(I was a redhead back then :-)
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.
"Wendy is the type of financial professional every woman, couple and business owner desires and deserves. She’s passionate about providing financial education so her clients can make the most informed decisions. She’s also empathetic, caring and truly interested in learning and addressing her clients’ unique concerns and helping them achieve their goals. Having overcome the struggles of being a young, widowed mother, she knows first-hand the importance of protecting loved ones. And, she selflessly gives back by sharing her story and providing unsurpassed financial education to her community. I highly recommend Wendy as a financial professional, and if you hear her speak or meet with her you’ll quickly understand why."
Deborah S. Poley
Business Consulting and Education at Charles Schwab & Co, Inc.
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 any life insurance 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 any life insurance company. Wendy Lyon is insurance licensed in the following states: CA, GA. 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; NPN No. 16813596]
(I hate spam, too, and will never share your email address.)
As heard on Spotify, Apple, Audible, and Pandora. Wendy "The Financial Lyon" helps her clients create their legacy.
(Click the link above to read my story as told through my 3-year-old daughter's eyes,)
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, National Latina Business Women's Association
Beautiful article! What can I say, you're not only a Financial Lion, but a FINANCIAL WIZARD, too! I'm blessed that I met you!
- Felicitas C.
"Wendy was the only financial advisor I spoke with that took all areas of my finances into consideration and came up with a plan to coordinate them all. Others just wanted to sell me a product. I've gone back to her as my life and finances have changed. She's not a "one and done." She's there for you for the long haul, and I'm proud to say she's become a trusted friend."
- Karen Z.
I specialize in retirement planning and in filling in the income gap between retirement accounts, Social Security, and savings. If you have any of these or other questions, reach out to me below.
Text or Call me at 760.390.9380
Wendy Lyon © ALL RIGHTS RESERVED.
WENDY "the financial LYON"