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
Oct 24, 2024

AAIFPA 2024 Annual Convention will be held on 10/24/2024 at Philadelphia, PA

MAR 29, 2024

AAIFPA Philadelphia Chapter Grand Opening

Oct 19, 2023

AAIFPA 2023 National Annual Convention was successfully held on 10/19/2023 at Boston, Newtown, MA

AAIFPA,Asian American Insurance and Financial Professional Association美国亚裔保险理财协会2023年盛大年会于2023年10月19日在波士顿的Boston Marriott Newton大酒店隆重举行。来自全美各地的专业会员、保险理财、地产、金融界精英,以及美国主流政界、美国顶尖金融保险公司代表、会计师、律师等行业翘楚共400余人共襄盛举。

今年的年会主题是“您的成功之路”(Your Way to Success),2023年各行各业均面临巨大挑战,在如此“动荡”的时代,我们美国金融保险行业何去何从?如何积极面对挑战,突破重围?这是所有金融保险界人士都极为关心的问题。

SEPT 28, 2023
AAIFPA 2023 Board Election and Officers Final Results
2023 Elections results are in and the 2024 AAIFPA Board of Directors and Officers have been finalized! Congratulations to all our final officers:
 
President James Huang
Chair of the Board Bing Cheng
Founding President Haidi Huang
Treasure & OCSD Chapter President Rachel Fei
Secretary Jian Wei Fu
VP of Life & NorCal Chapter President Fred Huang
VP-P&C & Northwest Chapter President Kelly Xu
VP of Health & Fort Worth Chapter President Bo Li
Northeast Chapter President Fred Huang
Chicago Chapter President Lihua Xia
Dallas & Fort Worth Chapter President Emma Ramos
Houston Chapter President Kimberly Ngo
Board of Director Harry Hu
Board of Director Joey Pei Ying
Board of Director Amie Chan
Aug 09, 2023

AAIFPA 2023 Annual Convention will be held on 10/19/2023 at Boston, MA

Mar 17, 2023

AAIFPA Boston Chapter Grand Opening was sucessfully held at Waltham, MA

值此2023年3月17日,星期五中午,早春暖阳之际,美国亚裔保险理财协会 AAIFPA,Asian American Insurance & Financial Professional Association,波士顿分会在 Waltham Embassy Suite Hilton,举行了隆重的开幕仪式。波士顿分会的首届会长付健巍女士郑重宣布了亚裔保险理财协会波士顿分会于当日正式成立!

Oct 20, 2022

The 15th AAIFPA National Convention was successfully held at Oak Brook, IL

2022年美國亞裔保險理財協會 The Asian American Insurance & Financial Professional Association 全美年會及聯歡晚宴10/20日於芝加哥西郊 Oak Brook 的 Marriott 大酒店盛大舉行。今年年會主題是“提升與促進”(Elevate and Accelerate),來自全美各地的專業會員、保險理財、地產、金融界精英及眾多贊助本次年會的各大金融保險公司的代表共400多人出席,以及應邀出席的美國頂尖金融保險公司,北美會計師,律師和理財保險業界的翹楚共襄盛舉。

SEPT 30, 2022
AAIFPA 2022 Board Election and Officers Final Results
2022 Elections results are in and the 2023 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
AUG 02, 2022

AAIFPA 2022 National Convention- 10/20/2022, Chicago, IL

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!

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!

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

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。


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!

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
VP-P&C & Dallas Chapter President: Hahn Lee
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
VP-P&C & Dallas Chapter President: Hahn Lee
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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