We Specialize in Retirement Planning and Personal Risk Management
Utilizing health insurance, life insurance, and annuities.
Welcome to Tri-Tex Insurance Agency, LLC
It is our hope that this website will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We also hope it helps you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. To achieve the ultimate results, we encourage you to work with a skilled team of professionals to assist in pursuing your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.
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Featured Services
Long-Term Care Planning
Chances are you could live well into your 80s and 90s, or longer. We educate our clients on all facets long-term from government benefits to private insurance and leveraged funding options..
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Recent News
Need to Roll Over Your 401(k)? Consider a Fixed-Indexed Annuity
When you leave your employer, ...
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Inflation and Taxes Risk: Protecting Your Financial Future
As areas of the U.S. start to ...
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The CARES Act, RMD, and Hardship Distribution Changes: What You Need to Know
The CARES Act (The ...
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COVID-19: Negatively Impacting the Social Security Retirement System
COVID-19 has changed the way ...
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In Need of Tax-free Income in Retirement? Consider Life Insurance
When you think about tax-free ...
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Crisis Preparation: 3 Things for Safeguarding Your Financial Future
Safeguarding your financial ...
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HENRYs (High Earners Not Rich Yet) with Limited Wealth-Building Potential- Are You One of Them?
The term HENRY (High Earners ...
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Is Your Life Insurance Valid if You Die While Traveling Abroad?
Traveling abroad or living ...
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Why Your Advisor Is Talking to You about Fixed-Indexed Annuities
Once thought of as a single ...
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Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income
One of the most critical ...
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10 Financial Tasks To Complete Before 2020 (Yes, You Have Time)
Here we are, already to the ...
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