Choosing the Right Protection: Disability, Life, and Long-Term Care Insurance
Understanding how to navigate insurance options is an essential part of bui [...]
September 2024
June 2024
Chase’s Pick: “‘A rude awakening’: Scarecrow laws threaten to make middle-aged Americans responsible for their parents’ medical bills — and long-term care costs are soaring”Chase’s Pick: “‘A rude awakening’: Scarecrow laws threaten to make middle-aged Americans responsible for their parents’ medical bills — and long-term care costs are soaring”
Chase’s Pick: “‘A rude awakening’: Scarecrow laws threaten to make middle-aged Americans responsible for their parents’ medical bills — and long-term care costs are soaring”
Published by Moneywise.com Written by Lou Carlozo "Two facts of life have b [...]
January 2024
Mailbag Part 1: Answering Viewer Submitted Questions
On the latest episode of the Retire Your Way with ILG Financial Video Se [...]
July 2023
Discussing the Long-Term Care Question
Long-term care planning is an important aspect of retirement planning that [...]
March 2023
Rules for Medicaid Coverage of Nursing Home Care
Life events are something that we can’t always expect but still need to [...]
October 2022
The State of Long-Term Care: Reflecting on LTC Awareness Month
The 2020 pandemic put the spotlight on the in-facility long-term care (LTC) [...]
How to Choose a Nursing Home
Considering a nursing home for long-term care or elder care is one of the m [...]
How Do Medicaid and Long-Term Care Relate?
Government assistance programs are a common option for people looking for h [...]
Debunking Costly Assumptions About Healthcare in Retirement
Healthcare is an often-overlooked piece to the puzzle of your retirement fi [...]
What You Need to Know About Long-Term Care and Home Care
This month marks Long-Term Care Awareness Month. We have the knowledge and [...]
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.