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.
Services
Asset Protection
Retirement & Estate Planning
Income Protection
Life Insurance
Business Planning
Education Funding
Long Term Care
Membership
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;
Assurance
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.