Lucia Chan

Personal Marketing Assistant

Domicile State: NY

As Eric’s Personal Marketing Assistant, and with over 30 years in the financial services industry herself, Lucia utilizes her years of experience to provide a positive customer service experience. As a licensed Life & Health broker Lucia assists our clients in navigating the Medicare landscape and provides information on Medicare Supplement Plans, Medicare Advantage and Prescription Drug Plans. She is also fluent in Spanish.

Phone (516) 686-7297
Fax (516) 686-7250