Financial Independence. For Everyone.
A Platform as Diverse as Those We Serve
Services Offered by Jacquelyn
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Jacquelyn
Our innovative business model enables entrepreneurs to succeed together through a turnkey system and a commission structure that encourages mentorship and teamwork. Join WFG today and be part of the thousands of independent professionals across the United States helping individuals and families protect what matters most to them.
Frequently Asked Questions
- 4/7/225 out of 5Rating 5.0
5 out of 5
It is a great pleasure to work Daniel and Jacquelyn in my Longterm Care insurance. They spending time to layout the possible options in the market. Find out the best package meet our need, then guide me step by step to select the product.
- 3/29/225 out of 5Rating 5.0Fantastic customer service! Mrs. Lui ensured I received the answers I needed to ensure every process was smooth as possible.Response from Jacquelyn Lui3/29/22Thank you John! That is what we promised to deliver at the start. Glad to be of service to you and your family and find what was best for you all.
- 3/20/225 out of 5Rating 5.0Clearly and patiently explained the different types of life insurance and long term care options. Helped me find the best policy according to my concerns and financial needs. Really great customer service!
- 3/15/225 out of 5Rating 5.0Thank you Jacquelyn for being so patient and answering all my questions. I really felt your passion for what you do and I know my family and my finances are in good hands.
- 3/10/225 out of 5Rating 5.0Excellent service. Even though my policies were from an old agent, Jacquelyn was able to help me look over them and explain to me what I currently had.
- 3/8/225 out of 5Rating 5.0I really recommend Jacquelyn for complex business planning and especially for high income individuals and families who are looking to build, protect, transfer their portfolios to the next generations. Her responsiveness and attention to details are what stood out to me and my husband. We feel fortunate to have Jacquelyn to help us structure and plan our estate.
- 3/5/225 out of 5Rating 5.0Great customer service. Attentive and considered my concerns and financial needs. Very professional and clearly explained the different types of life insurance and long term care options. Jacquelyn walked me through the policies that fit my needs best and helped me select the best one. Would recommend to anyone looking to purchase their first life insurance policy.
- 3/3/225 out of 5Rating 5.0Working with Jacquelyn was a whole new experience. She didn't just sit there and tell me what I should do with my money. Instead she taught me financial concepts and created a financial plan specified towards my short term and long term needs. No question was left unanswered and she made sure I understood exactly what I was purchasing and why it was a fit for me.
- 3/2/225 out of 5Rating 5.0Thank you Jacquelyn! I am really thankful we were connected. Jacquelyn is very patient and able to answer my many questions. Highly recommend.
- 2/17/225 out of 5Rating 5.0Jacquelyn is amazing. I highly recommend everyone to work with her. She is one of the most detail oriented financial professionals that I've encountered. She is a financial expert and offers weekly workshops for those looking to improve their financial literacy. The depth of knowledge she provides is unparalleled. She is nothing short of amazing. I highly recommend working with Jacquelyn Lui.
- 2/17/225 out of 5Rating 5.0Greatly appreciate Jacquelyn help in looking over my finances with me. Really opened my eyes to my tax liability and the different options to lessen my tax and financial burdens.
About Jacquelyn's Office
|Day of the Week||Hours|
|Monday||9:00 AM - 7:00 PM|
|Tuesday||9:00 AM - 7:00 PM|
|Wednesday||9:00 AM - 7:00 PM|
|Thursday||9:00 AM - 7:00 PM|
|Friday||9:00 AM - 7:00 PM|
|Saturday||9:00 AM - 7:00 PM|
|Sunday||9:00 AM - 7:00 PM|