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About Mortensen Insurance Agency
Our Story
Our Strategies and Products
Our Strategies and Products
We have been in the insurance brokerage industry for 10 years, providing personalized insurance products to help make the lives of our clients' more simple while being prepared for the unexpected.
Our Strategies and Products
Our Strategies and Products
Our Strategies and Products
What We Do
Here at Mortensen Insurance Agency, we help executives, business owners, and high-income professionals transform traditional compensation into tax-free, generational wealth.
Our proprietary system integrates advanced financial design—Indexed Universal Life (IUL) insurance, Non-Qualified Deferred Compensation (NQDC) plans, and the
What We Do
Here at Mortensen Insurance Agency, we help executives, business owners, and high-income professionals transform traditional compensation into tax-free, generational wealth.
Our proprietary system integrates advanced financial design—Indexed Universal Life (IUL) insurance, Non-Qualified Deferred Compensation (NQDC) plans, and they are portable—this creates a unified strategy that multiplies long-term value while minimizing taxes, costs, and risk.
We call it Deferred. Doubled. Delivered.™
Because we don’t just defer income-we double its power and deliver it tax-free, for life.
Every plan is customized inside a compliant corporate structure, often paired with a trust or executive benefit platform, to:
- Preserve and grow deferred compensation through tax-advantaged compounding
- Fund retirement and legacy goals with portable, creditor-protected assets
- Align corporate and personal incentives for maximum retention and performance
- Convert future liabilities into present-day leverage—without losing control
This is where advanced planning meets emotional intelligence. We help leaders design not just wealth—but freedom.We offer a wide range of products from over 25 carriers to make sure we meet the needs of all of our clients. We offer solutions to many different aspects, making us a one stop shop.