About Simon

eHealth-Plans Inc. / Amazing Wealth Ins Agcy found by Simon Chew, CIC. Corporate headquartered in San Francisco and now expanded into San Jose, Fremont, and Oakland, we are your trusted partners for all your retirement & insurance needs. Get to know us better here.

Simon Chew, CIC

Certified Insurance Counselor

MDRT Top of Table Member

Certified Insurance Agent - Covered California

 

Professional Achievements:

2006 to 2017  Life & Qualifying Member

MDRT (Million Dollar Round Table)

- Top of the Table Member 2012, 2014-2016

- Court of the Table Member 2013

 

1999 to 2017  Life & Qualifying Member

NAHU (National Association of Health Underwriters)

LPRT (Leading Producer Round Table Member)

Lifetime & Qualifying Soaring Golden Eagle Award

 

2004 to 2017  Certified Insurance Counselor

The National Alliance certified

  • Personal Lines
  • Commercial Casualty
  • Commercial Property
  • Life & Health
  • Agency Management

 

National Life

  • Chairman's Club Qualifier
  • Diamond Club Qualifier
  • Conference of Champion Qualifier

 

Allianz Life Insurance Company

  • Platinum Preferred Agent
  • A-List Agent
  • Blue Level Production Award

 

North American Insurance Company

  • Elite Gold Agent

 

since 1999

Anthem Blue Cross named one of the TOP Asian Brokers in California

Blue Shield of CA named one of the TOP Asian Brokers in California

AARP United Healthcare named TOP SF Bay Area Broker

AIG Top Special Rep Manager in Northern California

 

1993-2000

Farmers Insurance Agent

 

1989

Established eHealth-Plans Inc. / Amazing Wealth Ins Agcy

Licensed by CA Department of Insurance

 

  • Certified Insurance Counselor

         保險顧問資格認證

      28年以上保險理財經驗

     

    ●  榮登世界華人創業楷模名人堂

       印發紀念郵票全國發行

                                  

    ● 國際最高保險金融業百萬圓桌

        超級頂終身會員

  • MDRT 2006 ~ 2017 Life & Qualifying Member                    

  • MDRT - Top of the Table 2012, 2014-2017

  • MDRT - Court of the Table 2013

 

● 18年以上全美健保業“終身金鷹獎”  

NAHU - Lifetime & Qualifying

LPRT - Soaring Golden Eagle Award              

                               

● 耆英計劃加州銷售第一名

全美最兩大的保險公司認證

Anthem Blue Cross

AARP United Healthcare

 

National Life 保險公司認證

​主席俱樂部銷售水平成員
鑽石俱樂部銷售水平成員
冠軍會議成員

                              

● AIG 特別總代理Broker

萬全保加州銷售第一名

 

● ALLIANZ 保險公司認證

Platinum Preferred Agent ​

A-List Agent

Blue Level Production Award

 

● North American 保險公司認證

Elite Gold Agent

 

 

Consulting focuses

  • Financial / Retirement / Estate Planning
  • Defined Benefit / 401(k) / 403(b) / SEP / IRA / Roth IRA
  • Business / Worker Comp Insurance
  • Executive Bonus / High Net Worth Estate Preservation 

 

Meet Our Team of Advisors

Sunnie Hu

MDRT Member

Certified Insurance Agent - Covered California

 

Professional Achievements:

2017 MDRT Member

 

2005-2017

AHIP Medicare Certification

One of the Top Special Representative with AGLA

Agent of the Year 2011 with eHealth-Plans Inc.

 

Consulting focuses

  • Financial / Retirement Planning
    • Defined Benefit / 401(k) / 403(b) / SEP / IRA / Roth IRA
  • Business / Personal Insurance

 

Kristina Chew

(aka: Wong, Hing Tong)

MDRT Life Member

 

Professional Achievements:

1983-2017  Life Member 

MDRT - Million Dollar Round Table

Agent of the Year 2010 with eHealth-Plans Inc.

 

Consulting focuses

  • Financial / Retirement / Estate Planning
    • Defined Benefit / 401(k) / 403(b) / SEP / IRA / Roth IRA

Winson Xie

MDRT Member

Certified Insurance Agent - Covered California

 

Professional development:

2016-2017 MDRT Member

 

2012-2017

AHIP Medicare Certification

2014-2016 Agent of the Year by eHealth-Plans Inc.

 

Consulting focuses

  • Financial / Retirement Planning
  • Business / Personal Insurance

 

Carmen Qiu

Certified Insurance Agent - Covered California

 

Professional development:

2012-2017

AHIP Medicare Certification

 

Consulting focuses

  • Financial / Retirement Planning
  • Business / Personal Insurance

Eric Du

Certified Insurance Agent - Covered California

 

Professional development:

2009-2017

AHIP Medicare Certification

 

Consulting focuses

  • Financial / Retirement Planning
  • Business / Personal Insurance

 

Samantha Wang

Enrollment Specialist

 

Consulting focuses

  • Covered California Enrollment
  • Private Health Insurance
  • Medicare Supplement plans
  • Medicare Advantage plans

Would you like to meet us personally?

Call us 1-888-746-6688 or submit contact form or make appointment

Schedule your FREE Consultation today ! Also Refer your friends too...

Branch Offices:

San Jose: 4320 Stevens Creek Blvd, Suite 191

 

Fremont: 43018 Christy St

 

Oakland: 638 Webster St Suite 420

 

San Fran: 1550 Noriega Suite 100, SF CA 94122

 

Phone: 1-888-746-6688

            1-415-661-3885

 info@health-plans.com

 

Make Appointment

 

Submit contact form

Medicare 聯邦紅藍卡

Retirement Planning 

Seminars 免費講座 

時間有限! 請立即報名!

 

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