Rose Retirement regularly hosts educational and entertaining events for the community and its clients. Some topics include but are not limited to:
• Social Security
• Tax-efficient strategies
• Retirement income planning
• Legacy planning strategies
We also believe that retirees are a vital part of our community. Each year, we offer activities and sponsor events for retirees. These activities include:
• Complimentary educational workshops
• Lunch and learns
• Charity events
Insurance products and annuities offered through licensed insurance professionals of Rose Retirement. Johnnie Lee Merkel Jr., TX Insurance License #943284, Micah Tipton, LA Insurance License # 861109.
The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company.
Please be advised that the services offered by Johnnie Lee Merkel:
Are Not FDIC Insured
Are Not Bank Guaranteed
Are Not Securities
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity
You can visit us on the internet without telling us who you are or revealing any information about yourself, including your email address. In this case, our web servers collect the name of the domain you used to access the internet (such as aol.com) and the website you came from and visit next. This information is used by us and our business partners to measure the number of visits, average time spent, page views, and other statistics about visitors to our website in general. We also use this data to monitor site performance and to make the site easier and more convenient to use.
Personal Information Collection
There are times when we may ask you for information about yourself to assist us in meeting your various needs, including:
• Providing you with products or services you have requested
• Servicing your account
• Improving our services
• Developing and/or informing you of additional products or services that may be of interest
In these cases, your browsing will no longer be anonymous to us. To provide these services, we may need to ask you directly to provide, among other things, your name, Social Security number, physical address, ZIP code, email address, and phone number.
Please note that we do not knowingly solicit information from children, and we do not knowingly market our products or services to children.
Cookies are small pieces of data stored by your internet browser on your computer’s hard drive. They cannot be used to collect data from your hard drive or obtain your email address or personally identifying information about you. You may set your browser to notify you when you receive a cookie or to prevent cookies from being sent. Please note, however, that by not accepting cookies, you will limit the functionality we can provide you when you visit our site.
Sharing Information and Consumer Choice
When you provide information to us, we may share your information with our affiliated companies and third parties for the purpose of fulfilling your requests as well as offering you other services that may be of interest to you. It is not shared with any third party, unless permitted by you or requested by law. We may also aggregate statistics that we gather about our customers, sales, traffic patterns, and services and provide these statistics to third parties; however, when we do, these statistics will not include any personal information that identifies individuals.
Information Security and Protection
To Contact Us or Correct Your Information
You may access the data collected by us about you by sending a request to the address listed below. If you believe that an error has been made in the accuracy of the data collected from you, we will correct such error upon adequate verification of the error and the identity of the person seeking the correction.
Please understand that to protect your privacy and security, we may also need to take reasonable steps to verify your identity before granting access or making corrections.