Protect Your Future

With Tax-Free IULs

Strategies That Keep You Covered - and Confident.

Learn About Your Personalized Optionsere

with Troy D Roddy, LUTCF

At Roddy Life Planning Group, we help individuals and families build smarter financial futures — with personalized insurance strategies that work. With over 30 years in the financial industry, our team connects you with powerful tools like Indexed Universal Life (IUL), living benefits, and retirement income planning.

Whether you're planning for the future or protecting your family today, we provide professional, unbiased guidance to support your long-term goals. Backed by a nationwide network of experts, we're here to serve you with integrity and care.

Our Services

IUL – Indexed Universal Life Insurance

Build long-term, tax-free retirement income while protecting your family — all in one flexible policy.

Living Benefits

Access funds while you’re still alive in case of illness or injury — no waiting, no stress.

Retirement Income Planning

We help you create a stable, tax-advantaged income stream that lasts through retirement.

Robert L.

Troy was super helpful in walking me through all the steps. He takes great care of his clients and is very knowledgeable. 10/10 would recommend!

– Mark Trang, NJ (05/01/2024)
★★★★★
Jeff A.

From the first call, I felt heard and supported. Troy walked me through all the details clearly and never rushed me. The entire team was professional and friendly. I couldn’t be happier with the outcome..

– Jessica Brown, TN (08/01/2024)
★★★★★
Monica Webs

Talking with real people meant a lot. I initially asked about 2 different IUL policies, and ended buying 4, which we need anyway. Everyone at their office was very easy to work with.

– Katrina Spencer, CA (15/02/2024)
★★★★★
Kimberly R.

Talking to real people instead of being pushed into decisions made all the difference. Troy took great care of us and helped us choose the right policies. Everything was explained clearly and honestly. 10/10 experience.

– Amanda Lewis., TX (30/03/2024)
★★★★★
Angela G.

I asked about a couple of policies but quickly realized we needed more coverage. Troy helped me understand everything step by step. Super knowledgeable and easy to work with. I felt confident throughout the process.

– Rachel Thompson, TX (06/04/2024)
★★★★★
Kevin S.

I started with basic questions and ended up with a solid plan that made sense for my family. Troy was incredibly helpful and explained everything in a way that was easy to understand. Great experience overall.

– Kevin S., MD (15/04/2024)
★★★★★
Jessica H.

The whole process was smooth and transparent. Troy took the time to walk me through each step and made sure nothing was confusing. Very professional and trustworthy team.

– Jessica H., PA (25/05/2024)
★★★★★
Alicia P.

I appreciated the honest guidance and clear explanations. Troy really knows his stuff and genuinely cares about his clients. Would absolutely recommend working with them.

– Alicia P., CA (18/05/2024)
★★★★★
Jackie T. GA

I appreciated the honest guidance and clear explanations. Troy really knows his stuff and genuinely cares about his clients. Would absolutely recommend working with them.

– Jackie T. GA (17/06/2024)
★★★★★
John D CA

Talking with real people who actually care makes a huge difference. Troy was knowledgeable, patient, and supportive throughout the entire process. Highly recommended.

– John D CA (09/06/2024)
★★★★★
Sarah M.

The team made everything so simple and comfortable. Troy answered all my questions and made sure I understood every option. I truly felt like they had my best interests in mind.

– Sarah M. (20/07/2024)
★★★★★

Why Choose Us?

With 30 years of award-winning service, we bring experience, trust, and real results. Our firm provides customized life insurance solutions designed to grow wealth, reduce taxes, and protect what matters most — your family and your future.

We’re not tied to any single product or provider. That means we put your goals first, every time. Supported by attorneys, CPAs, and a network of trusted professionals, we offer nationwide expertise with local care.

Your life is unique — your insurance plan should be too.

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Innovation

Fresh, creative solutions.

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Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

COMPANY

Get In Touch!

All rights reserved. This is not an offer to enter into an agreement. Information and programs are subject to change without notice.

Roddy Life Planning Group, LLC

Troy D Roddy, LUTCF

168 Highway 274 #352, Lake Wylie SC 29710

[email protected]