Alice Lo has over 30 years of combined experience in the Insurance and Finance industry. She is dedicated to improving her client's financial health by conducting needs identification, recommending alternative protection and investment strategies, and extensive follow-up service.
Now is the time to address your financial needs and goals and select a financial professional to help you address your personal financial security needs.
When you choose to work with Alice Lo, she promises to earn your trust and gain an understanding of what is important to you. Whether it is funding for education, retirement, or other financial security objectives, she is available to assist you if you are ready for the next step.
Your financial security could affect your loved ones as much as, or more than, it affects you. Life insurance offers protection from life's unforeseen risks, and the power to leverage assets so you can accomplish more. Life insurance has tax advantages and flexibilities to help you meet your changing needs. It can provide:
- Financial protection for your loved ones or your business
- Income replacement
- Supplemental retirement income
- Account value growth that can be used as a financial resource
- Tax-deferred asset accumulation
- Efficient wealth transfer solutions
- A funding vehicle for business owners
Please contact me at (626) 606-0098 ext.101 to discuss your needs to protect your family.
Carriers we represent:
Let me know how would you like to quote. Or you wish to have an appointment to discuss your life insurance.
Please contact me at (626) 606-0098 ext.101 to discuss your retirement plans.
List of retirement plans:
- IRA, ROTH IRA, SEP IRA, SIMPLE IRA
- 401(k) plan and Target Benefit plan
- Money Purchase Pension plan
- Defined Benefit Pension plan
- Defined contribution plan
- Profit Sharing Plan
For more than 65 years, Californians have partnered with Anthem Blue Cross to obtain the coverage that helps protect their health and financial security. Generation after generation, Anthem Blue Cross has earned the trust of consumers and providers through rock solid integrity, stability choice, service and value.
From large employer groups to families and small business owners to retirees, Health Net's goal is to help you get your right care, in the right place, at the right time, and for the right cost for you.
Kaiser has been there for you in the past, providing health care for more than 60 years. Kaiser is here for you today and in days to come, with their ongoing commitment to quality. And they share this tradition and commitment by reaching out to your community, and promoting health and wellness for all.
A comprehensive range of major medical, life, dental and disability products that can be tailored to meet your needs. The reasons to travel abroad are many and varied - that's why these products are too.
Compare plans designed for many different travelers, including individuals, students, families, groups and businesses. Choose the coverage you need for trip coverage, medical evacuation, student enrollment, and more. Buy from an industry leader that has been designing products for students, tourists, families, and worldwide travelers for over thirty years.
A.L. Global Financial and Insurance Services
CA License 0C15378
Tel: (626) 606-0098 ext.101
Fax: (626) 737-1156
Address: 1370 Valley Vista Dr., Ste 200, Diamond Bar, Ca 91765