Professional Disclosure
Who we are, and what we are not.
Last updated: July 26, 2026
Professional role
Sang Jin Yim is a licensed insurance professional in the State of Texas, offering education and guidance related to insurance and retirement-income strategies. Sang Jin Yim is not an attorney, certified public accountant (CPA), or registered investment adviser (RIA), and does not provide legal, tax, or investment advice.
Compensation
Sang Jin Yim may receive commissions or other compensation from insurance carriers for products purchased through Yim Legacy Planning. This is common in the insurance industry and does not change the cost of a policy to the client. Details of any specific compensation arrangement will be disclosed at the time a product is recommended.
No fiduciary or attorney relationship implied
Nothing on this website or in a consultation should be understood to create a fiduciary duty, an attorney-client relationship, or a CPA-client relationship. Any reference to coordination with attorneys, CPAs, or investment professionals refers to referral or collaborative coordination only, not representation by Yim Legacy Planning.
Will and trust document coordination
Where mentioned, will and trust document preparation is coordinated in partnership with an independently licensed Texas attorney (including through NetLaw). Legal documents are drafted and reviewed by that licensed attorney, not by Sang Jin Yim.
No guarantee of results
Any discussion of strategies, income, or outcomes is illustrative and educational only. Insurance and financial strategies involve risk, and past or hypothetical results do not guarantee future performance. Actual outcomes depend on individual circumstances, product terms, and factors outside our control.
Regulatory oversight
Sang Jin Yim is licensed with the Texas Department of Insurance. License details are available upon request.
Contact us
Questions about this Disclosure can be directed to [email protected] or (972) 454-0082.