Lisa Youk with Empower Wealth Strategies & Insurance Solutions

09/08/2026

Life insurance is a powerful way to protect what matters most. This month let's take a moment to review your current strategy and make sure you are prepared for the future.

09/03/2026

Jack wanted to reduce estate taxes, ensure his life insurance proceeds would be used wisely, and protect his assets for future generations. Jack learned that by establishing an irrevocable life insurance trust, he could address all these worries effectively. Watch Jack's story to see how an ILIT reduced his taxable estate, minimized his tax liabilities, and maximized the inheritance for his loved ones. To discover how an ILIT can benefit you and your family, reach out today and let us help you secure your legacy for future generations.

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09/01/2026

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and families build more secure financial futures—with strength*, stability, and solutions that stand the test of time. Our annuity solutions are backed by personalized guidance and first-class customer service, making it easier for you to move forward with confidence. Let’s talk about your retirement goals.
*Highest ratings for financial strength currently awarded to any U.S. life insurer by the four major rating agencies. Individual independent rating agency commentaries, as of 10/4/24.

08/29/2026

Let’s help Tisha write the next chapter in her life and help her find her forever family.  Tisha is a sweet and beautiful girl. ❤️🐶🐾

08/27/2026

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your retirement goals. Connect today to get started.
https://bcove.video/4hlGMB8

08/26/2026

❤️🐶 Reunited and it feels so good! 🐶❤️ Isla recently came to Coastal K9 German Shepherd Rescue for boarding while her foster family was away. I first met Isla in March 2021, when she was scared and reactive. With patience, treats, walks, and love, she began to trust me. We formed a strong connection and a wonderful friendship. After three years at Coastal K9, we found her an experienced foster family in 2024. When she returned for boarding, it was wonderful to see she remembered me. So, here's to Isla and celebrating National Dog Day! It was tough for me to choose which dog to highlight on this extraordinary day. I felt it would be special to share Isla’s journey since I was reunited with her. Here’s to making a difference one pup at a time! ❤️🐶🐾❤️

08/22/2026

What an inspiring planning session with our amazing New York Life consultants! Their insights on everything from the domestic market to the global economy keeps our team ahead of the curve and empowers us to serve our clients better every day. Huge shout-out to Tony Montalvo for bringing everyone together and leading with heart. If you’ve worked with a great mentor or team lately, share your story below!

08/20/2026

Passing down a family business often brings both financial and emotional challenges. For Sam and Helen, splitting ownership of the business evenly between their three children – only one of whom is active in the business - could lead to significant gridlock. Watch Sam’s story to see how estate equalization offers a way to fairly distribute assets while preventing conflicts and ensuring that each family member is cared for. If you want to know how to avoid family conflicts that could arise from traditional inheritance plans and gain peace of mind in knowing your family’s future is secure, let’s talk.

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08/18/2026

Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversification strategies can help. https://bit.ly/4qm0oK9

08/13/2026

Add structure, meaning, and purpose to your finances using a plan that aligns with your goals and aspirations. Learn how a comprehensive, goals-based approach can help you create the financial future you envision.
https://bit.ly/4xyWlMM