Ms. Zhao Yanyan graduated from Peking University's Guanghua School of Management. She possesses extensive experience in customer service, having served tens of thousands of clients. She excels at quickly understanding customer needs and providing personalized solutions. Whether through face-to-face meetings or telephone consultations, you will receive high-quality service.
Ms. Zhao focuses on providing risk assessment services to individuals across various industries. Whether you are an entrepreneur, a professional, or approaching retirement, she can offer the most suitable solutions to help you meet your needs and budget. Ms. Zhao will engage in detailed communication with you to understand your specific requirements and goals, tailoring family financial strategies accordingly. She excels in offering solutions for education funds, retirement planning, and long-term care insurance, helping you establish income security, reduce taxes, and minimize estate costs. Ms. Zhao will collaborate with you to identify and manage risks, thereby reducing your exposure. She will also provide professional guidance on risk management to help you make informed decisions and maximize the preservation of your family's wealth.
Ms. Zhao is authorized to provide free insurance consultation services in Massachusetts (MA) and California (CA， California Insurance License number: 4345231), including needs analysis and customized strategies, market research and product comparison, policy management and updates, as well as risk management. As an insurance broker, she is dedicated to delivering the highest quality financial services, ensuring that you and your family receive the best protection against risks. She looks forward to working with you to develop a secure and stable insurance strategy
- Asset Protection
- Retirement and Estate Planning
- Income Protection
- Life Insurance
- Business Planning
- Education Fund
- Long-Term Care Insurance
We are committed to working with you to clearly define your personal financial needs and goals; to tailor financial strategies that suit you; to provide professional services; and to assist you in achieving your financial and insurance objectives.