Meet Our Team

×
 

Jing Wang, CLU®

Principal

Jing is the Principal of JW Insurance and Financial Services. Jing has been in the financial industry since 2004. During these years, Jing has focused on estate planning, retirement planning and asset management and provided advanced financial strategies to thousands of clients. Jing is the Top of the Table member of MDRT and a member of the Boston Estate Planning Council.

Education & Professional Affiliations

  • Master of Science in Information Engineering, Northeastern University
  • Bachelor of Science in Business Computing, Victoria University
  • Chartered Life Underwriter (CLU®), American College
  • Financial Advisor, Eagle Strategies LLC, A Registered Investment Advisor
  • Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency

Membership

  • Qualifying Member of MDRT* (2007, 2010, 2012-2016), Top of the Table Member of MDRT (2017)
  • Member of Boston Estate Planning Council
  • Member of WIFS (Women in Insurance & Financial Services)

Recognition

  • Member of New York Life Insurance Company's Chairman's Council since 2016
  • New York Life Insurance Company Agent of the Year 2017
  • New York Life Insurance Company All Star in 2015
  • New York Life Insurance Company Super Star in 2014
  • Member of New York Life Insurance Company's President's Council from 2012 - 2015

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

×
 

Yanzhi (Mary) Gong

Associate Financial Advisor

Mary joined JW Insurance and Financial Services as an Associate Financial Advisor in 2016. During this time, she assisted agent in all the internal sales, including retirement and estate planning, asset protection and management, insurance planning. Mary received a M.S. in Mathematical Finance from Boston University and received a B.A. in Finance & Accounting from the University of Iowa. She passed Series 6 securities license exam, meanwhile she also has Life and Health Insurance Producer's license in Massachusetts.

×
 

Weiying (Winnie) Liu

Administrative and Customer Services

Winnie joined JW Insurance and Financial Services in January 2016 as an administration and customer service assistant. Her main focus is on overall operations, client service and administrative functions. In addition, Winnie also plays an important role on quality assurance for cases.

Our Planning Resource

 

Calculators