I am committed to help you protect what you love the most

My name is Yasmin Pena, one of the most experienced protection, retirement and estate planning advisors in the US.

I am committed to help you protect what you love the most

My name is Yasmin Pena, one of the most experienced protection, retirement and estate planning advisors in the US.

Join the more than 10,000 people that are already protecting their well-being with my assessment

Start protecting your well-being with one of these available options

Life insurance

IUL Indexed Universal Life

Protection against accidents

Health Insurance

International Insurance

Hi, I’m Yasmin Peña

I am a Life and Health Insurance specialist, as well as for complementary tools that will help you protect your finances and your well-being. I was born in Colombia and have lived in the United States for more than 25 years, in which I have dedicated more than 10 of them to help people plan their future.

Today I lead a team of advisors who assist my clients every day so that they have the best tools to be protected.

Family will always be the priority!

More than 20 years ago, I arrived to the United States with a dream: to provide a better life for my two children, and through a lot of effort, I have been able to change our future.

I want the story of every Hispanic who comes to this country to be like mine, where sacrifice and planning have allowed us to achieve our goals as a family.

What do you get with my advice?

  Free advice 100% guaranteed

  Help to create a plan for a brighter future

  Policies with A+ companies in the US

Assistance in designing an inheritance distribution strategy

“I want to prevent people from going through what I went through when I lost my father. My mission is to help you have a better quality of life and leave a legacy of prosperity to your loved ones”

Recent articles
Who Should Have Life Insurance?

Who Should Have Life Insurance?

Life insurance is an essential financial tool that provides peace of mind and security to those who depend on you. It can also offer additional benefits that go beyond simple economic protection in the event of death. However, not everyone believes they need it, and...

Who Must Pay Inheritance Tax in the United States?

Who Must Pay Inheritance Tax in the United States?

Inheritance taxes, also known as taxes on transferred property, are federal taxes that your heirs must pay when they receive your assets. The tax rate varies by state and also depends on whether you are a citizen, resident, or foreigner. Who Must Pay Inheritance Tax...

How Can You Transfer Your Savings to Another Retirement Account?

How Can You Transfer Your Savings to Another Retirement Account?

Do you have savings in a 401(k), IRA, or an annuity and want to transfer them to another retirement account without incurring penalties? Today, I’ll explain the ideal tool for you: What is a Rollover? A rollover is the process of moving your savings from one...

Hello! How can we help you?