Welcome to TriQuest!
PAUL HALLECK
IUL Case Design Specialist
Paul is here to walk you through tailoring the case design for your clients, making sure you have the confidence to answer any questions your clients may ask. He is here to help our agents truly understand the IUL design and will assist you in getting familiar with the illustration software for our carriers.
TARA GABRIELSE
Contracting & Agent Support Specialist
Tara handles the contracting and licensing process for our agents. From your first contact, she works with you to ensure you have an easy transition into getting appointed with our carriers. She will help assist you in what you need to know to get contracted, as well as keeping you informed of your licensing requirements. Tara is here to assist you in getting setup with our training portals and answer any questions you may have at any point of your journey.
Phone: 757-517-0577
Email: tara@triquestusa.com
BOOK A CALL
Getting Started
Bookmark this onboarding page
Mark your calendar for Weekly Professional Development Webinar (Tuesday at 3pm EST)
Save login to TriQuest Back Office you were sent via email
Save login to One-on-One Calculator you were sent via email
Own a current laptop or desktop computer with a USB camera and microphone
Be comfortable hosting Zoom meetings
Quick Links
Agent to Advisor Program
STEP 1: Master how to ENGAGE potential prospects to book more Intro calls
STEP 2: Set up the essential BRANDING tools so you are perceived as a professional
Buy personal brand domain (i.e. yourname.com) - search for available domains
Have a professional email address (CLICK HERE to sign up for a professional email via Google Workspace)
Digital calendar connected to professional email
Personal brand landing page (details coming soon)
STEP 3: Master how to position and close the PRODUCTS you sell
Overcoming Objections About the IUL Guaranteed Column
STEP 4: Learn the DISCOVERY process for improving your conversion rate
Take advantage of the MoneyTrax software $500 discount offer a MoneyTrax.com/Triquest
Setting Your Account Defaults in the Spending Game
STEP 5: Record WORKSHOP and automate how you market to generate prospects
STEP 6: Set up a CRM with everything you need to grow your practice
About Merle Gilley...
Merle Gilley is the President and Founder of TriQuest. He has been a successful life insurance agent since 2003 and is considered one of the nation’s leading professional trainers in the financial services industry as an Index Universal Life expert.
After serving four years in the US Air Force’s Strategic Air Command (SAC) with the 93rd Bomb Wing as a B-52 crew chief, he moved back to his hometown of Virginia Beach, VA. There he met and married his wife and together they built a successful family business. He still believes that hard work and a handshake is the best way to do business and be successful.
