skip to main content
Main Menu
DBA Logo
  • ABOUT
    • Our Team
    • Our Process
    • Strategic Alliances
  • SERVICE
    • Personal Planning
    • Business Planning
    • Life Plan Strategies for Your Business
    • Where We Serve
  • RESOURCES
    • Our Planning Resources
    • Combined Video Library
    • Concepts and Strategies
    • Calculator
  • CONTACT

Strategic Alliances

New York Life > Logo

New York Life

Ryan Jin and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, long-term care, and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.”

Learn More

The Nautilus Group > Logo

The Nautilus Group

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Ryan Jin works hand-in-hand with Nautilus specialists experienced in taxation, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the soundest thinking when it comes to your estate.

Learn More

Advanced Planning Group > Logo

The Advanced Planning Group

The Advanced Planning Group is a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:

  • Business protection and succession

  • Nonqualified executive benefit strategies

  • Wealth transfer and distribution strategies

  • Transnational planning (non-U.S. citizen)

  • Estate tax mitigation

  • Charitable planning

Learn More

Disclosure

Dongzhe Jin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K43192), FL, GA, MI, MS, NC, NJ, NV, NY, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Dongzhe Jin is licensed and authorized to offer insurance in California, but GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. may not be. For additional information on California licensure status, please click here.

Dongzhe Jin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA, 92887, 714-312-0156. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NJ, NV, NY, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Dongzhe Jin is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, NJ, NV, NY, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Dongzhe Jin is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

22875 Savi Ranch Pkwy Ste F

Yorba Linda, CA 92887

golden summit logo
(714) 312-0156
(949) 568-7571
service@gsfsc.com
  • ABOUT
    • Our Team
    • Our Process
    • Strategic Alliances
  • SERVICE
    • Personal Planning
    • Business Planning
    • Life Plan Strategies for Your Business
    • Where We Serve
  • RESOURCES
    • Our Planning Resources
    • Combined Video Library
    • Concepts and Strategies
    • Calculator
  • CONTACT

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices