trilogy insurance

They do not refer, in any way, to securities or investment advisory products. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. 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. 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. Annuities are not FDIC insured. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Fax: 256.467.4384 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. Ray and his wife, Tena, have been married for over 40 years. Trilogy Financial Group. Ray noticed how kind and eager to help he was, and it influenced Ray to want to do the same. 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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. Here’s our story. Investing involves risk, including the potential loss of principal. No waiting period for Health Insurance - benefits on day one! 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. It wasn’t until Julie became a single mom that she understood the struggle single parents face on a day-to-day basis. Ray traces his decision to become a financial professional to the insurance agent who helped his mother, a single mother of five children. Continue. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. 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. Continue. 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. It’s never too late to take the first step or get a second opinion. 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. They have two sons, Lex and Trace, and a bichon frise, Kirby. Investing involves risk, including the potential loss of principal. Kristi holds a bachelor’s degree in accounting/marketing from Jacksonville State University. Buford enjoys playing golf and cards as well as helping his church serve the community in Etowah County. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. He started his career at Life Insurance of Georgia, where he worked for almost 20 years. Ray Strawbridge is passionate about helping people gain confidence in where they are going. Julie Barksdale’s marketing and sales career began in college. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Julie lives in northeast Alabama with her husband, Shane, and her two amazing children, Brasher and Finleigh. 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. They do not refer, in any way, to securities or investment advisory products. In 1980, he opened his own agency, Alabama Health Benefits/Interstate Marketing, which he led until he sold the business in 1996. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. AEWM and Trilogy Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). Kristi is passionate about empowering clients to help them achieve their retirement income goals. She also holds life and health insurance licenses, and recently passed her Series 65 securities exam. Since then, they have been blessed with numerous new relationships and look forward to building many more. It can be difficult to make financial decisions without access to information. They have three children and three grandchildren. It is important to feel you have control over your future. Away from the office, Ray enjoys playing golf, watching football and being involved in his church. No investment strategy can guarantee a profit or protect against loss in periods of declining values. B.L. AEWM and Trilogy Financial Group are not affiliated companies. B.L. 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. We look forward to hearing yours. info@planwithtrilogy.com. 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. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 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. He attended the American College of Financial Services. Long has over 50 years’ experience in the insurance industry. 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. 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 … Fax: 256.467.4384 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. 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. and his wife, Ruth, have been married for over 60 years. No investment strategy can guarantee a profit or protect against loss in periods of declining values. She formed a partnership with Ray Strawbridge in 2010 under Trilogy Financial Group. Our primary areas of focus are retirement planning, IRA and 401(k) rollovers, asset protection and debt reduction. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Julie Bass has over 40 years of administrative experience. 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. For all other Customers. 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. 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. info@planwithtrilogy.com. info@planwithtrilogy.com. Now through December 31, 2020 Trilogy will take the following actions for new hire employees. 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. 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). Phone: 256.467.4382 She enjoys quality time with family, traveling and sports. During that time, he served as president of the Gadsden Life Underwriters Association. Annuities are not FDIC insured. Ray Strawbridge President If you would like to learn more about Trilogy Financial or would like to schedule a no-obligation meeting, please contact us today! *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. 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.

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