Raymond Luk
Principal at Luk Financial and Insurance Solutions
- Role
- Agent at New York Life
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Raymond Luk
I am an Agent licensed to sell insurance through New York Life Insurance Company and may…
Experience
Agent
Oct 2009 — Present
Education
San Jose State University
Electrical Engineering
Skills
- Wealth Preservation Planning
- Life Insurance
- Fixed Annuities
- 401k Rollovers
- Asset Allocation
- Mutual Funds
- Business
- Risk Management
- Management
- Insurance
- Asset Protection
- Employee Benefits
- Investment Strategies
- Legacies
- Multi-Generational Planning
- Financial Services
- College Savings Plans
- Iras
- 401(K) Rollovers
- Small Business
- Retirement Planning
- Series 63
- Marketing
- Gifting Strategies
- Estate Planning
- Retirement
- Annuity Sales
- Roth Ira
- Key Person Protection
- Health Insurance
- 401k
- Wealth Accumulation
- Investments
- Disability Insurance
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