Child Asset Builder:

Giving the gift of love and prudence

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Guaranteed insurability

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College and emergency funding

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A source of supplemental tax free income

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Tax deferred accumulation

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Leave a generational legacy

You can Leave a Legacy

All of us love our children and grandchildren, but we might not be around to guide them through the financial challenges. Why not leave a legacy of helping them get a head start on savings? Below is an example of what a Child Asset Builder could look like for your child or grandchild.

adopt-a-grandparent Parents & Grandparents

Gaining more than they give

By Kathy Rogers | Aug 15, 2023 | 0 Comments

"We continue to participate in the event because we gain more than we give."

Five things kids should know about money

By Kathy Rogers | Feb 10, 2021 | 0 Comments

As a life planner and business coach, I find one of the main things people lack is a basic understanding of financial principles. I wonder- how much easier could their lives have been if they'd been taught these basic facts as children?

Life Insurance should be a priority in your financial plan

If your budget is tight, term insurance may be the right solution for you. I urge you to face the facts and consider what would happen to your family if you died too soon without a plan in place.

Sources based on the data shared by Rex Nutting-Market Watch (2016), Surveys conducted by OnePoll for LifeHappens.org (2020), plansponsor.com article retirement concerns remain (2019).

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