The Origin Story of iSi Team
Charles Lee, our founder, is an expert with 15 years experience in the life insurance industry, setting numerous industry records. At the age of 32 in 2020, he achieved a remarkable milestone: being the youngest leader of multi-million-dollar team for four consecutive years, nurturing over 20 MDRT (Million Dollar Round Table) members annually.
Charles Lee and his team consistently achieved significant breakthroughs, with business premiums ranging from RM10,000,000 to a record-breaking high of RM15,000,000. However, at the age of 36, noticing the changing landscape due to the pandemic’s impact on the life insurance industry, Charles Lee didn’t halt progress; instead, he continuously explores and innovates in hoping to aspire the younger generation to success.
Due to differences in ideologies,
ultimately in August 2023,
September 11, 2023, marked the beginning of iSi Group. Charles pioneered a unique, scalable system designed to empower today’s youth, providing a structured path to success within the life insurance sector for those with the drive to achieve more.
iSi Group: Redefining Life Insurance Excellence
iSi Group is a forward-thinking life insurance advisory group committed to transforming the growth and development of insurance professionals. By integrating cutting-edge technology and AI into training, operations, and team building, iSi Group accelerates the growth of new talent while establishing a modern, future-ready advisory platform.
In February 2026, iSi Group officially joined forces with FWD Malaysia, embracing a shared vision to change the way people feel about insurance. This strategic partnership marks a new era of delivering innovative, transparent, and client-centric insurance solutions.
As part of its expanding leadership and team ecosystem, iSi Group now proudly oversees Sophia Ang Agency, strengthening its commitment to nurturing future leaders and delivering exceptional service across the industry.
Leveraging AI and digital tools, iSi Group ensures every client experiences a seamless, transparent, and personalized advisory journey, helping individuals and families find the most suitable, tailor-made insurance solutions for their financial protection and long-term planning.