Using Life Insurance as a Wealth Transfer Vehicle
Does your estate plan include transferring your wealth onto your family? Have you looked over potential tax implications? It’s imp [...]
Last Minute Tax Deadline Tips
The new tax deadline is coming up and Dave Lopez joined FOX 5 to share some last minute tips. [...]
Health Care Management Checklist
Dedicating time and headspace to planning can set you up for a health care approach that’s preventive rather than reactive, and th [...]
Is There Really Such a Thing as a Guaranteed Rate of Return?
Guaranteed returns, you ask? Yes, but it’s complicated – one simple word can make a big difference. If you have a fixed annuity, y [...]
Explore the Advantages of Annuities
When planning for retirement, annuities can be critical to your strategy. They can provide a guaranteed stream of monthly payments [...]
Cryptocurrency and Bitcoin – The New Funny Money
Cryptocurrency is a form of digital payment that can be exchanged online for goods and services. Many companies have issued their [...]
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.
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.