Summary: My Purpose - Spreading Awareness of Living Benefits for Financial Security
My purpose is driven by personal experience. When my husband fell ill, I realized the importance of having life insurance and the peace of mind it brings. Now, I am determined to educate as many families as possible about living benefits, empowering them with knowledge to secure their financial future and provide a sense of security. By spreading awareness and promoting the significance of living benefits, I hope to help families achieve financial peace in times of uncertainty.
Cyndi Dinh and Hai Ho are dedicated entrepreneurs in the financial services industry, specializing in life insurance and wealth management. With a passion for helping individuals and families achieve financial security, Cyndi has over 20+ years of finance and accounting experience and has proven to be a valued strategic financial partner to CEOs and business owners. Hai has established himself as a trusted insurance advisor in his field. Alongside his wife, Cyndi Dinh, they co-founded their company, DH Insurance & Financial Services LLC, providing comprehensive solutions tailored to clients' unique needs.
Drawing on their expertise and industry knowledge, Hai and Cyndi are committed to guiding individuals through the complexities of life insurance, retirement planning, and investment strategies. Their client-centric approach focuses on building long-term relationships based on trust, integrity, and personalized attention.
Cyndi holds a Bachelor degree in Finance and a Masters in Accountancy at the University of Houston. She also holds a Life Insurance license and registered to provide insurance needs across the US. Cyndi has two children: Lyndsey and Brandon. Her pride and joy is her 2 year old grand-daughter, Audrey.
Hai holds a Bachelor degree in Political Science and Sociology and attended South Texas College of Law. He is also a certified mediator and holds Health, Life, Property & Casualty licenses. He continually stays abreast of industry trends to provide clients with the most up-to-date advice and solutions. With a deep understanding of the importance of financial protection and wealth preservation, Hai's mission is to empower individuals and families to achieve their financial goals and secure a prosperous future.
Beyond his professional pursuits, Hai enjoys cycling and traveling for charity bicycle rides. He believes in giving back to the community and actively participates in serving at Church on Sunday.
Through their dedication, knowledge, and genuine care for their clients' well-being, They are shaping a positive impact in the lives of those they serve.
Individual or family in need of insurance and financial planning. Anyone open to life insurance solutions. Someone who appreciates expertise and experience. Business owners with the need to protect their business. Homeowners who need mortgage/income protection. Parents with young kids planning for college.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. "Have you found value in the services we have provided so far, and if so, would you be comfortable referring us to your friends, family, or colleagues who may benefit from our expertise?"
2. "Is there anyone in your network who you think could benefit from the same level of service and expertise that you have experienced with us? We greatly appreciate referrals, and it helps us reach more individuals who may benefit from our services."
3. "Do you know anyone who has mentioned financial concerns or the need for professional guidance? We strive to make a positive impact on people's financial well-being, and any referrals you can provide would help us assist more individuals in achieving their financial goals."
Describe How You Would Like To Be Introduced Via Email
Subject: Introducing Cyndi Dinh and Hai Ho - Experts in Financial Guidance and Protection
Dear [Recipient's Name],
I hope this email finds you well. I wanted to take a moment to introduce you to Cyndi Dinh and Hai Ho, a dynamic duo who specialize in providing comprehensive financial guidance and protection to individuals and families.
Cyndi and Hai are highly experienced professionals with a deep understanding of financial management and planning. Cyndi brings over 23 years of expertise as an accomplished accountant, while Hai has a strong background in the insurance industry. Together, they have founded their own company, DH Insurance & Financial Services LLC, with a mission to empower clients to achieve financial peace and security.
With their extensive knowledge and dedication, Cyndi and Hai offer a range of services, including life insurance, retirement planning, and investment strategies. Their client-centric approach focuses on building long-term relationships based on trust, integrity, and personalized attention. They are passionate about educating individuals and families, helping them navigate the complexities of financial decision-making and leaving a lasting legacy.
I highly recommend reaching out to Cyndi and Hai if you are seeking expert guidance in your financial journey. They are committed to providing tailored solutions that align with your goals and aspirations. I have personally witnessed the positive impact they have made on their clients' lives, and I believe they can offer valuable insights and support to you as well.