Over the past 17 years, I started from scratch in an unfamiliar market—building a client base from newspaper stands with zero resources, then progressing to serve high-income individuals, HNW clients, and ultimately ultra HNW clients.

I discovered that different customer segments have distinct insurance needs. Drawing on my extensive experience, our team has developed tailored SOPs for each client group. This system has nurtured 100+ MDRTs, 50+ COTs, and 20+ TOTs.

Moreover, we also provide our 100+ agents with a comprehensive platform to deliver one-stop solutions for HNW clients—covering everything from basic protection to trusts, family offices, VCCs, and customized private placement life insurance (PPLI).

Learn from those who deliver results—because results don’t lie.