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"Looking Back and Looking Forward, Breaking the Wind" | Zhongyue November 26th Thanksgiving Day 活动 Review

2023-11-27t16:41:46-08:00November 27, 2023|Company News|

On the occasion of Thanksgiving Day, in order to give thanks to the customers and the hard-working broker team, Zongyue Wealth held a wonderful Thanksgiving Day Feedback 活动 in Hongde Taste Seafood Restaurant. this Thanksgiving Day feast is a long-awaited gourmet feast, a feast of exchange of friendship and affection, and a feast of feedback for the past year's hard work. The 活动 was a complete success, fully demonstrating the unity and vitality of the Zhongyue family. Let's review this warm and unforgettable night together. Before the start of 活动, each broker sent their Thanksgiving wishes and testimonials to Zhongyue Wealth. At the same time, we also reviewed the footprints that Alex, the CEO of Zongyue, has led everyone in Zongyue to walk through in 2023. We have weathered the storm together and harvested great achievements at the end of the year, which is inseparable from the dedication and support of every broker. The party was hosted by Ms. Han, whose lively and interesting hosting style became the shining star of last night's party, and she interacted with every broker in her unique way, making everyone feel warm and friendly. Her skillful use of witty language to relate the formal occasion made the whole evening more lively and interesting. Her sense of humor and flexibility made the whole evening flow with laughter and made every broker who came to participate feel at home. In last night's Thanksgiving 活动, we prepared a colorful raffle 活动 for everyone, which could not have been prepared without the careful preparation of 活动 planners Alex and Alice. Alex and Alice not only presented a wonderful 活动, but also prepared a variety of gifts for each broker, which made the whole lucky draw process a highlight of the evening. Alex and Alice selected a series of well-chosen gifts for the lucky draw, including practical electronic devices, exquisite kitchen utensils, and some surprising small gifts. The gifts were both practical and festive, and every participant was eagerly awaiting the raffle. The whole lucky draw session was conducted by Alex and Alice, who pushed the atmosphere to the climax with their light and humorous language and lively interaction. They mobilized everyone's enthusiasm and made the lucky draw no longer a simple 活动, but a major highlight of the whole evening. Every broker couldn't wait to see if they could win their favorite prizes. In the midst of laughter, each lucky winner received a special gift. This is not only a recognition of everyone's hard work over the year, but also a strong affirmation of team cohesion. Thanks to the company for bringing us this unique lucky draw 活动, so that every broker felt a strong sense of holiday warmth and the company's care in the lucky draw. Reviewing the whole 2023, we Zhongyue Wealth all the way, every team member has worked hard for the development of the company. On this special evening, we reviewed the achievements and efforts of the year together with a lot of emotions. Everyone's hard work has made Zongyue Wealth what it is today, which makes us full of confidence in the future. Solo travels fast, the crowd travels far. As the new year is approaching, we believe that Zhongyue Wealth will usher in more success with the joint efforts of everyone. We will continue to work together to create more brilliant performance and contribute to the prosperity of the company.

月圆此时 众越有你 众越财富欢庆中秋BBQ联欢活动

2023-10-23t16:27:07-07:00October 23, 2023|Company News|

  City News September 23, Arcadia City News, Mid-Autumn Festival is approaching, in order to give thanks to customers and hard-working brokerage team, Zongyue Wealth in Arcadia Park held a wonderful roasted whole sheep BBQ Mid-Autumn Festival Carnival 活动. This Mid-Autumn Festival feast is a long-awaited feast of food, is the exchange of friendship and affection for the feast, but also for the past year's hard work of the feast of return. Nearly 300 guests embarked on this Mid-Autumn Festival-themed delicious journey, 活动 site popularity is bursting, everyone is intoxicated in the "tongue on the roasted sheep feast", enjoy the festive atmosphere of the Mid-Autumn Festival and the joy of celebrating the traditional festivals together. A nourishing and flavorful Mid-Autumn Festival feast with sumptuous dishes came as promised. Roasted whole sheep, a variety of exquisite cold dishes, exquisite snacks, fragrant kebabs, delicious lamb soup, etc. ...... endless. Especially the roasted whole sheep, after special cooking skills and roasted, crispy skin and tender meat, aroma, mouth-watering. What makes people feel extra cozy is that Alex, the owner, is approachable and personally adds food and distributes lamb and kebabs for everyone. Such details made this Mid-Autumn Festival dinner special, not only a feast of food, but also a manifestation of unity and care, even if you are far away from home, you can feel the warmth and closeness of the "big family". In addition to the BBQ, a fierce tug-of-war competition was also held. Everyone was divided into two teams and started a fierce tug-of-war, a struggle of strength and team spirit began, hands clasped, sweat, the unity of the heart to one place, the unity of the heart to one place, laughter, cheers ...... Zhongyue people's vitality and enthusiasm. Also specially prepared for the surprise draw link. In the lucky draw session, the applause and cheers rose and fell, making the atmosphere of Mid-Autumn Festival more intense and warm. Every lottery draw triggered cheers and applause on the spot. This joy is not only the added good luck of winning a prize, but also the reward brought by hard life and work, as well as the link and sharing of friendship and joy. When the full moon was high in the sky and the bright moonlight poured over the earth, the beauty of this moment was shared by all of us. CEO Alex and everyone cut the mooncakes and raised their glasses together, wishing us a beautiful night of reunion. As the symbol of Mid-Autumn Festival, mooncakes are indispensable delicacies. We prepared mooncakes with the word "home" for everyone, hoping that coming to Zongyue is like going home. For us, Zhongyue is a small home that we have built here through our hard work, and it is also a big family that is united with love and care for each other. The Mid-Autumn Festival not only represents the romance of a thousand years of traditional Chinese culture, but also symbolizes reunion, maturity and harvest, and is an excellent time to celebrate success and joy. On the night of Mid-Autumn Festival, we sit around the fireplace, eat mooncakes, enjoy the delicious food from our hometown, share the achievements and joys we have made together, and send warm blessings to each other. The air was filled with the deep emotional bond between Chinese people, and the belief in unity and hard work was the atmosphere created by all of them. In this festival of joy and reunion, Zhongyue Wealth has always been committed to providing excellent services to meet the needs of our clients and brokers. At the same time, we also uphold an ambitious vision: to integrate insurance into people's lifestyles and help more people realize the goals of protection and financial security. Alex, CEO of Zhongyue Wealth, and all the members of Zhongyue Wealth, sincerely wish all the friends: Happy Mid-Autumn Festival, family reunion, fulfillment and happiness! Thank you for your continuous support and care, and we hope you can cherish every day, live up to the good times, and have a bright future and go all the way. Harvard Han Category: Los Angeles Local News

Hereby declare

2023-05-23t17:43:25-07:00May 23, 2023|Company News|

We hereby declare that we will not tolerate malicious slander and abuse of public opinion, which seriously violates our rights and interests and wastes the public's time and resources. As a practitioner in the insurance industry, we firmly uphold the concept of professionalism and helpfulness, and will never allow falsification. We solemnly declare that we will take all necessary legal measures to protect our rights and interests against those who maliciously spread, malign and deliberately exploit social opinions. We firmly believe that only by severely punishing these malicious acts can we maintain the integrity and fairness of the industry and ensure that we can focus on providing quality services to our customers. We urge the public to remain vigilant and not fall prey to malicious communications. While we will steadfastly defend our reputation and business, we call on the public to support our efforts to create an honest, fair and transparent insurance environment.

Stern Statement

2023-01-06T17:13:47-08:00January 5, 2023|Company News|

The One Pioneer LLC, Atlas Creative Group LLC, Alex Song and team and others filed a multi-million dollar lawsuit against Tiffany Xu, Golden Ivy Marketing and other related companies on 12/19/2022. In addition, Alex Song and team seek dismissal of the initial lawsuit filed by Tiffany Xu and her affiliated companies against Alex Song and related companies for wrongful retaliation. The following is a solemn statement: ...

The strongest insurance company Allianz joins hands with Zhong Yue Wealth to help multiply the market

2022-09-22T17:40:13-07:00September 22, 2022|Uncategorized|

Focusing on the professional development of brokers, Crowd Wealth has recently invited top industry companies and veterans to train brokers on insurance knowledge, inviting them to present the latest practices, strategies and theories, while leading discussions in an open, question-and-answer interactive environment. In each topic covered, the instructors focused on the most "useful" and "proven" approaches to pursue in the short and long term, so that brokers could make an immediate impact after the session and quickly improve their client targeting and sales skills. Each face-to-face training session was closely followed by many insurance brokers, some of whom came from far away in the hope of learning from the experience and knowledge of the great minds. In the afternoon of September 14, Crowdview Wealth held a seminar on insurance expertise at the Arcadia Studio. Jacob Marcotte, Internal Sales Manager of Allianz Insurance, a top insurance company, introduced the scope of insurance services, policy interpretation and analysis of Allianz. Allianz, as a world leading integrated insurance and asset management company, has a deep experience in the insurance business with their business in all financial sectors, ranging from life and health insurance, property and liability insurance, all types of insurance in the insurance sector and risk management consulting, as well as asset management services for institutional and individual investors worldwide. As of 2012, there were approximately 180,000 Allianz Group employees serving clients worldwide. Jacob Marcotte explained that Allianz is committed to providing clients with more comprehensive risk management services in addition to its primary businesses of life insurance, property insurance and asset management, and that data analysis illustrations provide each broker with a clearer understanding of Allianz's entire business. Jacob Marcotte also answered some of the questions that brokers have in their work during the seminar. Such as liability and benefits in policy terms and issues that may arise; income tax that will be paid on premium withdrawals; and the possibility of a 10% federal surtax on policies for features exercised before age 59 or older. He noted that tax laws can change from time to time and clients should consult a tax professional; and that loan rates are locked into the issue and are guaranteed for the life of the policy. Brokers felt benefited after listening carefully to the Allianz professionals. Some brokers said they found that many people buy insurance but do not understand it, therefore, the responsibility of being a broker is even more important, only by truly understanding the asset status and physical condition of clients, can they make more scientific and reasonable planning for their clients in terms of family finance and asset allocation, so as to fight for more rights and protection for them. The satisfaction of clients is the greatest satisfaction of every broker. Martha Lee, a senior insurance professional, presented a plaque to encourage and support the team led by Alex. General Manager Alice introduced Martha to Allianz Jacob Marcotte, who explained Martha's life motto.

Mid-Autumn Festival BBQ activity is very popular

2022-09-10T01:05:40-07:00September 9, 2022|Company News|

The Mid-Autumn Festival is approaching, in order to thank our clients and hard-working broker team and let them enjoy the holiday and festive joy, Crowd Wealth held a barbecue at Arcadia Park in the afternoon of September 3 to welcome the Mid-Autumn Festival party. "The event was a great success. The sunset scenery is very beautiful The purpose of the event is to let everyone eat happy play happy, so the company booked in advance the two most popular roast whole sheep, there are grilled lamb skewers, chicken wings, ribs, coral shrimp, red spotted fish, etc., as many as 50 kinds of dishes, a variety of fruits, drinks, potato chips snacks at will. There are also many small partners from their own homes to bring delicious masterpieces, there are roast duck, dumplings, scallion pancakes, cold dishes, cold skin, cakes, all the food is in short supply, especially everyone's favorite lamb skewers, these are the night before the event, several teams of small partners hand from the purchase of fresh ingredients to skewer into meat, including their hard work. Everyone ate with great pleasure and praise. The company prepared big round moon cakes to show that Zong Yue is a big family of unity and love. CEO Alex and General Manager Alice cut the moon cakes for everyone to wish for a happy reunion! The moon on the Mid-Autumn Festival is the most charming of the year. Mid-Autumn Festival is a festival full of romance, a season of maturity and harvest, and therefore the best time to celebrate the harvest and express the joy. On this festive and reunion day, sending a warm word of blessing to each other adds a wonderful atmosphere to the holiday. Alex would like to wish all our friends and families a happy Mid-Autumn Festival and all the best! Thank you all for your support and love, and may you cherish the time and live up to it, all the way forward!

"Together is Better" Successful team experience sharing was well received by Zongetsu Wealth

2022-09-10t00:42:17-07:00September 8, 2022|Uncategorized|

In the afternoon of September 3, Crowdview held a training seminar titled "Together is Better" with Mary, a veteran insurance broker, and Marhta Lee, a special guest who has been in the insurance field for 36 years. 40+ new and existing brokers attended the seminar. The seminar was attended by more than 40 new and old brokers, and the recent heat wave in Los Angeles continued, but the enthusiasm of learning and entrepreneurship could not be stopped. From a large central enterprise executive to a US insurance licensed elite, Mary used her solid footprints to overcome the language, and insurance expertise, and now leads her own team to achieve rapid performance in a short period of time, she told herself, and also all her friends, how right her choice was at the beginning. In 2012, Mary immigrated to the United States, and when she first arrived, she knew absolutely nothing about American taxation and financial management. By chance, she felt that she had to learn and improve herself when living in the United States, and she learned from the basics. Mary's serious and persistent spirit has not only infected her team, but also the many clients she serves. Her successful model can be copied by others in the same industry. Talking about Zongetsu, Mary said that at the beginning of 2022, several friends who are like-minded financial elites established Zongetsu Wealth Management (T.O.P.) to help many friends who want to start their own business in the financial world to become professionals from a white person. The company's main business is to act as an agent for financial products of well-known big insurance companies such as National Life, Allianz and AIG. In the seminar, Mary firstly analyzed the three major types of financial industry and introduced the four advantages of Zongetsu: 1) Zongetsu is fully committed to building gold-medal insurance elites; 2) Zongetsu has competitive promotion space and reasonable commission allocation system; 3) the company provides the highest quality professional training; 4) the company is decentralized to attract talents. These four advantages are also the company breaking the traditional industry model, combining a brand new concept, taking the team as the core, combining professional technology, financial knowledge and business ideas together to quickly help newcomers on their way. After a period of operation, Zongetsu has grown rapidly, with excellent brokers joining the company, and its performance has soared. Three months after the establishment of the first studio, a New York studio was set up, and the next plan is to establish studios all over the United States to serve more individuals and families. In Mary's opinion, all the past is a prelude. Insurance has helped her find the value of her work, and in the days to come, she is confident that she can harvest a garden full of flowers if she keeps walking on this road of insurance. Martha Lee, a 36-year veteran of the insurance industry, was the guest of honor. Martha has served as an executive for many well-known insurance companies, including AIG Market Development Agent, President of Metropolitan Insurance Company-New England Finance Company, Los Angeles, and as a life insurance broker, district manager, business manager and branch general manager. In 1989, she founded All California Financial Corporation and served as its president. She has received numerous awards, including the Million Dollar Round Table (MDRT), Loyalty Life Insurance Company of America's "Top Manager President's Award", the "Top of the Table" award, and the "Top of the Table" award from 1986 to 2007. She has been awarded the "Top of Table" award for highest round table achievement. ...

High-end life insurance

2022-05-08T09:03:51-07:00May 8, 2022|SERVICE|

Life insurance is a type of life insurance in which the life of the insured is the subject of coverage and the benefit is contingent upon the survival or death of the insured. As with all insurance, the insured passes on the risk to the insurer, accepting the insurer's terms and paying the premium. Unlike other insurance policies, life insurance transfers the risk of survival or death of the insured. Life insurance in the U.S. has developed very mature and has many advantages: long history of insurance in the U.S. very advanced product concepts low premiums, reporting back coverage for major illnesses U.S. financial institutions are safe and easy to adjust claims can be used for tax deduction reasonable avoidance of CRS Crowd Wealth offers a variety of products to meet the different needs of our clients. Our services include but are not limited to: Indexed universal life insurance Term life insurance Refundable term life insurance Long-term care nursing life insurance Ante mortem life insurance

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