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July 23, 2024
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Securing Financial Freedom: How Jad Hilal Guides Clients Towards Financial Security

Jad Hilal
Photo: Unsplash.com

When it comes to securing one’s financial future, having the right guidance can make all the difference. This is where professionals like Jad Hilal, a financial advisor at the World Financial Group (WFG), come in. With over 10 years of experience in the finance industry, Jad is dedicated to helping his clients achieve financial security through retirement strategies, life insurance, and tailored investment plans.

As a Transamerica company serving over 6 million families since 1995, WFG brings the strength and integrity of a trusted 115-year-old brand. Its client-first approach, paired with a reputation for financial excellence, means that advisors like Jad always keep their clients’ best interests at heart. 

“Honestly, the transformation I aim to provide is helping people gain a better grasp of investment basics, life insurance needs, and retirement planning. My goal is equipping them to make educated choices that secure their finances down the line,” shares Jad.  

And his passion for guiding others towards financial freedom extends beyond his professional role. Jad is also focused on talent development within WFG itself, assisting new recruits in building lucrative finance careers where six-figure incomes in the first years are commonplace.

“Years ago when I entered this industry, I did so with confidence in my ability to help people improve their finances. Now I strive to pass on that same mindset to newcomers, while helping clients old and new safeguard their futures.”

Jad Hilal
Photo Courtesy: Jad Hilal

Crafting Bespoke Strategies 

When working with clients, Jad begins by gaining an in-depth understanding of their financial situation and aspirations. Armed with these insights, he analyzes available solutions across WFG’s 30-plus partner companies, identifying products that align with each individual’s needs. 

Whether clients desire fixed index annuities for reliable retirement income, whole life insurance for protecting family legacies, or tailored portfolios to build wealth over time, Jad translates their goals into targeted financial plans.

And by representing top-rated providers like Transamerica, Nationwide, Pacific Life, and CIGNA, he ensures clients benefit from both personalized strategies and leading financial products.

The Personal Touch 

While seeking financial security often involves wading through complex products and forecasts, Jad simplifies the process for clients through education and open communication.

He explains available options in everyday terms, ensuring individuals grasp how solutions like annuities and life insurance actually work. This prevents confusion down the line, promoting the financial literacy clients need to make informed decisions about their money.  

Additionally, Jad remains accessible between key milestones, addressing questions and concerns as they arise. This responsive approach provides clients invaluable peace of mind.

“Maintaining open dialogues is vital when handling people’s financial futures. I want my clients knowing I’m just a phone call away if they need anything explained or have worries to discuss,” notes Jad.

A Rewarding Journey

With retirement and life insurance needs only growing in today’s economy, professionals like Jad Hilal fill an essential niche in guiding people towards financial security.

And by pairing extensive industry expertise with unwavering personal dedication, he empowers individuals to take control of their money, protecting what matters most. 

As Jad remarks, “Helping construct strategies that secure people’s livelihoods and family legacies is hugely rewarding. I plan to keep bettering lives through financial education and planning for years to come.”

Published by: Nelly Chavez

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