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?

01/27/2022

Getting Life Insurance to help protect your mortgage is easier than you think.

01/21/2022

Putting away money today for something years and years down the road can be difficult, but the earlier you can start the better. Did you know that an annuity can be a great way to supplement your retirement income once you get there? A financial professional can help break it all down for you and make the task of planning for retirement seem less daunting.

Source: 50 Essential Retirement Statistics for 2020, Annuity.org