Roger Martin, CLU*
Vice President | Life Insurance, Disability and Physician Benefits
Roger C Martin, joined Coble Cravens in 1994 and has 28 years of experience as a professional in the financial services and insurance industry. Roger graduated from Southern Illinois University with a BS degree in 1974 and immediately began a corporate career in sales.
After receiving his Masters of Business Administration Degree in 1979 from M.J. Neely School of Business at Texas Christian University in Ft Worth, TX, Roger entered the financial services business as an independent advisor. He has extensive knowledge in all phases of financial planning, specializing in tailored solutions for business owners and medical professionals. He has also served as a representative to these professionals as well as other business owners in the areas of estate and retirement planning.
Roger is one of a few advisors in the country designated through the American Medical Association Insurance Agency's Physicians Financial Partner program and works with many physicians, medical and dental professionals primarily specializing in risk management in the areas of disability, life and health insurance.
In working with clients, he understands the important role their other advisors play and always communicates the clients' personalized financial and insurance strategies with all necessary parties. He maintains an objective approach to problems and works to find the proper product for each situation by dealing with an extensive base of various company products
Roger has obtained both the Chartered Life Underwriter designations; passing a series of demanding exams. He has been recognized as a leading producer for many companies throughout his career.
He lives in Grapevine with his wife Kelly, and their 2 children. He is active in that community particularly in youth athletic development and coaching in select and recreational leagues.
Areas of Focus
Life Insurance
Disability Insurance
Estate Planning
Retirement Planning
Business Succession Planning
Designations / Licenses
Chartered Life Underwriter (CLU)
Group 1 (Life and Health) Insurance
Education
Southern Illinois University, Bachelor of Science
Texas Christian University, M.J. Neely School of Business, Masters of Business Administration