PUBLISHED: February 11, 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
Scott 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]