Wenping Jin, CLU®, ChFC®
Nankai University
Tell me more about Wenping Jin, CLU®, ChFC®?
Wenping Jin, CLU(r), ChFC(r) is a highly experienced professional with 27.5 years of work experience in the financial services industry. He specializes in estate planning, education funding strategies, licensed in long term care insurance, annuity sales, and lifetime income strategies. Based in Waltham, Massachusetts, Wenping is a licensed agent, specializing in insurance, financial, estate, personal, and business planning. He is dedicated to building a financial services business with significant income potential and helping others achieve financial security. Wenping is also skilled in scheduling appointments, meeting with clients, and providing ongoing service. Contact him at [email protected] for more information on EOE-M
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Emails and Phone Numbers
About
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service. If you are interested in becoming a financial services professional, please contact me at: [email protected]. EOE-M/F/Veteran/Disability/Sexual Orientation/Gender Identity
...See MoreWork Experience
Financial Services Professional | Individuals | Business Owners
Registered Investment Advisor
Financial Advisor
Wenping Jin, CLU®, ChFC®'s Professional Milestones
- Partner (2019-02-01~): Successfully negotiated and executed mutually beneficial partnerships, driving growth and maximizing business opportunities.
- Assitant Vice President Of Lending (2000-08-01~2009-11-01): Transformed lending operations to enhance efficiency and foster customer satisfaction.
Education
History,
Masters,
Master Of Arts,
Bachelors,
Bachelor Of Arts
Skill
Estate Planning
Education Funding Strategies
Licensed In Long Term Care Insurance
Annuity Sales
Lifetime Income Strategies
Investments
Life Insurance
Retirement
Risk Management
Employee Benefits
Financial Services
Mutual Funds
401k Rollovers
Personal Finance
Wealth Transfer Strategies
Wealth Preservation Planning
Retirement Income Strategies
Insurance
Long Term Care Insurance
Retirement Planning
Certification
Colleagues
John Scheidegger
owner at wealth strategies group
Mark Howard, CLTC®, MS, MBA
founder - momentum wealth strategies | speaker | educator | we help our clients grow & protect their treasures
Marc J. Shuster, ChFC®, CLU®, LUTCF®
owner mjs financial group
Colleen M Stevens
owner of colleen m stevens financial services
Andrew Snyder
founder principal at snyder and associates financial planner advisor
Other Named Wenping Jin, CLU®, ChFC®
Frequently asked questions
We found 5 Wenping Jin, CLU®, ChFC®'s email addresses
We found 3 Wenping Jin, CLU®, ChFC®'s phone numbers
Wenping Jin, CLU®, ChFC® works for Eagle Strategies, Llc
Wenping Jin, CLU®, ChFC®'s role in Eagle Strategies, Llc is Financial Services Professional | Individuals | Business Owners
Wenping Jin, CLU®, ChFC®'s colleagues are John Scheidegger,Mark Howard, CLTC®, MS, MBA,Marc J. Shuster, ChFC®, CLU®, LUTCF®
Wenping Jin, CLU®, ChFC®'s latest job experience is Financial Services Professional | Individuals | Business Owners at Eagle Strategies, Llc
Wenping Jin, CLU®, ChFC®'s latest education in Nankai University