Lois Kim, Licensed Agent with New York Life

Lois Kim, Licensed Agent with New York Life Registered Representative offering securities products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

As a previous educator in my past career, I am passionate about educating people about their options when it comes to financial strategies. I thrive on meeting new people and would love to have a conversation to see if I can be a trusted resource regarding college funding, retirement, and other lifetime income strategies. Please, don't hesitate to ask questions as it costs you nothing but time! Lo

oking forward to building meaningful relationships here and in life. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA Lic. #4417884

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

4040 State Hwy 121, Suite 180
Carrollton, TX 75010
(214) 300-9055

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4vlv683

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

03/16/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4cJDI1x

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

03/09/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

03/02/2026

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

Life insurance is a love that transcends language!
02/28/2026

Life insurance is a love that transcends language!

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.
02/27/2026

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his mar...
02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4scnSRl

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

You had me at life insurance.
02/25/2026

You had me at life insurance.

02/24/2026

Did you know I can bring complimentary financial education workshops to local businesses and community groups? These sessions are all about sharing knowledge—no sales pressure, just real tools to help people make informed decisions. Know an HR leader, nonprofit, or group that could benefit? I’d love to connect with them.
Send me a message if you’d like to learn more!

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article fr...
02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/4qEqk23

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.

Address

2600 Network Boulevard
Frisco, TX
75034

Telephone

+12143009055

Website

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