice, he remains grounded. He always says, ”my foremost concern are my clients”. Aside from his company’s achievements, he has also maintain qualification to the Million Dollar Round Table (MDRT), an international organization of Top 6% Financial Planners worldwide for 13 years, out of which, he has three two (2) COURT OF THE TABLE (TOT) and seven (7) TOP of the Table qualifications.
Toots is currently Chairman of the Board of CORLIFE Insurance Agency, President of CFCI, President of Antel Corporate Center Owners Association and Director of the Makati Rotary East.
- MILLION DOLLAR ROUND TABLE (MDRT), 18 TIMES
MDRT is an international premier organization of Top 6% financial service professionals of leading life insurance companies from 72 countries.
— Top of the Table (TOT), MDRT, 7 times
Held company record of having the highest number of qualifying members. TOT has only 1% from the TOP 6% insurance professional membership from 72 countries.
— Court of the Table (COT), MDRT, 9 times
Second highest level of attainment at the MDRT
- Underwriter of the Year
— Insular Life, 4 times
- Division Underwriter of the Year
— Insular Life, 4 times
- Variable Unit-link Underwriter of the Year
— Insular Life, 5 times
- Regular Producer of the Year
— Insular Life, 2 times
- Insular Life Quality Awardee and National Prestige Awardee
- General Agency of the Year Award
— Insular Life, 11 years, held company record of achieving the highest sales recognition given to general agencies
- Rookie General Agency of the Year
— Insular Life, highest award given to newly activated general agency
- Asian Circle of Excellence (ACE)
— Life Underwriters Association of the Phil. (LUAP), 14 times
- Tony Quirino Award
— Rotary Club of Makati East (RCME)
- Presidential Award
— Rotary District 3380
- Internal and external Resource Speaker to various industry forum and events
- Resource Speaker to Money Talk and CNN hosted by Pia Hontiveros
- Motivational speaker to other life insurance companies (Manulife, Prulife, and Philam)
- Speaker to Asia Pacific Life Insurance Congress (APLIC)
Myrna R. Cortez
CWM, AEPP, AWP
Myrna R. Cortez is a co-founder and the President of CORLIFE Insurance Insurance Agency Inc., and the Vice President of CORLIFE Financial Consulting Inc..
Before joining the financial consultancy work, she worked for 8 years in various foreign-assisted projects and her last stint is being the Deputy Project Director of a Word Bank grand project. Her background in accountancy helps Myrna to evaluate local projects and proposals needing funding from donors.
She has extensive training and experience in the areas of organizational development, project management, planning, systems development, project monitoring and evaluation. Her experiences in working with foreign-assisted projects have made her accustomed to various aspects of office operations.
She manages CORLIFE Insurance Agency, Inc for 14 years and now one of the biggest agency partner of Insular Life Assurance Ltd..