July 2016 Newsletter - Trinity Insurance+ Financial Services

Transcription

July 2016 Newsletter - Trinity Insurance+ Financial Services
Trinity Insurance and Financial Services
July 2016
The Financial Advantage
Upcoming Events:
Social Security Seminar in Rockford—August 9th and
11th at the Greenfire
*Dixon Police & Firefighters Community Event -August
6th (see inside for more information)
Amber’s 16th Anniversary with Trinity—August 15th
Gardenstock—August 20th at Distinctive Gardens (Amber
will be one of the vendors)
We Support:
ALS Foundation
Boy Scouts of America
Dixon Fire Fighters Charitable
Faith Christian School
Home of Hope
*Bags for the Brave—September 3rd
*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
Hope Life Center
K-Love Christian Radio
Make Teal Real
WCIC Christian Radio 88.7
Wounded Warrior Project
Lee County Honor Flight
*Trinity is a Major Corporate Sponsor
Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity
Member FINRA & SIPC
Page 2
This form is not a scam
You may receive one of these forms if you are entitled to a pension. If you receive
one and have questions or you need assistance in researching the information, please
bring the form in and Amber or Kari will be able to help you.
Brett
Page 3
Seth’s “Retirement” Party
&
Devon’s Welcome Party
July has been a bittersweet month at Trinity.
Seth has accepted a full time position for the upcoming school year at Faith
Christian School. He will fill multiple roles as teacher, coach, and he will have an integral
part in planning the future expansion of the school. Seth still has his Trinity email address
([email protected]) if you would like to send him an encouraging word.
Fortunately Seth was able to train Devon (our middle child) before leaving. Devon
joined Trinity on June 27th. Devon will assume the Health, Medicare, and Aflac
responsibilities in addition to learning the Financial Planning side of our business. Our
goal is for Devon to be fully licensed by the end of the year.
You can reach Devon by calling the office or his cell, 815-441-7523 or by emailing
him at [email protected]com.
Pictured in photo:
BR: Holly, Devon, Julie, Brett, Seth, and Amy
FR: Melissa and Amber
Not pictured: Kari
Page 4
Client Appreciation Events 2016
Date: October 20th,
2016
Time: 3:30PM—
6:00PM
Location: Selmi’s
Pumpkin Patch in
Rock Falls. IL
Date: October 19th,
2016
Time: 3:30PM—
6:00PM
Location: Lindberg
Pumpkin Patch in
Caledonia, IL
Page 5
We Support
Dixon Police & Firefighters Community Event
Saturday, August 6, 2016
Trinity Financial is a major corporate sponsor for the upcoming celebration of
the 10th anniversary of the Public Safety Building, To celebrate, the Dixon
Police and Fire Department are hosting a community event. Please join us for a
fun filled day. We look forward to seeing you there.
Page 6
315 S. Peoria Ave. Dixon, IL 61021
Parking lot Complete
There are now 3 parking spaces along the North side of
the building.You enter on the South side of the building
and drive around the back in order to access the spots.
There are arrows at each entrance.You can also park in
front of the office.
Page 7
How did our summer go by so fast? Though we still have plenty of warm weather
to enjoy, it is hard to comprehend that the kids head back to school in the next
2-3 weeks.
By reviewing our upcoming events, it is obvious that we at Trinity will be very busy
over the next 3 months.You may notice that this time year allows us the
opportunity to support our First Responders as well as our Veterans. May we
never forget what we enjoy everyday because of their sacrifices.
We will continue to host our monthly Social Security seminars and we hope to
start hosting monthly Medicare Supplement Educational Workshops at local
libraries. We will keep you updated as the schedule is set.
May you and your family continued to be blessed.
Take care,
Brett
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