One simple call with a variety of solutions. Tapping into the TriFound network.
The TriFound Outreach Program was created from humble beginnings. This is Deb Harris’s story of how and why she began this amazing program in her own words.
"A number of years ago, my husband passed away. About a year later I came to see my son Gary, the President and Founder of TriFound, about wanting to work in the customer service side of his company. I soon realized that a lot of what we were doing at the time was merely making rich people richer. I said to him, ‘Gary, I wasn’t prepared for what happened, and if you were able to help me, why can’t we help many middle class people instead of mostly just rich people?’
We had to figure out how to contact these people since most of our clients were acquired through acquisitions, mergers, and referrals. So I designed the Outreach Program specifically to contact people whom we haven’t worked with and haven’t worked with any of their friends. When we contact people through seminars, surveys, or whatever the case may be, this gives us an opportunity to discuss some of the issues they may be facing, and it turned out that many people are facing these issues.
While many middle-class people may not have issues with a business that they own, their liabilities tend to be with Medicare or Long-Term Care. Our Outreach Program was established to help others understand these bigger issues as well as give an introduction to our firm. During a seminar or after a survey, we give people a glimpse of how the wealthy have been taking care of their money and assets for many, many years."
Based on voluntary surveys conducted by TriFound on a continuing basis, TriFound has concluded that most individuals are unaware of their entitled healthcare benefits—these benefits refer to Medicare, supplemental insurance, State benefits and Long Term Care, and how they may be structured to work with one another to possibly achieve a more desirable or improved coverage.
Therefore, our mission to better serve our community by providing informational services to help empower individuals with the knowledge to better utilize their healthcare benefits.
TriFound has office locations across the country.
Contact us today to speak with a Wealth Manager nearest you.
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All financial services are completed by independently licensed financial professionals. No CPA or attorney will give any financial advice. All legal services are completed by independently licensed attorneys. No CPA or financial professional will give any legal advice. All accounting and tax services are completed by independently licensed CPAs. No financial professional will give any tax advice.