31st August 2013
WHO WE ARE - OUR STORY
Wai & Associates Group is a partner with AIA and has over 35 years of experience solving financial needs of professionals, business people and corporations from all walks of life. Our team comprises of passionate and self-motivated individuals who are dedicated to making a difference in our client’s lives. Some of our services include insurance planning, wealth protection and acquisition, family protection, hospital and medical, risk management, investments, trust asset planning and retirement planning for individuals, small businesses as well as multinational companies. Our 5 Step Success System© guides our people on the road to success by ensuring they achieve consistent passive income and long lasting financial freedom. To date, we have developed over 170 associates of which 6 have achieved the prestigious Million Dollar Round Table© (MDRT) recognition and 12 of them have become successful agency managers. We continue to be one of the largest and recognised agencies with AIA and have been awarded the Million Dollar Agency© every year since it was introduced in 2008. The group currently operates an agency at Cap Square Tower, located at the heart of Kuala Lumpur, Malaysia.
Being purpose driven is part of our core values of the team. We hope that by working with us we fulfill one of our greatest purposes in our business – to protect families through proper financial advice and planning. We ensure that everything we do, every product we recommend to our clients will take into consideration the greater purpose, on what our clients want; making sure they understand what the solution can do for them and their families.
HOW WE PLAN
Our main focus is to assist out clients these 4 key areas of financial planning.
1. Creation of wealth
2. Protection of their lifestyle, health & income
3. Conservation of wealth
4. Distribution of wealth to the next generation
Our vision for our team is to be a 10 Million Dollar District in terms of new business performance and to develop 10 MDRT associates by the time year 2020 arrives.
To COACH & MENTOR a group of YOUNG, VIBRANT PROFESSIONAL Life Planners, who ASPIRE to be MDRTS in a culture of SHARING & CARING, IMPACTING & TRANSFORMING lives around us.
Besides having a clear vision and mission in team development, we already have a system in place for potential associates to join our team. Developed in 2008, our 5 Step Success System integrates training, coaching and mentoring with the latest and current digital technologies in team building and development.