Poonam (Holly) Chhipwadia
  • Female
  • Seabrook, TX
  • United States
Share
  • Blog Posts
  • Discussions
  • Events
  • Groups (1)
  • Photos
  • Photo Albums
  • Videos

Poonam (Holly) Chhipwadia's Friends

  • Kathy Bullard
  • Roger Thaxton
  • Eric Standlee

Poonam (Holly) Chhipwadia's Groups

Gifts Received

Gift

Poonam (Holly) Chhipwadia has not received any gifts yet

Give a Gift

 

Poonam (Holly) Chhipwadia's Page

Profile Information

How did you hear about this site InHouston?
Friend
Industry
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
southeast
Open Networker?
yes
Servant Leader, Give It First Networker?
yes
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)

You need to be a member of InHouston to add comments!

Join InHouston

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.

MyFastPhotos.com

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,
InHouston
Nancy Johnson
said…
Holly
Come out to the Bay Area networking event this evening...
http://inhouston.ning.com/events/linked-local-houston-bay-area
At 1:48pm on August 25, 2010,
InHouston
Nancy Johnson
said…
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.
Nancy
At 7:05pm on August 17, 2010, Lea-Ann Gee said…
Howdy!!
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.
 
 
 

 

Click Here For Jobs Listings

Sponsors

This Month: [open]

Previous Recent Sponsors:

Cafe Monteverde

Featured Non-Profit:

Charity Cup

[more info here]

 

NEW Become a Sponsor

Latest Latest Activity on InHouston Feed Featured Blog Articles on InHouston


Add a comment to any profile you are viewing now


Working Capital

Need Cash To Grow?
B2B Company?
Request More Info


Advertising

All Blog Posts

 

Latest Activity

Sanford H. Sellers updated their profile
Jan 18
Sanford H. Sellers liked Sanford H. Sellers's profile
Jan 18
Rick Barras updated their profile
Oct 1, 2020
CLAUDIA STAUDT SEIGLER updated their profile
Mar 4, 2020
Preston Naquin updated their profile
Jan 31, 2020

Featured Member
Gail Stanart left a comment for Eric Standlee
"Thanks for originating this site. "
Dec 28, 2017

InHouston
Eric Standlee left a comment for Gail Stanart
"Welcome to the site"
Dec 23, 2017
Attorney Mark W. Bennett posted a status
Sep 5, 2017

About

Badge

Loading…

© 2021   Created by Eric Standlee.   Powered by

Badges  |  Report an Issue  |  Terms of Service