This is a brief bio Lucy Whitehead.
Born and raised in New York City.
I currently live in the desert after moving here 7 years ago.
I have lived in California for 10 years.
I have been a licensed insurance agent fir 13 years.
I began my insurance career in New Jersey as a captive agent for Genworth (the Amex)
It is my absolute passion to help people grow, protect, and distribute their wealth in the most tax-advantaged way.
I have an extensive knowledge in Long Term Care Insurance and for those who don't qualify, LTC alternative options to protect the assets of my clients.
I also do work in estate planning both to cut probate taxes and also to help small successful business people grow money for retirement.
Wealth transfer and stretch IRA's are also a part of my practice for the seniors or baby boomers.
I have a unique and proprietary system and a step by step process that enables me to determine which products and services my clients need in order to help them reach their financial goals.
Being a broker is an advantage for my clients as I am paid by the companies I represent and therefore they never have to pay me a fee. I can be free to choose the exact company that is right for the situation.
