Mark Rogers, CLTC, LUTCF — Retirement Income Advisor, Prosser, WA

Twenty years. Two designations. One focus: your retirement.

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Before 65 or after 65 — wherever you are on that journey, the next move matters. I will help you figure out what it is." 


 — Mark Rogers, CLTC, LUTCF

Watch: A Message From Mark Rogers

Mark Rogers has spent more than 20 years helping pre-retirees and retirees across eastern Washington make confident decisions about retirement income, insurance, and long-term care. In this video, he shares what he believes, how he works, and what a conversation with him actually looks like.


Watch more retirement planning episodes and subscribe at TalkingTurning65.com →

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The Advisor Behind My Safe Money Matters

Mark Rogers is the founder of My Safe Money Matters and host of the Talking Turning 65 retirement education podcast. He holds the Certified in Long-Term Care (CLTC) and Life Underwriter Training Council Fellow (LUTCF) designations, has been an active NAIFA member since 2008, and has spent more than 20 years helping clients across Washington, Oregon, and Idaho prepare for retirement.


After earning his degree from Washington State University and beginning his career at Hewlett Packard, Mark transitioned into independent advisory work focused on the retirement needs of rural and agricultural communities. His mission remains simple: help people make informed decisions about retirement income, insurance, and long-term care.


His practice is built on one belief: an informed client makes a better decision. That philosophy drives every consultation, annual review, and educational resource he provides.


"I live on a small farm in eastern Washington. My clients are my neighbors. That is not a marketing line — it is just the truth." — Mark Rogers, CLTC, LUTCF

How Mark Works — and Why It Is Different

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Education Before Everything

Education Before Everything Mark is known for turning complex retirement topics into plain English. Whether through a podcast episode, seminar, or one-on-one conversation, he explains every option before making a recommendation so clients can move forward with confidence.

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Annual Reviews. Every Client. Every Year

Annual Reviews. Every Client. Every Year. Retirement planning does not stop after a policy is issued. Every client receives annual reviews and ongoing check-ins to evaluate life changes, contract performance, and new planning opportunities. The review process is a core part of how Mark serves clients.

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There When You Need Him Most

There When You Need Him Most Whether helping a family file a long-term care claim, answering questions about an existing policy, or reviewing a strategy years later, Mark remains available when clients need guidance. Accessibility is not a marketing promise — it is a practice standard.

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Independent. No Conflicts

Independent. No Conflicts. Mark works with AIG, Allianz, Lincoln, Corebridge Financial, Great American, North American, Protective, Accordia Life, and American Life. Because he is independent, recommendations are based on client needs — not carrier quotas.

Ready to Talk Through Your Retirement Questions?

Whether you are approaching retirement, evaluating income options, or reviewing existing coverage, Mark offers a free 20-minute consultation with no obligation.

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Credentials, Designations, and Professional Memberships

Mark holds two professional designations specific to his practice area:

Certified in Long-Term Care (CLTC) — a nationally respected designation focused on the emotional, financial, and physical dimensions of long-term care planning and how to fund it responsibly.


Life Underwriter Training Council Fellow (LUTCF) — a designation emphasizing ethical and informed strategies for life insurance, annuities, and retirement income planning.


He has been an active member of NAIFA — the National Association of Insurance and Financial Advisors — since 2008. NAIFA promotes ethical conduct, consumer advocacy, and professional accountability within the insurance and financial services industries.


"I have been doing this for over 20 years and I still believe the same thing I believed at the start — an informed client makes a better decision. That is why education comes before anything else." — Mark Rogers, CLTC, LUTCF

A Little More About Mark

Married to his bride for more than 30 years, Mark enjoys spending time with his three adult children and a growing number of grandchildren. He lives on a small hobby farm in eastern Washington and serves clients throughout Washington, Oregon, and Idaho with the personal attention of an advisor who knows them by name.

Mark Rogers

Mark Rogers is the founder of My Safe Money Matters, a retirement income planning and insurance practice based in Prosser, WA. He holds the Certified in Long-Term Care (CLTC) and Life Underwriter Training Council Fellow (LUTCF) designations, is an active NAIFA member since 2008, and has served rural communities across Washington, Oregon, and Idaho for over 20 years. He is the host of the Talking Turning 65 retirement education podcast and can be reached at 509-392-4366 or [email protected].

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Questions About Working With Mark

  • What designations does Mark Rogers hold?

    Mark Rogers holds the Certified in Long-Term Care (CLTC) and Life Underwriter Training Council Fellow (LUTCF) designations. He has also been an active NAIFA member since 2008.

  • How long has Mark Rogers been in retirement planning?

    Mark Rogers has served rural communities across Washington, Oregon, and Idaho for more than 20 years, focusing on retirement income planning and insurance-based solutions.

  • What is the Talking Turning 65 podcast?

    Talking Turning 65 is a retirement education podcast hosted by Mark Rogers covering Social Security timing, annuities, life insurance, long-term care, Medicare, and retirement income strategy in plain English.

  • Does Mark Rogers work with clients outside Prosser and the Tri-Cities?

    Yes. Mark serves clients throughout eastern Washington, eastern Oregon, and Idaho, both in person and virtually.

  • What is Mark's annual review process?

    Every client receives a proactive annual review covering income strategy, life insurance, long-term care, and annuity contracts to determine whether updates may be beneficial.

  • Is My Safe Money Matters an independent practice?

    Yes. My Safe Money Matters is an independent, owner-operated practice with no exclusive contracts with any single carrier. Recommendations are based entirely on client fit rather than carrier obligations.

  • What is NAIFA and why does it matter?

    NAIFA advocates for a positive legislative and regulatory environment for insurance and financial products, promotes ethical conduct, and helps protect consumer access to coverage options. Mark's membership since 2008 reflects ongoing professional accountability.

Meet the Rest of the Team

My Safe Money Matters is built on a team of people who bring lived retirement experience to every conversation — not just professional credentials. Meet the full team at the Meet the Team page.

Ready to Have a Real Conversation About Your Retirement?

A free 20-minute consultation with Mark Rogers gives you an honest look at where you stand — whether your questions involve Social Security, retirement income, annuities, life insurance, or long-term care planning.

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