You may not be able to change many of lifes problems, but you can change…
How you face them.
Get your FREE Child Asset Builder
What if you could use the magic of compound interest for decades (i.e., a child policy), yet never pay taxes above basis because you take distributions as a loan?
It is not deemed as income, is not subject to required minimum distributions, and will not affect taxation on social security if in a life insurance policy. Death benefits are tax-free as well.
As a parent or grandparent, you can leave a legacy by using the magic of compound interest.
Financial Services and Life Insurance Business
I am a Gulfport native, have 40 years’ experience as a business owner and am the VP of Marston Rogers Group, a financial services and life insurance business. My life has been built on four pillars, stability, family, faith and hard work.
Retirement
- Tax-Free Retirement Accounts
- 401(K) Rollovers
- Retirement Income Planning
- IRA Rollovers
- Indexed Universal Life
- Fixed Indexed Annuities
- Roth IRA
Life Insurance
- Term
- Permanent
- Child Asset Builder
- Business Owners
- Employee Benefits
- Executive Benefits
Business & Estate
- Business Succession Planning
- Buy Sell Agreement Funding
- Key Person Retention
- Preparing for Retirement
- Estate Equalization
- Deferred Compensation
PARENTS, WHEN YOU PLAN FOR COLLEGE, RETHINK HOW YOU PAY FOR IT
PARENTS, WHEN YOU PLAN FOR COLLEGE, RETHINK HOW YOU PAY FOR IT
Conventional wisdom tells us that we should plan for college for our children when they are born. I like to evaluate each situation individually.
Meet Kathy Rogers
