STEP AHEAD IN LIFE
Do you worry about the future? Do you worry that your 401K or similar retirement account will not be enough or do you just want a steady stream of income without working? We can help! We offer annuities, IULs, and other income and wealth building techniques used by the rich.
We also provide life insurance services from term life to whole life and everything in between if you are looking to protect your family.
We work with many A+ rated companies by the Better Business Bureau . Mutual of Omaha, American Ambicle, Americo, Prosperity, and Ethos to name a few. Each company offers different benefits that fit the parent, the business man or women, the athlete, the entrepreneur, the grandparent, the student, the employee, and many more.
What we do.
Wealth Building
Annuity
Saving Plans and Options
Life Insurance
Whole Life
Term Life
Indexed Universal Life
Meet the founder
- Garrett Rogers grew up in Alabama and earned a industrial electronics degree in college. He worked in a leadership role over robotics and industrial equipment for six years before becoming a licensed life insurance agent through the state of Alabama in July 2023. Since this time he has ensured over $2 million dollars in policy value and founded Step Ahead Finances. He is proud to do right by people and offer a service that he believes in.
Garrett Rogers
Owner
Reviews
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They are great listeners and really worked towards my needs. They really explained the product well, giving me a good understanding of what I was getting.
-James Sprinkle
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I had an excellent experience with this life insurance platform. The process was straightforward, and the team provided clear guidance every step of the way. I want to especially thank Garrett who assisted me directly, he was incredibly knowledgeable, patient, and kind ensuring all my questions were answered. The entire experience felt personalized and reassuring. Highly recommend this service to anybody looking for reliable life insurance solutions!
-AJ Patel
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We had a great experience with Step Ahead. They overviewed our finances and helped us set up new accounts that return interest on our money. We had never had interest paid to us before.
-Sophia Rory