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Erin Lapidus

Erin Lapidus

Vice President

As JBL Financial has continued to grow over the years, Erin has flourished alongside. Watching her father and grandfather run the business inspired Erin to build the company brand by implementing innovative marketing strategies, all while developing her passion for helping clients pursue a comfortable and independent retirement by educating them on the resources available.

Erin’s background is in marketing, but she has transitioned into a financial leader at our firm. She implements her financial knowledge by spearheading the health care portion of our practice. She holds her FINRA Series 6, 63, and 65 securities registrations through LPL Financial, her life and health insurance licenses, and is well-versed in Medicare Advantage and Exchange.

Erin enjoys educating her clients on the changes that the Affordable Healthcare Act has on individuals, businesses' and the Medicare population. She fields listeners’ questions about insurance needs on her and Jeff’s radio show, Straight Talk on Retirement, which airs every Saturday morning at 10 A.M on Big 550 KTRS.

In addition to individual enrollment services, Erin assists Human Resource Departments and Employee Benefits Specialists in picking the right Medicare plan for their employees at no cost to them. She speaks with individuals, groups, and at various corporate and office events educating listeners on election periods, penalties, and their eligibility for COBRA benefits. Get started today and find out how Erin can help you and your employees!

 

 

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