Jerry Yu

About Jerry Yu

Jerry Yu has over 20 years of experience, establishing Reign Financial and Insurance in 2000. He is focused on helping clients save income tax, asset protection and wealth transfer. Jerry is also a member of the Million Dollar Round Table, Top of Table. Website: reignfinancialservices.us

Office: (626) 890-0090 | Reign Financial & Insurance Services

Most Seniors Will Need Additional Income Streams In Retirement

One of the most common concerns expressed by retirees in financial planning sessions is the fear of running out of money in retirement. As you near the time when you are no longer in the workforce, you might worry about whether your savings will be enough to sustain you once you stop working. The possibility [...]

How Should You Prepare Your Finances For Life After The Presidential Election

“Going into 2021, retirees should understand that investment-only retirement income plans are not as efficient and profitable as integrated plans that include transfer of risk through life insurance and income annuities."  Jerry Yu For the first time in a while, Americans are less concerned about how the presidential race outcome will shape the future economy [...]

What Is An Annuity Laddering

What Is An "Annuity Laddering" And How Can It Work For You "A desire to preserve cash savings and turn that money into lifetime income is a primary reason some people decide to purchase annuity products. "Laddering" can help these products work even more efficiently."- Jerry Yu It's genuinely shocking when I run across people [...]