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Your retirement specialist:

Jonathan Chen
jon.chengfi@gmail.com
415-385-5772

My New Retirement

About Us

We educate families on how life insurance and related financial strategies can be used to help manage market risk, support long-term growth, and provide access to potential tax-advantaged income during retirement.

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Disclaimer: Indexed life insurance policies are not direct stock market investments and may lose value due to policy charges or insufficient funding. Premiums must be maintained to keep coverage and benefits in force. Guarantees are backed by the issuing insurer’s financial strength. Learn more ›