About Jeongwon Lee
당신의 오늘을 지키고, 내일을 키우는 재정 파트너
안녕하세요. 이정원입니다.
20년 이상 방송과 언론 분야에서 활동하며 정치,경제, 사회등 모든 분야에 걸친 지식을 쌓으면서 사람들의 이야기를 전해왔고, 이제는 보험과 은퇴 설계를 통해 한인 사회의 중요한 재정적 선택을 돕고 있습니다.
저는 단순히 보험 상품을 설명하는 사람이 아니라, 은퇴 이후의 삶, 장기적인 자산 보호, 의료비와 간병 비용, 그리고 다음 세대로 이어질 재정 계획까지 함께 고민하는 전문가가 되고자 합니다.
방송인으로서 쌓아온 소통 능력과 금융 전문가로서의 경험을 바탕으로, 복잡한 보험과 은퇴 전략을 보다 쉽게 설명하고 고객이 자신 있게 결정할 수 있도록 돕는 일을 중요하게 생각합니다.
현재 저는 미국 내 한인 커뮤니티를 중심으로 은퇴 설계(Retirement Planning), 어뉴이티(Annuity), 롱텀케어(Long-Term Care), 생명보험(Life Insurance), 메디케어(Medicare) 분야에서 활동하며, 칼럼과 유튜브를 통해 금융 교육 콘텐츠를 지속적으로 제공하고 있습니다.
보험은 상품 선택이 아니라, 결국 삶의 방향과 가족의 미래를 설계하는 일입니다.
Professional Background
미국 보험 및 은퇴 설계 전문가
전문 분야:
• Retirement Planning
• Annuities & Income Strategies
• Long-Term Care Planning
• Medicare Solutions
• Life Insurance & Wealth Protection
• Asset Preservation Strategies
보유 라이선스:
California (Resident) LIC #4223551
Texas · Virginia · New Jersey · Washington · Nevada · North Carolina 등 Nation Wide
Media & Journalism Experience
20+ Years in Broadcasting & Media
이전 활동:
Former TV Reporter & Program Presenter
Former Radio Host
Media Professional with 20+ years of experience
방송 및 언론 분야 장기 활동
주요 경력:
대전 MBC
삼성방송
현대 홈쇼핑
Radio Korea
Radio Seoul
현재 활동
한국일보 칼럼니스트
금융·은퇴·보험 전문 칼럼 기고
YouTube Creator — 보험정원
한인 사회 대상 금융 교육 콘텐츠 제작
Philosophy
“좋은 보험은 상품 자체보다, 그 상품이 고객의 삶에서 어떤 역할을 하는지가 더 중요합니다.”
저는 고객 한 분 한 분의 상황을 이해하고,
오늘의 선택이 내일의 안정이 될 수 있도록 돕는 것을 가장 중요한 가치로 생각합니다.
O.C. Office:
6281 Beach Blvd. #156
Buena Park, CA 90621
CONTACT
Email
garden@blueanchorins.com
Phone
626-456-1256
당신의 오늘을 지키고, 내일을 키웁니다
L.A. Office:
4221 Wilshire Blvd. #460-5
Los Angeles CA 90005
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Blue Anchor Insurance Agency and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance products and services are offered through Blue Anchor Insurance Agency, an affiliated company. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
The inclusion of any link is not an endorsement of any products or services by any Insurance Company or Financial Institution. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither any Insurance Company, nor any agency, officer, or employee of the Blue Anchor Insurance Agency warrants the accuracy, reliability, or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Annuities distributed by Blue Anchor Financial Services Inc. DBA Blue Anchor Insurance Agency and their guarantees, including optional benefits and any crediting rates, are backed by the financial strength and claims-paying ability of the issuing insurance company. Blue Anchor Financial Services Inc. is a licensed fixed annuity agency in CA, TX, NV,GA,FL,HI, WA The contract features described may not be current and may not apply in the state in which you reside. Insurance companies often issue contracts which are ‘state-specific’. Insurance companies also change their products and information often and without notice. Annuities are subject to the terms and conditions of the specific contract issued by the insurer, are not FDIC or NCUA insured, are not bank guaranteed, may lose value, and are not a savings deposit product.savings deposit product.
LOCATION
LICENSE INFO
California. 4223551
Texas. 3155383
New Jersey 3003114861
Virginia 1446193
Nevada 4138499
North Carolina 20396801
WA 1215864
O.C. Office:
6281 Beach Blvd. #156
Buena Park, CA 90621
CONTACT
Email
garden@blueanchorins.com
Phone
626-456-1256
당신의 오늘을 지키고,
내일을 키웁니다
L.A. Office:
4221 Wilshire Blvd. #460-5
Los Angeles CA 90005
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Blue Anchor Insurance Agency and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance products and services are offered through Blue Anchor Insurance Agency, an affiliated company. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
The inclusion of any link is not an endorsement of any products or services by any Insurance Company or Financial Institution. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither any Insurance Company, nor any agency, officer, or employee of the Blue Anchor Insurance Agency warrants the accuracy, reliability, or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Annuities distributed by Blue Anchor Financial Services Inc. DBA Blue Anchor Insurance Agency and their guarantees, including optional benefits and any crediting rates, are backed by the financial strength and claims-paying ability of the issuing insurance company. Blue Anchor Financial Services Inc. is a licensed fixed annuity agency in CA, TX, NV,GA,FL,HI, WA The contract features described may not be current and may not apply in the state in which you reside. Insurance companies often issue contracts which are ‘state-specific’. Insurance companies also change their products and information often and without notice. Annuities are subject to the terms and conditions of the specific contract issued by the insurer, are not FDIC or NCUA insured, are not bank guaranteed, may lose value, and are not a savings deposit product.savings deposit product.
LOCATION
LICENSE INFO
California. 4223551
Texas. 3155383
New Jersey 3003114861
Virginia 1446193
Nevada 4138499
North Carolina 20396801
WA 1215864