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Marty Duggan
Marty is our Life Insurance and Retirement Planning specialist. He assists business owners in buy-sell funding, keyman insurance and installing retirement plans. He helps individuals and families review their life insurance needs. Marty specializes in ROTH IRAs and the use of life insurance as a tax-deferred savings alternative.
Marty is a U.S. Army veteran and has over 22 years experience in the insurance industry. He attained his CLU certification (Chartered Life Underwriter) from American College in Bryn Mawr, PA. and is a qualified member of the Million Dollar Roundtable (MDRT), which is considered the premier association of financial professionals.
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