Ly Leong, Financial & Insurance Services

10/17/2023

Mark your calendar for Health Insurance Open Enrollment

https://www.healthcare.gov/blog/mark-open-enrollment-dates-on-your-calendar/

09/23/2023

Another week to celebrate Life Insurance Awareness Month. ✨️

Our last event will be hosted on Saturday Sept. 30th -11am.

Join us on Zoom!
Or in person!

Please RSVP as refreshment will be served for in person event.
https://forms.gle/aRgY51rcBSRRLfk19

09/11/2023

JOIN US! SEPTEMBER is LIFE INSURANCE AWARENESS MONTH:

Educational Life Insurance Event:
https://forms.gle/aRgY51rcBSRRLfk19

There is no better time to learn what life insurance plan can do for you and your family.

SEPTEMBER is National LIFE INSURANCE AWARENESS MONTH It's for anyone who lives. For the past 20 years, the month of September has been dedicated to reminding people that they can protect the ones they care about with life insurance. By getting life insurance, you can help you and your family feel fi...

09/01/2023

JOIN US!
Educational Life Insurance Event:
https://forms.gle/aRgY51rcBSRRLfk19

What a great opportunity for the following conversations:

*Greater Wealth Transfer
*Increased Leverage
*Tax Engineering opportunities

Learn what life insurance plan can do for you and your family

Every September, the industry — led by Life Happens — comes together to sponsor Life Insurance Awareness Month. This campaign is designed to educate consumers about the importance of life insurance and the role it plays in protecting families’ financial security. LIMRA is proud to support Life...

09/01/2023

Happy Life Insurance Awareness Month!

08/16/2023

So much to manage, so much to do. While you do what you do best, let us do what we do best. We are here to help you achieve more.

How do you save enough to meet your needs? Protect your family? Make sure you don't run out of money? Safeguard and grow your business? Ensure you have protection for the care you may need? We can help you achieve your life goals. Learn more: https://paclife.co/fy1dis

08/03/2023

Life Insurance should not be a one-size-fits-all.
Customize yours to fit it all.

How much life insurance is enough? There’s no one-size-fits-all answer to this question. Everyone has different financial situations and goals, and every family has different needs. With help from a financial professional, you can land on the right amount of life insurance to meet your goals. Our life insurance calculator can help. https://paclife.co/my5sss

05/22/2023

We have a 2 and a 3 year old. Definitely these tips made it easier.

I often keep a list of necessary items to pack and refer to the list for the next trip.

05/22/2023

Time flies...

04/10/2023

There's no fancy ways to start teaching our kids about savings.

Just get started.

April 10, 2023 - 4 likes, 6 comments - Ly Leong ~ Foodie • Finance • Family () on Instagram: "There's no fancy way to get satrted. Just get started. ..."

02/26/2023

EDD SLOTT WEBINAR
Feb 28, 2023 PTS

LAST CHANCE TO REGISTER IF YOU HAVE NOT DONE SO.

IF YOU HAVE REGISTERED AND HAVE NOT GOTTEN A CONFIRMATION, PLEASE REACH OUT TO ME.

One of our partners, Prudential has invited Ed Slott to host an exclusive webinar who'll be discussing how to reduce or eliminate taxes on distributions from your retirement accounts, a subject we all don't want to miss! Hope you can make it as I will be tuning in as well.

TO REGISTER, CLICK ON THE LINK BELOW:
Feb 28th @ 6pm PST

WORKSHOP: PLEASE SELECT TOPIC(S) TO RECEIVE ZOOM MEETING DETAILS. SPECIAL EVENTS: PLEASE SELECT EVENT DATE(S) TO RECEIVE ZOOM MEETING DETAILS.