Why Wai & Associates?

Wai & Associates > Careers > Why Wai & Associates?


Vision what drives our team forward. Our new found vision was established in 2014 to better reflect where we are headed.

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.


Our mission statement to our team is engraved into our hearts and minds. We are a people focused group who want to make a difference to the lives around us.

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.

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Discover more about Wai & Associates

Yup, we started out just like you too. You’ll notice we’re quite the diverse bunch of people.

Management team

Experienced managers and professionals who form the core leadership team in Wai & Associates.

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Get to know our team of dedicated professional life planners. We are full of passion!

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Companies we represent and are partnered with to provide the best financial solutions to our clients.

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Why join our team

What we can offer to potential associates as well as our group vision and mission.

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5 Step Success System

Our proven system of success to support our growing team of passionate associates.

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