Clarissa Referred Client since 2019 I have known Wil-son for approximately 5 years. I started supporting Wil-son by getting a investment linked policy from him.
He follows up, by helping me to monitor the funds frequently, and informs me of new opportunities whenever there is one. He is also very willing to share his knowledge about funds and investment.
He also frequently checks in on me and my family, he feels more of a family friend than a financial planner.
Though Wil-son is rather new in the insurance field, he is constantly trying to learn new things. Certain questions that I have asked Wil-son, he answers without biasness, a trait that I seldom see in other agents.
Moreover, Wil-son is very honest, he clearly tells you that he is uncertain when he does not clearly know the answer. He does not just stop there, he will find out more information and give me a detailed explanation.
Wil-son is also not pushy, he starts off by understanding about my situation before advising me on what policies to get. He does not pressure you to get a policy from him, this trait made him stand out as a trusted financial planner. |