He focuses on the wholistic cost of care including premiums and out-of-pocket expenses to determine how much stability and control a Retiree wishes to have for the next 35 years of Retirement. As he meets with his Clients traveling down some years through Retirement, they often ask him questions and appreciate the answers based on the ongoing relationship to assist as the years go on.
Today Mark’s time is more limited than in 2007, but he still chats with New Retirees to help show how to keep Medicare.
Mark Rogers has been certified as a Long-Term Care Specialist in 2008, and has helped hundreds of couples in the Tri-Cities region gain access to affordable and customized and guaranteed insurance contracts helping them to protect themselves in this critical healthcare expense. In addition, Mark has worked with key company executives in the Tri-Cities to build plans that have special provisions built-in to protect their retirement savings, while having special IRS deductions.
Above all, Mark Rogers’ mission is to serve the Client that puts their trust in him. Annual Reviews of the contracts is a priority to make sure that it still meets the objectives of his Client, and then seeks to serve when claims arise. He finds great satisfaction in putting his Clients on the ‘top-of-the list’ when a need arises.
Because of Mark’s desire to serve his clients, he has served as past president of NAIFA Tri-Cities (National Association of Insurance and Financial Advisors) in 2013, and later in various board positions. His long-time membership in NAIFA is pursuant to this Financial Industry Association helping to advocate for citizens to have access to tax-free and industry-standard plans for the past 125 years.
Mark has lived with his family on a small hobby farm in the Lower Yakima Valley for 15 years, and is enjoying all the responsibilities that teenagers and animals bring along. He has been married for 28 years going long.