Once we create your plan, we continue to "nourish and grow" and "prune as needed" to ensure you stay on track.
"THE FINANCIAL LYON"
Thank you for helping our Small Business Owners become financially secure! It's women like you who help other women that make this world a better place!! --Remy M., President, NLBWA-SD
(I hate spam, too, and will never share your email address.)
I and my team specialize in working with women in a "no judgment zone" atmosphere of integrity, trust and acceptance.
"Wendy...You are a gift not just to me, but to the world. Thank you for entering my life. You make a huge difference; you inspire me; you up-lift me; you generate the energy I need to continue doing what I am doing. Bless your heart for all the good you spread here and everywhere around the globe." --Aliza A.
NOTE: If your answer to these questions is "yes," the gift of permanent life insurance may be a great option to make those desires a reality.
Next, we identify where your wealth may be susceptible to erosion or loss and put strategies in place to protect it.
Wendy, "The Financial Lyon," specializes in wealth strategies that work in real life—not just on paper. She excels in coordinating financial solutions that provide Guaranteed Wealth (yes, there is such a thing!), causing her clients to become confident and worry free about their financial futures. Her goal: "To make the secrets of the wealthy available to the masses.” Wendy learned the hard way about the value of protection and planning early in life. After her 24-year-old husband died in a motorcycle accident, Wendy was left to raise two daughters, 1 and 3 years old, without having planned for the unexpected. There are no "do overs" in life, and Wendy's passion is to inform, educate, and empower individuals and businesses with lessons learned from her experience - to build wealth on a firm foundation of protection. Wendy can be heard on KCBQ, ESPN, seen on OANN, SD CW6, is the financial contributor for InnovateThought.com and volunteers her time raising funds to rescue children from human trafficking.
Disclosure Statement: The material provided here is for informational use only. The views expressed are those of the author and do not necessarily reflect the views of Penn Mutual or any other company. This information is not a substitute for obtaining legal, tax, or other professional advice from a qualified, independent advisor. You should not rely solely upon this information in making any decision to buy a product from Penn Mutual or any other company. Wendy Lyon is insurance licensed in the following states: CA, GA, MD. This is not an offer or solicitation in any states where not properly licensed and/or registered. [CA License No. O1O9071; GA License No. 3102106; MD License No. 2152404; NPN No. 16813596]
First, we weed out and identify the biggest financial challenges and concerns you have about your future, family or business.
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The Gift of Permanent Life Insurance Can Provide a Lifetime of Possibilities.
In addition to providing guaranteed death benefit protection, giving your loved ones a permanent policy can help towards achieving their future goals, such as:
Contact me to learn more about building a financial foundation for your children and grandchildren. I did it for all my grandchildren. It's like "wrapping them in a financial security blanket" for their entire life - no matter what happens in between.
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WENDY "the financial LYON"
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