trilogy insurance


Annuities are not FDIC insured. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). He started his career at Life Insurance of Georgia, where he worked for almost 20 years. Ray traces his decision to become a financial professional to the insurance agent who helped his mother, a single mother of five children. info@planwithtrilogy.com. Julie Bass has over 40 years of administrative experience. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, fill out the form below: Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). He attended the American College of Financial Services. Phone: 256.467.4382 Since 2010, Trilogy Financial Group has been working with friends and neighbors throughout Alabama to help them work toward their financial goals through the use of insurance and investment products. After graduating, she moved to Massachusetts and served as marketing director of a real estate firm until she put her career on hold to be a stay-at-home mom. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. The Alliance / Trilogy Health Networks. Ray Strawbridge President Kristi Cromer started in the financial industry in an administrative role in 2009, but her love of helping people prompted her to become a financial professional a year later. Ray and his wife, Tena, have been married for over 40 years. info@planwithtrilogy.com. It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. If you would like to learn more about Trilogy Financial or would like to schedule a no-obligation meeting, please contact us today! Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Investing involves risk, including the potential loss of principal. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Investing involves risk, including the potential loss of principal. Network for employees whose health plan ID card includes both The Alliance and Trilogy Health Networks logos as an indication that the health benefit plan accesses both The Alliance and Trilogy Health Networks. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. They do not refer, in any way, to securities or investment advisory products. Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). At Trilogy Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence. For all other Customers. It can be difficult to make financial decisions without access to information. Long has over 50 years’ experience in the insurance industry. To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@planwithtrilogy.com or call us at 256.467.4382 today! *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Our primary areas of focus are retirement planning, IRA and 401(k) rollovers, asset protection and debt reduction. At Trilogy Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We look forward to hearing yours. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. No investment strategy can guarantee a profit or protect against loss in periods of declining values. AEWM and Trilogy Financial Group are not affiliated companies. Now through December 31, 2020 Trilogy will take the following actions for new hire employees. Ray Strawbridge is passionate about helping people gain confidence in where they are going. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Phone: 256.467.4382 Away from the office, Ray enjoys playing golf, watching football and being involved in his church. It wasn’t until Julie became a single mom that she understood the struggle single parents face on a day-to-day basis. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Ray noticed how kind and eager to help he was, and it influenced Ray to want to do the same. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. At Trilogy Financial Group, we can offer you the following products and services: (Click the images below to learn more about each service) ... independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to … AEWM and Trilogy Financial Group are not affiliated companies. It is important to feel you have control over your future. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Continue. Fax: 256.467.4384 Since 2010, Trilogy Financial Group has been working with friends and neighbors throughout Alabama to help them work toward their financial goals through the use of insurance and investment products. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. B.L. Here’s our story. and his wife, Ruth, have been married for over 60 years. Annuities are not FDIC insured. They have two grown daughters, Kris and Kayla, sons-in-law, Andrew and Drew, and three beautiful grandchildren, Andrew, Kate and Sam. Julie loves spending time with her son, Nick, his wife, Tammy, and granddaughter Stella as well as her daughter, Amber, her husband, Charles, and grandchildren Spencer and Tatum. During that time, he served as president of the Gadsden Life Underwriters Association. Today, Ray helps individuals and families identify any financial problems they may have and clarify their goals. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Buford enjoys playing golf and cards as well as helping his church serve the community in Etowah County. Trilogy Financial Group’s mission is to empower you, our client, to obtain protection for your most valued possessions: your life, income and retirement nest egg. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below. No investment strategy can guarantee a profit or protect against loss in periods of declining values. She also holds life and health insurance licenses, and recently passed her Series 65 securities exam. Trilogy Financial Group. Phone: 256.467.4382 Since then, they have been blessed with numerous new relationships and look forward to building many more. Trilogy Financial Group’s mission is to empower you, our client, to obtain protection for your most valued possessions: your life, income and retirement nest egg. Continue. Fax: 256.467.4384 None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Helping you meet your financial needs is our first priority. They have three children and three grandchildren. B.L. They have two sons, Lex and Trace, and a bichon frise, Kirby. In 1980, he opened his own agency, Alabama Health Benefits/Interstate Marketing, which he led until he sold the business in 1996. They do not refer, in any way, to securities or investment advisory products. Our Wellness Rate for Health Insurance offered immediately (Wellness Rate = FREE Health Insurance for YOU). No waiting period for Health Insurance - benefits on day one! An active member of his community, Ray has also served on the City of Gadsden Downtown Action Committee and the Youth for Christ Group Homes Board of Directors, as well as being active with the United Cerebral Palsy charity. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Fax: 256.467.4384 By creating personalized financial strategies to fit their needs, he strives to simplify complex problems and lead his clients toward their goals. Kristi is passionate about empowering clients to help them achieve their retirement income goals. Kristi has been married to her husband, Jay, for over 25 years. She enjoys quality time with family, traveling and sports. Her passion for helping others grew, and it influenced her to enter the financial and insurance industry so she could help teach people to become financially independent and prepare for the uncertainties of life. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Kristi holds a bachelor’s degree in accounting/marketing from Jacksonville State University. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Prior to joining the Trilogy Financial Group team, she served as secretary and treasurer for youth athletic programs as well as her local school system. Our primary areas of focus are retirement planning, IRA and 401(k) rollovers, asset protection and debt reduction. Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement. info@planwithtrilogy.com. Julie lives in northeast Alabama with her husband, Shane, and her two amazing children, Brasher and Finleigh. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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