Deepak & Akshata

Yi Ni and Kenneth were candid and had the right amount of questions to understand our background and needs. They patiently clarified our doubts and paved the path to smart investing. They understood our requirements and suggested balanced plans. Both showed us multiple options and also clarified why these are suitable for us. Glad to have them as our consultants. We wish to recommend them for any future investments.

Stephanie

Yi Ni helped me review my outdated policy and identified gaps in my coverage. Thanks to her expertise, I now have comprehensive protection. Highly recommend her services!

Claire

Yi Ni has been professional and helpful in my financial planning journey, going beyond the mile to provide assistance and advice. Thank you for your insights and happy to have spoken with you 😁

Hsieh Min Zong, Director of Manufacturing

Despite her young age, Yi Ni displayed impressive knowledge and dedication in tailoring a perfect retirement plan for me. She went above and beyond by reviewing and optimizing my existing insurance portfolio. Yi Ni's personalized approach, attention to detail, and commitment to client satisfaction make her an invaluable asset in the insurance industry. I wholeheartedly recommend Yi Ni for anyone seeking expert guidance in securing their financial future.

Preetha, HR

Yi Ni has been extremely helpful in my insurance journey. Having very little prior knowledge about insurance and the coverages, she has made the whole experience so much smoother and easier. She is also very approachable and knowledgeable and that made it easier for me to clarify all my doubts. So grateful to have chosen her as my agent. Highly recommend!

Thiru

I am extremely fortunate to have met Yi Ni during my company's insurance lunch talk. She took the extra effort in reviewing my current policies and did a thorough assessment and identified the potential gaps. Her recommendations and explainations in layman term's gave me the confidence to move forward with her. I would definitely recommend her to anyone in need of exceptional financial assistance! Thanks Yi Ni and greatly appreciate all your assistance!