Marilee Roose

Independent Agent at Federal Financial Group LLC specializing in safe retirement options. Alliance Group Specializing in Personal Banking Systems and Legacy building. Kellogg Insurance marketing, Specializing in Senior Health Insurance needs.

Insurance Agent in Magna, UT

About

Working with the senior population to choose the right supplemental insurance is so important. Unexpected medical expenses can leave seniors in financial ruin. As a Medicare specialist I have the tools and expertise to guide them to the proper policiy for their need. As an Independent Insurance Agent, and Financial Designer I can accomplish a host of things for people who need help with their future and present financial stability. As a Financial Designer it is my pleasure to take a close look at where a client is and where they want to be and then help them with a personalized plan to get there. As an Independent Insurance Agent I help capitalize policies that allow families and small businesses to grow there retirement or business funds to a point where they never go to an outside source of funding again.

Contact
(801) 682-1018
Click for fax number
(888) 314-2855
Address
3125 S 8520 W Magna in Magna, UT 84044
Info
Year started: 2009

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user

Answered by Marilee Roose, Insurance Agent in Magna, UT
Home Equity Loans are fixed amount loans with your house as collateral. They are one time loans with a set pay-off. Home Equity Lines of Credit work very similar to a ...
Home Equity Loans & Line Of Credit Borrowing
Q&A
Asked by Crystal

Answered by Kirby Thomas, Online Life Insurance Comp LifeInsuranceToday.USPRO+ in San Diego, CA
The question has an assumption built into it that "no exam" life insurance means that the carriers who offer it will simply skip the exam and also not query available ...
Insurance Life Insurance
Q&A
Asked by an anonymous user

Answered by Kirby Thomas, Online Life Insurance Comp LifeInsuranceToday.USPRO+ in San Diego, CA
Strategically, we can use riders to accomplish several things. Marilee explained that. Here is one that works for me. One of the life insurance policies that I have ha...
Insurance Life Insurance
3

Posts

Article  
Getting the Most From Your Premium Dollars

Specialties

  • Annuities
  • Health
  • Life
  • Long-term care

Servicing

Credentials

Licenses

Utah Resident Insurance License
License # 334432

Background

Experience

Financial Designer
Independent Agent
Independent Agent
Independent Agent
Independent Associate

Education

Institute of Childrens Literature