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Financial Services Events

IVY YANG CARE YOU

The maximum bonus for lifetime income accounts is currently 35% (different plans will be recommended depending on the circumstances).

Deposit your principal now and enjoy a 35% bonus on your lifetime income account! Instantly boost your lifetime income value, with annual increases in your future earnings – the longer you live, the more you receive. Interested parties are welcome to call us for a customized plan! We will tailor a plan to your specific circumstances!

P.S. Some items have limited opening periods, so the approximate times are listed below: Please contact Ivy for details at any time.

Health insurance application open period begins

Covered CA & all insurance companies


Nov 01 to

January 31

Support for Individual Tax Filing Season (Extended)
  • IRS TAX Reporting
  • Document preparation
  • IRA Account Creation/Management

Feb 15 to

Oct 15


Personal financial insurance and health check services
  • Personal Financial Review
  • Existing Insurance Policy Review
  • Life Risk Analysis
  • Retirement Solution
  • Long Term Care Review

Jun 01



Medicare & Group Health Insurance Renewal Period

Group Health Insurance Review


Oct 01 to

December 15


Health insurance policy renewal period begins

Covered CA Existing Customer

Oct 15

✨ Protecting your and your family's health and future ✨

We offer professional insurance and financial planning services, including protection and planning for individuals, families, and small businesses. Whether it's health insurance, Medicare, Covered California, life insurance planning, retirement plans, or corporate benefits, we can provide the most suitable solution based on your needs, helping you face the challenges of each stage of life with peace of mind.

📍 Professional Services


Medical insurance (including Covered CA & Medicare)
Life insurance and critical illness protection, retirement and asset transfer planning, and group insurance benefits design for small businesses.

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© 2026 Ivy Yang Insurance Services . All Rights Reserved.

The information provided on this website is for general educational and informational purposes only. It does not constitute legal, accounting, tax, medical, or individualized insurance advice. Laws, regulations, Medicare requirements, and insurance plan information may change. Please consult an appropriately licensed professional regarding your specific circumstances.

Information available through external links is maintained by the respective third-party providers. Please verify current Medicare information through Medicare.gov, 1-800-MEDICARE, and the applicable plan's official documents.

INSURANCE SERVICES

Insurance services are provided by Ivy Yang Insurance Services, a licensed insurance agency in California. “Ivy Yang Financial Services” is a former marketing name and is no longer used for insurance licensing purposes.

Plan availability, eligibility, premiums, benefits, coverage, claims, and enrollment are subject to applicable laws, plan terms, carrier requirements, service area, and final review by the applicable insurance carrier.

MEDICARE PLAN DISCLAIMER

We do not offer every plan available in your area. The exact organization and plan counts are determined by your ZIP Code and county.

Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.

Ivy Yang Insurance Services is not affiliated with or endorsed by the US government or the federal Medicare program.

  🧡 Ivy Yang Insurance Services — With care, clarity, and long-term commitment. Protecting every family with peace of mind.

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