Rodger Johnson

About Rodger Johnson

HAVE YOU EVER HAD A LIFE CHANGING AHA MOMENT?Mine was in 1982. To understand why this date impacted me so much, let me tell you about Jennifer and Jonathan.One morning, Jonathan heads to the kitchen where his wife Jennifer is feeding their 2-year-old daughter April. He kneels by her highchair, gives her a kiss and says, “Baby Girl, be good for Mommy.” Then he gives Jennifer a big ole kiss and says, “I love you. I’m going for a bike ride.” “Love you too,” she says. “Please be careful!” LITTLE DID SHE KNOW THAT WOULD BE THE LAST TIME SHE SAW HIM ALIVE.As you can imagine, she was devastated. I know this because I was their insurance agent at the time.It was early in my career and the first time I had to deliver a life insurance check to a young widow.The idea of delivering this check was painful, but it was rewarding to think this money could help ease Jennifer’s burden. BOY, WAS I WRONG.I went to her house with the check and said, “Jonathan loved you. This check is enough to take care of you and April IF you manage it right.” Jennifer looked at me and said, “Manage it right? What does that mean? Jonathan managed our finances.”As we talked, I learned they had not done any planning outside of buying life insurance. He didn’t even have a will.That’s when I realized, “I JUST DELEIVERED A CHECK WITHOUT INSTRUCTIONS!”Because of that, Jennifer had no idea what to do with this money and instead of feeling relieved, she felt overwhelmed and confused. It was then that I had my CAREER DEFINING AHA MOMENT.I realized delivering a check was NOT ENOUGH. My clients needed more than just products like insurance; they NEEDED PLANNING. Most of all, I realized I was trained to FILL financial needs, not PLAN for them. THERE’S A HUGE DIFFERENCE BETWEEN THE TWO.Right then I decided, “If I’m going to be a trusted advisor, one who doesn’t just FILL needs but PLANS for them, I need to start doing things differently. To do that, I need a different kind of training.” So, I set out to get all the industry designations I could AND at the age of 40, went back to grad school and earned an MS in Financial Services. I did this so that when you work with me and my team, you will be confident that we’ve developed a comprehensive plan based on your goals that will not only BENEFIT YOU BUT WILL IMPACT YOUR HEIRS FOR GENERATIONS TO COME.My promise to you and all my clients is that I WILL NEVER AGAIN DELIVER A CHECK WITHOUT INSTRUCTIONS!If you\'d like to talk to me about developing your goal-based plan, please send me a private message. I\'d love to help!

Experience

1. Financial Services Professional

   NYLIFE Securities LLC

   Jan 1978 — Present

   Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency-Rodger Johnson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed collectively with various other Independent unaffiliated Insurance companies in the states of TX, AR, CO, FL, LA, NM, NY, OK, PA, and WA. AR ins lic #737579No Insurance business may be conducted outside these states referenced.Rodger Johnson is a Registered Representative of and collectively offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of TX, AR, CA, CO, FL, NM, NY, OK, and PA. No offers may be made or accepted from any resident outside the specific states referenced.

Education

• The American College

  Master of Science (M.S.) - 1997-2001

  1997 — 2001

Skills

• Charitable Giving
• Philanthropy
• Wealth Preservation Planning
• Wealth Management
• Marketing
• Multi-Generational Wealth Transfer
• Retirement Planning
• Mutual Funds
• Investments
• Disability Insurance
• Insurance
• Multi-Generational Planning
• Retirement
• High Net Worth Individuals
• Long Term Care Insurance
• Business Planning
• Wealth Transfer Strategies
• Budgets
• Life Insurance
• Finance
• Series 7
• Long-Term Care
• Small Business
• Iras
• Estate Planning
• Asset Protection
• Business Exit Strategy
• Wealth
• Fixed Annuities