Ashlee Liu, Agent with New York Life

Ashlee Liu, Agent with New York Life Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before

making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2020 Main Street, 10th Floor, Irvine, CA 92614
My California Insurance license number is 0F78270

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer yo...
08/01/2026

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you are some tips to help you protect and save more effectively. Reach out when you have a moment and remember—you got this!

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and...
07/25/2026

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and families build more secure financial futures—with strength*, stability, and solutions that stand the test of time. Our annuity solutions are backed by personalized guidance and first-class customer service, making it easier for you to move forward with confidence. Let’s talk about your retirement goals.
*Highest ratings for financial strength currently awarded to any U.S. life insurer by the four major rating agencies. Individual independent rating agency commentaries, as of 10/4/24.

Protect your earning potentialYour income supports your lifestyle, and individual disability insurance can help you prot...
07/18/2026

Protect your earning potential
Your income supports your lifestyle, and individual disability insurance can help you protect it if you’re unable to work. With portable coverage, it’s protection that keeps up with your life changes. Reach out and we’ll build a plan together.

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can hel...
07/11/2026

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
07/04/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to ...
06/27/2026

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to protect and support your long-term financial security, permanent life insurance options from New York Life can help. Get in touch to learn how today.

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong c...
06/20/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Re...
06/17/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4grJGpz may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
06/13/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversati...
06/10/2026

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversations. If you need any guidance of your own, don't be afraid to raise your hand. I'm here to help.

Address

2020 Main Street 10th Floor
Irvine, CA
92614

Telephone

+16268077695

Website

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