New York Life Insurance Company Agent

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Jing Wang, CLU®

Registered Representative of New York Life Insurance Company

Eagle Strategies LLC Financial Adviser

Principal of JW Insurance and Financial Services

Jing Wang has the CLU® designation (Charted Life Underwriter®), she holds a Master of Science degree in Engineering from Northeastern University. With almost 20 years in the business, Ms. Wang has accumulated extensive experience in asset protection and financial strategies. Ms. Wang is also a member of The Million Dollar Round Table1 from 2007 to 2022. She is dedicated to helping her clients build personalized, secure, and effective family asset protection strategies to protect their financial future.

As a Chartered Life Underwriter ® and Financial Professional, Jing Wang has years of experience in how to help maximally protect a family’s assets, reduce taxes2, provide educational funding for children, streamline retirement and long-term care planning, reduce capital risk, establish income protection, and reduce estate cost. Her clients are from all walks of life: entrepreneurs from different industries, professionals, pre-retirees, and those who have already retired. She will try to understand and analyze her client’s overall financial situation, discuss with them about their financial goals and the responsibilities that they need to assume. By leveraging her rich financial experience and knowledge and the extensive insurance and financial management tools, Ms. Wang helps individuals with means to establish planning strategies that fit their individual and family situations, to maximally help them preserve and create family wealth.

Jing can provide clients with free consultations for insurance related matters, insurance application process follow-up, regular policy review, one-on-one services in Massachusetts and twelve other states (NH, CT, DC, RI, TX, NY, FL, NJ, CA, OK, OH, MN). Jing designs prudent and appropriate solutions for clients in risk reduction, asset preservation and growth, retirement, and family wealth succession, and helps them implement these solutions.

Asset Protection
Retirement & Estate Planning
Income Protection
Life Insurance
Business Planning
Education Funding
Long Term Care

2007-2022 Member of The Million Dollar Round Table (MDRT)
Member of Boston Estate Planning Council
Member of WIFS (Women in Insurance & Finance Services)

Professional Achievement*
2016-2022    New York Life Chairman’s Council Award;
2017             New York Life Boston General Office Agent of The Year Award;
2015             New York Life All Star – Boston General Office;
2014            New York Life Super Star – Boston General Office;
2012-2015    New York Life President’s Council Award;
2008-2011    York Life Executive Council Award;
2007             New York Life President’s Council Award;
2006             New York Life Rookie of the Year – Boston General Office;
2004-2006    New York Life Executive Council Award;

I will work with you to help determine your financial needs and goals; provide professional services to make personalized financial planning; assist you to reach your financial and insurance goals.

*New York Life awards for outstanding sales performance. Council is an annual recognition program based on agent production from July 1- June 30.
1 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
2 Neither New York Life Insurance Company nor JW Insurance and Financial Services or any of their representatives provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Jing Wang is an agent of New York Life Insurance Company. Jing Wang is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Jing Wang is also a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. NYLIFE Securities and Eagle Strategies are New York Life companies. JW Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC or any of its affiliates.
所有保单、合约等相关文件仅以英文版本提供。如有争议,一律以保单和合约中的条款为准。The offering documents (policies, contracts, etc.) of all products are available only in English. In the event of a dispute, the provisions in the policies and contracts will prevail. (SMRU# 5595585.1 Exp. 08.9.2024)

Address: 201 Jones Rd 5th FL Waltham, MA 02451
Fax: 781-899-5829
Phone: (781) 398 8601
Parking: Free Parking
Member since: 2010
Category: FinanceInsurance


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