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成長

 

🌿 服務宗旨   

  • 提供個人與家庭健康保險計劃諮詢

  • 代理加州各大保險公司,協助申請 Covered California(加州健保)

  • 專業協助65歲以上民眾申請紅藍卡(Medicare)福利

  • 協助中小型公司規劃員工團體健康保險

  • 協助留學生、國際學生購買醫療保險

  • 提供牙齒與視力保險建議與諮詢

  • 以理財思維為基礎,協助您透過壽險進行資產傳承與風險管理

  • 超過20年專業經驗,協助您合理規劃稅賦、收入替代、教育基金等長期目標

  • 幫助您打造免稅退休收入計劃

  • 規劃退休後穩定收入的方案

  • 提供整筆型或分期型年金計畫,協助您建立長期現金流

  • 適合追求保本與固定回報的退休收入設計

  • 提供短期訪美人士與出國旅遊保險諮詢

  • 協助申辦旅遊醫療險、國際醫療費用補助方案

  • 依個人需求與預算,專業分析最適合的長照保險方式

  • 提供多元長照與慢性疾病風險管理的財務解決方案

  • 協助設立多樣化退休帳戶,如 SEP IRA、SIMPLE IRA、Roth IRA 或 Traditional IRA

  • 提供長期節稅與資產成長的規劃建議

為您找到最適合的保險方案,用專業守護每一份安心。
Helping you find the right coverage—with care, clarity, and expertise.

我們相信,保險不只是產品,而是一種為家人與未來做準備的方式。

在艾薇理財保險服務,我們用心傾聽每一位客戶的需求,根據實際狀況為您量身推薦最合適的保險與理財方案。


我們代理多家主流保險公司,堅持以客觀、誠實、效率為原則,不讓您被複雜的條款搞得一頭霧水。


就算方案比較繁瑣,我們也會為您一一分析、比較,幫您找到「真的適合您」的選項。希望透過我們的專業與熱誠,讓每一位客戶都能更有信心面對未來,做出最安心的選擇。

 

⭐️ 「專業、細心又真誠,是我們信任 Ivy 的原因。」 — 客戶回饋

Planning Framework.png

⚠️ 規劃不是一次到位,而是在人生不同階段,把對的工具放在對的位置。

 

💛這張圖不是答案,而是一個幫助我們「把人生順序放對」的框架。

© 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 U.S. government or the federal Medicare program.

 

 🧡 Ivy Yang Insurance Services 艾薇理財保險  With care, clarity, and long-term commitment.  用心守護,讓每個家庭更安心。

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