
At Retire Tax Smart, our mission is to help individuals, families, and business owners prepare for retirement with confidence, clarity, and purpose. We specialize in expert tax strategies that reduce taxes, protect wealth, and create lasting legacies through Indexed Universal Life (IUL) and annuities. Our focus is education first—empowering clients to understand their options, feel confident in their decisions, and secure tax-free income for retirement. By combining protection, tax efficiency, and personalized planning, we provide solutions that maximize retirement savings, safeguard against market risk, ensure predictable income, and preserve family legacies. Guided by integrity, transparency, and care, our mission is to make retirement planning simple, effective, and smart—so you can focus on achieving financial freedom while protecting the people and causes you value most.
Meet Brian Anderson
I’m Brian Anderson, a licensed insurance professional (NPN 17041269) specializing in life insurance, annuities, and retirement planning. With over a decade of experience, I’ve helped families and individuals design strategies that protect wealth, create financial security, and build a lasting legacy.
I am proudly licensed in Oklahoma, Florida, New Mexico, Montana, and Nevada, and I am eligible to obtain licenses in all other U.S. states and Washington, D.C.. I am also contracted with leading carriers, including Athene, Allianz, Columbus Life, and Americo, giving my clients access to trusted and top-rated financial solutions.
At Retire Tax Smart, my mission is simple:
I believe retirement planning doesn’t have to be complicated — it just needs to be smart. That’s why I take the time to explain strategies clearly, answer every question, and design solutions tailored to your unique goals.
📌 When you’re ready, I invite you to book your free consultation today and see how a smart plan can change your future.
👉 RetireTaxSmart.org/Calendar
Q1: Tax-free? Yes, accessed with loans, no taxes. | Q2: Market crash? 0% floor, never lose money. | Q3: Pay forever? No, policy can sustain itself. | Q4: Just insurance? No, it’s also tax-free retirement. | Q5: Start cost? As little as $300–$500/mo.
Fill out the form so we can explore expert tax strategies that will help you find the coverage that's right for you and guide you towards financial freedom while maximizing your retirement savings.
+1.4053081567 Brian@retiretaxsmart.org NPN 17041269 Resident License # OK 100167933
Mon | 09:00 am – 05:00 pm | |
Tue | Closed | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | 09:00 am – 05:00 pm | |
Sun | Closed |