Your advisor
20+ years of listening first.
Sally Li — Yan Li to many clients — has helped families and business owners choose the right insurance for more than 20 years.
She started in auto, home and business insurance and now focuses on life insurance and estate planning. Many clients have stayed with her for over a decade — and now send their children.
- License #0000000
- Life & Health licensed
- Property & Casualty licensed
- Speaks English & Mandarin
SLPortrait coming soon
Who Sally helps
Clients who want a long-term advisor.
- Families — protecting income, a home and their children’s future.
- Professionals & executives — tax-efficient protection and savings.
- Business owners — key person coverage, buyouts and succession.
- Retirees — long-term care, spousal income and estate planning.
Let’s talk
Every plan starts with a conversation.
A short call with Sally. No pressure, no obligation.