Carrie Rothe, Financial Professional

22/05/2026

Your life insurance might owe you money right now. And I don’t mean when you die. 👇
Most people are paying premiums every single month for a policy they’ve never actually read. They picked whatever HR offered, set up the auto-pay, and moved on. Sound familiar?
Here’s what nobody told us: a good life insurance policy has something called living benefits. That means if you’re diagnosed with cancer, suffer a heart attack, or have a stroke — your policy can pay YOU a lump sum while you’re still alive. To cover your mortgage. Your bills. Your life. While you can’t work.
Three things I need you to know:
1️⃣ Most policies have living benefits built in — and your agent probably never mentioned it.
2️⃣ Not all policies include them. This is why the type of coverage you have actually matters.
3️⃣ 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 you’re paying for — and what your family is actually protected by.
Drop LIVING in the comments and I’ll send you exactly what to look for in your policy. 👇
Follow for weekly breakdowns on life insurance, tax-free wealth strategies, and the money stuff nobody taught us in school. 🔒

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! 💰

📅 April 23rd | 5:30 PM PST | Virtual Zoom Event
Learn about:

📈 Navigating the current economy
💼 Pension strategies
🔄 401K/IRA Backdoor Roth Conversions
💵 Income opportunities

No pressure. No sales pitch. Just education.

Register by:
✅ DMing me
✅ Scanning the QR code
✅ Commenting “REGISTER” below

Don’t 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. 🙌

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 — this is exactly why I do what I do.

Grateful doesn’t even begin to cover it. 💙

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 — it changes you. Pours into you in ways you didn’t even know you needed.

Ready to take everything I’ve learned and bring it home. Let’s go. 🔥

28/02/2026

Excellence begins here. 🙌

Spending the weekend in San Jose investing in what matters — growth, leadership, and showing up better for the people I serve.

Leaders don’t just happen. They train, they learn, they put in the work. And that starts right here, right now. 💪

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.

There’s a GoFundMe for his family.

Read that again. A successful actor—someone who brought joy to millions—has a GoFundMe because the medical costs of fighting cancer left his family “out of funds.” They’re struggling to stay in their home. To keep their kids in school. To cover basic living expenses.

According to the GoFundMe: “Throughout his illness, the family faced not only emotional challenges but also significant financial strain… The costs of James’s medical care and the extended fight against cancer have left the family out of funds.”

This is exactly why I’m so passionate about what I do. 🔥

I don’t want ANYONE—famous or otherwise—to 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:

✅ Protection Plans - So medical crises don’t destroy what you’ve built

✅ Living Benefits - Access funds during critical illness, accidents, or terminal diagnosis to cover costs health insurance won’t

✅ Lifetime Income - Ensuring your family’s bills get paid no matter what

✅ Medical Cost Protection - Because cancer, heart attacks, and strokes cost FAR more than just medical bills

The Van Der Beek family faced “significant financial strain” while James was still alive—paying for treatments, experimental therapies, travel to specialists, lost income, caregiving costs. Then after his passing, they’re left without resources to maintain their home and their children’s education.

Proper protection planning addresses BOTH of these scenarios.

I’m here to help families—to 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.

Let’s talk and get something in place to protect you and your family’s future.

Comment “PROTECT” 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. 💔

06/02/2026

We insure our homes. Our cars. Even our phones. 📱🚗🏠

But what about the one thing our family truly can’t replace? YOU.

If your phone breaks, you get a new one. If your car is totaled, insurance replaces it. But if something happens to you—who replaces your income? Who pays the mortgage? Who takes care of your family?

Here’s the reality: Proper life insurance protection often costs less than your daily cup of coffee. ☕

Let’s talk and get that fixed.

Comment “COFFEE” below or DM me for your complimentary consultation.

Your family is priceless. Their protection should be prioritized.

04/02/2026

🎲 Let’s Talk About Monopoly for a Second 🎲

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 that’s exactly how most people live their lives. 💭
We work for our paycheck, pay everyone else first, avoid taking risks, and wonder why we’re stuck in the same cycle.

It’s time to play a different game. Build assets. Create income streams. Invest in yourself.

Stop just passing GO. Start building your empire. 🏠💰

Who’s ready to change the game? 👇