Lyndon Lapasaran
Financial Advisor at WestPoint Financial Group
- Role
- Financial Advisor at WestPoint Financial Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Lyndon Lapasaran
Life is full of uncertainties, but you can be certain that at least one of the following may happen to any of us:* Become sick, hurt or unable to work,* Die before retirement age,* Live long enough to enjoy retirement.In any of those events, protecting your (and your loved ones\') financial security is imperative.With my experience, professionalism and access to wide variety of products and services that MassMutual* offers, I can guide you in taking the right steps to address your insurance needs and your financial goals.Whether your goals include setting up employee benefit and retention services for your start-up business, or in getting financially-ready for milestone events like retirement or your kids\' college education, or whether you\'re simply looking for life, disability income or long-term care insurance protection, I offer the attention, insight and capability that you uniquely deserve.*Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, annuities. In addition, the company\'s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.Specialties: I am a registered representative of, and offer securities and investment advisory services through MML Investors Services,LLC, Member address: 900 East 96th St, Suite 300, Indianapolis, IN 42640; Phone (317) I am licensed to sell insurance in IL, IN, and WV. I cannot communicate with, nor respond to requests from people who reside in states where I am not licensed to conduct insurance/ & or securities business.Licensing: Licensed Financial Professionals Across the U.S.| WPFG
Experience
Financial Advisor
Jul 2009 — Present
Offering total financial needs analysis through a network of experienced professionals with expertise in:* Advisory Services * Retirement analysis and programs * Business continuation strategies for start-up businesses * Estate planning strategies for high-net worth individuals * Life Insurance, long-term care and disabilty income protection needs * Other financial goals and concerns (e.g. College Education Plans)
Education
University of the Philippines
Bachelor's Degree in Business Management, Cum Laude
DePaul University, Chicago-Loop Campus
Certificate Program in Financial Planning
2011 — 2013
Skills
- Fixed Annuities
- Retirement
- Life Insurance
- Disability Insurance
- Insurance
- Long-Term Care
- Long Term Care Insurance
- Financial Analysis
- Estate Planning
- Financial Services
- Securities
- Whole Life
- Employee Benefits
- Microsoft Excel
- Finance
- Retirement Planning
- Leadership
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