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Yitong Liu

Yitong Liu

Representative

Yitong “Lucy” Liu was born and raised in Hunan Province, China, and has lived in the United States since beginning college. She holds two bachelor’s degrees: one in English Translation from Shaoyang University in China and another in Business Administration from Kentucky Wesleyan College in Owensboro, Kentucky. She also earned her MBA from Brescia University in 2021.

Lucy has been working in the insurance industry since 2015, helping individuals, families, and business owners understand their coverage options and plan for the future. Through her work with life insurance, she is committed to helping clients protect the people they love, prepare for life’s unexpected moments, and build a stronger financial foundation. Her international background, business education, and years of insurance experience allow her to serve clients with care, clarity, and professionalism.

 

Needs Analysis

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The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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