

Office Hours
Contact me to schedule a virtual meeting
Insurance Products Offered
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health, Pet
Other Products
Banking, Investment Services, Annuities
Brian Rothert
B Rothert Ins and Fin Svcs Inc
Office Hours
Address
Ste O
Knightdale, NC 27545-7324
Would you like to create a personalized quote?
Would you like to create a personalized quote?
Office Info
Office Info
Office Hours
Contact me to schedule a virtual meeting
-
Phone
(919) 266-0990
Languages
Insurance Products Offered
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health, Pet
Other Products
Banking, Investment Services, Annuities
Office Info
Office Info
Office Hours
Contact me to schedule a virtual meeting
-
Phone
(919) 266-0990
Languages
Simple Insights®
Irrevocable life insurance trust for a single person
Irrevocable life insurance trust for a single person
Estate taxes are imposed on all assets in an estate. Pay some of those taxes using an irrevocable life insurance trust.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
A wildfire may affect your area: Wildfire safety
A wildfire may affect your area: Wildfire safety
Tips to help you assess your risk and identify ways to help protect your home and family.
Viewing team member 1 of 5

Sandy Portal
Customer Service Manager
License #17135066
Viewing team member 2 of 5

Teresa Basaves
License #20416393
Viewing team member 3 of 5
Chad Baker
Account Representative
License #20847399
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Dakota Mcgarrah
Account Manager
License #19587026
Viewing team member 5 of 5
Drew Williams
Account Manager
License #21527705
Knightdale, NC Part Time