Ericka Fernandez is a licensed financial professional and insurance broker with over 8 years of experience in the industry. Specializing in bundling life insurance, long term care insurance, disability and tax free retirement strategies. Ericka’s goal is to help individuals and families secure their financial futures through unbiased, tailored insurance solutions and strategic financial plans.
With expertise in life insurance, retirement strategies, annuities, 401k rollovers, indexed strategies, and wealth building tools; Ericka is dedicated to educating clients on the power of insurance as a long term strategy and vehicle for your legacy. Ericka is passionate about empowering clients to build generational wealth, leveraging financial tools and strategies to ensure long-term financial stability and growth.
Questions you might ask Ericka during her GURU hours:
- Can you explain the differences between term life, whole life, and universal life insurance?
- How do you determine the right amount of life insurance coverage for an individual or family?
- What are the most important financial tools for building and preserving wealth?
- How can insurance policies contribute to generational wealth building?
- Can you share some success stories of clients who have effectively used insurance and financial planning to build generational wealth?
- How can business owners use insurance to protect their enterprises?
- Can you explain the importance of disability and long-term care insurance?
Ericka is available from 2pm-5pm PT every 2nd & 4th Friday of the month.
Book a 30 minute Zoom session – https://calendly.com/erickafernandez3863/guru-hour-followup
Email: erickafernandez3863@msn.com