Mark Rogers

About Mark Rogers

I’m Mark Rogers, CLTC®, and for over 20 years I’ve partnered with rural retirees, business owners and executives—helping you protect what you’ve worked a lifetime to build. I know small-town living doesn’t mean small-time coverage, and I focus on solutions that keep your local providers, your freedom, and your nest egg intact.**Here’s how I help:** 1.**Executive LTC Carve-Out Plans** Design bespoke, tax-favored long-term care strategies funded by your business, so your IRA/401(k) stays secure and your legacy remains intact. 2.**Disability Insurance Review** For those in their 40s and 50s, income protection is critical. I’ll assess your coverage to help replace your paycheck—tax-efficiently—if illness or injury strikes. 2.**Life Insurance Review**: In your 50s and 60s, your life insurance needs evolve. I’ll audit your policies to ensure the death-benefit, cash-value growth and premium structure still fit your goals as life changes 6.**Long-Term Care Planning for New Retirees** Tailored strategies for those turning 65 (or later)—so you’re covered at every stage. 7.**Medicare Education & Solutions** Break down Parts A, B&D so you clearly see what’s covered—and what’s not—so you can budget for small out-of-pocket costs without fearing big surprises. Ready to strengthen your retirement security?**Message me** for a free 10-minute “Medicare 101” call.**Get my Whiteboard Notes sent to you!+ As Mark streams live on YouTube, Facebook and LinkedIn sharing complex financial concepts with WHITEBOARD drawings that people become interested in. Text or Call : 50••••••00 Stay independent. Stay covered. Stay rural.

Experience

1. Advisor on Paying Tax-free for Long-term Care Expenses

   Simply Benefits

   Aug 2008 — Present · Tri-Cities, WA, US

   Wholistic income planning techniques including Social Security maximization, and Asset-to-Income conversion, and income tax diversification Specializing in Medicare and LTC planning to maximize client income and stability Currently serving over 200 clients and building long term relationships Re-focusing target market for Long Term Care Planning (LTC) in the target 60-79 year old marketplace Delivering presentations to senior class individuals through public Library LTC seminars Engaged in disability income planning for white professionals including doctors, dentist and attorneys Proficient with Circle of Wealth platform to expand knowledge of income planning principles Successfully launched heavy marketing into Medicare health plans to seniors Created a significant number of successful direct mail campaigns to develop leads and appointments Attained CLTC designation in 2010 to support the LTC business

Education

• Washington State University - Vancouver Campus

  Bachelor of Arts (B.A.), Marketing

  1991 — 1993

• Clark College

  AA, Business

  1988 — 1991

Skills

• Employee Benefits
• Public Speaking
• Term Life Insurance
• Liability
• Medicare
• Business Networking
• Engaging Public Speaker
• Underwriting
• Fixed Annuities
• Single Premium Immediate Annuities
• Brokers
• Professional Liability
• Long Term Care Insurance
• Life & Health Insurance Licenses
• Executive Insurance Compensation
• Whole Life
• Universal Life
• Disability Insurance
• Key Person Insurance
• Critical Illness
• Long-Term Care
• Account Management
• Team Building
• Strategic Planning
• Insurance Marketing Strategies
• Retirement Planning
• Group Insurance
• Insurance
• Marketing
• Life Insurance
• Key Account Development
• Marketing Communications