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Our Qualifications

Education

B.S., Memphis University

Career Experience

Financial representative since 1983 focusing on services for closely-held business owners. Also experienced in mergers and acquisitions. Focuses on business succession and estate planning, planning for retirement and executive compensation insurance.

Products and Services Offered

Life Insurance

Trust and Estate Planning Strategies

Retirement Plans

Fringe Benefits

Disability Insurance

Long Term Care (LTC) Insurance

Business Continuation Planning

Memberships

Estate Planning Council of Charlotte

Member American Society of CLU/ChFC

Member Charlotte Life Underwriters Association

Member National Association of Life Underwriters

Member, Premier Producer Group National Life Insurance Company**

Charlotte South Rotary - Past President

Member, National Life Insurance Company Agents' Advisory Committee

**Membership based on sales criteria.

About Us

5821 Fairview Rd Suite 208
Charlotte, NC 28209

Phone: (704) 494-7070
Fax: (704) 405-9946

cerogers@aicinvest.com
Map and Directions

Carl E. Rogers, Jr. is insurance-licensed in NC, SC, FL and VA and is an Investment Advisory Representative. Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC), member FINRA, SIPC. Rogers and Associates and AIC are not affiliated. Additional products and services may be available through Rogers and Associates that are not offered through AIC. Securities products are limited to residents of NC & SC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus form your Registered Representative. Read it carefully before you invest or send money. A Representative from Rogers and Associates will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.