Staff Thankful Thoughts
This year we asked our staff members what they’re thankful for. We hope you enjoy their answers! [...]
Dave’s Pick: “Most retirees will need long-term care… These are the best ways to pay for it”
Article originally published by CNBC.com. Written by Kate Dore "As retirees live longer, many worry about outliving their savings. [...]
Chase’s Pick: “Pass-Through Entity Owners Bear The Hit With Proposed Federal Tax Law Changes”
Article originally published by Forbes.com. Written by Lynn Keck If you’ve had your head buried in the sand, or just decided you w [...]
Do You Know the Best Time to Buy Your Long-Term Care Insurance?
It's Long-Term Care Awareness Month, and it might also be time for you to purchase your insurance policy. Insurance can be costly [...]
Coverage Options for Long-Term Care Insurance
It's Long-Term Care (LTC) Awareness Month, and whether you're in the market now or just curious about insurance coverage choices f [...]
Turn “Rainy Day” Money into a Long-Term Care Policy
According to a February 2021 Barron's article, there will be 60% more elderly population by 2030. That's less than a decade away, [...]
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.