Carrie Rothe, Financial Professional
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š°Generational WEALTH Builder
šµLicensed Financial Professional
šøTeaching Financial Literacy
Financial Professional focused on educating others about money and helping clients achieve their financial goals through comprehensive financial planning, risk management, and investment strategies. Licensed in life insurance, health insurance, and annuities, I analyze financial situations and provide tailored solutions to achieve financial freedom. Note: To explore a life-changing career in the f
Your life insurance might owe you money right now. And I donāt mean when you die. š
Most people are paying premiums every single month for a policy theyāve never actually read. They picked whatever HR offered, set up the auto-pay, and moved on. Sound familiar?
Hereās what nobody told us: a good life insurance policy has something called living benefits. That means if youāre diagnosed with cancer, suffer a heart attack, or have a stroke ā your policy can pay YOU a lump sum while youāre still alive. To cover your mortgage. Your bills. Your life. While you canāt work.
Three things I need you to know:
1ļøā£ Most policies have living benefits built in ā and your agent probably never mentioned it.
2ļøā£ Not all policies include them. This is why the type of coverage you have actually matters.
3ļøā£ The younger and healthier you are when you lock this in, the less it costs. Waiting is the most expensive decision you can make.
You deserve to understand exactly what youāre paying for ā and what your family is actually protected by.
Drop LIVING in the comments and Iāll send you exactly what to look for in your policy. š
Follow for weekly breakdowns on life insurance, tax-free wealth strategies, and the money stuff nobody taught us in school. š
21/04/2026
Thinking about your finances but not ready to talk one-on-one yet? Perfect! Join us for a free virtual event first! š°
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April 23rd | 5:30 PM PST | Virtual Zoom Event
Learn about:
š Navigating the current economy
š¼ Pension strategies
š 401K/IRA Backdoor Roth Conversions
šµ Income opportunities
No pressure. No sales pitch. Just education.
Register by:
ā
DMing me
ā
Scanning the QR code
ā
Commenting āREGISTERā below
Donāt forget to list me as your inviter when you sign up!
Smart Decisions Today. Stronger Future Tomorrow.
06/04/2026
Tracking money reveals patterns.
Patterns reveal problems.
Awareness creates change.
16/03/2026
02/03/2026
What a weekend. š
Being in a room full of incredible leaders this weekend has been an absolute blessing. Learning from one of the best in our company, simplifying the system, and finding real solutions for real families ā this is exactly why I do what I do.
Grateful doesnāt even begin to cover it. š
The energy in that room was something else. When you surround yourself with people who are driven, passionate, and truly committed to making a difference ā it changes you. Pours into you in ways you didnāt even know you needed.
Ready to take everything Iāve learned and bring it home. Letās go. š„
Excellence begins here. š
Spending the weekend in San Jose investing in what matters ā growth, leadership, and showing up better for the people I serve.
Leaders donāt just happen. They train, they learn, they put in the work. And that starts right here, right now. šŖ
Excited for what this weekend has in store.
InvestInYourself WorkTrip AlwaysLearning
11/02/2026
Today, James Van Der Beek passed away after a courageous battle with cancer, leaving behind his wife Kimberly and their six children.
Thereās a GoFundMe for his family.
Read that again. A successful actorāsomeone who brought joy to millionsāhas a GoFundMe because the medical costs of fighting cancer left his family āout of funds.ā Theyāre struggling to stay in their home. To keep their kids in school. To cover basic living expenses.
According to the GoFundMe: āThroughout his illness, the family faced not only emotional challenges but also significant financial strainā¦ The costs of Jamesās medical care and the extended fight against cancer have left the family out of funds.ā
This is exactly why Iām so passionate about what I do. š„
I donāt want ANYONEāfamous or otherwiseāto have their family face financial devastation on top of devastating loss. No spouse should have to crowdfund to keep their home. No children should lose their stability along with their parent.
This is what I help families prevent:
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Protection Plans - So medical crises donāt destroy what youāve built
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Living Benefits - Access funds during critical illness, accidents, or terminal diagnosis to cover costs health insurance wonāt
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Lifetime Income - Ensuring your familyās bills get paid no matter what
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Medical Cost Protection - Because cancer, heart attacks, and strokes cost FAR more than just medical bills
The Van Der Beek family faced āsignificant financial strainā while James was still aliveāpaying for treatments, experimental therapies, travel to specialists, lost income, caregiving costs. Then after his passing, theyāre left without resources to maintain their home and their childrenās education.
Proper protection planning addresses BOTH of these scenarios.
Iām here to help familiesāto get you protected, set up for retirement, and to prevent medical issues from wiping out your financial future.
Your family deserves better than a GoFundMe during the worst moment of their lives.
Letās talk and get something in place to protect you and your familyās future.
Comment āPROTECTā below or send me a DM to schedule your complimentary consultation.
Rest in peace, James Van Der Beek. My heart goes to Kimberly and their children. š
We insure our homes. Our cars. Even our phones. š±šš
But what about the one thing our family truly canāt replace? YOU.
If your phone breaks, you get a new one. If your car is totaled, insurance replaces it. But if something happens to youāwho replaces your income? Who pays the mortgage? Who takes care of your family?
Hereās the reality: Proper life insurance protection often costs less than your daily cup of coffee. ā
Letās talk and get that fixed.
Comment āCOFFEEā below or DM me for your complimentary consultation.
Your family is priceless. Their protection should be prioritized.
04/02/2026
š² Letās Talk About Monopoly for a Second š²
Imagine playing Monopoly and NEVER buying any asset or investment that generates income.
You just go around collecting $200, handing your money to the rich, and trying to stay out of jail.
Sounds ridiculous, right?
Yet thatās exactly how most people live their lives. š
We work for our paycheck, pay everyone else first, avoid taking risks, and wonder why weāre stuck in the same cycle.
Itās time to play a different game. Build assets. Create income streams. Invest in yourself.
Stop just passing GO. Start building your empire. š š°
Whoās ready to change the game? š