Evelio Leon Wizard of Retirement Planning

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United States
Lawndale, CA
Evelio Leon Wizard of Retirement Planning

Asset & wealth management, retirement planning, financial analysis, entrepreneur, recruiter, CEO.

08/20/2026

I’m .

Know anyone who might be interested? 👋😊

https://lnkd.in/g8F35bMr

Positions still available!

07/13/2026

Digital Financial Education & Solutions

+ Work from home business (remote), on-site or hybrid

+ Get payed daily

+ Will sponsor training

+ Training bonus available

+ Requirements: 18+ yrs of age, clean adult record, computer & internet a must

+ Good at dealing with people

+ Must work in the U.S.

+ Start today if you qualify

Feel free to DM me or call 310-895-8898

05/25/2026

Financial Services Consultant Nationwide

Financial Services Consultant Positions Available Nationwide

We are currently expanding our team in financial services and accepting applicants nationwide. Flexible part-time and full-time independent contractor opportunities available. Training and mentorship provided. Message me and/or apply if interested.

https://www.linkedin.com/jobs/view/4417560662/

05/08/2026

It all starts with an idea!

What you envision in detail, with emotion on a daily basis, is what shows up in your life!

04/26/2026

Eliminate the Need for Life Insurance in Retirement

Here is a practical way to think about it.

1. Understand why you needed life insurance in the first place!
Life insurance mainly exists to:
Replace income for dependents
Pay off debts (mortgage, loans)
Cover final expenses
Leave a legacy or liquidity (estate taxes, inheritance)
Buy only term insurance: can be 5-15x cheaper than whole life for the same death benefit; meaning more coverage for your money and covers the years when you actually need it; usually the more efficient choice.
If those needs disappear, the insurance becomes optional—not essential.

2. Eliminate debt before retirement
If no one is inheriting your liabilities, you don’t need insurance for protection!
Focus on:
Paying off your mortgage
Eliminating consumer debt
Avoiding co-signed obligations
Result: No financial burden passes to your family.

3. Build enough assets to “self-insure”
This is the biggest lever!
Instead of transferring risk to an insurance company, you cover it yourself.
Examples:
Retirement accounts (401k, IRA)
Investment portfolios
Cash reserves
A simple benchmark:
If your surviving spouse could maintain their lifestyle using your assets alone, life insurance becomes unnecessary.

4. Replace income with passive income
In retirement, income replacement is the key issue!
If you have:
Social Security
Pension income
Investment income
Then life insurance for income replacement loses its purpose.

5. Plan specifically for final expenses
Instead of a large policy, you can:
Set aside $15K–$30K in a payable-on-death savings account
Prepay funeral arrangements
This removes the need for small permanent policies.

6. Remove dependency risk
If:
Kids are financially independent
Spouse is financially secure
Then there’s no one relying on your income.
That’s the turning point where insurance becomes optional.

Bottom line
You eliminate the need for life insurance when:
You have no debt
No one depends on your income
Your assets can fully support your survivors
At that point, you’ve effectively become your own insurance company.

We teach people how to take control of their finances by making informed decisions.

Schedule a time to meet by phone, online or at my office: 310-895-8898 cell

04/19/2026

What is it that you do for families Evelio?

We help families:

+Get properly protected...
+Learn how to become debt free...
+Start investing for the future...
+Earn additional income...

We teach people how to take control of their finances by making informed decisions.

Schedule a time to meet by phone, online or at my office:
310-895-8898 cell

04/10/2026

"Busch sues Pacific Life after buying $8.6 million index universal life policy"

"NASCAR driver Kyle Busch and his wife Samantha settled an $8.5 million lawsuit against Pacific Life Insurance Company in March 2026 regarding alleged misrepresentations of Indexed Universal Life (IUL) policies. The Busches claimed they lost over $8.5 million of $10.4 million in premiums paid, accusing the insurer of marketing these as safe, tax-free retirement plans."
ESPN+2

"Key Details of the Lawsuit and Settlement:

Allegations: The lawsuit (filed Oct 2025 in N.C.) claimed Pacific Life and agent Rodney A. Smith used misleading illustrations and false promises to sell five IUL policies as a secure, high-growth retirement alternative.

Financial Impact: The Busches alleged that the policies were actually "financial traps," causing over $8.5 million in losses through high fees and poor performance.

Company Defense: Pacific Life sought to dismiss the case, arguing that the couple signed documents acknowledging the risks and that the policies were legitimate products.

Outcome: Both parties reached a confidential settlement in February 2026, avoiding a trial."
ESPN+5

"The case highlighted risks associated with complex IUL products, which combine death benefits with cash value linked to market performance."
Levin Papantonio

For more information: google "IUL lawsuits".

04/08/2026

Financial Education & Solutions | Helping Individuals & Families Build Income & Create Financial Independence | Breaking the Cycle & Expanding a Team

Most people aren't struggling because they're not working hard enough.

They're struggling because nobody ever taught them how money actually works.

I was in that same position. No one handed me a blueprint for building income, growing wealth, or protecting what I earned. I had to find it myself — and what I discovered completely changed my trajectory.

Here's what changed everything for me: The gap between what we're taught about money and what actually creates financial freedom — that gap is where opportunity lives.

Now I'm dedicated to helping others close that gap. I partner with individuals, families, and career-driven professionals who are ready to:
→ Build an additional or replacement stream of income
→ Actually understand how money, investing, and protection work
→ Stop trading time for dollars and start creating real leverage

I'm also growing a team. If you're motivated, coachable, and open to learning — experience in finance is not required. Whether you're looking for part-time income on the side or a full-time career change, I want to talk to you.

What I look for in a conversation partner:
✔ You're open-minded and willing to learn
✔ You want more — financially, professionally, or both
✔ You're not looking for a quick fix, but you're ready to move

You don't need to have it all figured out. You just need to be open.

📩 Message me "INFO" and I'll show you exactly what we do — no pressure, no pitch, just a real conversation.

Evelio Leon 310-895-8898 cell.

04/02/2026

Want To Earn More Money?

Do you still find yourself coming up short each month and wish there was a way you could earn more income to help you achieve your goals? You can earn more money and find out how to “find your money” by going into business for yourself with my part- or full-time entrepreneurial business opportunity! And, right now as part of our Find Your Money April promotion, you can get started with us and save some cash in the process.

You can join — and start earning money on a part-time basis or maybe make a career change — for $49 instead of the usual cost of $99. This Independent Business Application fee covers your education and licensing costs.

You can also qualify to earn a training bonus while you are studying for your license. How much can you earn? It’s up to you. There’s not a max dollar amount you can accumulate — just get licensed in 90 days to be paid.

This special offer ends on May 1, so get in touch with me soon. I can help you find your money!

Schedule a time to meet by phone, online or at my office.

Evelio Leon 310-895-8898 cell.

03/24/2026

The Great Wealth Transfer

With over $80 trillion expected to transfer between generations, the need for financial education and access to solutions has never been greater.

I’m expanding a team focused on helping families navigate this shift.

If you’re open to learning more,

Schedule a time to meet by phone, online or at my office.

Evelio Leon 310-895-8898 cell

Address

18429 Hawthorne Boulevard Suite 204
Lawndale, CA
90260

Telephone

+13108958898

Website

https://calendly.com/evelio-r-leon, http://linkedin.com/in/evelio-leon-74a32a20b

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