Medicare: What It Doesn’t Cover and Why it Matters
Are you on or about to be on Medicare? Have you considered the things that Medicare doesn't cover? What about services like rou [...]
Medicare: Everything You Need to Know About the Basics
People often think about things like long-term care and life insurance when they’re building out their retirement plan. However [...]
Is Medicare Costing You Big Bucks?
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss how many retirees leave Medicare [...]
Medicare Open Enrollment is Around the Corner!
With all this market volatility and inflation, talk about investment strategies and portfolio longevity seems to dominate the reti [...]
Chase Lopez: How the Inflation Reduction Act Impacts Medicare
President Biden recently signed the Inflation Reduction Act. What does it mean for your retirement? ILG Financial Advisor Chase [...]
“Retirees planning to travel should check their Medicare coverage to avoid costly surprises”
Article originally appeared on CNBC.com Written by Sarah O'Brien "If you're a retiree on Medicare and feel the itch to travel, be [...]
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.
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.
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.
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.