Sharon Lin, Agent with New York Life

Sharon Lin, Agent with New York Life To help educate individuals on the importance of life insurance and financial strategies. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company, 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 Lif

e Insurance Company, nor its agents, provides 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. Office address:
2633 Camino Ramon, Suite 525

My CA Insurance license number is 4010417

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding th...
09/01/2026

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.

Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.

Direction matters more than speed.
08/27/2026

Direction matters more than speed.

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them w...
08/25/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

Diversification is resilience.
08/20/2026

Diversification is resilience.

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate pla...
08/18/2026

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can help turn that around in three steps.

HNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.

I recently finished a special mastery program in Dallas, Texas for financial services professionals from around the coun...
08/15/2026

I recently finished a special mastery program in Dallas, Texas for financial services professionals from around the country. It was great to know my peers through breakout groups, and listen to outstanding speaker presenters and role models like our former Council President, Lizzie Dipp-Metzger.

Values matter as much as assets.
08/13/2026

Values matter as much as assets.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a ...
08/11/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

Progress doesn’t need to be dramatic to be meaningful.
08/06/2026

Progress doesn’t need to be dramatic to be meaningful.

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest ra...
08/04/2026

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.38% actual yield) as you strategically enter the market.

Learn about dollar cost averaging and how this investment option can work to your advantage in your universal life insurance policy.

Address

2633 Camino Ramon
San Ramon, CA
94583

Telephone

+12068527791

Website

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