Product and Service Offerings for Asset Succession Needs

「In July 2025, the company completed the integration of its domestic real estate business with Marubeni Corporation and, in October of the same year, entered into a capital and business alliance with Wealth Management,Inc. It continued strengthening its asset management business by enhancing the real estate value chain and expanding into hotel-related areas.」

「第一生命 advanced various initiatives, including completing the training of approximately 700 “Wealth Formation, Succession and Inheritance Advisers” who also propose iDeCo and investment trusts in addition to insurance. It also sought to provide optimal solutions through digital channels by enhancing the functions of the “Shisan Keisei Plus” web platform supporting wealth formation.」

「The company is also working to enhance the functions of the “Shisan Keisei Plus” web platform supporting wealth formation, so that it can provide customers with optimal solutions through both face-to-face and digital channels.」

「During the second-quarter consolidated cumulative period, the number of employees increased by 96 at 第一生命ホールディングス株式会社 owing to the reallocation of personnel within the group to strengthen corporate functions, by 38 at Dai-ichi Life Insurance Myanmar Ltd. owing to the expansion of its operations, and by 7 at バーテックス・インベストメント・ソリューションズ株式会社 owing to the expansion of its operations.」

「During the first-quarter consolidated cumulative period, the number of employees increased by 89 at 第一生命ホールディングス株式会社 owing to the reallocation of personnel within the group, and by 5 at バーテックス・インベストメント・ソリューションズ株式会社 owing to the expansion of its operations.」

「The company also newly established バーテックス・インベストメント・ソリューションズ株式会社 to further strengthen its product development and asset management functions in the wealth formation and succession area.」

「In the group pension business, 第一生命 strengthened its lineup of separate account products to meet the diverse asset management needs of corporate customers, and continued working to provide the digital service “DC no Sapuri,” which offers visibility into pension assets and robo-adviser functions to improve convenience for employees enrolled in group pension plans.」

「During the third-quarter consolidated cumulative period, the number of employees increased by 84 at 第一生命ホールディングス株式会社, owing to the establishment of the Wealth Formation and Succession Planning Unit and strategic staff increases, by 243 at TAL Dai-ichi Life Australia Pty Ltd, and by 99 at Dai-ichi Life Insurance (Cambodia) PLC., owing to the expansion of the overseas insurance business.」

「During the second-quarter consolidated cumulative period, the number of employees increased by 80 at 第一生命ホールディングス株式会社, owing to the establishment of the Wealth Formation and Succession Planning Unit and strategic staff increases, and by 77 at Dai-ichi Life Insurance (Cambodia) PLC., owing to the expansion of the overseas insurance business.」

「During the first-quarter consolidated cumulative period, the number of employees increased by 73 at 第一生命ホールディングス株式会社, owing to the establishment of the Wealth Formation and Succession Planning Unit and strategic staff increases, and by 22 at Dai-ichi Life Insurance (Cambodia) PLC., owing to the expansion of the overseas insurance business.」

「The company will continue developing products and services with new forms of added value, such as health improvement and wealth succession, while also leveraging advanced technology.」