Trinity Insurance and Financial Services

Trinity Insurance and Financial Services
August 2016
The Financial Advantage
Upcoming Events:
Labor Day—September 5th (Our office will be closed September 2nd and 5th)
We Support:
ALS Foundation
*Bags for the Brave—September 3rd
- raising funds for Lee County Honor Flight
*9th Annual First Responders Appreciation Day—
September 11th
Client Appreciation Event Rockford Area—
October 19th—Lindberg Pumpkin Patch, Caledonia
Client Appreciation Event Sauk Valley Area
October 20th—Selmi’s Pumpkin Patch, Rock Falls
Boy Scouts of America
Dixon Fire Fighters Charitable
Faith Christian School
Home of Hope
Hope Life Center
K-Love Christian Radio
Make Teal Real
WCIC Christian Radio 88.7
*Trinity is a Major Corporate Sponsor
Lee County Honor Flight
Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity
Member FINRA & SIPC
Page 2
Trinity Financial celebrates joining the Sauk Valley Area Chamber of Commerce
with a Ribbon Cutting on August 4th, 2016. Trinity is Excited to Partner with
other SVACC members to promote growth and opportunity in our area.
Page 3
Trinity Financial Welcomes Devon Nicklaus
to the Trinity Family!
I am a lifetime resident of the Sauk Valley area. I graduated from Dixon
High School in 2007. A year after graduating I joined the U.S. Navy. I was
stationed in San Diego, CA and served my time on the U.S.S. Peleliu, after
which I returned home and finished the rest of my enlistment through the
active reserves.
I currently have my life/health insurance license. I will be assisting
clients in reviewing the best Medicare supplements plans for their situation.
I will also be assisting clients with choosing the right direction for their
financial future and personal goals.
While I am not at work, both my son, Jakob, and I enjoy to go camping
and fishing. I look forward to meeting and assisting you with your insurance
needs.
You can reach me by email: [email protected] or by calling the
office at 815-288-5800. If after hours, you can reach me on my cell at:
815-441-7523
Page 4
Client Appreciation Events 2016
Date: October 19th,
2016
Time: 3:30PM—
5:30PM
Location: Lindberg
Pumpkin Patch in
Caledonia, IL
Date: October 20th,
2016
Time: 3:30PM—
5:30PM
Location: Selmi’s
Pumpkin Patch in
Rock Falls. IL
Page 5
We Support
Trinity Financial is a major corporate sponsor for the Dixon Police and
Dixon Fire Departments. Here are a few photos showing the celebration of the 10 year anniversary for the Public Safety Building. What a
great turn out!
Page 6
Dear Friends:
As Summer officially ends this weekend, I hope that you are preparing for a
wonderful Labor Day Weekend. The weather is supposed to be perfect.
Though some may consider the following a reason to celebrate with much fan fair,
I consider this occasion a time to reflect with great humility and thankfulness. 30
years ago on August 23rd I sat for and passed my first license exam, thus starting
my career. I have experienced so much, but most important are the friendships
formed. I say so often, but it is so true; I am so grateful to you for your trust and
friendship. May we continue this journey for a very long time.
I truly hope that you continue to be blessed.
Sincerely,
Brett
Page 7
Trinity Financial now has a Facebook
Page! Please go “like” and share our
page!
www.facebook.com/trinityifs
Our Office Locations:
Dixon Office
315 S. Peoria Ave.
Dixon, IL
Rockford Office
2990 N Perryville Rd
Rockford, IL
Family. That is how we feel about every person we have the opportunity to serve. Knowing what is important to you, allows us to develop a
strategy to ensure that your priority is fulfilled. This can only be accomplished by developing a personal relationship with you. Products
are bought and sold, but your trust can only be earned. All of us at
Trinity welcome the opportunity to earn yours!
Our Services:
Personal/Family Insurance Services:
Investment Solutions:
Business/Employer Solutions:

Life Insurance (Term, Universal, and
Variable Universal)

Annuities (Fixed, Fixed Indexed, and
*Variable)

Retirement Plans

401(k) Plans and Simple IRA Plans

Health Insurance

Mutual Funds
Disability with Return of Premium
Available


Group Health Insurance

Stocks and Bonds


IRA’s
On-Site Employee Educational Seminars

Medicare Supplements

Aflac
Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity
Member FINRA & SIPC