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재정전문가

IN SUK LEE
IN SUK LEE CLTC®
  • Manager, Producer Relations
    Retirement Plan, 401(k) & Pensions rollover, IRAs, Life Insurance & Annuity, Long Term Care
  • CA LICENSE #0K44212

Background

From a young age, I have enjoyed listening to people’s stories, empathizing with them, and offering help. This personality trait has laid the foundation for my ability to work as a financial professional.  Through these experiences, I have gained the knowledge and expertise necessary to support agents effectively.


Experience and Strengths

With over 10 years of experience, I have developed the ability to accurately understand clients' needs and provide tailored solutions. I am particularly skilled at designing customized insurance plans by considering clients’ financial situations and future goals. Additionally, I prioritize building trust with clients through consistent communication and by providing transparent information.


Personality and Values

Those around me often describe me as a responsible and positive person. I value even the smallest promises and always strive to think and act from the client’s perspective. I especially enjoy simplifying complex insurance products and helping clients make well-informed decisions.


Goals and Aspirations

As a financial professional, I aim to grow into a professional who brings positive changes to each client’s life. I aspire to build long-term relationships based on trust and assist more people in planning a secure future. Additionally, I am committed to supporting Allmerits producers in creating a more stable and comfortable working environment for their clients.