Metlife

Grace Gu (Gu Pei)
LUTCF, Financial Services Executive, Investment Advisor Representative
CA Insurance License # OA98729

 

The Lifetime treasure for all of the dragon descendents.

No matter where you are from

We are all descendents of the dragon

Genuinely caring more

Thoroughly understanding the unique need of the Chinese community

Metlife provides comprehensive financial services

  • Life Insurance
  • Annuities
  • Long Term Care
  • Disability Income Insurance
  • 401K, IRA, and other Retrirement Plans

Call Grace Gu (510) 409-2066 or (408) 429-9956 Today.


Service since 1992.           6 Times President's Conference. 10 Times Leaders Conference. 1 Time Management Leaders Conference

I am licensed and registered to offer products and services in [CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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