Services

Our goal is to provide our clients and associates a variety of products and services to help them obtain, maintain, and transfer financial stability and wealth through a series of well planed and implemented strategies.

The following products and/or services are specifically designed for individuals, families, businesses, and/or non-profit organizations:

• Life Insurance
• • Index Universal Life (IUL) Insurance
  • Term Life Insurance
  • Whole Life Insurance
  • Final Expenses Insurance
  • Mortgage Protection Insurance
• Living Benefits:
  • Critical Illness
  • Chronic Illness
  • Terminal Illness
• Tax-Advantaged Retirement Plans
• 529 College Savings Plan Alternative
• Tax-Advantaged (tax-Free) Wealth Accumulation
• Legal Services
  • LegalShield Legal Plans
  • Small Business Legal Plan
  • Trail Defense Supplement
  • Trial Defense for Business
  • Form a Business
  • Home Business Supplement
  • Gun Owner Supplement
  • Ride Share & Delivery Supplement
  • Employee Benefits
  • Business Plus Supplement
  • IDShield Personal Identity Plans
  • ISShield for Business
• Key Employee Retirement Plans
• Business Continuity (buy/sell) Insurance
• Executive Bonus Plans
• Infinite Banking
• Minister / Pastoral Financial Wellness Plan

Notes:

*1 in 3 retires live in poverty: Get the Facts on Economic Security for Seniors – https://www.ncoa.org/article/get-the-facts-on-economic-security-for-seniors

**7 in 10 pre-retirees are not prepared: Reality Check: Most Americans are Unprepared for When and How Retirement Will Happen – https://www.allianzlife.com/about/newsroom/2020-press-releases/retirement-risk-readiness-study-2020

**60% don’t believe their savings will last to age 90: Reality Check: Most Americans are Unprepared for When and How Retirement Will Happen – https://www.allianzlife.com/about/newsroom/2020-press-releases/retirement-risk-readiness-study-2020

***85% of older adults have a chronic illness: Supporting Older Patients with Chronic Conditions – https://www.nia.nih.gov/health/supporting-older-patients-chronic-conditions

****The New Rules of Retirement Savings, The Risks No One is Telling You About…And How to Fix Them, by Martin H. Ruby, FSA

*****Total number of life insurance policies in force in the United States from 2018 to 2018 – https://www.statista.com/statistics/207651/us-life-insurance-policies-in-force/

 

Triumph Financial Services LLC does not provide tax or legal advice. Please consult your advisor. Benefits such as Living Benefits vary by Insurance Company. Be sure to check with your agent as to specific riders and benefits availability in your state.