Ping Fan, Licensed Agent with New York Life

05/08/2024

Tax-free transfers from IRAs to CRTs and CGAs
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from Professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options.
https://bit.ly/3wpy7uA

05/07/2024

Make an impact in the areas that matter most to you, while still moving towards your financial goals. Learn more about sustainable investing.
https://bit.ly/4drF9zB

05/06/2024

By incorporating life insurance into your strategy, you can protect your loved ones while still being able to plan for the future.

When dealing with your own financial future, risk has real-world consequences. Learn how life insurance can help defend against financial risks.

05/05/2024

Life insurance is your all-star player, it can provide protection to help defend your beneficiary's standard of living while offering living benefits to help you go on the offensive in financial planning. Watch this video to learn more.
https://nyl.co/4a8B6p9

05/04/2024

For LGBTQ+ business owners, success means so much more—for your community, for your employees, and for your own heart and soul. As a New York Life financial professional, I can provide customized solutions to help protect and grow your business. Reach out today and learn more about how I can help.

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

05/03/2024

Caring for an aging parent is never easy, especially for LGBTQ+ individuals facing their own unique obstacles. But there are steps you can take to ease the financial burden. As someone who understands the emotional and financial toll firsthand, reach out, and let's navigate the complexities of long-term care planning together.

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

05/02/2024

We are all unique, but what we all have in common is a desire to grow, prosper, and protect the ones we hold dear. Having someone by your side who gets you can make it so much easier. Whether it’s starting your own business, saving for college, or building a nest egg for retirement, reach out and I’ll help you every step of the way.

05/01/2024

During inflationary times, cutting back on short-term spending to stay on track with your long-term financial goals is always a smart move. Here are 7 reasons why you should take the long view with whole life insurance.

Discover the benefits Whole Life insurance offers in times of high inflation.

05/01/2024

Life insurance is about more than just protection—it’s about exploring life’s possibilities with confidence, knowing you and your loved ones are taken care of. From saving for college to preparing for retirement (and everything in between), reach out to learn why having someone in your corner who understands your needs can make all the difference.

You’ve come a long way; we’d like to help you go even further. New York Life is tailoring solutions to meet the needs of the LGBTQ+ community.

04/30/2024

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

04/29/2024

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4bd0FpO

04/28/2024

Every client I meet brings a unique story and vision for the future. At New York Life, we celebrate this diversity by providing personalized financial guidance that respects and includes everyone's background and needs. Contact me and let's work together to create a future as diverse as the dreams that inspire it.