Jefferey Zhu is a Financial Representative at Modern Woodmen of America in West Covina, CA. Modern Woodmen is the nation’s third largest fraternal benefit society, in terms of assets.  He is passionate in helping clients with their financial planning and protecting their family needs.  He is currently licensed to sell life insurance and annuity products. Jefferey is a graduate of the University of San Diego, with a degree in Finance and is a proud alumnus of Delta Tau Delta.

In this interview, Jefferey shares his insight into his success and adversities in the financial services & insurance industry and also shares some golden nuggets to our listeners the misconceptions that people have with financial representatives and shares invaluable advice when planning for their future. Also, he gives advice to those who are thinking of entering into the financial services industry.

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Eric LeRiche

Eric LeRiche is #1 Best-Selling Author of Small Business - Big Ideas, host of Business Innovators Radio Show and contributing reporter for Business Innovators Magazine and Small Business Trendsetters covering influencers, innovators, and trendsetters in business. To learn more about Eric you can visit