About Us
Theresa Szeto
Wealth Coach, Financial Educator, Serial Entrepreneur, International Speaker, Global Real Estate Investor
As an Entrepreneur, Business Development Consultant and Investment Advisor with over two decades of experience. Having the opportunity to teach, train and coach insurance sales professional on building “value” has proven to be the most rewarding aspect of my business.
I attribute my success to the law of attraction (what you think about, you become), daily meditations, and my simple goal to always help others to achieve their success.
Honesty, Integrity, trustworthiness, knowledge… I feel that these words truly describe me and the level of service I promise my clients. I get excited and honored to be at service to my clients.
Moses Tan
Digital Marketing Strategist
My Specialty lies in Lead Generation and connecting prospective clients to our B2C/B2B partners, through a mix of marketing channels such as SEO, Social Media, Chatbot, and Email. Assisting agents to get familiarizing the iPad eAgent App.
Veronica Montserrat González Leon
Administrative Operation Manager
My duties revolve around managing and distributing information within our office. I ensure the administrative side of the business run harmoniously and all interactions between the organization and others are positive and productive.
I also revolve around managing and distributing information within an office. This generally includes answering phones, taking memos, maintaining files, and making sure all agents have the proper folders & documents.
I also revolve around managing and distributing information within an office. This generally includes answering phones, taking memos, maintaining files, and making sure all agents have the proper folders & documents.
