Emily Loi - Wealth Creation Insurance Services, Inc.

03/11/2026

How much money is enough for retirement?
Is there a magic number?

🔔 Catch Dr. Emily Loi on CBS CHANNEL 2 NEWS with the famous actress Mallory Hoff and TV anchor David Wilkinson.
🗓️ Sunday, March 15th
⏰ Between 6:00 - 7:30 A.M. PDT

04/25/2024

Do you have a retirement roadmap? Having a plan for the next stage of life is critical to making the most of your golden years. Without a plan, it’s easy to get caught off guard in retirement:

💰 - Inflation can easily decimate your savings. How are you planning for inflation?
📉 - A market downturn can be devastating. Is your savings exposed to market risk?
🗓 - We are living longer so having a plan for long-term care is crucial.

Are you ready to make a plan so you can enjoy your retirement to the fullest? Call us today!

04/18/2024

You’ve spent years dreaming of your retirement, you deserve the party of a lifetime. As you reflect on your career, here are some tips for throwing the ultimate retirement party!

🥂 Make sure the food and drinks are flowing. We recommend small bites rather than a full meal.
🎉 Go crazy with the decorations like party poppers and balloons. You can even do a theme! Western? Dress in all white? Beach party?
🙏 Invite friends, family, and those who have supported you and seen your career growth (even if they are jealous of your retirement!)
🐴 Games for the group — pin the tail on the retiree, a beachball piñata, or co****le are all great options.
💃 Have Fun — enjoy this incredible life milestone and get ready to relax!

04/11/2024

There can be huge tax advantages to converting your current retirement account to a Roth IRA. Many people think of ‘tax free’ when they hear Roth IRA, but there are other benefits that are associated with a Roth account. Your conversion could mean the difference of thousands of dollars in your pocket! Call me today to discuss the benefits of converting your current accounts to a Roth IRA!

02/29/2024

Greetings everybody!
Come and tune in to an Exclusive Live Broadcast during the 17th Annual Wealth Summit happening on Saturday, March 2nd, 2024, airing on AM870 radio from 5 to 7 pm PST.
This special program will also be live-streamed on YouTube and across other social media platforms. Emily will be showcased as a distinguished guest expert, joining a panel of financial professionals who will delve into diverse aspects of finance.
Youtube: https://youtube.com/live/4uFdUB3kIDM?feature=share
Facebook: https://www.facebook.com/events/420839607187615/
Vimeo: https://vimeo.com/event/4125118
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For those who prefer to tune in via audio broadcast:
LIVE Audio Stream Via Radio - AM870 Dial Position.
Listen Live (Audio Only) AM870 KRLA Website Listen Live Feature: https://am870theanswer.com/

02/13/2024

Join us for a Special Live Broadcast during the 17th Annual Wealth Summit on Saturday, March 2nd, 2024. Time: 5 - 7 pm PST on AM870 radio. The program will also be livestreamed on YouTube and other social media channels.

Emily will feature as a distinguished guest expert alongside other financial professionals covering various aspects of finance.

02/07/2022

02/07/2022

The number of Americans who need long-term care will more than double by 2050. How will you pay for potential long-term care?