Lori VandenBerg, LUTCF CLTC CLU ChFC
Category
General Information
Locality: Brea, California
Phone: +1 714-577-0001
Address: 675 N Placentia Ave, Ste 250 92821 Brea, CA, US
Likes: 121
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Do you have enough coverage with your employee life insurance? Learn how supplemental employee life insurance can help. #HelpProtectOurFamilies
Even during the most difficult times, we'll be here for our policy owners when they need us most. Read about New York Life's financial results from 2020 here.
Preparing for retirement should be on everyone's priority list. Whatever track you're on, I can help you ensure your strategy is diversified and solid enough to get you where you want to go. Reach out if you want to talk.
Deciding when and how to claim Social Security benefits is one of the most important decisions for retirees. Read this article to learn more about your options and then let's talk.
Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!
Looking for a great way to help protect your mortgage? DM me and I'll explain how you can use life insurance to help alleviate the risk of your family being left with an unmanageable financial burden.
Learning to let go - and other tips for an efficient 2021.
Even success has its risks. Don't forget how you got there in the first place, and keep challenging yourself.
This year may feel different than most, but protecting your loved ones and obtaining financial security is a lifelong need. DM me to learn how we can work together to help you reach your goals, no matter whator whenthey may be.
Talking about financial matters with your family isn't always easy, but it's important. These tips can help make it easier. Give me a call when you're ready to have the talk with your family, and I'll give you even more tips that I find useful.
When should you claim Social Security? Read this and find out.
They may be taking their first steps, but before you know it, they'll be off to college. Learn how having whole life insurance now can give you the added benefit of growing its cash value for when you need it later on.
Change how you talk about your job and your kids will never "work" a day in their lives.
We may not all be able to get together this year for the holidays, but family is always close to our hearts and on our minds. From our family to yours, have a happy, healthy, and joyous holiday.
Whether you're hanging your stockings with care or carelessly hanging out in sweats this year, here's to wishing you the happiest of holidays.
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