Why work with Mark Roberts, CRPC™ ?
Why choose to work with Mark Roberts?
Your Privacy Matters: Protecting your personal information and discussing your personal finances or the need for life insurance can often be a source of stress. Mark, as a trusted professional, recognizes the paramount importance of maintaining confidentiality in all communications.
Service Excellence: With over two decades of dedicated public service experience, assisting others comes naturally. Our no-pressure approach affords you the time and freedom to make informed decisions about your future, without the usual sales environment pressures weighing on you.
Education and Empowerment: Our primary objective is to provide you with the knowledge and guidance to craft a personalized plan that aligns with your unique needs. Our ultimate goal is to empower clients to chart their own course with confidence and autonomy.
Shared Aspirations: While amassing wealth may not be the typical aim of a public servant, ensuring the well-being of your family and securing a comfortable retirement is a common goal. If you share the desire to provide financial security for your loved ones, even in the event of unforeseen illness or death, Mark is here to assist you in your preparations.
Professional Retirement and Insurance Experience and Accomplishments:
Chartered Retirement Planning Counselor™ professional, committed to serving the planning needs of clients with integrity and competence.
Member, Maine Governor's Deferred Compensation Advisory Council (DCAC).
Designed and lobbied through completion sweeping statutory retirement change in the 129th Maine Legislature, creating the first 20-year State employee special retirement in nearly 40 years.
Member of MainePERS Long Term Disability Insurance (LTDI) implementation workgroup, reporting to the Maine Legislature.
Authored legislation for special retirement portability in the 131st Maine Legislature, which was signed into law, increasing access to emergency responder retirement benefits for countless people.
First Chief Steward serving the members of the Maine State Law Enforcement Association in retirement related matters and navigating the State's Special Retirement plans.
About Me
As a career investigator, my professional journey is fueled by an insatiable curiosity and a relentless passion for problem-solving. In the course of my work on legislative retirement changes in 2019, I evolved into a subject matter expert in the Maine Public Employees Retirement System. During this process, I unearthed critical gaps in financial protection that affect its members and discovered a widespread need for financial education and planning support.
This voyage of discovery prompted me to embark on a path of continuous learning and attain relevant licensing. Today, I offer comprehensive consulting and life insurance sales support to empower professionals in safeguarding their income, preserving their assets, and securing the financial future of their loved ones.
Feel free to reach out to me via email today to explore the assistance I can offer you, and to receive a personalized life insurance quote. You might be pleasantly surprised at how cost-effective achieving peace of mind can be.
Mark Roberts is a Maine and New Hampshire licensed insurance producer in Life, Health, Property & Casualty insurance.
Maine License Number: PRR418636
NH / National Producer Number: 20333880
Chartered Retirement Planning Counselor™, CRPC™ and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.