Program Highlights
- Full Service Insurance Marketing Firm
- Specializing in case design, carrier selection, client service, and policy reviews
- Extremely competitive compensation
Value Added
- Boutique atmosphere: small number of broker relationships
- In-house advanced sales support
- Full selection of insurance carriers to choose from
- Premium financing
- Joint Call Capability
Services Provided
- Case Management: Involvement in all phases of case design
- Ability to handle impaired risk cases
- Illustrations and Product Comparisons
- Carrier Matching to Appropriate Risk
Resources
- The industry's top life insurance carriers
- Fixed and Indexed Annuity Companies
- Relationships with CPA's, Estate Attorneys, and Industry Specialists
How to Utilize the Trinity Financial Services' Insurance Marketing Group, fill out the below form:
Bio
Robert Field joined Trinity Financial Services in 2009 to help expand their insurance marketing programs. As Vice President of Insurance Services, Rob has constructed a full service department designed to support insurance professionals in life insurance sales. Previous to joining TFS, Rob ran his own marketing company, RLF Distributors in Florida.
Mr. Field's previous employment also included marketing positions with Nationwide, BISYS, and Transamerica. Early in his career, Rob was a financial consultant with Shearson Lehman Hutton.
Robert Field is graduate of Sam Houston State University, and is completing his Masters Degree at Tulane University's Freeman School of Business.
Rob also carries the designations of Certified Funds Specialist (CFS) from the Institute of Business and Finance, and Chartered Asset Manager (CAM) from the American Academy of Financial Management.
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