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Life insurance
Explore coverage that can help protect your family and the plans you have made together.
Let's talk
Your financial professional
Julia Lee
A conversation about the people and plans that matter most to you.
Call Julia(954) 818-1311
Languages
English · Cantonese · Mandarin
Office
6245 N Federal Hwy, Suite 303
Fort Lauderdale, FL 33308
Guidance that starts with listening
Financial decisions feel easier when you can talk them through.
Whether you are protecting your family, planning for future care, or looking for more predictable income, Julia can help you understand the options and questions to consider. Start with what matters to you and move forward at your own pace.
Ways we can help
Services offered
Practical conversations around protection and retirement planning.
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Long-term care
Consider how future care needs could affect your independence, your family, and your savings.
Let's talk03
Annuities
Learn about options for predictable growth or income, including the tradeoffs and guarantees.
Let's talkGet in touch
Schedule a complimentary conversation.
Tell us when you are available and what you would like to discuss. We will follow up to confirm a time.
Helpful to know
Frequently asked questions
What happens in the first conversation?
We will talk about your goals, questions, and current coverage. You can decide whether you want to explore any options afterward.
Is there a cost to request an appointment?
No. The initial conversation is complimentary and there is no obligation to purchase a product.
Can we speak in Chinese?
Yes. Julia speaks Cantonese and Mandarin as well as English. Let us know which language you prefer when you request a time.
Are products available in every state?
Availability and eligibility depend on the insurer, product, state, and your circumstances. We can review the details relevant to you.
Visit Julia's office
Fort Lauderdale, Florida
Fort Lauderdale, FL 33308Call (954) 818-1311
This website provides general educational information and does not guarantee coverage or performance. Product availability, features, rates, and suitability vary by carrier, state, and individual circumstances. Guarantees depend on the claims-paying ability of the issuing insurer. A licensed agent will provide product-specific materials and required disclosures before an application.