News and Commentary
Founding Members
Joseph Watson
We have dedicated this page to our dear friend and former colleague, Joe Watson.
Gary Rooth
We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.
Recent Updates
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September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.