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描述
「保協」主要宗旨是推動及提高人壽保險從業員之專業水準，並訂立和執行有關專業守則；舉辦教育課程與會議，提供機會給業內人士學習和交流經驗，以提高業者水平和成就；鼓勵從業員參與公益和公眾事務，回饋社會。
舉辦教育課程包括:「副特許財務策劃師課程」、「特許財務策劃師課程」、「特許壽險策劃師」等，提高從業員在銷售、理財策劃和管理等方面的專業知識。
舉辦會議及獎項程包括:「保協」於1993年增設「傑出人壽保險經理獎」及「傑出人壽保險營業員獎」、2007年首推「傑出財務策劃師」榮譽，又於2010年設立「優質顧問、經理、領袖大獎」、2020年設立「傑出新星獎」，嘉許及表揚出色的壽險從業員。2021年首推「卓越誠信顧問大獎 」及「認可財富管理誠信顧問 」證証，推崇保險理財顧問之專業誠信形象，深受業界及社會人士支持。2019年，「保協」成功申辦「第十七屆亞太區壽險大會(APLIC) 」，為業界一大盛事。
行業發展: 「保協」自1993年已代表出任「保險代理登記委員會」委員，而於2010年成立的行業事務部，主要為與政府及有關機構的溝通橋樑，鞏固業界的專業形象，為保險從業員爭取合理的權益。2019年9月保監局正式取代三個自律規管機構，規管保險中介人，而「保協」作為「壽險行業規管與發展關注組」(簡稱ICG) 的當然委員，亦積極參與諮詢及過度安排之工作，推動業界健康發展。
關心社會服務:「保協」一向鼓勵保險從業員積極參與公益慈善活動，關懷社群。為更有效統籌社會服務活動，「保協」在1998年正式成立了慈善基金，鼓勵從業員參與公益事務。
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