Welcome to AAIFPA
AAIFPA is the first insurance and financial professional membership organization in the Asian community nationwide.

The main objectives of AAIFPA are to provide the Asian American insurance and financial professionals with programs in the areas of educational activities, professional networking, and community involvements. We offer a platform to facilitate professional programs through local Chapters, and through affiliate organizations. The goal of AAIFPA is to play a vital role and to contribute to the future of the insurance and financial service industry.

AAIFPA is a nonprofit mutual benefit corporation organized under the California Nonprofit Mutual Benefit Corporation Law, within Section 501(c)(6) of the IRS Code.
Recent News
Dec 08, 2021

The 14th AAIFPA National Convention was successfully held at Irvine,LA

AAIFPA, Asian American Insurance and Financial Professional Association美国亚裔保险理财协会2021年首次线下全美年会与2021年12月8日在加州尔湾隆重举行。来自全美各地政界商界侨界,各著名金融保险理财公司,全美各地专业会员及嘉宾共襄盛举。AAIFPA由一个少数族裔的非盈利专业组织发展到至今拥有9个分会,并在美国主流占有越来越重要的地位!

此次大会的主题是Resilience&Reinvention–坚持不懈&再创辉煌。过去的两年是及其不同寻常,对每一个人和家庭都充满了挑战,不同寻常的两年,不知不觉我们已经习惯了疫情带给我们的改变,习惯了在线上见面,习惯了用科技沟通;但是挑战与机遇一向都是并存的,面对挑战与变化,我们坚持不懈,勇于创新,打开新的局面。

来自美国的各大顶尖保险公司和代理公司设起了booth,跟嘉宾们进行沟通和互动。

Global Atlantic Financial Group的参会团队

National Western Life的参会团队

Allianz的参会团队

AIG的参会团队

National Life Group的参会团队

美国奥淇国际金融/美国宏盛保险与理财的参会团队

MassMutual的参会团队

United Healthcare的参会团队

紧接着AAIPFA的National Board和赞助嘉宾们进行了热闹的记者招待会,来自全美各大主流媒体的记者朋友们齐聚现场。

AAIFPA创会会长–黄海蒂Haidi Huang女士接受媒体采访

AAIFPA前任会长- Harry Hu接受媒体采访

AAIFPA现任会长–Bing Cheng接受媒体采访

全美国顶尖的金融保险公司– Global Atlantic,National Western Life,National Life Group,AIG,Allianz, MassMutual,Brighthouse,Blue Ocean&Forest Hills Financial以及全美最大的一级总代理金融保险公司美国奥淇金融/美国宏盛保险与理财的高层代表,北美会计师,房地产经纪人,律师以及来自全美国各地的金融保险嘉宾们一同开怀享受了VIP鸡尾酒餐前聚会,交流经验,分享心得。

精彩的太鼓表演之后,7点钟晚宴正式开始,由教育博士Luo Wei和他的女儿Vivian Luo主持,AAIFPA前任会长Harry Hu引荐现任会长–Bing Cheng致激动人心开幕词。

年会主持人–教育博士Wei Luo和Mrs Vivian Luo

会议开始,大家伴随着国歌,庄严起立

AAIFPA现任会长– Bing Cheng致President Message

AAIFPA创会会长–黄海蒂Haidi Huang女士

Keynote Speaker大会主题演讲嘉宾–来自Global Atlantic公司的Vice President Patti Hausherr,以“The conversation of Lifetime”为主题致辞。另外有来自National Western Life的Sr.Vice President Dr.Carlos A. Martinez和National Life Group的Sr.Vice President Louis Puglisi作为演讲嘉宾致辞。

Global Atlantic– VP Patti Hausherr发表Keynote Speech

National Western Life –SVP Dr.Carlos A.Martinex&Christy(Chen)Berglund

National Life Group -SVPLouis Puglisi

AAIFPA本次特地为在金融保险行业兢兢业业贡献35年的Ronny Liu颁发了终身成就奖,表达Ronny对金融保险行业贡献的衷心感谢。

AAIFPA创会会长黄海蒂女士、前任会长Harry Hu以及现任会长Bing Cheng为Ronny Liu颁发终身荣誉奖

AAIFPA美国亚裔理财协会的National Board从全国各地齐聚洛杉矶,共享盛会。

AAIFPA National Board

AAIFPA的OCSD的会长Rachel Fei协同其团队上台亮相。由于本次年会在洛杉矶举办,Rachel Fei及其团队不分昼夜,精心为大家做好准备,没有他们,本次的年会就不会这么圆满举办。

AAIFPA OCSD Board Directors

AAIFPA Treasurer&OCSD Chapter President Rachel Fei和她的团队成员Tracy Song

Congresswoman 国会女议员Young Kim特地录制视频,为AAIFPA年会致贺词。现场还特别颁发了证书给AAIFPA创会会长黄海蒂女士和AAIFPA现任主次Bing Cheng先生。

加利佛尼亚第39区国会女议员–Young Kim女士的祝贺video

2021年AAIFPA首次线下年会的成功得到了赞助商的大力支持。为了特别感谢本次年会的Title Sponsor–Global Atlantic Financial Group,以及其他的赞助商– National Western Life,National Life Group,Allianz,MassMutual,Brighthouse, Blue Ocean&Forest Hills Financial以及全美最大的一级总代理金融保险公司美国奥淇金融/美国宏盛保险与理财,AAIFPA为他们颁发荣誉奖状和奖杯。

AAIFPA National Board为本次大会的Title Sponsor Global Atlantic颁发奖杯

AAIFPA National Board 为本次大会的Sponsor National Western Life颁发奖杯

AAIFPA National Board为本次大会的Sponsor 美国奥淇国际金融/美国宏盛保险与理财颁发奖杯

AAIFPA National Board为本次大会的Sponsor National Life Group颁发证书

AAIFPA National Board为本次大会的Sponsor Allianz颁发证书

AAIFPA National Board为本次大会的Sponsor AIG颁发证书

AAIFPA National Board为本次大会的Sponsor MassMutual颁发证书

除了有丰盛的晚餐,精彩的演讲和颁奖典礼,AAIFPA2021年年会还为嘉宾们准备了丰富的表演,激动人心的抽奖环节。从价值$300多美金的Apple Watch到Apple Gift Card,从Gift Card到红酒set,应有尽有。

2021年AAIFPA首次年会圆满完成离不开此次活动AAIFPA的理事会成员,特别要感谢AAIFPA的创会会长,黄海蒂Haidi Huang,现任会长Bing Cheng,Outgoing会长Harry Hu,现任的财务长兼OSCD分会会长Rachel Fei,以及其他默默努力的小伙伴们的奉献。感谢AAIFPA全美九个分会会长及全体理事会成员。感谢美国各大金融保险公司的参与,每个演讲嘉宾的精彩演讲。

2022年AAIFPA的年会将在芝加哥举办,芝加哥分会已经接过火炬,我们期待明年再相聚!

Oct 1, 2021

AAIFPA 2021 National Convention

SEPT 30, 2021
AAIFPA 2021 Board Election and Officers Final Results
2021 Elections results are in and the 2022 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:

President: Bing Cheng
Founding President: Haidi Huang
Chair of the Board: Harry Hu
Treasure & OCSD Chapter President: Rachel Fei
Secretary: James Huang
VP of Life & NorCal Chapter President: David Chang
VP of Health & Fort Worth Chapter President: Rajesh Chaudhry
VP-P&C & Northwest Chapter President: Kelly Xu
Northeast Chapter President: Fred Huang
Chicago Chapter President: Lihua Xia
Houston Chapter President: Kimberly Ngo
Dallas Chapter President: Anh Doan
Board of Director Joey Pei Ying Ng
Board of Director Amie Chan


For all Board of Directors and Officers name and contact information, please click here.

May 28, 2021
后疫情时代恢复经济,开拓事业!

AAIFPA 美国亚裔保险理财协会5月扩大理事会成功举行


随着接种新冠疫苗的人越来越多,确诊率越来越低,全美各州全面展开复工,经济全面开始复苏。经过2020年的疫情“洗礼”,AG49 和7702给保险行业带来的大震动和大变革。疫情使得更多的美国民众更加关注自己的财务状况,退休的问题,同时保护意识也越来越强,我们相信在未来金融保险行业将会迎来另一个高峰期。 2021年5月27日,AAIFPA美国亚裔保险理财协会在线上举办了本年度第二次扩大理事会议,特邀了美国顶尖的金融保险公司跟大家分享人寿保险公司如何准备好迎接后疫情时代,开拓事业,走出家门踏出成功的第一步,事业更上一层楼!

AAIFPA现任秘书长Secretary – James Huang, 达拉斯
AAIFPA 现任会长President – Harry Hu, 西雅图
AAIFPA创会会长兼理事长 – Chair of the Board – Haidi Huang, 洛杉矶

会议由AAIFPA的现任会长,来自西雅图的Harry Hu开场,并且由来自达拉斯的现任秘书长James Huang 主持。AAIFPA 的创会会长和理事长,来自洛杉矶的AAIFPA 创会会长及现任理事长黄海蒂女士以及来自全美国部分分支的分会长以及其他的参会人员一同共享盛会。 参会的美国金融保险公司及代表有AIG 的副总裁兼全美销售经理 Nathan Driskill, Allianz全美销售总监 Michael Kubovec 和National Life Group 的销售代表Wani Chen.,

AIG 的副总裁兼全美销售经理Nathan Driskill

来自AIG 的副总裁兼全美销售经理Nathan Driskill 用了一句特别感触人心的话来开场,也说出了我们很多人的心声“Tough Times Never Last, But Tough People Do” (困难的时光不会一直在,但是坚强的人会)

Nathan 还提出在后疫情时代,保险公司为了应对2020年的疫情而实施的变更会继续存在,比如网络电子申请(eApp), 一定年龄和保额的免体检政策等。还有其他方面的变化,包括:

  • 由于更多的人开始关注自己的财务状况和保障,人寿保险将受到来自不同年龄层和财务状况的人们的关注;而对于年轻人来说,定期保险(Term Life Insurance)由于价格低廉,而且未来有转换为长期保险的机会特别受欢迎;
  • 退休计划,年金计划等与退休金有关的产品也比以往更加的受到重视,因为大家开始有了更长远的规划;
  • 保证型的万能寿险(GUL)将会越来越贵,但是会刺激比较保守的客人寻找替代品,这是挑战也是机遇,因为IUL + 保证条款的产品将会得到更多客户的喜爱;
  • 社交媒体,线上数字媒体,线上沟通等将会成为未来的趋势,大家要跟上时代和科技进步的脚步,利用好科技网络的便利,扩大自己的影响力和生意。

Allianz 的全美销售总监 Michael Kubovec

来自Allianz 的全美销售总监 Michael Kubovec 表示Allianz不仅顺利度过了2020年的疫情,而且即使面对AG49 & 7702 的“巨变”,产品的表现还是非常优秀。Allianz 的产品本身就以其稳定的高回报率出名,而在2020年很多新的投资策略被运用到了指数型的万能寿险中,创新的同时也保证了回报率的稳定,风险控制做的非常到位。创新的 Index Lock 功能,可在保单周年日之前的当前记入时段的任意时刻锁定客戶觉得满意的收益。这将在记入时段结束后作为利息给付到保单,而且不管在设置锁定之后市场如何波动。Index Lock 将在工作日结束时进行,因此实际收到的价值可能多于或少于请求时的价值。

追求稳定高回报,又能承担一定的风险的客户,这类型的产品将是非常值得的选择。

National Life Group 的销售代表Wani Chen

最后National Life Group 的销售代表Wani Chen用自己的经历跟大家分享了疫情给人寿保险行业带来的挑战,后疫情时代改如何利用不同的资源来发展。她用了一个特别形象的 “Gazelle and Lion” 的故事:在非洲,每天早上羚羊起床后,就知道他一定要比最快狮子跑得快,不然就会被吃掉;而每天早上狮子起床后,就知道他一定要比最慢的羚羊跑得快,不然就会被饿死;不管你是羚羊还是狮子,你每天都必须奔跑。这句话用来形容金融保险经纪人再合适不过了。

那么在后疫情时代,该如何努力“跑起来”? 后疫情时代,一切都变了,如何应对新的变化是能否成功的关键,Wani 给大家出了几个点子:

  • 与CPA合作,这与传统的合作不同,除了要利用好现有的机会,要利用保险公司的CPA CPA Symposium, 建立互惠互利的关系,创造共赢。比如NLG 在6月8日和6月9日将要举办的研讨会,将会为CPA免费提供获得8个CPE 课程的机会 (有需要,可以来联系我们注册哦。)
  • Survivorship IUL (遗存型指数型万能寿险)– 这类保单的特点是,同一张保单,保两个人,可以用于家庭成员之间的遗产规划,财富传承;这类保险对于无法获得保单的客户(Uninsurable Parties)
  • 社交媒体Social media – 疫情让原本不用社交媒体的开始使用社交媒体,而以前就在使用社交媒体的更加的依赖社交媒体。后疫情时代,不论是从客户开发,还是客户沟通,不论是品牌建立,还是品牌维护,都将会是社交媒体的天下。社交媒体的触角可以伸到更多的人面前,更有效,更快,一定要好好利用。

AAIFPA是全国第一个亚裔金融保险会员非盈利组织。遍布全美国的9个分支,我们的使命是为在全国范围内建立和服务亚洲的美国保险和金融专业人士提供一个培训技能与知识,建立相互信任,并在整个组织内保持持久关係的平台。

Mar 26, 2021
美国金融保险行业的大震荡 <

AAIFPA联合美国部分金融保险公司深入解读AG49-A&IRC7702

2021年3月25日AAIFPA美国亚裔保险理财协会在线上举办扩大理事会议,与部分美国顶尖金融保险公司一起深入讨论了AG49-A和IRC 7702 对美国金融保险行业造成的大震动


会议由AAIFPA的现任会长,来自西雅图的Harry Hu开场,并且由来自达拉斯的现任秘书长James Huang 主持。AAIFPA 的创会会长和理事长,来自洛杉矶的黄海蒂女士以及来自全美国9个分支的分会长以及其他的参会人员一同共享盛会。

AAIFPA 现任会长President – Harry Hu ,西雅图
AAIFPA现任秘书长 Secretary –James Huang ,达拉斯
AAIFPA 创会会长兼理事长 – Chair of the Board – Haidi Huang ,洛杉矶
AAIFPA总部财务主长 &现任橙县及圣地亚哥现任分会长& – Treasurer & OCSD – Rachel Fei

此次参会的美国金融保险公司有Massmutual, Global Atlantic, Symetra & Prudential, 这几家金融保险巨头分别代表了金融保险市场上最热门的积累产品种类: Whole Life(终身寿险), UL(万能寿险),IUL(指数型的万能寿险) & VUL(投资型万能寿险)。

金融保险公司代表就AG49-A & IRC7702 对不同种类人寿保险的影响,未来金融保险行业的发展进行了深度分析和展望,表示行业内部对这两个更改的反应还是非常积极和热烈的,并且逐步地针其代表性产品做出修改。在2021年之后会有越来越多创新和扩大客户利益的产品出现,而人寿保险行业也会越来越蓬勃!

AG49-A 于2020年11月25日起生效,规定限制IUL保单使用演示利率的最大值,限制高系数bonus 反应在illustration 演示中。同时参与贷款的利率从1% 降低到0.5% 。AG49-A 为客户带来更透明的信息披露及文件的数据展示,同时对出具稳健方案的保险销售起到保护作用,避免利用高演示利率进行恶性竞争。
IRC7702 的变化通过CAA中的section205的规定而体现,变化于2021年1月1日起生效,允许保险公司采用动态的最低保障利率,从过去的4%降到2021年的2%,未来可以随着市场利率而变化。该变化对不同类型的人寿保险产品有不同的影响。

MassMutual – Regional Director – Robert Purnell

来自MassMutual 的区域经理 – Regional Director Robert Purnell 表示AG49 -A对于whole life 的影响并不是很大,因为whole life 的利率是保证型的,而且相对保守。但是IRC7702 的变化,保证利率会预计降低到2% - 3.5%, 保费会增高并且MEC也会随之增高。逐渐会推出更多创新的产品甚至恢复一些已经停卖但具有竞争力的产品。

Global Atlantic – Sales Vice President – Kevin Yerkovich
Global Atlantic – National Sales Manager – Bob Klein

来自Global Atlantic 的 Sales Vice President Kevin Yerkovich & National Sales Manager Bob Klein 就IUL指数型人寿保险产品受到的影响表示,AG49 -A增加了金融保险行业尤其是指数型人寿保险产品的透明度,而IRC7702则会降低保费premium, 预估未来会降低25% - 40%, 死亡赔偿金也会随之降低。对消费者来说,保费会更多的部分会进入“投资框”,现金价值也会增加。

Symetra – National Vice President – Fabian Gonzalez
Symetra – Regional Vice President – Ray Castro
Symetra – Assistant Vice President, Life Sales – Paul Pistilli

来自Symetra 的National Vice President Fabian Gonzalez 和Assistant Vice President, Life Sales Paul Pistilli 分享AG49-A 对于如何在做计划书的时候控制或者消除激进的bonus並沒有很明确的指令,但是对于参与贷款的利率做了明确的规定。而IRC7702对于购买IUL指数型人寿保险的客户来说跟Global Atlantic 的见解是一致的,并且提出虽然年龄越年轻,保费会降低的更多,即死亡赔偿金降低的就会更多,但是Income 部分的增加反而没有年龄较长的人多。 鉴于客人是有权利要求重新issue 保单,因而他们是市场上第一家保险公司将IRC7702条规的变更而产生的精算变化加入到现在的illustration演算中,从而给客人和经纪人带来方便。

Prudential – Regional Vice President – Sean Coughlin

最后来自Prudential 的Regional Vice President – Sean Coughlin 跟大家分享了AG49-A & IRC7702 变更对其保险公司和VUL产品的影响 – 一句话就是影响甚微。因为Prudential 一直都是走比较稳健的路线,而且风控做的非常的到位,不论是2020年的几次市场震荡还是人寿保险行业的震荡,都並沒有对其公司的VUL产品和其他的产品造成很多影响。但是客户们在未来将会看到更多保费降低,现金价值增加的创新人寿保险产品,人寿保险产品会越来越好,行业也会越来越繁荣。

AAIFPA芝加哥Chapter 分会会长 – Lihua Xia
AAIFPA健康保险VP & 中西部Chapter 分会会长- Bo Li,Solon, 俄亥俄
AAIFPA车辆房屋保险VP & 西北部Chapter 分会长 – Kelly Xu, 西雅图
AAIFPA寿险VP & 东北部Chapter 分会会长 – Bing V. Cheng, 纽约
AAIFPA Board of Director – Amie Chan,旧金山
AAIFPA 达拉斯Chapter 分会会长 – Anh Doan, 达拉斯
AAIFPA 北加Chapter 分会会长 – David Chang
AAIFPA Fort Worth 分会长 – Rajesh Chaudhry

美国奥淇国际金融/美国宏盛保险与理财公司拥有4000多名熟悉财务管理及保险与理财的高端专业人士,在全美20个分公司为您提供最完善的专业服务,欢迎随时联系我们。

Nov 12, 2020
The 13th AAIFPA National Convention was successfully held

融合变化 勇于创新
2020 AAIFPA全国性周年线上年会圆满成功举办

AAIFPA美国亚裔保险理财协会全国性周年年会于2020年11月12日通过ZOOM在线上举办。来自全美国各地的几百位人士积极参与,包括美国顶尖金融保险公司,美国主流政界以及各界专家人士。



2020年是及其不同寻常的一年,对每一个人和家庭都充满挑战,面对挑战与变化,我们要在困境中积极应对,勇于创新,打开新的局面。此次大会的主题是Embracing Change & Transformation, “融合变化,勇于创新”,嘉宾们也围绕此主题倾情分享。

AAIFPA 现任会长– Harry Hu

AAIFPA的现任会长Harry Hu 致激动人心的开场词。


亚凯迪亚市政议员 – Paul Cheng 郑博仁

Keynote Speaker 大会主题演讲嘉宾– Paul Cheng 郑博仁,亚凯迪亚市政议员,资深律师以“Adapting to Change in a Changing Business environment”为主题,倾情分享了他面对2020年这不平和一年乐观积极的心态。虽然我们肤色不同,语言不同,背景不同,但是既然我们都生活在美国这片土地上,就应该齐心协力,让我们的世界充满更多的爱,身体力行,让我们华人的声音被听到,提高我们的影响力。

Global Atlantic – CFO Kim Lee

Global Atlantic 的CFO首席财务官, Kim Lee 作为Featured Speaker特邀演讲嘉宾,跟大家分享了过去几十年保险产品种类不断推陈出新,销量也在稳定增长,特别强调了过去10年,亚裔市场的增长速度是最快的,达到了31.64%。而像AAIFPA这样的协会在寿险行业中发挥的作用也越来越有益于整个行业的发展。未来寿险行业是机遇与挑战并存,一定要做好“唯一的不变即是改变”的心态来迎接不确定的未来。

National Life Group - SVP Louis Puglisi

National Life Group, 国家人寿的SVP Louis Puglisi 表示NLG面对COVID19采取及时措施,在保证员工在家安全工作的同时,大力推行电子申请和免体检申请,以方便客户“足不出户”便可申请保单。通过电子科技而简洁化申请流程是保险行业的未来。

Allianz – Senior VP Jason Weelman

Allianz 的Senior VP – Jason Wellman 谈到IUL未来的发展潜力巨大,而寿险行业也会朝着电子申请,简单快速核保的方向发展,科技将会是推动寿险行业发展强大的推动力。

AIG - VP, National Sales Manager of AIG – Nathan Driskill

Nathan Driskill, AIG 的VP抱有非常积极态度,鼓励大家 Make Everyday Counts。寿险行业是“Future”的行业,提供“保障”的行业。疫情使得美国民众,更加关注财务状况,保护意识也越来越强。AIG 会跟随整个寿险行业的步伐,更专注为客户提供价值。同时他还提到GUL和IUL产品未来的融合趋势。

Prudential – Regional VP Sean Coughlin

保德信 – Prudential 的Regional VP – Sean Coughlin也对寿险行业的未来充满信息。专注当下,放眼未来,保德信仍然会非常专注帮助客户管理风险,同时利用科技,顺应时代的发展,继续做行业领先者。

JD, CPA, AAIFPA 法律顾问 – Gary Chan

最后,会计师&律师, AAIFPA的法律顾问Gary Chan 强调由于政府的变更,再加上COVID19的经济刺激计划,未来税率一定会上涨,大家要提前做好应对的准备。

嘉宾之外,还有Symetra, National Western 等各大保险公司也参与了AAIFPA的年会并献上祝贺。

AAIFPA 创会会长兼现任理事长 – 黄海蒂 Haidi Huang 女士

AAIFPA 现任秘书长 – James Huang

AAIFPA 现任财务长兼OCSD分会会长 Rachel Fei女士

2020年AAIFPA周年线上年会圆满完成离不开此次活动AAIFPA的理事会成员,特别要感谢AAIFPA 的创会会长兼现任理事长,黄海蒂Haidi Huang, 现任会长Harry Hu, 现任秘书长 James Huang 以及现任的财务长兼OSCD分会会长Rachel Fei的努力奉献。感谢AAIFPA全美九个分会会长及全体理事会成员。感谢美国各大金融保险公司的参与,每个演讲嘉宾的精彩演讲。我们明年再会!

Nov 09, 2020
2020年美國亞裔保險理財協會AAIFPA 年會前哨

2020年美國亞裔保險理財協會AAIFPA 年會前哨
各大媒體線上齊聚

2020是及其不同尋常的一年,對每一位個人和家庭都充滿挑戰。面對挑戰與變化,我們如何能夠盡快的調整好自我,在困境中積極應對,勇於創新,打開新的局面,考驗我們每一位人士。

今年美國亞裔保險理財協會The Asian American Insurance & Financial Professional Association 將於2020年11月12日,周四 1:00 – 3:00pm PST ( 4-6PM EST)舉辦線上年會。此次大會的主題是Embracing Change & Transformation – 融合變化 勇於創新。用心聆聽,學習積極有效的策略以應對現在的困難,準備好迎接和開拓我們的明天!屆時我們將邀請美國主流政屆,美國頂尖金融保險公司以及各界專家人士為所有朋友傾情分享!


2020年11月9月,來自AAIFPA理事會與美國各大保險公司的代表特為2020 AAIFPA年會的召開預熱,召開隆重的線上記者發布會。在會上AAIFPA創會會長及現任理事長黃海蒂 Haidi Huang女士, AAIFPA現任會長Harry Hu 以及AAIFPA現任秘書長 James Huang 用中英文雙語的形式跟記者朋友們分享了AAIFPA 的宗旨,亞裔金融保險市場在未來面臨的挑戰,展望以及面臨保險行業的未來變化如何不斷創新開拓。

AAIFPA 创会会长&现任理事长 – 黄海蒂 Haidi Huang 女士

AAIFPA 现任会长– Harry Hu

AAIFPA 现任秘书长– James Huang

美國亞裔保險理財協會The Asian American Insurance & Financial Professional Association宗旨是,為美國亞裔保險理財專業人士,提供各種服務項目,這些項目包括職業教育與職業生涯發展,培養人際關係交流網絡及提供社區服務等方面。我們將通過在各地建立分會和其他相關專業協會,提供壹個促進保險理財專業合作與發展的服務平臺。我們在美國亞裔社區,努力提高大眾對保險理財的認知,提高所有專業人士都必須遵守的職業標準。美國亞裔保險理財協會將對保險理財服務行業的未來發展,發揮重要而積極的作用並作出自己的貢獻。
美國亞裔保險理財協會按照稅法501(c)(6)條款成立,屬於非營利組織. AAIFPA將更好的推動保險理財行業在全美各地區的發展。
亞裔美國人不僅僅在政治領域,同時也應在全美各個領域包括金融保險行業發聲壯大!美國亞裔保險理財協會AAIFPA邀請大家積極參加2020年全國性周年線上年會,屆時還會有兩個IPAD作為大獎抽出!

Nov 12, 2020
AAIFPA 2020 National Convention
SEPT 22, 2020
AAIFPA 2020 Board Election and Officers Final Results
2020 Elections results are in and the 2021 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:

President: Harry Hu
Chair of the Board: Haidi Huang
Treasurer: Rachel Fei
Secretary: James Huang
VP of Life & Northeast Chapter President: Bing Cheng
VP of Health & Midwest Chapter President: Bo Li
Chicago Chapter President: Lihua Xia
Fort Worth Chapter President: Rajesh Chaudhry
Houston Chapter President: Kimberly Ngo
NorCal Chapter President: David Chang
Orange County/San Diego Chapter Rachel Fei
Board of Director Amie Chan


For all Board of Directors and Officers name and contact information, please click here.

NOV 10, 2019
The 12th AAIFPA National Convention was successfully held at Flushing, NY
NOV 9, 2019
AAIFPA 2019 National Convention
JUL 31, 2019
AAIFPA 2019 Election
It is time to elect the 2020-2021 Board Directors for AAIFPA. This year we have eight qualified candidates to be elected. Elect up to 8 (EIGHT) candidates to become the 2020-2021 Board Directors using this voting ballot.

For AAIFPA 2019 Election Voting Letter, please click here.

Upon completion, return the ballot to aaifpa@gmail.com by August 24th, 2019.

OCT 2, 2018
AAIFPA 2018 Annual Convention Announcement


The AAIFPA 2018 Annual Convention will be held at Washington State Convetion Center, 705 Pike St, Seattle, WA 98101 on October 20, 2018. This year’s theme “From Great to Exceptional” inspires us as we continue our journey of going From Good to Great! Several outstanding speakers will impart their knowledge and inform attendees of the most recent changes in the insurance industry. The exciting day begins with an abundance of workshops and exhibition booths providing a wealth of information and ends with an elegant dinner banquet. With over 400 attendees expected to attend, including government officials and local community leaders, the AAIFPA 2018 Annual Convention is the perfect opportunity to network with like minded professionals!

If you would like to attend or support this event please email your request to aaifpa@gmail.com

SEPT 7, 2018
AAIFPA 2018 Board Election and Officers Final Results
2018 Elections results are in and the 2019 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:

President: Lily Fong
Founding President: Haidi Huang
Chair of the Board: Haidi Huang
VP-Health, Secretary & Northwest Chapter President: Harry Hu
VP-Life: Suzanne Chen
Treasurer & OCSD Chapter President: Rachel Fei
Fort Worth Chapter President: Rajesh Chaudhry
Houston Chapter President: Dani Mai
Midwest Chapter President: Bo Li
NorCal Chapter President: Amie Chan
Northeast Chapter President: Bing Cheng


For all Board of Directors and Officers name and contact information, please click here.

JUL 31, 2018
AAIFPA 2018 Election
It is time to elect the 2019-2020 Board Directors for AAIFPA. This year we have six qualified candidates to be elected. Elect up to 6 (SIX) candidates to become the 2019-2020 Board Directors using this voting ballot.

For AAIFPA 2018 Election Voting Letter, please click here.

Upon completion, return the ballot to aaifpa@gmail.com by August 10th, 2018.

JAN 26, 2018
New AAIFPA Houston Chapter President Takes Office!
New AAIFPA Houston Chapter President Takes Office!

Read the World Journal Press Release
OCT 23, 2017
AAIFPA 2017 Annual Convention a Great Accomplishment!
AAIFPA hosted its 2017 Annual Convention at Sugar Land Marriott Town Square in Sugarland, Texas on October 21st, 2017. There were more than 500 guests including members, sponsors, local government officials and community leaders in attendance. AAIFPA was honored to have Mr. Chad Tope, President of Voya Financial – Annuities and Individual Life, as our memorable keynote speaker - his stirring speech thoroughly captivated the audience! The Honorable Theresa Chang, Presiding Judge of Harris County, also gave an inspirational speech that brought together all Texans as they work together to transform the city of Houston from Good to Great! The final highlight of the evening was the Hurricane Harvey Relief Check Presentation Ceremony, where AAIFPA presented a check to the Chinese American Relief Effort (C.A.R.E.) to aid those affected by Harvey.

AAIFPA would like to specially thank Voya Financial, our title sponsor, and all our major sponsors for their continued support. Without them, this successful event is not possible!

Pictures can be viewed in our photo gallery.
AUG 24, 2017
AAIFPA 2017 Board Election and Officers Final Results
2017 Elections results are in and the 2018 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:

President: Lily Fong
Founding President: Haidi Huang
Chair of the Board: Robert Jin
VP-Health, Secretary & Northwest Chapter President: Harry Hu
VP-Life: Suzanne Chen
VP-P&C & Dallas Chapter President: Hahn Lee
Treasurer & OCSD Chapter President: Rachel Fei
Chicago Chapter President: Susan Kang
Fort Worth Chapter President: Rajesh Chaudhry
Houston Chapter President: Hien T. Pham
Midwest Chapter President: Bo Li
NorCal Chapter President: Jesse Dogillo
Northeast Chapter President: Bing Cheng


For all Board of Directors and Officers name and contact information, please click here.

AUG 18, 2017
AAIFPA 2017 Election
It is time to elect the 2018-2019 Board Directors for AAIFPA. This year we have six qualified candidates to be elected. Elect up to 6 (SIX) candidates to become the 2018-2019 Board Directors using this voting ballot.

For AAIFPA 2017 Election Voting Letter, please click here.

Upon completion, return the ballot to aaifpa@gmail.com by August 23rd, 2017.

AUG 14, 2017
AAIFPA 2017 Annual Convention Announcement


The AAIFPA 2017 Annual Convention will be held at Sugar Land Marriott Town Square, 16090 City Walk, Sugar Land, TX 77479 in the heart of Houston on October 21, 2017. This year’s theme “From Good to Great” inspires us as we continue our journey of going From Good to Great! Several outstanding speakers will impart their knowledge and inform attendees of the most recent changes in the insurance industry. The exciting day begins with an abundance of workshops and exhibition booths providing a wealth of information and ends with an elegant dinner banquet. With over 400 attendees expected to attend, including government officials and local community leaders, the AAIFPA 2017 Annual Convention is the perfect opportunity to network with like minded professionals!

If you would like to attend or support this event please email your request to aaifpa@gmail.com

AUG 4, 2017
AAIFPA 2017 Election Announcement
The AAIFPA 2017 Election will be held this August through emails! AAIFPA needs even more qualified candidates and volunteers to serve on the Board of Directors. To better select our candidates, all of us, as AAIFPA members, must look among our peers and nominate individuals who will contribute to the organization. At the minimum, nominees must be willing to set aside their commitments and dedicate themselves.

For AAIFPA 2017 Election Announcement Letter, please click here.

AAIFPA respectfully invites you to nominate talented individuals who are willing to serve on the Board of Directors. For interested parties, please have the nominator fill out the Nomination Form and the nominee complete the Commitment Guidelines for Board of Directors. Upon completion, return both forms to aaifpa@gmail.com by August 11, 2017.

DEC 5, 2016
AAIFPA 2016 Annual Convention an Amazing Accomplishment!
AAIFPA hosted its 2016 Annual Convention at San Francisco Airport Bayfront in Burlingame, California on December 2nd, 2016. There were more than 450 guests including members, sponsors, local government officials and community leaders in attendance. AAIFPA was honored to have Ms. Carolyn Johnson, CEO of Voya Financial – Annuities and Individual Life, as our memorable keynote speaker - her wonderful speech thoroughly amazed all of the attendees! Mr. Mark Hanna, MDRT President, also gave an impeccable speech energizing all California financial & insurance professionals as they embark on their New Journey. Another spotlight of the night was the 2016 Outstanding Achievement Award Ceremony, which recognized Ms. Yanping Dong for all her achievements, both personally and professionally in the industry.

AAIFPA would like to specially thank Voya Financial, our title sponsor, and all our major sponsors for their continued support. Without them, this successful event is not possible!

Pictures can be viewed in our photo gallery.
SEPT 26, 2016
AAIFPA Northwest 9th Chapter Established!
AAIFPA Northwest Chapter was officially established September 23rd, 2016 at Red Lion Hotel Bellevue in Bellevue, Washington! Northwest is the organization’s ninth local chapter in the United States. The grand opening ceremony was an outstanding success, attracting local media attention and a very diversified membership group! Mr. Harry Hu, Chapter President, delivered a excellent welcome speech thanking everyone for their support.

AAIFPA Northwest 9th Chapter Established!

More pictures can be viewed in our photo gallery.
Sept 26, 2016
AAIFPA 2016 Board Election and Officers Final Results
2016 Elections results are in and the 2017 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:

President: Lily Fong
Founding President: Haidi Huang
Chair of the Board: Robert Jin
VP-Health: Yanping Dong
VP-Life: Reuben K. Chen
VP-P&C: Suzanne Chen
Treasurer & OCSD Chapter President: Rachel Fei
Secretary & Northwest Chapter President: Harry Hu
Chicago Chapter President: Susan Kang
Dallas Chapter President: Michael Bi
Fort Worth Chapter President: Rajesh Chaudhry
Houston Chapter President: Hien T. Pham
NorCal Chapter President: Jesse Dogillo
Northeast Chapter President: Bing Cheng


For all Board of Directors and Officers name and contact information, please click here.

SEPT 26, 2016
AAIFPA 2016 Annual Convention Announcement


The AAIFPA 2016 Annual Convention will be held at Hilton San Francisco Airport Bayfront, 600 Airport Boulevard Burlingame, CA 94010 in the heart of San Francisco on December 2nd, 2016. This year’s theme “New Journey” inspires us as we make our return to Northern California where it all began and where we start our New Journey! Several outstanding speakers will impart their knowledge and inform attendees of the most recent changes in the insurance industry. The exciting day begins with an abundance of workshops and exhibition booths providing a wealth of information and ends with an elegant dinner banquet. With over 500 attendees expected to attend, including government officials and local community leaders, the AAIFPA 2016 Annual Convention is the perfect opportunity to network with like minded professionals!

If you would like to attend or support this event please email your request to aaifpa@gmail.com

SEPT 13, 2016
AAIFPA Northwest 9th Chapter Grand Opening!
AAIFPA cordially invites you to attend the grand opening of our 9th Chapter - Northwest on Friday, September 23, 2016 at Red Lion Hotel Bellevue, 11211 Main St, Bellevue, WA 98004. Reception and media press conference begins promptly at 11:00am and the celebration luncheon is at 12:00pm.

Seats are limited - secure your spot for the meeting & luncheon with your earliest reservation! Please RSVP ASAP to the grand opening via email aaifpa.nw@gmail.com before September 17, 2016.

Download PDF
For more information click to download a .PDF scan of Northwest Chapter Invite Letter.

AUG 8, 2016
AAIFPA 2016 Election
It is time to elect the 2017-2018 Board Directors for AAIFPA. This year we have five qualified candidates to be elected. Elect up to 5 (FIVE) candidates to become the 2017-2018 Board Directors using this voting ballot.

For AAIFPA 2016 Election Voting Letter, please click here.

Upon completion, return the ballot to aaifpa@gmail.com by August 19th, 2016.

JUL 28, 2016
AAIFPA 2016 Election Announcement
The AAIFPA 2016 Election will be held this August through emails! AAIFPA needs even more qualified candidates and volunteers to serve on the Board of Directors. To better select our candidates, all of us, as AAIFPA members, must look among our peers and nominate individuals who will contribute to the organization. At the minimum, nominees must be willing to set aside their commitments and dedicate themselves.

For AAIFPA 2016 Election Announcement Letter, please click here.

AAIFPA respectfully invites you to nominate talented individuals who are willing to serve on the Board of Directors. For interested parties, please have the nominator fill out the Nomination Form and the nominee complete the Commitment Guidelines for Board of Directors. Upon completion, return both forms to aaifpa@gmail.com by August 6, 2016.

DEC 7, 2015
AAIFPA 2015 Annual Convention a Breakthrough Accomplishment!
AAIFPA hosted its 2015 Annual Convention at Hyatt Regency Orange County in Garden Grove, California on December 3rd, 2015. There were more than 600 guests including members, sponsors, local government officials and community leaders in attendance. AAIFPA was honored to have Mr. Dave Wilken, President of Voya Financial – Insurance Solutions, as our phenomenal keynote speaker - his amazing speech thoroughly captivated all of the attendees! Mr. Dave Jones, California Insurance Commissioner, also gave an exemplary speech rallying all California financial & insurance professionals toward Shaping the Future for a better California. Another spotlight of the night was the 2016 Outstanding Achievement Award Ceremony, which recognized Mr. Charles Lu for all his achievements, both personally and professionally in the industry.

AAIFPA would like to specially thank Voya Financial, our title sponsor, and all our major sponsors for their continued support. Without them, this successful event is not possible!

Pictures can be viewed in our photo gallery.
OCT 14, 2015
AAIFPA 2015 Annual Convention Announcement


The AAIFPA 2015 Annual Convention will be held at Hyatt Regency Orange County, 11999 Harbor Blvd, Garden Grove, CA 92840 in the heart of Disneyland on December 3rd, 2015. This year’s theme “Shaping the Future” inspires us in special ways to lead the way for future generations of financial and insurance professionals. Several outstanding speakers will impart their knowledge and inform attendees of the most recent changes in the insurance industry. The exciting day begins with an abundance of workshops and exhibition booths providing a wealth of information and ends with an elegant dinner banquet. With over 500 attendees expected to attend, including government officials and local community leaders, the AAIFPA 2015 Annual Convention is the perfect opportunity to network with like minded professionals!

If you would like to attend or support this event please email your request to aaifpa@gmail.com.

Oct 13, 2015
AAIFPA 2015 Board Election and Officers Final Results
2015 Elections results are in and the 2016 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:

President:
Robert Jin
Chair of the Board:
Haidi Huang
VP-Health:
Yanping Dong
VP-Life:
Reuben K. Chen
VP-P&C:
Suzanne Chen
Treasurer & OCSD Chapter President:
Rachel Fei
Secretary:
Lily Fong
Chicago Chapter President:
Susan Kang
Dallas Chapter President:
Michael Bi
Fort Worth Chapter President:
Rajesh Chaudhry
Houston Chapter President:
Hien T. Pham
Midwest Chapter President:
Bo Li
Nor Cal Chapter President
Jesse Dogillo
Northeast Chapter President:
Bing Cheng
Board Director:
Harry Hu





For all Board of Directors and Officers name and contact information, please click here.

SEPT 14, 2015
AAIFPA 2015 Election
It is time to elect the 2016-2017 Board Directors for AAIFPA. This year we have ten qualified candidates to be elected. Elect up to 9 (NINE) candidates to become the 2016-2017 Board Directors using this voting ballot. Electing more than 9 candidates will void your ballet!

For AAIFPA 2015 Election Voting Letter, please click here.

Upon completion, return the ballot to aaifpa@gmail.com by September 30th, 2015.
AUG 11, 2015
AAIFPA 2015 Election Announcement
The AAIFPA 2015 Election will be held this September through emails! AAIFPA needs even more qualified candidates and volunteers to serve on the Board of Directors. To better select our candidates, all of us, as AAIFPA members, must look among our peers and nominate individuals who will contribute to the organization. At the minimum, nominees must be willing to set aside their commitments and dedicate themselves.

AAIFPA respectfully invites you to nominate talented individuals who are willing to serve on the Board of Directors. For interested parties, please have the nominator fill out the Nomination Form and the nominee complete the Commitment Guidelines for Board of Directors. Upon completion, return both forms to aaifpa@gmail.com by August 31, 2015.

MAY 4, 2015
AAIFPA Orange County & San Diego 8th Chapter Established!
AAIFPA Orange County & San Diego Chapter was officially established April 30th, 2015 at J.Zhou Oriental Cuisine in Tustin, California! Orange County & San Diego is the organization’s eighth local chapter in the United States. The grand opening ceremony was a resounding success, attracting local media attention and more than 10 AAIFPA lifetime members signed up at the event. Ms. Rachel Fei, Chapter President, delivered a memorable welcome speech thanking everyone for their support.

AAIFPA would like to specially thank VIP guests Ed Pike - Voya Regional Vice President, Michael Dyck - Transamerica Regional Sales Director and Wenling Antoine - CAIFPA President for being a part of our grand opening celebration.

Orange County & San Diego 8th Chapter Established!

More pictures can be viewed in our photo gallery.
APR 20, 2015
AAIFPA Orange County & San Diego 8th Chapter Grand Opening!
2014 Annual Convention
AAIFPA cordially invites you to attend the grand opening of our 8th Chapter - Orange County & San Diego County on Thursday, April 30, 2015 at J. Zhou Oriental Cuisine, 2601 Park Avenue, Tustin, CA 92782. Reception and media press conference begins promptly at 11:00am and the celebration luncheon is at 12:00pm.

Seats are limited - secure your spot for the meeting & luncheon with your earliest reservation! Please RSVP ASAP to the grand opening via email aaifpa.ocsd@gmail.com before April 27, 2015.

Download PDF
Click to download the OC/SD Chapter grand opening flyer.
NOV 1, 2014
AAIFPA 2014 Annual Convention a LANDMARK Accomplishment!
2014 Annual Convention
AAIFPA hosted its 2014 Annual Convention at Leonard’s Palazzo in Great Neck, New York on October 24th, 2014. There were more than 550 guests including members, sponsors, local government officials and community leaders in attendance. AAIFPA was honored to have Mr. Michael Smith, CEO of Voya Financial – Insurance Solutions, as our extraordinary keynote speaker - his speech was both inspirational and informative! Mr. Frank Scalese, Managing Director of MetLife Insurance Co., also gave his rousing, motivational speech “How does Blue Ocean strategy benefit your professional growth in today’s competitive environment?” Another spotlight of the night was the 2015 AAIFPA President Inauguration Ceremony. Both 2014 President Yanping Dong and 2015 President Robert Jin delivered enthusiastic messages to the audience.

AAIFPA would like to specially thank Voya Financial, our title sponsor, and all our major sponsors for their continued support. Without them, this successful event is not possible!

Pictures can be viewed in our photo gallery.
SEPT 25, 2014
AAIFPA 2014 Board Election and Officers Final Results
2014 Elections results are in and the 2015 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:

President Robert Jin
Chair of the Board Haidi Huang
VP-Health Yanping Dong
VP-Life & Ncal Chapter President Reuben K Chen
VP-P&C Suzanne Chen
Treasurer Kristina Chou
Secretary Lily Fong
Chicago Chapter President Susan Kang
Dallas Chapter President Michael Bi
Fort Worth Chapter President Rajesh Chaudhry
Houston Chapter President Hien Pham
Midwest Chapter President Bo Li
Northeast Chapter President Bing Cheng
Board Director Alicia Chau
Board Director Rachel Fei
Board Director Harry Hu
Board Director Benjamin Li

For all Board of Directors and Officers name and contact information, please click here.
AUG 29, 2014
AAIFPA 2014 Election
It is time to elect the 2015-2016 Board Directors for AAIFPA. This year we have six qualified candidates to be elected. Elect up to 6 (SIX) candidates to become the 2015-2016 Board Directors using this voting ballot.

For candidates’ bio, please click here.

For AAIFPA 2013 Election Voting Letter, please click here

Upon completion, return the ballot to aaifpa@gmail.com or fax to (626) 820-6179 by September 10th, 2014.
AUG 21, 2014
AAIFPA 2014 Annual Convention Announcement
The AAIFPA 2014 Annual Convention will be held at Leonard’s Palazzo, 555 Northern Blvd , Great Neck, NY 11021 on October 24th, 2014. This year’s theme “Make a Difference” inspires us in special ways to grow our businesses. Several outstanding speakers will impart their knowledge and inform attendees of the most recent changes in the insurance industry. The exciting day begins with an abundance of workshops and exhibition booths providing a wealth of information and ends with an elegant dinner banquet. With over 500 attendees are expected to attend, including government officials and local community leaders, the AAIFPA 2014 Annual Convention is the perfect opportunity to network with like minded professionals!

If you would like to attend or support this event please email your request to aaifpa@gmail.com.


AUG 14, 2014
AAIFPA 2014 Election Announcement
The AAIFPA 2014 Election will be held this September through emails! AAIFPA needs even more qualified candidates and volunteers to serve on on the Board of Directors. To better select our candidates, all of us, as AAIFPA members, must look among our peers and nominate individuals who will contribute to the organization. At the minimum, nominees must be willing to set aside their commitments and dedicate themselves.

AAIFPA respectfully invites you to nominate talented individuals who are willing to serve on the Board of Directors. For interested parties, please have the nominator fill out the Nomination Form and the nominee complete the Commitment Guidelines for Board of Directors. Upon completion, return both forms to aaifpa@gmail.com by August 31, 2014.


DEC 19, 2013
AAIFPA 2013 Board Election and Officers Final Results
2013 Elections results are in and the 2014 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:

President - Yanping Dong
Chair of the Board - Haidi Huang
VP – Life & Northeast Chapter President - Robert Jin
VP – Health / Membership - Wen Ling Antoine
Treasurer - Kristina Chou
Secretary - Lily Fong
Huston Chapter President - George Chang
Board Director - Alicia Chau
Fort Worth Chapter President - Rajesh Chaudhry
Dallas Chapter President - Suzan Chen
Ncal Chapter President - Reuben Chen
Chicago Chapter President - Susan Kang
Board Director - Benjamin Li
Midwest Chapter President - Bo Li
Board Director - Hien T. Pham

For all Board of Directors and Officers’ name and contact information, please click here.


OCT 20, 2013
AAIFPA 2013 Annual Convention, a Monumental Triumph!

AAIFPA 2013 Annual Convention, a Monumental Triumph!
AAIFPA concluded its greatest convention yet in Dallas, Texas on October 19th, 2013! There were more than 450 guests including members, sponsors, local government officials and community leaders in attendance. We were honored to have Mr. James A. Mallon, President, Life Insurance, AIG Global Consumer Insurance join us as our special keynote speaker. His speech was so charismatic and inspirational! AAIFPA was also delighted to welcome the honorable Ramey Ko, Associate Municipal Judge in Austin TX, at our event. AAIFPA 2013 President Yanping Dong delivered enthusiastic messages to the audience. The 2013 Annual Convention owes its success to all the volunteers who contributed so much to the Annual Convention and through this event built a very strong relationship with all members, sponsors and the community.

AAIFPA would like to specially thank our Title Sponsor, ING, and our other major sponsors for their continued support. Without them, this successful event would not be possible!

Pictures can be viewed in our photo gallery.
SEP 25, 2013
AAIFPA 2013 Election
It is time to elect the 2014-2015 Board Directors for AAIFPA. The final candidates list has been approved by the AAIFPA Board. This year we will elect ten new qualified candidates to serve on the Board and our members. Elect up to 10 (TEN) candidates to become the 2014-2015 Board Directors using this voting ballot.

AAIFPA 2013 Election Voting Letter

Upon completion, return the ballot to aaifpa.nec@gmail.com or fax to (331) 472-4776 by October 5th, 2013.

AUG 16, 2013
AAIFPA Chicago Chapter Educational Event Announcement
The Chicago Chapter is hosting an educational event “Better Together, Embrace for the Future” next month!! Topics include: Basics of Residential Real Estate Investments and Health Care Act.

Date: 9/11/2013 (Wednesday)
Time: 10:30am – 2:30pm
Location: Culture Center of TECO
Address: 55E 63rd Street, Westmont City, IL 60559

If you would like to attend, please call Mr. Fred Lu at 630-699-5726 or email your request to fredlu98@gmail.com

Download PDF
For more information click to download a .PDF scan of 2013 Chicago Educational Event Flyer.
AUG 15, 2013
AAIFPA 2013 Annual Convention Announcement
The AAIFPA 2013 Annual Convention will be held at Hyatt Regency North Dallas 701 East Campbell Road, Richardson, Texas 75081 on October 19th, 2013. Several outstanding speakers will be there to impart their knowledge and inform attendees of the most recent changes in the insurance industry. The exciting day begins with an abundance of workshops and exhibition booths providing a wealth of information and ends with an elegant dinner banquet. With over 500 attendees are expected to attend, including government officials and local community leaders, the AAIFPA 2013 Annual Convention is the perfect opportunity to network with like minded professionals!

Don’t miss out on the special raffle prize: A round trip ticket to Taipei!

If you would like to attend or support this event please email your request to aaifpa.nec@gmail.com

Download PDF
For more information click to download a .PDF scan of 2013 Annual Convention Flyer.

JUL 15, 2013
Fort Worth Chapter Established!
Fort Worth Chapter Established!
On July 13th, 2013, AAIFPA Fort Worth Chapter was formally established as the organization’s seventh local chapter in the United States at the India Palace in Dallas, Texas. Mr. Rajesh Chaudhry will serve as the Chapter President. AAIFPA National President, Yanping Dong, Chair of the Board, Haidi Huang, Dallas Chapter President, Suzanne Chen, Dallas Chapter Chairman, Michael Bi and Dallas Chapter VP, James Huang and more all attended this monumental event.

Pictures can be viewed in our photo gallery.
JUN 30, 2013
AAIFPA Northern California Chapter CE Classes
AAIFPA Northern California Chapter CE Classes
AAIFPA Northern California Chapter offered 5 hour CE classes at the ABC Seafood Restaurant in Foster City, California on June 28th, 2013 sponsored by ACA Life and Kaiser Permanente. Four special guest speakers gave presentations and training sessions throughout the day and attendees were introduced to new market opportunities. The event offered the public a chance to meet with seasoned financial advisors and insurance brokers from the Bay Area.

Pictures can be viewed in our photo gallery.

Download PDF
Click to download a .PDF scan of Chinese 5 Hour CE Class Flyer.

JUN 13, 2013
AAIFPA 2013 MDRT Forum Discussion a Grand Accomplishment!
AAIFPA 2013 MDRT Forum Discussion a Grand Accomplishment!
AAIFPA held its 2nd MDRT Forum Discussion at the Ocean City Seafood Restaurant in Philadelphia, Pennsylvania on June 11th, 2013. It was a very positive experience for the attendees as a great deal of helpful information was presented. AAIFPA was honored to have Jennifer A. Borislow, MDRT’s immediate Past President and a 25-year MDRT member, as keynote speaker for the event. Both international and domestic attendees could feel the power and spirit of the MDRT as they discovered new marketing strategies, sales ideas, and furthered their knowledge about doing insurance business with Chinese markets across the globe.

Pictures can be viewed in our photo gallery.
MAY 20, 2013
AAIFPA Chicago Chapter Educational Event
The AAIFPA Chicago Chapter held a seminar on Investment and Mortgage Planning on May 18th, 2013 at The Culture Center of TECO in Westmont City, Illinois. We had invited Edward Newman and Joanna Wang to present the topics of Stock Market Outlook and Retirement Planning. More than 50 attendees were introduced to financial planning and social security benefits options.
MAR 18, 2013
AAIFPA Chicago Chapter Educational Event
AAIFPA Chicago Chapter Educational Event
On March 16th, 2013, the AAIFPA Chicago Chapter hosted a Tax and Social Security Seminar at The Culture Center of TECO in Westmont city, Illinois. The main points were about social security, estate planning after the fiscal financial cliff and 2013 tax planning. We were honored to have Mr. Bob Pan, Ms. Susan Kang, Mr. Bob Lin and Ms. Juju Lien as our speakers. There was no doubt that attendees left with priceless information about financial planning.

Pictures can be viewed in our photo gallery.
JAN 20, 2013
First Commencement of AAIFPA Northern California of 2013
AAIFPA Northern California Chapter hosted an installation luncheon for their first commencement in 2013 at ABC Seafood Restaurant in Foster City, California on January 18th, 2013. The objective of the luncheon was to create more networking events, seminars and workshops. There were attendees from diverse professional backgrounds. New Chapter President, Reuben K. Chen, was present to discuss his role and introduce the new committee members. The chapter’s Past President, Yanping Dong, and ongoing board members gave special presentations. Topics discussed included membership updates, local and countrywide chapter relations and a reflection of great achievements from 2012.
NOV 9, 2012
AAIFPA 2012 Annual Convention was a HUGE Success!
AAIFPA 2012 Northeast Chapter First Annual Convention
AAIFPA had completed a huge successful convention in Foster City , San Francisco on November 9th, 2012 with 450 sponsors, members, guests, local government officials and community leaders. Mr. Maurice R. Greenberg, Chairman and CEO of C.V. Starr & Co. , Inc. and Chairman and CEO of Starr Insurance Holdings, Inc. made a very charismatic and inspirational keynote speech about "Global Insurance Trends & US-China Bilateral Investment”. California Insurance Commissions Mr. Dave Jones talked about how important insurance protection is for all Californians. We were also honored to have a message from Mr. Gao, Zhansheng, Consulate General of P.R. China in San Francisco . AAIFPA’s 2012 President Haidi Huang, and AAIFPA’s 2013 President Yanping Dong also delivered enthusiastic messages to the audience. The 2012 Annual Convention owes its success to the volunteers who contributed so much to the event.

Pictures can be viewed in our photo gallery.
OCT 31, 2012
AAIFPA 2012 Northeast Chapter First Ever Annual Convention was a Complete Success!
AAIFPA 2012 Northeast Chapter First Annual Convention
AAIFPA’s Northeast Chapter held its first ever annual convention at Mudan Banquet Hall in Flushing, New York on October 25th, 2012. It marked the first time that a local chapter hosted such an event. Although it had limited resources and volunteers, the event was a triumphant milestone. Mr. Solomon Hicks, a fourteen-time TOT member, fifteen-time COT member and a life and qualifying member of the Million Dollar Round Table was the keynote speaker. His speech was inspirational! There were three producer seminars from America’s top insurance companies. We were delighted to have United Healthcare present “H.S.A to save health insurance premiums”, SafePath Benefits Inc. offered “MJHS: A Lifetime of Care” and ING presented “Indexed Universal Life with Guarantees”. AAIFPA had built a very strong relationship with members, sponsors and the communities through this event.

Pictures can be viewed in our photo gallery.
SEP 26, 2012
AAIFPA 2012 Board Election and Officers Final Results
Based on the 2012 Elections results, the 2013 AAIFPA Board of Directors and Officers have been finalized! Congratulations to Ms. Yanping Dong for being elected as the new President! Ms. Haidi Huang will serve as the Chair of the Board. Ms. Wen Ling Antoine is the new VP in Health. Mr. Robert Jin is the new VP in Life. Mr. Ronny Liu is the new VP in P&C. Mr. Reuben Chen is the new President for the Northern California Chapter. For all Board of Directors and Officers’ name and contact information, please click here.
SEP 20, 2012
AAIFPA-Northeast Annual Convention
AAIFPA Northeast Chapter 2012 Annual Convention will be held at Mudan Banquet Hall in the Queens Crossing, 136-17 39th Avenue, Flushing, New York 11354 on October 25, 2012. This exciting event offers professional workshops and numerous exhibition booths for the Northeastern United States. Several government officials and local community leaders will be invited to attend. The conference is designed to create an excellent atmosphere for fellow professionals all over the country to network and socialize. Over 350 attendees are expected to attend. More detail information about the event should follow shortly.

If you would like to attend or support this event please email your request to aaifpa.nec@gmail.com or call (888) 206-1767.
SEP 15, 2012
AAIFPA 2012 Election
It is time to elect the 2013-2014 Board Directors for AAIFPA. The final candidates list has been approved by the AAIFPA Board. This year we will elect five new qualified candidates to serve on the Board and our members. Elect up to 5 (FIVE) candidates to become the 2013-2014 Board Directors using this voting ballot.

Upon completion, return the ballot to aaifpa@gmail.com or fax to (626) 820-6169 by September 30th, 2012.
AUG 26, 2012
Dallas Chapter Grand Opening & Ribbon Cutting Ceremony Was a Big Success
AAIFPA Dallas Chapter Grand Opening
On Aug 25, 2012, AAIFPA's Dallas Chapter held its grand opening and ribbon cutting ceremony in Richardson, Texas. A reception and press conference with the media was a big success! Approximately 150 guests assembled and celebrated the ribbon cutting ceremony. Bob Townsend, Mayor of Richardson; Suzan Chen, President of AAIFPA - Dallas Chapter; Michael Bi, Chairman of AAIFPA – Dallas Chapter; and Haidi Huang, President of National Organization – AAIFPA delivered their welcome remarks.

Download PDF
Click to download a .PDF scan of Dallas Chinese News English coverage of the event.

Download PDF
Click to download a .PDF scan coverage of the event in 中文.
JUL 9, 2012
AAIFPA 2012 Annual Convention
AAIFPA 2012 Annual Convention will be held at Crowne Plaza located at 1221 Chess Drive, Foster City – San Francisco, California 94404 on November 9, 2012. This exciting event offers professional workshops and numerous exhibition booths. Several government officials and local community leaders will be invited to attend. The conference is designed to create an excellent atmosphere for fellow professionals all over the country to network and socialize. Over 500 attendees are expected to attend. More detail information about the event should follow shortly.

If you would like to attend or support this event please email your request to aaifpa@gmail.com.
JUL 1, 2012
Dallas Chapter Grand Opening & Press Conference in Richardson, TX
The new chapter has invited the media and reporters, as well as major community and industry leaders. AAIFPA's new Dallas Chapter Grand Opening event will be held on Saturday, 8/25/12, at Hyatt Regency North Dallas, 701 East Campbell Road, Richardson, TX.

If you would like to attend or support this event please email your request to aaifpa@gmail.com or schentx@gmail.com.
JUN 11, 2012
AAIFPA 2012 MDRT Forum Discussion
AAIFPA 2012 MDRT Forum Discussion was held at San Gabriel Hilton Hotel, Ballroom C, located at 25 West Valley Boulevard, San Gabriel, California, 91776 on Monday, June 11 2012. The event was a huge success. Many U.S. domestic and local MDRT professionals, along with MDRT members from all over the world including China, Taiwan, Hong Kong, Singapore, Canada, and other Asian countries joined together on that night to share their experiences and sales ideas. This event was a great opportunity for every attendee to connect and talk about the similar vision and goals they share in the insurance and financial services industry.

Pictures can be viewed in our photo gallery.
MAY 4, 2012
Northern California Chapter: CE Day
On May 04, 2012, NCAL AAIFPA has successfully hosted the CE day at Crowne Plaza Hotel in Foster City, CA. The event is designed for Asian insurance professionals. The event was sponsored by Blue Cross, Kaiser Permanence, and Prudential. There were more than 30 insurance professionals attended the event.

Pictures can be viewed in our photo gallery.
MAR 10, 2012
Northeast Chapter: Educational Event
The Northeast Chapter of the Asian American Insurance & Financial Professional Association (AAIFPA NEC) hosted and educational event on March 10, 2012 at UnitedHealthcare Conference Room at 136-02 Roosevelt Ave. 3rd Floor , Flushing , NY 11354. The event’s topic is about how to save tax and medical insurance. The event was successful, and shows AAIFPA's dedication and support to its members.
JAN 31, 2012
AAIFPA - Northeast Chapter Holiday Networking Bowling Party
The Northeast Chapter's first holiday networking event was held tonight! We are proud to announce that the first networking event was a overall success, and there will be more to come! Thanks to everyone who came out!

Pictures can be viewed in our photo gallery.
DEC 09, 2011
Northern California Year End Mixer 2011
The Northern California Chapter of the Asian American Insurance & Financial Professional Association (AAIFPA NCAL) held its year end member mixer event on December 9th, 2011. AAIFPA NCAL provided a 1 unit CE class and a delicious dinner while members and future members were networking. The classes were be on worker’s compensation, and as a health/life insurance agent, how health insurance can be integrated into Workers Comp. It was held at the ABC Seafood Restaurant in Foster City, CA. The successful event was eventful, and shows AAIFPA's dedication and support to its members.
OCT 29, 2011
AAIFPA 2011 Annual Convention was a BIG Success!
AAIFPA had completed a huge successful convention in Flushing, New York on October 29, 2011 with almost 500 sponsors, members, guests, local government officials and community leaders. New York State Department of Financial Services Deputy Super Intendant James Wrynn's speech covered a lot of information in the insurance industry. Our executive business partner ING, Ms. Jacqueline A. Robertson, made a very charismatic and inspirational keynote speech about "Leveraging the Difference for A Stronger Tomorrow." AAIFPA President Haidi Huang, Northeast Chapter President Robert Jin, and Chair of the Board Martin Lu also delivered enthusiastic messages to the audience. The 2011 Annual Convention owes its success to the volunteers who contributed so much to the event.

Pictures can be viewed in our photo gallery.
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