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Empowering clients with clear financial literacy for secure retirements and legacies
World System Builder
Ivan Jue
Introduction
Ivan Jue is a financial literacy expert who empowers clients to secure their future through thoughtful planning for retirement, long-term care, and family protection. Ivan's open and consultative style builds deep trust, ensuring clients feel heard and understood.
What They Do
Ivan educates clients on financial literacy, helping them understand and plan for long-term care, life insurance, and annuities. His goal is to empower individuals to secure their retirement and protect their heirs through a candid and consultative approach.
Location & Service Area
Ivan is based in San Jose, California, primarily serving clients in the San Francisco Bay Area, with the capability to serve clients across all of California.
What Makes Them Different
Ivan's 'secret sauce' is an open, candid, and consultative approach that prioritizes listening to clients' concerns about retirement and debt. He builds trust through genuine understanding rather than a pushy sales style, focusing on relationships over transactions.
Services Offered
Who They Help
Ivan works best with individuals who are actively thinking about their financial future, including retirement planning, long-term care, and securing their family's legacy. He also collaborates with professionals such as estate planners, realtors, business coaches, CPAs, and insurance agents to provide comprehensive financial guidance.
Know someone who says...
"I'm worried about outliving my savings."
"How can I make sure my family is taken care of financially if something happens to me?"
"I need to understand my options for long-term care."
"I want to get my retirement plan in order."
Fun Fact
Ivan's go-to is coffee.
Quick Facts
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Ready to Connect?
Call Bruce now to ask questions or book services with World System Builder
Call 833-853-6789