Lisa Fera, Financial Representative

Lisa Fera, Financial Representative Lisa takes her extensive knowledge and experiences to help her clients create their own wealth.

Hi local moms and dads! March on over to our kids’ financial education crafting and story time event! It is meant to ed...
04/28/2026

Hi local moms and dads!

March on over to our kids’ financial education crafting and story time event!

It is meant to educate your kiddos on money management young!

How many of you wish SOMEONE would have taught you that early on?

That’s why we’re going to make this fun, filled with love, plus totally manageable for kiddos to grasp. And hey - you may learn a thing or two as well!

It’s being hosted at in Wexford May 23rd afternoon.

will lead craft time helping kids create their own piggy bank, and we’ve got a few other contributors as well like my team member that will be there to answer questions with me and local children’s author , who’ll be leading story time.

There are only ten kiddo spots open to keep this sensory friendly! So please be sure to register now if you’re thinking about it 😌

Please DM me for the link to register! Or you can get it in the bio of my Instagram account.

Some life insurance agents are not protecting families… they’re selling policies for a paycheck.Take this example I just...
04/20/2026

Some life insurance agents are not protecting families… they’re selling policies for a paycheck.

Take this example I just helped someone with:

He was a senior man with:
✔️ A fully paid-up policy
✔️ $10,000 in coverage
✔️ Protection locked in until age 77
✔️ No more premiums ever

And he was told to cancel it.

Now, DISCLAIMER there is a time and place to cancel such a policy, but in this case, it would
absolutely not be what I would recommend, and in fact, I helped him through this mess someone else had gotten him in even though I knew I could not sell him a new policy myself.

BACK TO THE STORY:

He was told to cancel his policy.
Not because it was bad.
Not because he needed better coverage.

But so he could be sold a new policy for $60/month. So the new agent could get a commission.

Here’s the problem…

He’s had a stroke.
He’s on disability.
He’s a smoker.

And the new application?
His medical history wasn’t even properly disclosed.

Which means:
👉 That policy can be contested
👉 A claim could be denied
👉 His family could be left with nothing

So let’s call this what it is:

Cancel guaranteed coverage
→ Replace it with something uncertain
→ Hope nothing goes wrong

That’s not financial guidance. That’s risk disguised as advice.

And when someone tells a client to give up a policy for a new commission-based sale…

You have to ask:
Who is this really for?

Because real advisors don’t create problems to sell solutions.

They protect what already works.

That’s the difference when you work with me. I’ll go to bat FOR YOU, not a commission. And if I see something in place that works well for you, I won’t touch it. And if I see you’ve been done wrong, I will make sure you are put right whether I get paid for it or not. Like I did in this pictures scenario - and the other agent’s response? Asking what my problem was rather than being curious about how she could have better helped her client.

Who would you choose to work with?

Address

102 Broadway Street, Suite 500
Carnegie, PA
15106

Telephone

+14129772654

Website

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