Darcy Bergen is a native of Canada and the son of mission workers. Bergen also lived in New Zealand and Malaysia during his childhood before returning to Canada for high school and college. He was a standout wrestler in high school, serving as team captain and earning three provincial championships.
Bergen entered the insurance business in his early twenties. In 2000, he moved to Phoenix, and in 2003, he entered the financial planning business. Between 2013 and 2018, Bergen was a six-time top-20 sales advisor in the Midland National life annuity division. In 2015, Bergen became a fiduciary (exam 65). He is also a Certified Retirement Financial Advisor.
Learn MoreRetirement planning can be a complex and daunting task, especially when it comes to navigating the intricacies of tax-advantaged accounts. For high-income earners who may be ineligible to contribute directly to a Roth IRA due to income limits, the backdoor Roth conversion strategy presents an attractive opportunity to take advantage of Roth IRA benefits. In […]
Navigating the intricate landscape of retirement planning involves strategic maneuvers to optimize tax advantages. Among these, the backdoor Roth conversion is a valuable tactic for individuals seeking to bolster their retirement savings while minimizing tax liabilities. This maneuver allows high-income earners to circumvent income restrictions and contribute to a Roth IRA, unlocking its benefits regardless […]
In an age where financial literacy is crucial for navigating the complexities of personal finance, turning to the wisdom of experts through books can be invaluable. Whether you’re looking to build wealth, get out of debt, or manage your money better, there’s a wealth of knowledge waiting to be discovered within the pages of money […]
In the complex financial planning landscape, securing a comfortable retirement is a top priority for many individuals. Life insurance retirement plans (LIRPs) have gained popularity among the myriad options available for their unique combination of life insurance coverage and investment opportunities. In this article, we will delve into the intricacies of LIRPs, exploring the benefits, […]