In the afternoon of September 3, Crowdview held a training seminar titled "Together is Better" with Mary, a veteran insurance broker, and Marhta Lee, a special guest who has been in the insurance field for 36 years. 40+ new and existing brokers attended the seminar. The recent heat wave in Los Angeles continued, but the enthusiasm for learning and entrepreneurship could not be stopped.

From a large central enterprise executive to a US insurance licensed elite, Mary has used her solid footprints to overcome the language, and insurance expertise, and now leads her own team to achieve soaring performance in a short period of time, telling herself, and also all her friends, how right her choice was at the beginning.

In 2012, Mary immigrated to the U.S., and when she first arrived, she knew absolutely nothing about U.S. taxation and financial management. By chance, she felt that she had to learn and improve herself when she lived in the U.S. She started from the basics, and slowly she came into contact with the insurance industry and delved into the insurance business, and since then she has had an inseparable relationship with insurance, from working alone to developing as a team. Mary's serious and persistent spirit has not only infected her team, but also the many clients she serves. Her successful model can be replicated by her peers.

Talking about Zongetsu, Mary said that at the beginning of 2022, several friends who are like-minded financial elites established Zongetsu Wealth Management (T.O.P.) to help many friends who want to start their own business in the financial world to turn from a beginner to a professional. The company's main business is to act as an agent for financial products of well-known big insurance companies such as National Life, Allianz and AIG.

In the lecture of the day, Mary first analyzed the three major types of financial industry and introduced the four advantages of Zongetsu: 1 is Zongetsu's full effort to build gold insurance elites; 2 is Zongetsu's competitive promotion space and reasonable commission allocation system; 3 is the company provides the best quality and professional training; 4 is the company's decentralization to attract talents. These four advantages are also the company's break with the traditional industry model, combining a brand new concept, with team as the core, using professional technology, financial knowledge and business ideas combined together to quickly help newcomers on their way.

Three months after the first studio was established, a New York studio was set up, and the next plan is to establish studios all over the United States to serve more individuals and families.

In Mary's opinion, all the past is a prelude. Insurance has helped her find the value of her work, and in the days to come, she is confident that she will be able to harvest a garden full of flowers if she keeps walking on this road of insurance.

Martha Lee, a 36-year veteran of the insurance industry, has served as an executive with several well-known insurance companies, including AIG as General Market Development Agent, President of Metropolitan Insurance Company-New England Finance Company in Los Angeles, and as a professional life insurance broker, district manager, business manager and branch general manager. In 1989, she founded All California Financial Corporation and served as its President.

She has received numerous awards, including the Million Dollar Round Table (MDRT), the Loyalty Life Insurance Company of America's "Highest Honors Manager President's Award," the Million Dollar Round Table Membership Award, and the "Top of the Table" award for outstanding performance from 1986 to 2007. From 1986 to 2007, she received numerous awards, including the Million Dollar Round Table MDRT, the Loyalty Life Insurance Company of America's "Top Manager President's Award", and the "Top of Table" award for excellence.

Martha has led her 200-plus agents of various ethnicities to achieve a record number one business result in just three years, and her work in the industry has been widely covered by major media outlets such as World Journal and World TV.

Martha's experience and accolades represent her level of excellence within the insurance industry and highlight the industry leader who has led an industry and influenced an era with her expertise.

Nowadays, she would like to focus more on cultivating a new generation of insurers. With her experience in the insurance industry for most of her life, she appreciates Alex's professionalism in the insurance industry and hopes to cultivate a new generation of insurers together with Alex in the constant pursuit of achieving a win-win situation for the industry and customers, helping young people to reach wealth freedom and looking to the future together. This is her goal and she finds it very meaningful.

Alex, the CEO, thanked the two big names for sharing their success stories. She said that today's theme "Together is Better" shows that Zhong Yue is providing services and support to all brokers, building brokers, brokers are our products, we promote brokers through posters, videos and softwares, invite industry elites to teach experience, we are stepping on the shoulders of giants, so that We are stepping on the shoulders of giants to make brokers take less detours, which is the everlasting corporate culture and vision of Zhong Yue.

If you want to join the insurance industry, please join our training and we will help you get your license by hand, looking forward to your joining us!