Knowledge Base

Helping You Understand Insurance and Financial Solutions in Simple Language

Navigate the complexities of insurance and financial solutions without the jargon. Use the knowledge base to find clear, concise, and practical information that helps you make informed decisions.

Jason Huang Verified Seal
Verified Seal
Member with a verified seal indicate they have provided and successfully verified their national producer number.

What is a National Producer Number (NPN)?

The National Producer Number is a unique NAIC identifier assigned through the licensing application process. NPNs are assigned to all individuals and most business entities on the PDB (Producer Database).

Producer Database (PDB)

The Producer Database (PDB) is a central repository of producer licensing information updated on a timely basis by participating state insurance departments. Currently, the PDB includes information from all 50 states, as well as the District of Columbia, Guam, Puerto Rico and Virgin Islands.

USA Verification Partner: www.nipr.com

The License & Producer Verification feature is specifically designed to operate within countries and jurisdictions where it is legally permissible and where active partnerships with relevant organizations are in place. This ensures that the service is provided accurately and responsibly, relying on the support and collaboration of local entities that are authorized to verify and provide such information. As such, availability of this feature is contingent upon our ability to establish and maintain these critical partnerships, which play a crucial role in facilitating the verification process and ensuring the feature's efficacy and compliance with local regulations.

Financial Advisor

CFP®

Oppenheimer & Co, Inc.

Broker Lookup Firm Lookup

(631) 382-2504

888 Veterans Memorial Highway, Suite 400 Hauppauge, NY 11788

About Me
9 Years of industry experience

Dedicated to helping clients achieve long term wealth and retirement goals. Read More >>

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Retirement Planning

New Job, New Beginnings. Don't Leave Your 401(k) Behind-It's Time for a Fresh Start.

Starting a new job is exciting, but what happens to the retirement savings you've already built up? Leaving your 401(k) behind with your previous employer may mean missed opportunities for growth, flexibility, and security. Now is the perfect time to take control of your retirement funds by rolling over your 401(k) to an IRA, and here's why it's a smart move.

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Wealth Management

Balancing Growth and Security for Your Financial Future

Let's discuss something that's close to all our hearts - our hard-earned money. We all want to see our wealth grow, but at the same time, we need to feel secure about our financial future.

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Life Insurance

Understanding Different Types of Life Insurance

As a seasoned life insurance professional, I understand that preparing for your future requires a customized approach. No two individuals or families are the same, so your life insurance strategy should reflect your unique needs, goals, and circumstances.

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College Funding Plans

Secure Your Child's Future: Smart College Funding Strategies

As parents, we all dream of seeing our children embrace their futures with confidence and financial security. College plays a pivotal role in shaping their path to success, but the soaring costs of tuition demand careful and proactive planning. Fortunately, diverse savings options are available to help secure your child's educational journey, offering the flexibility and reliability necessary to achieve your financial aspirations. Let's discuss some options.

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Retirement Planning

Optimize Your Retirement with Tax-Efficient Strategies

Retirement is your chance to enjoy the rewards of your hard work, free from the worry of heavy tax obligations. By implementing smart tax strategies, you can boost your savings, lower your tax burden, and keep more of your hard-earned money where it belongs - in your pocket.

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