Etta Lowery - Founder
As an Insurance Licensed Independent Educator, I am dedicated to navigating individuals and families through the complexities of Retirement, Social Security, Medicare, and Insurance Planning. My passion lies in empowering clients to make informed decisions that enhance their financial security and promote financial resilience.
My journey in the financial world began at age 28, fueled by a desire to help others attain peace of mind. Seeing family and friends struggle to understand their financial options inspired me to make a difference. This experience ignited a passion within me to empower others with the knowledge they need to take control of their financial futures.
Today, my primary mission is to educate beneficiaries about their healthcare options. I have recognized that many individuals turning 65 are often misinformed and unprepared to navigate their Medicare choices. This lack of education can lead to higher premiums and unnecessary stress during a critical transition in their lives. I am dedicated to empowering everyone I work with by providing the knowledge they need to make informed decisions and effectively protect against life’s uncertainties.
In addition, I have identified a pressing need to educate employers about voluntary benefits. These benefits provide essential financial support to their employees, helping them manage healthcare costs without depleting their savings. By equipping employers with valuable information, I aim to enhance employees well-being and create a more secure financial environment for everyone.
✓ Life and Health
✓ Property and Casualty
✓ Chartered Retirement Planning Counselor®
✓ Certified in Long Term Care
✓ Medicare AHIP Certification
✓ Certified Insurance Counselor (CIC)
✓ BA in Business Administration, Stillman College
✓ MBA, Southern Methodist University
