Our Resources
Learn at Your
Own Pace.
Short videos and plain-language guides covering the topics pre-retirees ask about most — no jargon, no pressure.
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Since 1995 Of Continuous, Award-Winning Service -
Top 1% Ranking With His Primary Carrier -
LUTCF Credentialed Insurance Professional -
Up to $750K Potential Living Benefits For a Qualifying Event
Prefer to Read?
Go Deeper on Any Topic
Visit any one of these six education pages directly for the full breakdown.
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01. Indexed Universal Life
The lead strategy - how the cap, floor, and crediting actually work.
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02. Living Benefits
Accessing a portion of your policy while you're still living.
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03. 401(k) Rollover
Understanding your options before you decide anything.
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04. Disability Insurance
Protecting the income that funds everything else.
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05. Retirement Income
How the pieces fit together into one plan.
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06. Life Insurance
The foundation everything else builds on — protection first, strategy second.
Up to $750K
Potential living benefits for a qualifying event
Learn by Topic
Explore Insurance Education That Matches Your Questions
Choose a topic below to explore educational content tailored to common insurance and retirement planning questions. Each section provides plain-English explanations designed to help you better understand your options.
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Indexed Universal Life
Understand how Indexed Universal Life policies work, how cash value may accumulate and the considerations surrounding policy design and long-term ownership.
Explore Indexed Universal Life -
Living Benefits
Learn how certain life insurance policies may provide access to benefits after qualifying health events, subject to policy provisions, carrier review, and underwriting.
Explore Living Benefits -
401(k) Rollover
Explore information about reviewing retirement account options, understanding rollover conversations and asking questions before making decisions.
Explore 401(k) Rollover
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Disability Insurance
Learn how disability insurance may help support income protection and understand the policy concepts, coverage considerations, and underwriting process.
Explore Disability Insurance -
Retirement Income
Explore retirement-income concepts, common income sources, and how insurance-based strategies may become part of broader retirement discussions.
Explore Retirement Income
RESOURCE UPDATES
Our Educational Library
Continues to Grow
We're continually expanding our resource library as new educational materials are received, reviewed, and approved for publication. In the meantime, the FAQ answers the questions we hear most.
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Educational Videos
New videos will be published once customer-approved materials have been received and finalized.
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Educational Guides
Downloadable guides will be added after approval and review to ensure they reflect current educational content.
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Future Articles
Additional educational articles and topic pages will continue expanding the resource library over time.
Read what is published so far
Quality Before Quantity
Every resource published by Roddy Life Planning Group is reviewed before release to help ensure educational accuracy, clarity, and consistency.
Launch content depends on customer-supplied and approved educational videos, Living Benefits PDF, and future resource materials.
Book your consultation
Take 15 minutes to see if this fits your retirement.
Book your complimentary consultation with Troy D. Roddy, or call now. No pressure, no obligation — just a clear, honest look at your options for potential tax-free income and living benefits.
Complimentary 10–15 minute consultation. No pressure, ever.
This is not an offer to enter into an agreement. Information and programs are subject to change without notice. Indexed Universal Life insurance is not a bank product and is not FDIC insured; it involves fees and charges, and access to living benefits requires a qualifying event and is subject to policy terms. No specific rate of return, growth, or savings amount is guaranteed. Not every applicant will qualify. Product availability and eligibility vary by state, carrier, policy terms, and individual circumstances.