Julian Lee & Associates is a young and dynamic group with an average age of 26. Its purpose is to develop aspiring individuals to provide professional financial services to its clients and groom potential leaders in the field. To date, we have discovered and trained talented producers in our agency who have achieved both financial and academic success. Some of our success stories include clinching the Top Accident and Health Producer, Top Accident and Health Manager Group and Top 5 Managers in 2010, Top Director Productivity and Top Manager Productivity for Accident and Health in 2011, and Top Rookie in 2014, Top Rookie in 2014, as well as attaining Top Life Regular Premium Producer & Top Executive Producer (both 1st Runner up), Executive Entre-Planner Award, and Top Recruiting Manager (2nd Runner up) in 2015. Our Director Julian himself is a veteran and consistent producer with numerous awards under his belt, including the prestigious MDRT and Court of the Table. A firm believer in providing quality financial services to help clients meet their financial needs while complying to the industry's regulations, he is valued by his clients and colleagues for his wealth of knowledge, his dedication to the profession, as well as his friendly personality.
After Julian attained Directorship in 2011, his management team encompassing Jason Wong, Marcus Tham, Esther Lam, Queenie Ang, Yvonne Ng, Philip Ong, Joseph Boh and senior planners focuses on developing young and aspiring associates to be professional leaders in area of sales and/or management in the financial planning profession. With a proven system in place, the agency is currently one of the fastest growing agencies in the company. We are building our agency strength through promotion of the MDRT spirit of being creative, responsible and ready to face challenges ahead. Our monthly activities like chillouts, sports activities and many others have created an interactive platform for our planners to let their hair down after a month's hard work. Our periodic team building activities develop trust, foster team spirit and facilitate communication and collaboration. The agency believes that a balanced work-life culture helps contribute to a fulfilling career and in turn achieving one's personal goals in life.
To professionally act in the best interest of our clients fulfilling their financial security, vision and goals
To support our financial planners to be future leaders, improving their lifestyle and achieving their vision and goals in the career