Poonam (Holly) Chhipwadia
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  • Seabrook, TX
  • United States
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How did you hear about this site InHouston?
Financial Services
Niche (Services/Products your company provides:)
Primerica provides various loan, investment, and insurance, solutions to help individuals and families eliminate debt, get on track for retirement, and become financially independent. We are the only full service firm to provide these services complimentary to the client.
About Me:
I have worked with Primerica for 9 years and have worked in financial services for 13 years. I am currently a Regional Leader with Primerica.
City, State
Seabrook, TX
Area of Houston
Open Networker?
Servant Leader, Give It First Networker?
Have Attended Live InHouston Netweaving Events (ever):
yes, going to the next one
Perfect Client
Although we can create a financial game plan for virtually anyone, the clients that we have the greatest impact on fulfill 4 or 5 of the following criteria: 1)Ages 25-65 2)Married 3)Full-time employed 4)Homeowners, and 5) with children living at home.
Target Market(s)
Middle-class families are our target market. We have found that this is the most underserved market when it comes to financial services. While other companies either ignore this market or cannot cost-effectively serve it, Primerica focuses on providing common sense solutions to these families’ financial challenges. Most middle income families do not have access to sound financial advice as it is very expensive to hire a professional for help. At Primerica, we are positioned so that we never have to charge the client a monetary fee for providing a comprehensive game plan. Our company and it's agents are compensated on the ability to provide clients with products that help them achieve their overall financial objectives.
Urgent Needs and Compelling Desires of Target Market(s)
The urgent needs of our market lie in at least one or more of the following areas: 1) The client is overwhelmed by the amount of debt they have. 2) Their income doesn't cover the amount of expenses they have, 3)They are not sure how much they need to save for retirement and are also unsure of where they should invest their retirement savings, 4) They also don't know what type of insurance they need or how much they need.

We are able to address all of these issues.
Opportunities said Target Market(s) would love to invest in
My target market would love to invest 45 minutes of their time with me to help them get on the path to financial freedom. It is a rare occurrence when I can't help someone get on track.
Benefits of investible opportunities to Target Market(s)
A short meeting with me about how money works could have a significant impact on a clients financial situation. Even those clients that think they are doing okay could use a second opinion. Minor tweaks in their plan could have quite an impact. My colleagues and I have showed many clients how they could retire years earlier and free up money in their budget.
"Other interests" (Traveling, wine, books, etc...):
In the past year I have traveled to internationally to Australia and India. Over the next year, my family are planning a Caribbean cruise and trip to Thailand. I love to read....although 95% of my reading is probably self-improvement or business related.
Veteran? Which Branch?
Navy Spouse

Comment Wall (7 comments)

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At 12:10pm on March 18, 2011, Brad Ottosen said…
I see that we're going to the same event on March 22 at the Allegria Wine Bar.If you know anyone who needs a photographer, feel free to let me know. Also let me know how I can help you.


At 2:09pm on February 8, 2011, Jennifer Fisher said…
Happy Birthday, and may all the wishes and dreams you dream today turn to reality.
At 12:08am on February 8, 2011, Dianne Gilbert said…

Happy Birthday Holly!  You’re not getting older, just gaining more experience! 

May all your experiences this next year be positive and enjoyable.

At 10:31am on October 5, 2010,
Nancy Johnson
Come out to the Bay Area networking event this evening...
At 1:48pm on August 25, 2010,
Nancy Johnson
Hi Holly
Welcome to InHouston! I'm looking forward to meeting you face to face at one of our events! I would love to hear more about what you do and see how I can help you.
At 7:05pm on August 17, 2010, Lea-Ann Gee said…
At 5:28pm on August 17, 2010, Dianne Gilbert said…
Welcome to InHouston Holly! It's a great place to network. If I can be of any help, please let me know how.


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