Alan Yen loves creating those light bulb moments for clients — that instant when the path ahead becomes clear, when their confidence grows in the knowledge that smarter, tax-advantaged strategies can give them even more financial freedom.

He’s the kind of producer who becomes a student of his clients’ goals, learning their stories and leaning into what matters to them.

With a bachelor’s degree in business marketing from Georgia State University and more than 15 years in the insurance industry, Alan is a Certified IUL Professional who is all about helping clients craft a financial future where Indexed Universal Life strategies can go to work to support their dreams.

As for when Alan’s away from work, he loves spending time with his close circle of friends and his dog, Wrigley. He also likes to hit the slopes, get in a good workout, and dive into great books.

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