Insurance Strategy Services

Protecting your plans and your future.

Prepare for the Unexpected

Certain life circumstances are out of our control—illness, injury, and even loss. We understand the financial impact that each of these events can bring, and work tirelessly to provide our clients with a personalized insurance plan that protects you and your legacy from potential financial disruption.

Long-Term Care Insurance

Long-term care insurance can potentially help bear the financial weight from negatively impacting your family members if you were needing care for an extended period.

Disability Insurance

Disability insurance helps to cover you in the unexpected event you become ill or injured and are unable to work for an extended period.

Health Insurance

Health care costs are one of the biggest budget items for retirees. This includes premiums, out-of-pocket costs, and medication.

Medicare covers some of these items, but usually not everything. Long-term care costs, if not planned for, can also erode assets over time. We will help you build a plan that accounts for both expected and unexpected health care cost in retirement.

Life Insurance

Life insurance can help you keep your family financially on track even after you are gone.

Term Life
Whole Life
Universal Life
Variable Universal

Annuities

Annuities are often used to create guaranteed* lifetime income in retirement to help replace your monthly paycheck. We can tailor a plan that meets your specific needs and guides you through the process of creating and growing your retirement income.

Variable Annuities
Registered Index-Linked Annuities
Fixed Annuities
Immediate Annuities
Fixed Indexed Annuities

Ready to start a conversation?

Developing your custom retirement plan begins here. We’ll spend 15 minutes getting to know you and your needs to match you with an advisor committed to helping you achieve your retirement goals.

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Trinity Financial Group

Omaha Location:

13520 California Street
Suite 200
Omaha, NE 68154

Phone: (402) 502-1225

Lincoln Location:

8700 Executive Woods Drive

Suite 200

Lincoln, NE 68512

Phone: (402) 817-4474

¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/

²https://www.ssa.gov/oact/quickcalc/earlyretire.html

³https://www.ssa.gov/benefits/retirement/planner/delayret.html

⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html

⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html

⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs

⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm

Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

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