Alexia Phan, Agent with New York Life

Alexia Phan, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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.
550 S Wi******er Blvd., Suite 405
San Jose, CA 95128
My California Insurance license number is 4308965.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

In a complimentary session, you’ll get personalized insights into your financial story—plus practical next steps to stre...
10/24/2025

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.

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in up to a 12% in...
10/23/2025

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in up to a 12% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account for select life insurance products. Speak to me today to learn more. Rates based on premium amount and other guidelines apply. https://nyl.co/3WgOqDk

Racquel’s husband, Ryan, did everything right—and it made all the difference when tragedy struck. Because of the life in...
10/23/2025

Racquel’s husband, Ryan, did everything right—and it made all the difference when tragedy struck. Because of the life insurance he secured, Racquel could continue working part-time and stay financially stable for their kids. Let’s make sure your family is just as protected. Reach out and let’s talk about how we can secure your family’s financial future.

We remember and honor the lives lost on September 11, 2001. Their legacy lives on in our hearts and actions.
09/11/2025

We remember and honor the lives lost on September 11, 2001. Their legacy lives on in our hearts and actions.

Life insurance is a powerful way to protect what matters most. This month let's take a moment to review your current str...
09/01/2025

Life insurance is a powerful way to protect what matters most. This month let's take a moment to review your current strategy and make sure you are prepared for the future.

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

08/26/2025

I'm excited to announce that I’ll be hosting the 2025 Advisor Symposium on Wednesday, November 5th.
This year’s event brings together an exceptional lineup of experts, including estate planning attorneys Jeff Chadwick and Patricia Annino, law professor Christopher Hoyt, and New York Life Corporate Vice President Allen Hensley.
Our program will explore key areas that matter most to your clients: foundational and strategic approaches to trust planning, advanced tax planning strategies, and actionable steps to preserve business continuity and secure family legacies.
It’s shaping up to be an insightful and impactful event – you won’t want to miss it!
Mark your calendar today and download the full agenda to learn more. https://bit.ly/41rQ7AJ

The Importance of Buy-Sell AgreementsA buy-sell agreement is a powerful planning tool that can ensure a smooth transitio...
08/18/2025

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/418n3y7

Your high school junior or senior could be awarded $20,000—don’t miss out. The New York Life Financial Empowerment Schol...
08/18/2025

Your high school junior or senior could be awarded $20,000—don’t miss out. The New York Life Financial Empowerment Scholarship offers awards up to $20,000 to help children achieve their academic dreams. Click the link for more information and to submit your application by August 25th: https://bit.ly/4lvdeBt

Address

550 S Wi******er Boulevard , Suite #405
San Jose, CA
95128

Telephone

+15104498845

Website

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