Shirley Luu & Associates

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Shirley Luu & Associates We are a team of licensed professionals who configure the best financial products and insurance to serve our client's specific financial security needs.

Helping our clients feel financially secure is what we do.

Just bought a home? Here are 3 things new homeowners should do this month to protect it.01. Protect the mortgage: Mortga...
10/20/2026

Just bought a home? Here are 3 things new homeowners should do this month to protect it.

01. Protect the mortgage: Mortgage protection life insurance can help pay off the mortgage so your family can stay home if something happens to you.

02. Update your beneficiaries: Make sure the right people are listed on every policy and account.

03. Rebuild your emergency fund: Aim for 3 to 6 months of expenses after closing costs.

Know someone who just got the keys? Share this with them. 🏡

Questions? Send us a message and we'll help you check what your family would need.

Shirley Luu & Associates | McLean, VA
📞 (703) 608-1203
🌐 https://ShirleyLuuAssociates.com

10/19/2026

Would you still call it a good deal if your $50/month life insurance premium jumped to $500?

Many people focus on how affordable their life insurance is today without considering how premiums could change over time.

In this video, Shirley Luu explains why understanding your term life insurance policy is essential, especially as you approach retirement. Your coverage, premium structure, and future costs all matter! 💡

Don't wait until your premiums become a financial burden to understand your options.

👇 Have you checked whether your life insurance premiums are fixed or can increase? Let us know in the comments!

📩 Want to better understand your life insurance options? Contact: https://shirleyluuassociates.com/ to learn more.

Which money personality are you? 🐿️🛍️🙈😰👉 Swipe through and tell us in the comments: Saver, Spender, Avoider or Worrier?N...
10/15/2026

Which money personality are you? 🐿️🛍️🙈😰

👉 Swipe through and tell us in the comments: Saver, Spender, Avoider or Worrier?

None of these started with you. Our money habits are shaped by what we saw, heard and lived growing up.

Join us for a FREE live session of Real Secrets of Money™: The Psychology of Money and discover where your money personality came from and how to change the patterns holding you back.

📅 Wednesday, October 21
🕛 12:00 PM ET
💻 Live on Zoom
🎤 With Lisa Lickert, Financial Coach & Instructor

📲 Scan the QR code on the last slide to register, or go to: https://www.eventbrite.com/e/the-real-secrets-of-moneytm-the-psychology-of-money-tickets-2003036995574

Life insurance terms explained in plain English: premium, beneficiary and rider.PREMIUM: What you pay to keep your polic...
10/14/2026

Life insurance terms explained in plain English: premium, beneficiary and rider.

PREMIUM: What you pay to keep your policy active, monthly or once a year.

BENEFICIARY: The person or people who receive the money from your policy.

RIDER: An add-on to your policy, like living benefits, that gives you extra protection.

Which insurance word should we explain next? Tell us in the comments.

Have questions about your own policy? Send us a message and we'll walk you through it.

Shirley Luu & Associates | McLean, VA
📞 (703) 608-1203
🌐 https://ShirleyLuuAssociates.com

Your next two weeks of SLA agent training are here (Oct 13 – 24).Whether you joined last week or you're building a team,...
10/12/2026

Your next two weeks of SLA agent training are here (Oct 13 – 24).

Whether you joined last week or you're building a team, there's a session for where you are right now. Every training is live on Zoom.

📲 Scan the QR code for registration links and details

Investing in your education is investing in your future. See you in training!

October is National Financial Planning Month. 📅A plan isn't only for big portfolios. It's how families protect each othe...
10/09/2026

October is National Financial Planning Month. 📅

A plan isn't only for big portfolios. It's how families protect each other, save with purpose and get ready for retirement.

How Shirley Luu & Associates can help:
📈 Market growth with no losses
💵 Guaranteed lifetime income options
🛡️ Living benefits for chronic, critical and terminal illness
🧾 Tax advantages and tax-free retirement strategies
🏡 Leaving a tax-free inheritance

Questions? We're happy to help. Call (703) 608-1203 or send us a DM.

🇺🇸 Calling all veterans: Career Field Day, Virtual Information Session 🇺🇸Shirley Luu & Associates is proud to partner wi...
10/08/2026

🇺🇸 Calling all veterans: Career Field Day, Virtual Information Session 🇺🇸

Shirley Luu & Associates is proud to partner with the AMVETS Career Center to host an interactive session for veterans. You’ll learn how to build your own financial security and see what a career in financial services could look like.

📅 Tuesday, October 20, 2026
🕒 3:00 PM ET / 12:00 PM PT
💻 Virtual event via Microsoft Teams

What you’ll discover:
✅ Foundations of financial security
✅ Protection, planning & building a financial roadmap
✅ Careers in financial services
✅ Training, mentorship & licensing support
✅ Live Q&A

You’ve already shown discipline, leadership and commitment to service. Those same qualities are what help people succeed in this industry. Come learn how to put them to work for your family’s future and for your career.

📩 To register, email: [email protected]

Open to all veterans. Please share this with a veteran in your network!

Serve. Educate. Empower.

Fill in the blank 👇"The best money advice I ever got was ________."It could be from a grandparent, a boss, a friend, or ...
10/07/2026

Fill in the blank 👇

"The best money advice I ever got was ________."

It could be from a grandparent, a boss, a friend, or a lesson you learned the hard way. We'll share our favorites next week.

10/05/2026

Many Americans Own Life Insurance... But Few Ask These Questions.

✔ Does your policy provide living benefits?
✔ Can it help protect your family while you're still alive?
✔ Does it offer growth potential without direct market risk?
✔ Is it helping support your retirement goals?

Knowing the answers can help you determine whether your current coverage aligns with your financial objectives.

At Shirley Luu & Associates, education comes first. We help families understand how different strategies work so they can make informed decisions.

📞 Reach out to learn more.
https://shirleyluuassociates.com/

Address

8201 Greensboro Drive #350
McLean, VA
22102

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+17038212700

Website

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