Jacquelyn Lui

5.0 out of 5.0
Rating 5.0
(11 Reviews)
Financial Professional
+1 (626) 332-8889
Chinese (Mandarin)/Chinese (Cantonese)/English
Join our free FINANCIAL LITERACY WORKSHOPS every Sat at 10am! Call or text 626.417.9616 for more information.

Financial Independence. For Everyone.

World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.
Power of Choice
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A high-level overview of the diversity of the products, services and providers available to our clients. However, the only products we prioritize are those that are right for your unique needs.
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A Platform as Diverse as Those We Serve

No matter your life story, WFG has the technology and experience to make your financial dreams a reality. Watch the video below to learn more about our business platform and what makes us unique in an industry that is not known for its diversity.

Services Offered by Jacquelyn

Insurance Protection

The most important part of preparing for the future is protecting it. As a WFGIA agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
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Schedule a Complimentary, No Obligation Appointment with Jacquelyn

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Building Entrepreneurs

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

Recent Reviews for Jacquelyn Lui

Displaying reviews 1 - 5 of the 11 most recent
  • 5 out of 5
    Rating 5.0

    3/14/22
    5 out of 5
    Rating 5.0
    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.
  • 5 out of 5
    Rating 5.0
    Fantastic customer service! Mrs. Lui ensured I received the answers I needed to ensure every process was smooth as possible.
    Response from Jacquelyn Lui
    Thank 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.
  • 5 out of 5
    Rating 5.0
    Clearly 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!
  • 5 out of 5
    Rating 5.0
    Thank 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.
  • 5 out of 5
    Rating 5.0
    Excellent 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.
  • 5 out of 5
    Rating 5.0
    I 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.
  • 5 out of 5
    Rating 5.0
    Great 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.
  • 5 out of 5
    Rating 5.0
    Working 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.
  • 5 out of 5
    Rating 5.0
    Thank you Jacquelyn! I am really thankful we were connected. Jacquelyn is very patient and able to answer my many questions. Highly recommend.
  • 5 out of 5
    Rating 5.0
    Jacquelyn 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.
  • 5 out of 5
    Rating 5.0
    Greatly 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.
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About Jacquelyn's Office

2934 E Garvey Ave. S
Ste 103
West Covina, CA 91791
US
Day of the WeekHours
Monday9:00 AM - 7:00 PM
Tuesday9:00 AM - 7:00 PM
Wednesday9:00 AM - 7:00 PM
Thursday9:00 AM - 7:00 PM
Friday9:00 AM - 7:00 PM
Saturday9:00 AM - 7:00 PM
Sunday9:00 AM - 7:00 PM