Sharon Lin, Agent with New York Life

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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 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. 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

Perspective changes everything.
10/15/2026

Perspective changes everything.

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a ...
10/13/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

Giving creates meaning.
10/08/2026

Giving creates meaning.

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up o...
10/06/2026

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up over time.

As people age, healthcare needs often become more frequent and less predictable, which can create ongoing financial pressure. Planning for these costs can help you feel more prepared for the years ahead.

Let’s talk about how healthcare expenses fit into your overall retirement strategy.

I recently had the honor of attending and presenting at the Premier Producer Summit. It was a great opportunity to mix ...
10/03/2026

I recently had the honor of attending and presenting at the Premier Producer Summit. It was a great opportunity to mix and mingle, and share business ideas and concepts with our peers.

Rest is productive.
10/01/2026

Rest is productive.

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decisi...
09/29/2026

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decision for financial and family reasons.

Sustainability starts with self-care.
09/24/2026

Sustainability starts with self-care.

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan ...
09/22/2026

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4hGrZCU

I am thrilled and honored to have qualified for New York Life's Chairman's Council for 2026. Looking forward to seeing ...
09/19/2026

I am thrilled and honored to have qualified for New York Life's Chairman's Council for 2026. Looking forward to seeing my peers from around the country at our business meeting next month.

Address

2633 Camino Ramon
San Ramon, CA
94583

Telephone

+12068527791

Website

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