Picking The Annuity That’s Right For You!
Annuities are one way to generate a lifetime income, save for retirement, and leave a financial legacy. However, there are three m [...]
How Social Security and Retirement Impact Women
Social Security is neutral with respect to gender—individuals with identical earnings histories are treated the same in terms of b [...]
Power of Attorney – Who Will Manage Your Estate?
According to the FINRA website: power of attorney is a legal document you sign to grant someone you trust with authority to make d [...]
Medicare Open Enrollment 2022
Medicare open enrollment – also known as Medicare's annual election period – runs from October 15 through December 7. During this [...]
Important Reminder from Dave and Chase
Dave and Chase have a special reminder for you! Don't Forget! Don't forget to check out Dave's podcast, "Retire Your Way [...]
Dave’s Pick: “Worried about inheritance tax? Read this if you’re a beneficiary, executor or trustee”
Article originally published by MarketWatch.com Written by Bill Bischoff This is Part 1 of a series on inheritance and taxes. A lo [...]
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. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
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.
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.
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.