Eric L. Essex, Wela Financial

Eric L. Essex, Wela Financial I am a Financial Professional. I provide clients with a personalized financial experience. https://westpointfinancialgroup.com/who-we-serve/licensing/

I am licensed to sell insurance in: IL, IN, KY, TX, VA, WV, TN, NC, SC, FL & GA. I am licensed to sell security products in: IL, IN, TN, VA, NC, SC, GA, FL & TX. I am Certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTC Board of Standards, Inc. and it provides insurance and financial service professionals with the critical tools necessary to address long term care planning wit

h their clients. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.com) Supervisory address: 30 S Wacker Drive, Suite 2700, Chicago, IL 60606, (312) 356-2147. Wela Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/43oWYM1

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your sav...
06/10/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

Had the honor of being called out and completing my Vigil Honor of the Order of the Arrow BSA last night and this mornin...
05/31/2026

Had the honor of being called out and completing my Vigil Honor of the Order of the Arrow BSA last night and this morning.

Address

1419 Cannonball Trail
Yorkville, IL
60506

Telephone

+16303888581

Website

Alerts

Be the first to know and let us send you an email when Eric L. Essex, Wela Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Eric L. Essex, Wela Financial:

Shortcuts

Share

Category