Search

Patrick Jose, a five-year MDRT member from San Pedro, Philippines, is a certified public accountant (CPA) and former auditor turned financial advisor. He applies precision and empathy in servicing his clients by creating thoughtfully crafted quarterly reports. Utilizing his extensive auditing experience, he simplifies complex updates into clear and purposeful narratives, which helps clients stay informed, be aligned with their goals, and stay confident in their financial journey.

Joey Lee has built a lasting career in the evolving insurance industry by building credibility, persistence, and trust. From closing deals in two minutes to forging lifelong client relationships, he proves that commitment and purpose-driven service are the proper foundations of success.

Panicha Markclay prepares clients for a potential recession and enhances their financial security.

Tips for marketing, conducting seminars and turning a missed appointment into productive time.

Connect with clients beyond sending flowers and cards.

Helfrich brings stability to both railroad employees and people going through divorce.