Life Insurance & Annuity

TransGlobal TV

Financial products can get complicated. TransGlobal helps you consolidate it all into one place; our channel gives you information on insurance, retirement options, taxes, lending, and more!

TransGlobal TV

Multiple valuable videos provide wide range financial knowledge to benefit our audiences

Join us for TransGlobal's Free Seminar: "Retire Without Regrets" What you'll learn: ✅ A smarter approach to Retirement Income & Estate Planning. ✅ Build reliable retirement income. ✅ Protect your assets with a living trust. ✅ Preserve your legacy for the next generation. RSVP NOW:https://hubs.li/Q04sRF0w0 TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Insurance, Investment, Tax Services, Real Estate, and Lending. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. TransGlobal All-in-one Finance Contact us: 888-831-8868 https://www.transglobalus.com/contactus/ TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 15 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
Rushing to Gift Assets Creates More Problems Than It Solves. Join Our Seminar Now.
👤 About the Speaker Walt Chen, CFP®, RICP® Certified Financial Planner & Retirement Income Certified Professional 📈 Join TransGlobal's FREE seminar to save on taxes and protect your lifelong legacy👇 https://hubs.li/Q04sJjz70 TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Insurance, Investment, Tax Services, Real Estate, and Lending. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. TransGlobal All-in-one Finance Contact us: 888-831-8868 https://www.transglobalus.com/contactus/ TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 15 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
One Lawsuit Away From Losing Your Home #shorts
Adding your child's name to your property deed might feel like a smart, loving shortcut; but it can actually cost your family hundreds of thousands of dollars in unnecessary taxes and legal exposure. In this video, our speaker Walt breaks down the 3 major blind spots most parents don't see coming when they add a child to a home or investment property title: 1️⃣ Immediate Gift Tax Reporting 2️⃣ Exposure to Your Child's Future Liabilities 3️⃣ Loss of the Step-Up in Basis If you're planning to pass down real estate to your children, watch this before you make any changes to your deed. 📈 Join TransGlobal's FREE seminar to save on taxes and protect your lifelong legacy👇 https://hubs.li/Q04sJjz70 Timeline: 00:00 Intro 00:37 When you add a child to a title of a property, it triggers three massive blind spots. 00:44 The First Blind Spot: Immediate gift tax and report 01:16 The Second Blind Spot: Exposure to their future liabilities 01:50 The Third Blind Spot: Families lose hundreds of thousands of dollars 👤 About the Speaker Walt Chen, CFP®, RICP® Certified Financial Planner & Retirement Income Certified Professional TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Insurance, Investment, Tax Services, Real Estate, and Lending. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. TransGlobal All-in-one Finance Contact us: 888-831-8868 https://www.transglobalus.com/contactus/ TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 15 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
Why Adding Your Child to Your Property Deed Could Cost You $100,000s
Join us for TransGlobal's Free Seminar: "Retire Without Regrets" What you'll learn: ✅ A smarter approach to Retirement Income & Estate Planning. ✅ Build reliable retirement income. ✅ Protect your assets with a living trust. ✅ Preserve your legacy for the next generation. RSVP NOW:https://hubs.li/Q04sRF0w0 TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Insurance, Investment, Tax Services, Real Estate, and Lending. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. TransGlobal All-in-one Finance Contact us: 888-831-8868 https://www.transglobalus.com/contactus/ TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 15 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
Why Giving Your Kids Money Too Early Can Backfire? Join Our Seminar to Retire Without Regrets.
Listen to the song. Watch the story. ❤️ See how we helped our client plan for the years ahead. 🎉 Limited-Time Annuity Offer: 35% Income Value Bonus* 📅 Offer ends Oct. 5, 2026 ✅ Plan for lifetime retirement income ✅ Income Value Can Grow — And Your Potential Retirement Income Can Grow With It ✅ Tax-deferred growth potential ✅ Greater confidence for the years ahead Start planning today. Live more freely tomorrow. 👉 Contact TransGlobal local agent to learn more. 📞888-831-8868 https://lnkd.in/eiE2G2EU *The 35% premium bonus is credited only to the Protected Income Value (PIV). To receive the PIV, including the value of the bonus, lifetime withdrawals must be taken. The PIV is not available as a lump sum. The bonus will not be received if the contract is fully withdrawn or traditional annuity payments are taken. Indexed annuities are offered through TransGlobal Insurance Agency, Inc. TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Insurance, Investment, Tax Services, Real Estate, and Lending. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. TransGlobal All-in-one Finance Contact us: 888-831-8868 https://www.transglobalus.com/contactus/ TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 15 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
A REAL STORY. A REAL RETIREMENT JOURNEY.
Why Giving Your Kids Money Too Early Can Backfire Want to give your kids a head start? Be careful — early gifting can quietly spark sibling resentment, expose your wealth to their divorces or lawsuits, and leave your own retirement at risk. Learn why a properly structured living trust gives you the best of both worlds: full control today, and a smooth, conflict-free transition for your kids tomorrow. 📈 Join TransGlobal's FREE seminar to save on taxes and protect your lifelong legacy👇 https://hubs.li/Q04sJjz70 Timeline: 00:00 Intro 00:13 Early gifting may spark a lifelong family conflict 00:30 Rushing to gift assets usually creates problems 00:37 The first risk: THE "UNFAIRNESS" TRAP 01:26 The second risk: LOSS OF CONTROL 02:00 The third risk: YOUR OWN SECURITY 02:35 A properly designed estate plan can protect your legacy 👤 About the Speaker Walt Chen, CFP®, RICP® Certified Financial Planner & Retirement Income Certified Professional #estateplanning #livingtrust #wealthtransfer #retirementplanning TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Insurance, Investment, Tax Services, Real Estate, and Lending. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. TransGlobal All-in-one Finance Contact us: 888-831-8868 https://www.transglobalus.com/contactus/ TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 15 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
Why Giving Your Kids Money Too Early Can Backfire | Estate Planning Mistakes to Avoid
The 2026 TransGlobal Summit has officially wrapped — and it was nothing short of extraordinary. ✨ This year's theme, IMPACT, brought together elite agents, industry leaders, and partner brands from across the nation to explore the future of financial services and insurance in the age of AI — and to chart a bold path for the decade ahead. This wasn't just a conference. It was a celebration of learning, connection, teamwork, and legacy. At TransGlobal, we believe real success isn't just about individual achievement — it's about lifting others up, making great partners visible, and helping everyone step onto a bigger stage together. 📣 We're actively recruiting agents nationwide! Whether you're licensed or just getting started, TransGlobal provides: ✅ Day & Night Training Sessions ✅ Product Orientation ✅ Product Positioning ✅ Ongoing Education & Support Join TransGlobal Advantage Today! Visit www.tgadvantage.com or call 888-717-8868 TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Insurance, Investment, Tax Services, Real Estate, Lending. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. TransGlobal All-in-one Finance Contact us: 888-831-8868 https://www.transglobalus.com/contactus/ TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 15 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
2026 TransGlobal Summit | Building the Next Decade of Financial Leaders Across America
When is the best time to claim Social Security? The answer could impact your retirement by hundreds of thousands of dollars. In this video, we break down the Social Security break-even crossover strategy to help you decide whether to: Claim early at 62 Claim at full retirement age (67) Or delay until 70 for maximum benefits Understanding this decision can be the difference between leaving money on the table… or maximizing your lifetime income. 👤 About the Speaker Mike Quan, CPA, CFP®, EA Certified Financial Planner & Tax Strategist helping you build tax-efficient, tax-free retirement income 📈 Want to Build Tax-Free Wealth? 👉 Join our seminar to learn how to reduce taxes on retirement income: https://hubs.li/Q04sJjz70 #SocialSecurity #RetirementPlanning #TaxStrategy #FinancialPlanning #RothConversion #WealthBuilding #RetirementTips #FinanceEducation #transglobal TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Insurance, Investment, Tax Services, Real Estate, Lending. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. TransGlobal All-in-one Finance Contact us: 888-831-8868 https://www.transglobalus.com/contactus/ TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 15 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
How to Maximize Social Security Benefits (Most People Get This Wrong)
Struggling Alone as an Agent? TG Advantage Has Your Back! Are you an independent agent looking for the freedom to grow— without feeling like you’re doing it all alone? At TG Advantage, we empower agents to work smarter, earn more, and build lasting success with a strong team behind them. What You’ll Get with TG Advantage: ✅TG Team Support ✅TG Team Training ✅TG Team Q&A TransGlobal is the nation's largest Asian-focused one-stop-shop wealth management company. We specialize in Real Estate, Lending, Insurance, Investment, Tax Services. TransGlobal’s suite of services is based on a deep understating of our clients and the industries in which we specialize. Our consistent philosophy is to provide an all-in-one wealth management platform, allowing clients to choose only the individual wealth management services they need. Join TransGlobal Advantage Today! Visit www.tgadvantage.com or call 888-717-8868 #insuranceagentlife #lifeinsuranceagent #insuranceagency TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 14 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients. Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, tax services, real estate, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek. TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents distributed across major U.S. cities, the U.S. Territory of Guam, and Asia (China, Taiwan, Hong Kong, and Korea), with the goal of providing a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele. Contact us: +1-888-831-8868 TransGlobal Website https://www.transglobalus.com/ This channel is for informational purposes only and should not be construed as financial advice or legal advice. Please consult with a professional to develop a strategy that is right for you. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. TransGlobal Advisory, LLC (TGA) does not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions. TransGlobal Holding Company 185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888 TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States. NMLS ID: #1437002 State-specific insurance licenses Registered Investment Adviser (RIA) Disclosures: Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation. TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.
Struggling Alone as an Agent? TG Advantage Has Your Back!
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