Vivian Li, Agent -New York Life

Vivian Li, Agent -New York Life Providing Insurance and Financial education As with most other things in life, the key to achieving your long-term financial objectives is planning.

Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. Of course, planning your fi

nancial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent of Greater San Francisco. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. 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. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.


2121 South El Camino Real, Suite 1200
San Mateo, CA 94403

My CA Insurance license number is 0H24729

Life is a journey, filled with ups and downs, joy and loss. Life insurance protects that journey financially—now and in ...
09/30/2024

Life is a journey, filled with ups and downs, joy and loss. Life insurance protects that journey financially—now and in the future.

The benefits of using life insurance as a tool to create multi-generational wealth—while ensuring your loved ones can mo...
09/27/2024

The benefits of using life insurance as a tool to create multi-generational wealth—while ensuring your loved ones can move forward financially after your passing—can be priceless.

Moment by moment, life insurance can protect your financial journey.
09/25/2024

Moment by moment, life insurance can protect your financial journey.

Make sure to take in all of the special moments and experiences you have with your children.
09/23/2024

Make sure to take in all of the special moments and experiences you have with your children.

Reviewing your life insurance during these times is key.
09/19/2024

Reviewing your life insurance during these times is key.

If you know, you know. Bonus point if you go find an old phonebook and try to find your old home phone number.
09/16/2024

If you know, you know. Bonus point if you go find an old phonebook and try to find your old home phone number.

If getting your finances in shape is one of your goals for this year, remember that having enough life insurance is impo...
09/14/2024

If getting your finances in shape is one of your goals for this year, remember that having enough life insurance is important.

If you know, you know.
09/12/2024

If you know, you know.

We need to increase awareness and enhance education to get people the coverage they need.
09/09/2024

We need to increase awareness and enhance education to get people the coverage they need.

Here are some of the differences between term and permanent life insurance. And depending on your circumstances and fina...
09/06/2024

Here are some of the differences between term and permanent life insurance. And depending on your circumstances and financial goals, sometimes getting both term and permanent life insurance is the answer.

Life is a journey; make sure to protect your own path financially with life insurance.
09/03/2024

Life is a journey; make sure to protect your own path financially with life insurance.

September is Life Insurance Awareness Month, created and coordinated by Life Happens, a life insurance awareness nonprof...
09/01/2024

September is Life Insurance Awareness Month, created and coordinated by Life Happens, a life insurance awareness nonprofit. This month and beyond, we’re committed to educating consumers about the importance of life insurance. Make sure to stay tuned for our educational content this month.

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San Mateo, CA
94403

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