Jaril Tudio
life insurance - group health insurance - long term care insurance - medicare@ Spinnaker Investment Group, LLC
Newport Beach, California, United States
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Jaril Tudio is an Insurance Consultant for Spinnaker Investment Group, specializing in life insurance, long term care insurance, and small group health benefits. With over 16 years of experience in banking, Jaril is well-versed in exit strategy and succession planning. She has achieved recognition for her achievements and has worked in various roles, including Small Business Banker/Relationship Development Officer. Jaril is dedicated to adding value to her clients' lives by creating wealth and planning on transfer and distribution. She is also actively involved in advocacy for children's education and development.
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Emails and Phone Numbers

@yahoo.com
@bankofamerica.com
@newyorklife.com
@spinninvest.com
+1 949307****
+1 843285****
+1 949396****
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About

Jaril Tudio is the Insurance Consultant for Spinnaker Investment Group. She is an insurance professional specializing in life insurance (individual & group), long term care insurance and small group health benefits. She is well versed in utilizing life & health insurance in exit strategy and succession planning having worked over 16 years in banking focusing on business owners as a Small Business Banker/Relationship Development Officer. Jaril achieved the Million Dollar Round Table as well as Newport Beach Chamber of Commerce “Ambassador of the Year”, Orange County Business Journal’s “2019 Women in Business Awards” nominee, an inaugural member of the “Distinguished Citizen Program” of The Newport Beach Foundation and was honored as "2020 Volunteer of the Year" by The Boys & Girls Clubs of Central Orange Coast.Jaril believes in working as a team and has strategic business partnerships with various professionals. These professionals help to create comprehensive plans for asset protection, estate planning and business exit strategies. Her focus is on adding value to her clients’ lives by assisting them to create wealth while also planning on the eventual transfer and distribution to their loved ones. She works with her clients to ensures that as they plan their legacy they do so while continuing to live their lives with security and dignity.When Jaril is not spending time with her family, she is serving in the community where her passion involves advocacy for children’s education and development. She currently serves as a Community Safety Partner & Gala Committee Co-chair for The Center for Autism & Neurodevelopmental Disorders (a UCI Foundation), a Blue Ambassador for The Boys & Girls Clubs of Central Orange Coast and Committee Chairperson for the Newport Beach location's capital campaign drive; a Committee Member of The Newport Beach Police Association Charitable Foundation (to support victims of Human Trafficking). She is also an active volunteer for PhilDev which is a nonprofit that supports education and scholarship programs in STEM for students in the Philippines.

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Work Experience

4041 MacArthur Blvd, Ste 475, Newport Beach, California, 92660, US

Financial Services

12
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Jaril Tudio's Professional Milestones

  • Business Banking Officer (1999-04-01~2007-12-01): Achieved record-breaking banking performance, leveraging global banking expertise to support business growth and profitability.
  • Agent (2013-01-01~2018-06-01): Delivered exceptional customer support, resulting in faster and more efficient customer service.
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Education

Miriam College
Miriam College

Management And Marketing