Insurance Services

An important aspect of both financial and tax planning is the improvement of your portfolio risk allocation. Our comprehensive insurance service includes everything from life insurance, critical sickness insurance, insurance and fund investment return security, and high-yield insurance. Furthermore, we also offer travel insurance, home insurance, and auto insurance as well as setting up your retirement accounts, tax-free accounts, and education fund accounts.


Peace of Mind

Protect your family, health, property, and income with a coprehensive insurance tailor fitted to your goals. We make it a lot easier for you to insure what matters most by finding the most ideal insurance coverage for you. Designed to safeguard your future, you can rest easy knowing you and your family are protected.

Wide Network

With close ties to various companies in the industry, we can source the most cost-effective insurance for you and your asset. We utilize our long-standing positive relationships with other firms to get you the best coverage at the most affordable prices.

Tailored Insurance

With a myriad of unforeseen problems that might arise that could derail your wealth-building trajectory, it is our job to customize an insurance deal that perfectly fits your needs from life insurance to critical illness protection to insurance for your assets.

Best Value

With decades of experience in property investment and short-term rental management, we understand all the risks involved for property owners. We use our knowledge and experience to pick and choose the coverage you need to minimize your premium payment while maximizing your benefits.