Meet Our Team : Annamalai Palani & Annaamalaii Palani Jr. | Fremont, CA

Meet Our Team

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Annamalai Palani, LUTCF®, CLU®

CA Insurance License #0688775

Annamalai “Palani” Palani is committed to providing professionals and business owners with insurance and financial products that meet their protection and wealth accumulation needs.

He is known for providing outstanding service, as well as guiding & mentoring several up-and-coming professionals in the industry. Palani’s core values include trust, integrity, and humanity. He prides himself on his lifelong commitment to uncompromising ethics, focus, and having each client’s best interest at heart.

Staying at the forefront of the industry is important to Palani, so he is a member of the National Association of Insurance and Financial Advisors. He is also a Life Member of Bay Area Tamil Manram.

Palani married his wife Meena in 1991 and they have two successful children living close to home in the San Francisco Bay Area. Palani leads an active social and physical lifestyle. He contributes his time generously to local community based organizations that are focused on several noble causes. Palani is an avid hiker (Mt. Everest Base Camp, Kilimanjaro, and Machu Picchu), bicyclist, and tennis player. He also enjoys doing yoga.

Awards

  • Life Member of the Million Dollar Round Table (MDRT)*
  • 33 Year Council Member – New York Life Insurance Company**
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Annaamalaii Palani Jr.

CA Insurance License #0N06046

Annaamalaii lives to serve. In an industry where genuineness is mandatory yet difficult to find, Annaamalaii prides himself on spending the necessary time to educate you and build a trusted relationship, before helping deliver the peace of mind you deserve.

Prior to becoming a wealth advisor, Annaamalaii worked as an associate for two firms in the San Francisco Bay Area, where he earned his Series 7 and Series 66 securities licenses. He graduated with a degree in Business Management Economics from the University of California, Santa Cruz in 2017.

While off duty, Annaamalaii enjoys traveling with his fiancée Destiny, and spending time with family & friends. He also enjoys playing tennis, basketball, golf, and rooting for his hometown 49ers.

Awards

  • 2021 Member of the Million Dollar Round Table
  • 2020 Rookie of the Year – New York Life Insurance Company Greater San Francisco
  • Two Time Member of the Executive Council – New York Life Insurance Company (2020-2021)**

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1-June 30.