Wang shares how to achieve high-efficiency closing, use professional planning to ensure clients have adequate protection and efficiently accomplish your MDRT goals.He reveals the Closing Formula, the Annual Income Formula, the Medical Pyramid Technique and the Fivefold Medical Protection Formula — techniques that help clients recognize the value and purchase sufficient coverage. Quality service brings referrals, and the Whole Person concept provides lasting motivation.
Wang Wei, CFP, RFA, has 12 years of industry experience and is committed to the Whole Person concept. He cultivates long-term client relationships by providing comprehensive protection planning based on professional expertise, including life insurance, medical protection, retirement planning, legacy planning and tax planning. He is a senior insurance advisor and leads a high-performing sales team, with six team members achieving MDRT in 2025. He has also served as Local Chair and Area Chair for MCC Zone 7 Chinese Taiwan, was a ConneXion Zone speaker at the 2021 MDRT Virtual Annual Meeting and presented a Focus Session at the 2023 MDRT Global Conference.
