Jaril Tudio
Miriam College
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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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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.
...See MoreWork Experience
life insurance - group health insurance - long term care insurance - medicare
Insurance Consultant
Financial Services
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.
Education
Management And Marketing
Skill
Banking
Business Development
Management
Customer Service
Sales
Small Business
Marketing
Strategic Planning
Leadership
Risk Management
Asset Protection
Licensed In Long Term Care Insurance
Strategy
Life Insurance
New Business Development
Lead Generation
Retirement Planning
Retirement
Business Planning
Fixed Annuities
Customer Retention
Account Management
Income Protection
Business Exit Strategy
Business Succession Planning
Estate Planning
Customer Relations
Gifting Strategies
Annuity Sales
Buy Sell Agreements
Employee Benefits
Customer Satisfaction
Education Funding Strategies
Grandchild Gifting
Key Person Protection
Legacy Planning
Licensed Life And Health Insurance Agent
Succession Planning
Lifetime Income Strategies
Whole Life Insurance
Universal Life
Customer Insight
Business Insurance Planning
Wealth Preservation Planning
Wealth Transfer Strategies
Charitable Giving
Legacies
Permanent Life Insurance
Retirement Income Strategies
Term Life Insurance
Certification
Colleagues
Jacqueline D. Adler, CFP®, CDFA®
Director Of Wealth Planning
Joe Stapleton
president at spinnaker investment group llc
Vanessa Vigoren
Accounts Manager
Lynn Selich
Director, Business Development
Nikki Wood
client concierge at spinnaker investment group llc
Other Named Jaril Tudio
Frequently asked questions
We found 4 Jaril Tudio's email addresses
We found 3 Jaril Tudio's phone numbers
Jaril Tudio works for Spinnaker Investment Group, LLC
Jaril Tudio's role in Spinnaker Investment Group, LLC is life insurance - group health insurance - long term care insurance - medicare
Jaril Tudio works in the industry of Financial Services
Jaril Tudio's colleagues are Jacqueline D. Adler, CFP®, CDFA®,Joe Stapleton,Vanessa Vigoren
Jaril Tudio's latest job experience is life insurance - group health insurance - long term care insurance - medicare at Spinnaker Investment Group, LLC
Jaril Tudio's latest education in Miriam College