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
5 Tips for keeping the promises you made to yourself
5 Tips for keeping the promises you made to yourself
If you are like me, you have made plenty of promises to yourself that you haven't kept. Here are five tips to help make it easier for you to keep your financial promises to yourself.
Meet Kathy Rogers
