Ho Lee, Agent with New York Life

Ho Lee, Agent with New York Life Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. 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. CA Lic. 4300872

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.

8075 Leesburg Pike
Suite 400
Vienna, VA 22182

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.
03/06/2025

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

Learn about the low-buy challenge whose purpose is to redirect saved money toward meaningful financial goals and move to...
03/06/2025

Learn about the low-buy challenge whose purpose is to redirect saved money toward meaningful financial goals and move toward underconsumption.

Low-buy challenges help stop overconsumption in its tracks. To get started, identify your pain points, set realistic goals and track your progress to see the best results.

03/06/2025

Want to prepay your life insurance premiums while reducing your out-of-pocket costs? For a limited time, New York Life is offering a 10% first year interest rate and 5% for subsequent years on the Premium Deposit Account (PDA) to fund premiums for select life insurance products. Speak to me today to learn more.

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annu...
02/17/2025

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annuity may be your better option. From tax benefits to return on interest, make sure you're saving the right way for the goals you want to achieve.

Read the pros and cons of fixed deferred annuities and CDs. Compare taxation and rates of CDs vs fixed annuities and decide which is best for you.

Employees may be concerned over potential changes to their retirement benefits during a company merger or acquisition. H...
02/17/2025

Employees may be concerned over potential changes to their retirement benefits during a company merger or acquisition. Here's what an M&A deal may mean.

Address

8075 Leesburg Pike STE 400
Vienna, VA
22030

Telephone

+18477083386

Website

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