About Us
Peace of Mind Wealth Management
Peace of Mind Wealth Management takes great pride in delivering personalized service supported by top-tier resources and advanced tools. Our primary focus is on empowering independent insurance professionals who are driven to expand their practice. Since our establishment, we have served thousands of clients, consistently maintaining a remarkable client satisfaction rate of 98%.
- Exceptional expertise in the Advanced Case Market
- Access to state-of-the-art sales tools and dynamic training programs
- Professional training and systematic infrastructure to support your growth
- A dedicated team of experienced and knowledgeable staff members
- Direct access to top-rated carriers and premium products
- A convenient, comprehensive one-stop-shop for all your Life and Annuity needs
Our Mission
To enhance the Financial Quotient (FQ) for families across the globe. We strive to empower every sales associate with the tools and resources needed to achieve financial freedom and independence.
Our Vision
To become the leading insurance IMO in North America within the next 5 years, expanding our global presence and setting the benchmark for excellence.
“You run POM”s system (POMS), POMS will run business for you!”
POMS is a state-of-the-art platform designed to streamline operations, saving you valuable time and resources while focusing on growth.
Executive Leadership
Alan Wen
Founder & CEO