Tax Free Retirement

Roth IRA
Roth 401(k)
Life Insurance

Business Protection

• Protect your business from the loss of a Key Person due to death, disability, critical, or chronic illness

• Do you have a Buy/Sell Agreement?

The 7 Most Important Factors for Getting Rich

Some people believe that becoming rich is a question of luck. I disagree. Whether chance presents you with a good opportunity or not is not the key question.

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An Introduction to Indexed Universal Life

Indexed Universal Life insurance can be used to provide a Tax Free Retirement, a policy with lifetime protection at a lower cost than whole life, or as an alternative to traditional Long Term Care insurance.

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Do You Need a Tax Deduction?

If you haven't filed your tax returns yet, there are some last-minute strategies that can reduce your tax bill.

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18 Facts on the US National Debt That Are Almost Too Hard to Believe

At around $22.5 trillion, the United States national debt sits at 106 percent of Gross Domestic Product (GDP). There is no disputing that this gigantic debt will someday become due and payable. However, there is hesitation among the political class as to what must be done to pay down and eliminate this debt.

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Long Term Care Insurance Video

Our long-term care video is a good way to see you how a Long Term Care insurance policy can help you protect the things that are most important.

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How to Prepare for an Insurance Medical Exam

You've applied for insurance that requires a medical exam. What should you do to prepare your exam?

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Term Life Insurance: Conversion Credits

How do you get to use your life insurance premium dollars twice? With conversion credits.

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Brent D. Gardner, CLU, ChFC