Hit enter to search or ESC to close
Erica LeeErica LeeErica Lee
  • Home
  • Blog
  • Media
  • Contact
Category

Financial Planning

FinanceFinancial PlanningInsurance

Claim Time!

https://youtu.be/QQJUHM8K4kA When most people think about what it is that I do for a living, they think about the insurance application, the premiums, the policy…
Erica Lee
Erica LeeMarch 30, 2020
Financial PlanningInsurance

Probate Fees!

Probate Fees…a very important aspect of your overall estate planning. Understanding what probate fees are and how to minimize your probate fees by using life…
Erica Lee
Erica LeeNovember 10, 2019
Financial PlanningInsurance

What is Estate Planning?

https://youtu.be/Aa1ftByFgog "Estate Planning" -- lots of people have heard the term, but not many know what it actually is! Estate planning consists of things you…
Erica Lee
Erica LeeSeptember 5, 2019
FinanceFinancial PlanningInvestment

Funding Your Buy-Sell!

In the last video, we talked about what a buy-sell agreement is, but how do you actually ensure that agreement can happen in reality? How…
Erica Lee
Erica LeeJuly 23, 2019
FinanceFinancial PlanningInsurance

Buy-Sell Agreements

Do you own a business? Do you have business partners? What will happen to your business if one or more partners can't work due to…
Erica Lee
Erica LeeJuly 11, 2019
FinanceFinancial PlanningInvestment

ONE Way to Becoming Debt Free Faster!

With the rising interest rates, paying down your mortgage and debts may seem like something that will happen far, far, far in the future. That's…
Erica Lee
Erica LeeNovember 30, 2018
Financial PlanningInsurance

Term Vs. Perm – Which is Better??

Now that you understand the difference between the two types of life insurance - Term and Perm(anent) - the million dollar question is, which type…
Erica Lee
Erica LeeOctober 7, 2018
Financial PlanningInsurance

Permanently Understood

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 Lee
Erica LeeSeptember 28, 2018
Financial PlanningInsurance

What the Term?

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 Lee
Erica LeeSeptember 21, 2018
Financial Planning

Been there, done that!

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 Lee
Erica LeeMarch 19, 2018
1 2 3 Next

© 2023 Erica Lee.

  • Home
  • Blog
  • Media
  • Contact