Jagruti Panwala is the driving force behind Wealth Protection Strategies. For over twenty-two years she has been providing direction to individuals and businesses on asset protection and wealth transfer strategies, business succession planning, and life insurance protection. She and her team also specialize in asset management and offer full advisory services. Jagruti has proudly been recognized as a top producer in the country.
Jagruti has been the recipient of numerous industry and company awards. Among them, she has qualified for her previous broker-dealer Signator’s Platinum Level ACE (Achieving Client Excellence) award, become the youngest inductee into Signator’s “Hall of Fame” in 2014, and has been named a lifetime member of the industry’s Million Dollar Round Table (MDRT).
Jagruti currently serves on the American Hotel and Lodging Association (AHLA) Board of Directors. She also served as Chairwoman of AAHOA, the world’s largest hotel owners association, and was the first woman to do so in the association’s 32-year history. This experience has given her unique opportunities to learn the needs of others in the hospitality industry.
Jagruti helps lead advocacy efforts aimed at protecting the interests of business owners. Her advocacy work includes testifying before the House Committee on Education and the Workforce Subcommittee on Health, Education, Labor & Pensions in 2014 about the harmful impact of over-regulation on small businesses. She also testified before the House Committee on Small Business Subcommittee on Economic Growth, Tax, and Capital Access in 2018 about the impact of the travel and tourism industry on the American economy. She served on the Department of Energy Better Buildings Summit Steering Committee. She has given countless speeches and lectures at Legislative Summits, industry events, and Universities across the country on varying topics and volunteers her time when and where she can in order to highlight female empowerment.
Born in Surat, India, Jagruti immigrated to the U.S. with her family in 1991. She earned undergraduate degrees with honors in both finance and economics. She also volunteers in the Indian-American community where she has devoted herself to educating future generations on their heritage, language, and culture. Jagruti and her husband, have two children and reside in Bucks County, Pennsylvania.
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.