April We Support: April 16th-Easter Sunday

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Basil Clarke
5 years ago
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April 2017 The Financial Advantage Upcoming Events: We Support: April 16th-Easter Sunday May -Social Security Seminars -May 16th @ Rock

29th ALS Foundation Boy Scouts of America Dixon Fire Fighters Charitable Faith Christian School Home of Hope Hope Life Center K-Love

1 April 2017 The Financial Advantage Upcoming Events: We Support: April 16th-Easter Sunday May -Social Security Seminars -May Rock Falls Candlelight Inn -May Green Fire in Rockford May 29th-Memorial Day -Office Closed at noon on May 26th -Office Closed on May 29th ALS Foundation Boy Scouts of America Dixon Fire Fighters Charitable Faith Christian School Home of Hope Hope Life Center K-Love Christian Radio Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity Member FINRA & SIPC

2 Page 2 What s Happening at Trinity Our company name has been Trinity Insurance & Financial Services for almost 10 years though we are commonly known as Trinity Financial. We feel this name has reflected more accurately what we do. Recently, we made the decision to have two divisions under one roof: -Trinity Financial -Trinity Insurance More details are on the following pages. New Family Members: As you may recall, Amber accepted a position with IDOT December 1st, 2016 to work in the Land Acquisition division. She is doing very well. She still checks in and tells me what she misses the most is working with and interacting with all of you. She has not said the same about me?? I am very happy to announce that Heather Contreras and Roxie Shaffer joined Trinity on February 13th, They both left their long-time positions to join us, which is humbling in itself. They are fabulous people, hard workers, and very attentive to detail. Their bios and contact information follow.

Page 3 I was born and raised in Rochelle, and graduated from Rochelle Township High School in 2001. I moved to Dixon in 2004.

I made my career change to Trinity Financial in February, 2017, after 9 ½ years in customer service in Dixon. In my spare time I enjoy watching my children in various school sports.

3 Page 3 I was born and raised in Rochelle, and graduated from Rochelle Township High School in I moved to Dixon in After 10 years in Dixon, I decided to move to Franklin Grove, where I currently reside with my 2 children; Xavier and Amaya. I made my career change to Trinity Financial in February, 2017, after 9 ½ years in customer service in Dixon. In my spare time I enjoy watching my children in various school sports. I also enjoy reading, traveling, the outdoors, and the Chicago Cubs. My name is Roxanne Shaffer. I prefer to be called Roxie. I grew up in Dixon and graduated from Dixon High School. I joined Brett and his team in February I live in Dixon with my husband Richard. We have 3 children, Dean Wolber, Jonathon Shaffer and Nicole(Danny) Theobald. We also have four cats and two grand dogs. As a family, we enjoy hiking, exploring, traveling and spending time with family and friends. To relax and unwind, I enjoy cross stitch and jigsaw puzzles.

Page 4 Construction Update: Thank you so much for enduring

sounds associated with the construction.

We are waiting on a few finishing items to be installed.

4 Page 4 Construction Update: Thank you so much for enduring the drywall dust, bare floors, and unfinished trim, and the sounds associated with the construction. The first phase is just about done. We are waiting on a few finishing items to be installed. The second phase will start soon, but this will have minimal impact on you. You may not even notice it.

Your Social Security statement should reflect your 2016 earned income soon after you file your 2016 tax return. What you Need to do Visit www.ssa.gov and establish a My Social Security account.

5 Your Social Security statement should reflect your 2016 earned income soon after you file your 2016 tax return. What you Need to do Visit and establish a My Social Security account. We can assist you with this process if you need help. Important to You The Social Security Administration recently announced that they will be sending fewer statements via mail in order to reduce costs. Statements will only be sent to people over 60 years of age who are not receiving benefits and do not have an online account. Page 5

Page 6 TRINITY INSURANCE The new division is fully functional and already helping people save money. The average annual premium savings has been 8-12%.

6 Page 6 TRINITY INSURANCE The new division is fully functional and already helping people save money. The average annual premium savings has been 8-12%. I was not able to reduce only one person s premium due to where they live. The best way to receive an accurate quote from me is to bring in your current renewal/ declaration page. This allows me to review your current coverage limits, and endorsements. Some believe that the main purpose of reviewing the renewal pages so I can see your premium. The truth is based on the information input to the system. I am focused on making sure you have the proper coverage amounts, endorsements, and receiving all the discounts you are entitled too. My Dad made it very clear to me that our Insurance Division will not put your assets at risk by not focusing on the premium, but instead focus on providing the adequate coverage that you need. I look forward to meeting you and helping you reduce your insurance expenses. Take Care,

7 Page 7 Happy Easter To All As you have read there is a lot happening at Trinity I am so excited about our future. In addition to launching our Insurance Division and training Heather and Roxie, I have been trying to implement a more sophisticated financial planning program, that will integrate the 4 separate programs I use into one. One of the programs I am ntegrating is the summary sheets that we provide for people with multiple accounts. The new program will still allow us to track progress of your accounts, but the progress will be incorporated with all other areas of your financial life like pre and post retirement, budgeting, and debt reduction plans. I can enter outside accounts, so that you are receiving an accurate assessment of your progress. My goal is to have each person's information entered into the new program within the next 12 months ( A full review cycle). My commitment to you that I will continuously research and offer you the tools necessary to assist you in fulfilling your life s financial story. 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.

Products are bought and sold, but your trust can only be earned. All of us at Trinity welcome the opportunity to earn yours!

8 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 Annuities (Fixed, Fixed Indexed, and Retirement Plans Variable Universal) Health Insurance Disability with Return of Premium Available Medicare Supplements Aflac *Variable) Mutual Funds Stocks and Bonds IRA s 401(k) Plans and Simple IRA Plans Group Health Insurance On-Site Employee Educational Seminars Business Liability Insurance Auto Homeowners

Trinity Proudly Supports. Faith Christian School. Hope Life Center. WCIC Christian Radio Bags For The Brave (supporting Honor Flights)

Trinity Proudly Supports. Faith Christian School. Hope Life Center. WCIC Christian Radio Bags For The Brave (supporting Honor Flights) Trinity Proudly Supports Faith Christian School Hope Life Center WCIC Christian Radio 88.7 Bags For The Brave (supporting Honor Flights) Sarah Schnake 5k Run Christmas & New Years Day Hours: Our Office