Shirley Luu & Associates

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.

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.

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/

09/28/2026

What if this year's holiday gift could impact your child's future for decades to come?

In this episode of Focus on Finance, Shirley Luu discusses strategies families use to help create educational opportunities, financial flexibility, and long-term legacy planning for children and grandchildren.

Learn about:
✅ 529 Plans
✅ Life Insurance Strategies
✅ Legacy Planning
✅ Cash Value Accumulation
✅ Financial Literacy for Future Generations

Watch the full episode and discover why some families are thinking beyond traditional gifts and focusing on creating lasting opportunities.

https://youtu.be/OvwUIesnnII?si=gmyayfPPEsYe7m46

📞 703-608-1203

09/25/2026

Thank you to everyone who joined us in celebrating the Grand Opening and Ribbon Cutting Ceremony of our new Shirley Luu & Associates office! 🎉✂️

It was a special moment filled with community, gratitude, and excitement for the future. This new office represents our continued commitment to helping individuals, families, and business owners pursue greater financial confidence through education and planning.

A heartfelt thank you to everyone who joined us and supported this milestone. We couldn't have done it without you!

📹 Visit our website to see highlights from the celebration and watch the ribbon-cutting ceremony:

https://shirleyluuassociates.com/news/office-ribbon-cutting

Join Shirley and the people who gathered to celebrate the ribbon cutting for our new McLean office.

09/21/2026

Most people have life insurance.

Very few understand what their policy actually does.

In this episode of Focus on Finance, I discuss some of the most common misconceptions about term insurance, living benefits, cash value, and how certain life insurance strategies may provide protection beyond a death benefit.

You may be surprised by what you learn.

🎥 Watch the episode here:
https://youtu.be/y_oFwL85mm4?si=3T2xer5C2WSInZHO

📞 703-608-1203

09/17/2026

Many people assume that a health condition automatically disqualifies them from life insurance. In reality, there may be options available depending on your situation.

Some policies can help couples create a legacy for their loved ones, even when one spouse has health challenges. In addition, certain life insurance policies may include living benefits that can be accessed during qualifying health events such as heart attack, stroke, or other covered conditions.

Every situation is unique, which is why working with an experienced independent broker can make a difference.

📞 Want to learn what options may be available for you or your family? Contact Shirley Luu & Associates today.