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

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with bi...
02/28/2026

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with big questions. That’s where I can help. With access to proprietary tools and insights backed by New York Life, you’ll get an extensive report to help you see your options clearly —maybe even in a new light. A better future starts with one conversation. Call me today for a free personalized report with no obligation.

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer ...
02/25/2026

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://bit.ly/4qWsOJg

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me ab...
02/21/2026

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.

In a complimentary session, you’ll get personalized insights into your financial story—plus practical next steps to stre...
02/18/2026

In a complimentary session, you’ll get personalized insights into your financial story—plus practical next steps to strengthen it. Using proprietary tools and resources from New York Life, we’ll uncover opportunities, highlight strengths, and prepare for life’s uncertainties together. Reach out today. Your future is waiting.

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a ...
02/14/2026

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.

In times of uncertainty, having someone you can trust makes all the difference. Secure your financial future with peace ...
02/11/2026

In times of uncertainty, having someone you can trust makes all the difference. Secure your financial future with peace of mind, knowing your death benefit, cash value growth, and level premiums are backed by 180 years of being there when we're needed most.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

02/07/2026

I have found a career at New York Life that is much more than just a job. As a financial professional, I’m making a real difference in the world by helping people in my own community prepare their futures and realize their financial goals. If you’re interested in learning more about opportunities at New York Life, I’d love to share my story and introduce you to our management team.

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can h...
02/07/2026

Now is the perfect time to make sure your financial strategy is positioned for tax efficiency in the year ahead. I can help analyze your tax return to help identify opportunities such as:

💡 Managing your tax bracket
💡 Planning charitable gifts before year-end
💡 Timing income and deductions
💡 Reviewing contributions to retirement and HSA accounts

A few smart moves today can have a lasting impact on your financial goals tomorrow. Let’s connect soon to make sure your strategy is aligned for success. Message me to let me know your availability.

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. Whi...
02/04/2026

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. While times may change, our mission remains the same⁠—to help you build a better future for yourself and those you love.

Share something you worked hard on in the past week.
01/31/2026

Share something you worked hard on in the past week.

What are some positive habits that help you excel in life?
01/28/2026

What are some positive habits that help you excel in life?

Address

2020 Main Street 10th Floor
Irvine, CA
92614

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