Bei Wan Financial Professional New York Life Company

Bei Wan Financial Professional New York Life Company With so many options and complex information, making financial decisions isn’t easy. That’s why

You owe it to yourself and your family to get the life insurance you need.
09/15/2022

You owe it to yourself and your family to get the life insurance you need.

Getting life insurance is a simple way to help make sure the ones you love can continue on financially if you’re no long...
09/12/2022

Getting life insurance is a simple way to help make sure the ones you love can continue on financially if you’re no longer there. Let’s chat.

We show our love and support in countless ways. Are you showing your loved ones how much they mean to you by protecting ...
09/08/2022

We show our love and support in countless ways. Are you showing your loved ones how much they mean to you by protecting them with life insurance? Contact me today.

My awards during the pandemic, not easy for me but I still made it!
05/04/2022

My awards during the pandemic, not easy for me but I still made it!

I got executive council certificate for 2021 , thank you for your support!
05/04/2022

I got executive council certificate for 2021 , thank you for your support!

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest...
08/10/2021

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under...
08/03/2021

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your ...
07/27/2021

Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabil...
07/20/2021

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where...
07/14/2021

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-fr...
02/18/2021

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life ...
02/10/2021

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd

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675 Placentia Avenue
Brea, CA
92821

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