Trilogy Financial, a privately-held financial planning firm with more than $2 billion in client assets, utilizes a combination of our latest technology and broad perspective to help you advance your tomorrows.

Can Life Insurance Help You Retire? Protecting you beyond market risk

September 19, 2017 by

While Market Risk is a very real reason to worry, there are other risks that may throw a wrench into your financial plan. 

Living Benefits with Life Insurance: ​Protection Against Advanced Medical Care Costs

September 17, 2017 by

“Living Benefits”, also known as “Accelerated Benefit Riders” are another advantage of life insurance other than the death benefit. As the name suggests, “living benefits” can be utilized in certain circumstances by the policy holder without passing away. 

Yes, life insurance can generate tax free income for retirement. Here are some key things you should know.

September 16, 2017 by

Most of us know you can use assets in a retirement investment account or an annuity to generate income during retirement. But did you know you can use certain kinds of life insurance policies to do the same thing?

The Living Benefit of Insurance

September 14, 2017 by

As you think about your risk management needs, I encourage you to not just focus on whether you need a death benefit. The health care industry is so good at keeping us alive.

Are You Under Insured? Here's What You Should Know

September 12, 2017 by

One way of showing your love to your family from a financial perspective, is by securing the proper type and amount of life insurance. This, unfortunately, is one area of financial planning that we see is oftentimes overlooked. 

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All information herein has been prepared solely for informational purposes and is not an offer to buy, sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Advisory services provided by TrilogyCapital, Inc, a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm, on which company's behalf services are being provided. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to affect transactions in securities or the rendering of personalized investment advice for compensation will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements or an applicable exemption or exclusion. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice.NPC Privacy Policy.