Legacy Mindset

10/23/2026

Legacy Planning Without the Friction
Let’s connect and talk about the latest insights in the industry!
https://www.vusocial.com/agent-news/merlie-rodrigues/2193427-Legacy-Planning-Without-the-Friction

10/23/2026

Over the past month, I've been thinking about impact - not just for myself, but for the people around me.

I'm here today because I want to make a positive difference in my life, in my family's life and ultimately in yours.

That's why I'm excited to share that we've joined Vantage Financial Alliance! Being a part of a company that is disrupting the industry brings a greater level of opportunity to make a significant difference in people's lives.

If you are like-minded join us in this journey.

10/22/2026

10/17/2026

Protect Their Future: Life Insurance Insights for Parents
Let’s connect and talk about the latest insights in the industry!
https://www.vusocial.com/agent-news/merlie-rodrigues/2102724-Protect-Their-Future%3A-Life-Insurance-Insights-for-Parents

10/11/2026

Shaking up the industry!

10/04/2026

✨ LIVING A LONG LIFE IS A BLESSING. 🙏
💰 CAN YOUR MONEY KEEP UP? ⏳
​
Most people think about when they want to retire. 🏖️
There's another important question:
How long will your retirement income last? ⌛

​Retirement could be 20, 25, even 30+ years of needing income without that "paycheck" you were accustomed to. 💸📊

The goal isn't only getting to retirement.
🎯 It's important to create a plan for living through retirement. 🛡️🌱

​Have you ever calculated how much monthly income you'd actually want in retirement? 🤔💬

Planning for the future doesn't mean we know what tomorrow holds. It means we're being intentional with what we've been given today.

10/01/2026

HILO, HAWAII

🌴 Join the Ohana Protection Project Workshop! 🌺

🛡️ Protect your family’s future at our upcoming financial workshop! 💰👨‍👩‍👧‍👦

Join us for insights on securing your financial well-being 💵 and caring for your ’ohana. ❤️

📌 EVENT DETAILS:
✨ What: Ohana Protection Project Workshop
📅 When: October 17th, doors open at 3 PM
📍 Where: 21 Kalanianaole St, Hilo, HI (REEL CHURCH)

This workshop is a must-attend for learning strategies to protect your financial legacy 🛡️💰 and ensure peace of mind for you and your loved ones. ❤️🏡 Secure your future with the knowledge and tools provided. 📚✨ We look forward to seeing you there! 🌺🤙

https://forms.gle/yW3ZJkwrNiRCApA86

10/01/2026

Is it possible to protects your paycheck?
🏠 We protect our homes.
🚗 We protect our vehicles.

💼 But have you thought about protecting the income that helps pay for all of it?

What happens financially if a serious health condition temporarily or permanently changes your ability to work?

We can't control everything life may bring, but we can be intentional about preparing for the people who depend on us. ❤️

If you've never looked at how your family would be affected if your income changed, it may be worth having that conversation.

Faith and preparation go hand in hand. 🙏💡
God gives us the resources, abilities, and opportunity to care for our loved ones. Financial planning isn't a lack of faith—it’s taking responsibility for what we've been entrusted with. 🛡️ family first. ❤️

DM "Protect" Today

09/30/2026

Vantage is attracting the best in the industry!

Exciting!! Jack Wu officially joined Vantage.

Let's go!