ZION CHONG l MDRT l LIFE INSURANCE PLANNER

Business Wealth Planner at J Group
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Contact Information
us****@****om
(386) 825-5501
Location
MY

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Experience

    • Australia
    • Building Construction
    • 1 - 100 Employee
    • Business Wealth Planner
      • Sep 2012 - Present

      ⭕️ You are busy as enough as you are and in today’s modern society you cannot afford to leave money on the table by having a poorly thought out financial plan. As a Financial Advisor, I can help you to : ✔️ Develop Risk Planning & Wealth Accumulation Strategies designed to mitigate foreseeable financial risks associated with a sudden loss of income. Without proper life insurance planning, such loss of income could potentially devastate a business from thriving and prevent a family from maintaining their standard of living. ✔️ Develop business contingency plans designed to help my business clients create large amounts of cash reserves in the event of an economic downturn where they have an additional lifeline to inject capital into the company on their terms without having to tap on their assets. This is vital for the survival of a business. ✔️ Create Estate Planning Strategies designed to Ensure money is held in trust for family members. In the events of loan defaults, lawsuits, bankruptcy, or divorce, money meant for family members are 100% protected from creditors and lawsuits. This is vital for the protection of assets for vulnerable parties. ✔️ Create proper cash flow and budgeting strategies designed for both business and personal clients to clear off debts that are not revenue-generating in nature (Mortgage, Student Loan, Car Loan and other Long term liabilities) If you are ready to start proper financial planning and bring your business or personal finances to the next level, let’s chat. Whether or not we decided to work together, I am confident our call will offer insights and actionable steps that you can implement right away. 🗯 Connect & Message me, I will love to help...

    • Malaysia
    • Insurance
    • 700 & Above Employee
    • Financial Advisor
      • Sep 2012 - Present

      ⭕️ You are busy as enough as you are and in today’s modern society you cannot afford to leave money on the table by having a poorly thought out financial plan. As a Financial Advisor, I can help you to : ✔️ Develop Risk Planning & Wealth Accumulation Strategies designed to mitigate foreseeable financial risks associated with a sudden loss of income. Without proper life insurance planning, such loss of income could potentially devastate a business from thriving and prevent a family from maintaining their standard of living. ✔️ Develop business contingency plans designed to help my business clients create large amounts of cash reserves in the event of an economic downturn where they have an additional lifeline to inject capital into the company on their terms without having to tap on their assets. This is vital for the survival of a business. ✔️ Create Estate Planning Strategies designed to Ensure money is held in trust for family members. In the events of loan defaults, lawsuits, bankruptcy, or divorce, money meant for family members are 100% protected from creditors and lawsuits. This is vital for the protection of assets for vulnerable parties. ✔️ Create proper cash flow and budgeting strategies designed for both business and personal clients to clear off debts that are not revenue-generating in nature (Mortgage, Student Loan, Car Loan and other Long term liabilities) If you are ready to start proper financial planning and bring your business or personal finances to the next level, let’s chat. Whether or not we decided to work together, I am confident our call will offer insights and actionable steps that you can implement right away. 🗯 Connect & Message me, I will love to help...

    • Nigeria
    • Real Estate
    • 1 - 100 Employee
    • Sales Manager
      • Feb 2010 - Jul 2012

      Key Role in Handling Corporate Clients in FMCG Industry such as P&G, Unilever, Nestles, GSK, J&J, SC Johnson, Reckitt Benkiser etc. Dealing with Marketing Campaigns in Instore Promotional Media & Sampling Activation Mainly In Selected Key Retails Hypermarkets & Supermarkets Categories. I Helped Clients Achieved Sales Growth & Captured Market Attention on Every Project Campaigns. Working Together With A Team Full Of Funs & Potential Peoples and Get to Learn From Each Others.. Reason I Left The Company was to Persuade My Own Future Goal.. As Age Catching Up...

Education

  • Sunway College
    Charted of Marketing (CIM), Marketing
    1998 - 2000

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