Platinum Partner
Introduction
Ivan Jue is a long term care and life insurance specialist who happens to be an adjunct professor at SJSU and Cerritos College. His goal is to build collaboration between partners and clients to help foster trust and build dialogue about financial and retirement goals.
Quick Facts
- Based in San Jose, CA
- Serves San Francisco Bay Area
- Open, consultative approach
- Focus on client relationships
- Trusted real estate partner
What They Do
With his extensive experience in teaching college business courses at San Jose State University and Cerritos College, Ivan provides a comprehensive wealth of knowledge to corporate vendors, business owners, partners, and entrepreneurs about Gen Z's buying habits. Ivan also has done marketing studies about the impacts of AI to multiple generational buyers of investment and retirement products.
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 to client needs. He analyzes gaps in marketing strategies for different types of buyers and investors, based on his experience of engagement and research with students and industry researchers. He focuses on long term relationships over transactions.
Services Offered
Who They Help
Ivan works best with individuals who are looking for Business to Business (B2B) and Business to Consumer (B2C) opportunities. He is the bridge particularly to prospective clients looking to engage with tech, AI, insurance, bio-science, and real estate companies. Ivan can be found networking with industry specialists in various local networking groups such as San Jose's Chamber of Commerce, BNI, Alignable, and CCIM groups.
Fun Fact
Ivan's go-to is coffee.
Reviews (8)
"Ivan Jue is highly regarded for his genuine care for clients' financial literacy and his commitment to acting in their best interests, making him a trusted resource for those seeking financial protection and planning."
"Ivan Jue is a trustworthy and knowledgeable financial professional who excels at networking and consistently provides valuable information and support to his peers."
"Ivan Jue is a dedicated educator who helps clients and their families truly understand their financial decisions, making him an excellent resource for those planning for their future."
"Ivan Jue is a reliable and trustworthy financial professional who goes above and beyond to ensure clients are well taken care of from start to finish."
"Ivan Jue is a passionate and empathetic financial educator who inspires confidence and provides valuable guidance to people at all stages of life."