Insurance Licenses
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AL License # 3000226273AZ License # 17858459CA License # 4082637CT License # 2667585GA License # 3409126IL License # 17858459MN License # 40911806NJ License # 1604247NY License # 1441518PA License # 853407SC License # 17858459TN License # 3001881835TX License # 2782223UT License # 955300VA License # 1360677
Insurance Carrier Appointments
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American AmicableAmerican NationalAmerican National (NY)AmeritasCorebridge - formerly AIGF&GLSWLafayette LifeMutual of OmahaNational Life (NY)North American (Annuities)
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About Me
I earned Ph.D degree in applied mathematics and worked at University as a math professor. I'm still working as the committee member of math exam in the KSEA Math & Science Olympiad since 2007. As a financial professonal, my primary focus is comprehensive financial planning and provide advice in the following area: College financial Aid, retirement planning, estate and wealth transfer planning, the qualified tax deduction plan such as 401(K), pension, insurance, and annuity.About SYNCIS
SYNCIS® is one of the top financial marketing organizations in America.
We bring together individuals, families, small business owners, and some of the largest insurance and financial services providers in America to make financial products and services more accessible to middle-income families.
Our mission is to help families attain proper financial protection and prepare for the future. Our Associates come from all walks of life and understand that many people may feel overwhelmed by the complexity of financial products.
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Money Blog
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Your emergency fund is meant to help you afford unforeseen but necessary expenses. Without emergency savings, you have a higher risk of falling into debt or disrupting your savings progress. In the case that you must spend your emergency funds,…
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Life can be hectic! How can you stand out from the weekly blur and make yourself (and your services!) more memorable? You’ll make it much easier for new, potential, and even old clients to remember you and your services if…
- Steps You Can Take To Secure Your Retirement Todayby admin on April 2, 2024 at 12:04 am
While retirement might be years away, there are steps you can take today to achieve your long-term retirement goals. You will move yourself closer to the retirement of your dreams if you: Adopt Budgeting as a Lifelong Habit. If you’re…
- The Value of Simplicityby admin on March 18, 2024 at 10:32 pm
Strive to make the most of your time each day, but don’t over-fill your plate! Your brain can only make so many decisions each day before the quality of your thought process declines, an occurrence known as “decision fatigue.” In…