Chao "Summer" Lu

02/27/2024

We’re a proud supporter of month in February. The truth is, the next time you struggle with saying “I love you,” you can show them how much you care with life insurance.

Each decade brings new milestones, but the advantages of having life insurance remain at every age.

02/23/2024

Every great football team needs a quarterback who can make the right calls. When it comes to your family's financial future, don't get confused by the playbook. Learn how whole life insurance can be a powerful financial tool for you and your family and reach out. I'll coach you on a solid strategy.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

02/05/2024

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

01/29/2024

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

01/23/2024

With a new year comes new goals. While big moments like having a baby or buying a new home are financial milestones that deserve attention, it's important not to neglect day-to-day things like saving for retirement or paying off debt. Whether your goals are big or small, short-term or long, having a professional guide you in your decision-making process can be the best gift you give yourself this year. Reach out and let's talk.

The new year always prompts us to take stock of our lives and plan to be better versions of ourselves. It’s this self-examination that leads so many of us to make New Year’s resolutions, but the statistics on achieving these goals make for sobering reading.

12/26/2023

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2024 and how much each tax credit is worth.

The IRS has announced inflation-adjusted amounts for several family tax credits and deductions. Which will you qualify for in 2024? And how much are they worth?

12/18/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.

12/14/2023

Talking to your kids about money is the first step toward securing their financial future—but planning for their future isn’t something you have to do alone. Let’s talk about what you can do now to maximize their college education savings for the future. Contact me today. https://bcove.video/2YuxifK

12/05/2023

Sometimes it’s hard, but just do it! We will be fine!

12/02/2023

As the first company to offer life insurance to people with disabilities, we remain committed to disability advocacy—today and every day. Reach out to learn more about how New York Life can help keep you and your loved ones protected. I'm here to help.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

12/02/2023

Recently, an elderly couple was unable to secure Long Term Care insurance due to their medical history, which serves as a regrettable reminder. If you are contemplating future care needs, it's prudent to act sooner rather than later. Early planning can ensure you have the necessary support and services when needed. It's important not to wait until the last moment, as health issues may then preclude the possibility of obtaining the desired coverage.

12/01/2023

Doctor, lawyer, President of the United States—every parent imagines what their child will be when they grow up, but realizing what it's going to cost to get them there can be a scary thought. From ESAs to work-study jobs, learn some of the long and short-term ways you can make paying for their education a reality.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.