Happy Thanksgiving to all of you and your loved ones. Extremely thankful for all of my clients, followers and supporters! I'm also so grateful that…
Erica LeeOctober 9, 2018
Last week we talked about what term insurance is and how it works. As promised, this week is all about the second type of insurance,…
Erica LeeSeptember 28, 2018
Most people will say that they have life insurance, but they don't actually know or understand the type of insurance they have. Did you know…
Erica LeeSeptember 21, 2018
Congrats parents, you've survived the second week of the school year! We've talked about education savings; how it's a pillar of a strong financial plan…
Erica LeeSeptember 14, 2018
Life is constantly changing, and it's changes quickly, that means that your insurance needs are changing with you. Does your insurance advisor call you to…
Erica LeeJune 22, 2018
Hope everyone had a great long weekend! Happy Victoria Day! xo, Erica
Erica LeeMay 21, 2018
When it comes to life insurance, one of the most important policy designations is the beneficiary. You should think carefully about who you want to…
Erica LeeMay 18, 2018
Do you know how much insurance you actually NEED? Has your advisor gone through a financial needs analysis with you to figure out what your…
Erica LeeApril 2, 2018
I'm a strong believer of learning from other people's experiences, successes and mistakes, so I’ve compiled a short list of advice from baby boomers that…
Erica LeeMarch 19, 2018