I have been a full time Life Planning Advisor since 2004. This is my lifetime career; therefore I am very passionate to ensure my clients peace of mind by having complete financial planning. I will provide excellent services to my clients, putting their needs as my first priority rather just selling a policy. In fact, more than 50% of my clients are from referrals as they trust my services and professionalism.
Normally, I will provide free policy review service for all of my clients before providing solutions to them. I believe that I am not just helping my clients, but their family members and friends as well by providing this value added service.
Although my clients may have existing policies not under my account and from other insurance providers, I will still assist with servicing the policy as well. I provide good service to ensure that their claims and other matters are attended to immediately.