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Financial Freedom Through Insurance Products (Favorite Episode)

Financial Freedom Through Insurance Products

Original air date: February 11, 2023

Financial Freedom Through Insurance Products

BY: Dr. Elaina George, Host & Contributing Health Editor
PUBLISHED: June 10, 2023

Connecting Insurance Products to Financial Freedom

Mr. Scott Wertz, the president of Rocky Mountain Financial Settlements, a life settlement brokerage firm joins Dr. George to discuss a novel way to achieve both health and financial freedom by leveraging various insurance products.

About Scott Wertz

Financial Freedom Through Insurance ProductsScott Wertz has been blessed to grow and develop in financial services for more than 30 years. He began as an intern with the insurance firm Primerica in 1992. After graduating from the University of Utah in Economics, He then worked for Fidelity Investments and later for Mutual of New York, Axa Advisors, Morgan Stanley and Wells Fargo. He helps customers with planning and goal setting for their savings, insurance and loan needs.

He has spent over 15 years helping financial and other professionals by training and supporting their clients’ needs in life insurance, long term care, disability and health insurance.
After creating it 17 years ago, he has been running the insurance brokerage firm Rocky Mountain Financial Services, LLC.

[Rocky Mountain Settlements – Visit the Website][Scott Wertz – Connect on LinkedIn]

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Dr. Elaina George is a Board Certified Otolaryngologist. She graduated from Princeton University with a degree in Biology, received her Master’s degree in Medical Microbiology from Long Island University, and received her medical degree from Mount Sinai School of Medicine in New York.