Learn more about personal and business finance by reading any one of our insightful blogs.

Connecting the Dots: How Insurance Products Enhance Your Portfolio

Connecting the Dots: How Insurance Products Enhance Your Portfolio

Discover the dangers of trying to time the stock market with Berkshire Hathaway as a cautionary tale. Learn how Indexed Universal Life insurance and indexed annuities provide protected growth, tax adv... ...more

Annuities ,Retirement Planning Taxes Indexing General Finances &Life Insurance

July 30, 20254 min read

Leveraging Life Insurance Cash Values for Investment and Retirement Income

Leveraging Life Insurance Cash Values for Investment and Retirement Income

Unlock the power of life insurance for investments and tax-free retirement income. Learn the safe, tax-efficient strategy of collateralization. ...more

Retirement Planning ,Taxes Indexing General Finances Social Security Planning &Life Insurance

June 18, 20254 min read

Indexing for Market Downside Protection: The Point-to-Point Strategy Advantage

Indexing for Market Downside Protection: The Point-to-Point Strategy Advantage

In the unpredictable world of investing, market volatility can feel like walking a tightrope—one misstep, and your portfolio could take a significant hit. But what if you could reach for the potential... ...more

Indexing

April 07, 20254 min read

Back to Home

Root Assets

Company email: [email protected]

Toll Free Number: 888=976-7668

NIPR License: #8494346

Root Assets BBB Business Review

Feel Free to contact us by submitting the information below and one of our representatives will reach out to you.

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Follow, Like and Subscribe to get all the latest information from Root Assets!