Helping You to Achieve Your Success
Trinity Financial & Associates is an Insurance Marketing Organization committed to the long-term success and growth of Independent Insurance Agents and Agencies. We have years of insurance experience to better equip, empower and encourage agents in becoming more effective and efficient in personal production, agency building, and profitability. We are a Leadership organization, not a Management organization.
Proud partner with MaZuma Financial Group.
Trinity Financial & Associates partners with independent agents who work in the niche' markets of Mortgage Protection, Final Expense, Life Insurance, Medicare /Medsupp & Supplemental Insurance products.
We Equip, Empower and Encourage our associates through four foundational pillars of Leadership: Great Systems, Excellent Resources, Real Relationships & Practical Solutions. And we partner with top-rated insurance carriers to help our associates and their agencies better meet their client needs with the best coverage at the lowest rates,
Trinity Financial & Associates believes in mentoring and coaching agents, focusing upon your future and your financial success. We do not manage but lead our associates. As such, our structure is built upon a horizontal leadership platform, and not a vertical management platform.
With all associate agents being 1099 independent agents, we offer excellent starting commissions levels commensurate with experience along with aggressive promotional guidelines to reward quality production.
We at Trinity Financial will meet you where you are at today and will then help you to grow your business working beside you as a business associate. Whether you are brand new to the insurance industry or an experienced agent, Trinity Financial will partner with you to evaluate & assess your current business model, and then we will help you develop a growth plan to better achieve your financial goals.
Please contact us if you cannot find an answer to your question.
No. Every associate agent is an independent 1099 agent. However, we highly recommend agents get contracted and appointed through our IMO with our insurance carriers for the rewards to earn greater compensation and faster promotional opportunities,
Yes. Agents are responsible to purchase their own leads, And Yes, we strongly encourage agents to purchase and utilize leads in some capacity of their production. A good lead source is an excellent way to quickly reach and multiply production results.
Trinity Financial will provide associate agents with lead sources whereby agents can select the type and style of lead they believe will work best for them. Types of lead sources include companies that offer Direct-Mail leads, Live-transfer leads, Social Media leads, and Telemarketing leads in both the Final Expense & Mortgage Protection markets. Please note, we are always seeking quality lead sources whereby agents can get the best return on their lead investments.
Trinity Financial offers excellent starting compensation/commission levels to better help our agents to invest in leads.
No. Trinity Financial welcomes individual agents who wish to work on a full-time or part-time level.
Being a Leaderhsip organziaton, we also welcome agents who have an agency and/or IMO organizations who wish to take their business to the next level. Trinity Financial partners along-side of you to help you grow your business to the vision and goals you set. We are a Leadership Organization NOT a Management Organization. While we support our associates with great systems and excellent resources, our focus is on leadership: real relationships and practical solutions. (which equals greater results and more income)
Please complete the Associate Contact Form along with any questions or comments you have regarding Trinity Financial & Associates.
2300 Olympia Dr. #271432, Flower Mound, Texas 75027, United States
Contact Number: 214-400-3370
FAX: 469-521-7220
Email: frank@trinityfinancialassociates.com
Monday - Friday 9am - 6pm (CST)
Saturday: 9am - 3pm (CST)
Sunday: 1:00pm - 5:00pm (CST)
Copyright © 2022 Trinity Financial Associates - All Rights Reserved.
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