"Jenelle truly has her client's best interests at heart, making insurance simple to understand and introducing me to wealth accumulation through insurance."
I used to know nothing about insurance and couldn’t be bothered with it. To me, it was always a very complicated matter. As an optimistic person, I felt that nothing ‘bad’ would happen to me, so I didn’t see the need for insurance.
However, thanks to my dear friend Jenelle, whom I’ve known for more than a decade, she ‘opened’ my heart to insurance. She showed me that insurance is more than just protecting my life—it’s also about planning for the future. Jenelle made insurance simple for me to understand and even introduced me to the idea of wealth accumulation through insurance.
Two years ago, I entrusted my son’s portfolio to her, and over these two years, I’ve seen firsthand that she truly has her client’s best interests at heart. Every year, she reviews my son’s portfolio to ensure he is well-covered. Jenelle is always just a message away if I have any questions, whether about insurance plans or claims. She never makes me feel like I’m bothering her, even with my sometimes repeated questions. She’s responsive, and efficient, and makes the claims process fuss-free and easy. Because of this, I’ve also entrusted my daughter’s portfolio to her—even when she was 39 weeks pregnant, Jenelle was there to handle everything for me!
Not only is Jenelle our family advisor, but she also advises me on wealth accumulation. Thanks to her, both my kids and I have been able to put our money in places that yield much higher interest than the banks (I’m more excited about this than insurance! Haha!). If any of you are looking for a family advisor or need advice on wealth accumulation, I highly, recommend contacting Jenelle!
I recently had a financial planning session with Jenelle, and the planning digital tool she used was amazing! It can simulate so many scenarios, which was really helpful for my planning. As always, Jenelle was very patient with all my questions and provided great advice. I will definitely recommend Jenelle to anyone who wishes to have sound financial advice from a super reliable advisor!