No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
Kathy is VP of Marston Rogers Group, a financial services and life insurance business. She is a life planner and business coach. She enjoys sitting down with people and having a conversation about who they are, what they want to accomplish, and what type of legacy they desire to leave behind. As a small business owner with over 40 years’ experience she is uniquely qualified to understand the life and financial challenges people face. Her small business experience is a versatile mix of knowledge ranging from horses to insurance and financial services. Her life has been built on four pillars, stability, family, faith and hard work. She is a lifetime Coast resident, co-author of three books, partner in Gulf Coast Woman Magazine, co-founder and Executive Director of Adopt A Grandparent Day, and serves on the Board of the Women’s Resource Center.
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
