Helping independent insurance professionals become retirement income specialists and rank among the top 10% producers in the industry

CHAT WITH MERLEGET QUESTIONS ANSWERED

AGENT TO ADVISOR COACHING PROGRAM

WHAT'S INCLUDED:

  • Weekly Coaching Calls & Recordings

  • Agent to Advisor Online Course

  • TriQuest Elite Community Forum

  • Access to Marketing Tools (Advisor Website, Workshop Marketing System & CRM Platform)

  • Advanced Spending Game Case Design System

WHAT YOU WILL LEARN...

STEP 1: ENGAGE

  • Get clear on your ideal client profile

  • Know how to answer "What do you do for a living?"

  • Learn how to engage prospects

  • What questions to ask different types of people

STEP 2: BRANDING

  • Creating your personal and professional identity
    - Brand color psychology
    - Buy personal brand domain

    - Have a professional email address

    - Digital calendar connected to professional email

    - Online scheduling tool

    - Personal brand landing page

    - Design and print business cards

STEP 3: PRODUCTS

  • IUL & Annuity Client Presentations

  • Primary Product Provisions and Benefits

  • Navigating Allianz & Columbus Life Back Office Portals

  • Laddered Annuities

  • Annuities & Indexalyzer

  • Index Life Basics

  • GSP or CVAT

  • Modified Endowments

  • Guaranteed Column Explained

  • IUL Loads, Fees & Expenses

  • Net Amount at Risk

  • Allianz Index Allocations

  • Survivorship Index UL

  • How to Answer the 9 Most Frequently Asked IUL Questions

  • Glossary of Life Insurance Terms & Definitions

  • 1035 Exchanges

  • How to Run Your Own Allianz Life Illustrations

  • How to Run Your Own Columbus Life Illustrations

  • Allianz & Columbus Life Optimized Illustrations

  • Binders & example Love Letter ready to deliver policies

STEP 4: DISCOVERY

  • Learn the Ten Step Sales Process

  • Asking for the Confidential Information

  • Sending Online Confidential Questionnaire

  • Completing the Financial GPS

  • Spending Game Default Account Layouts

  • Organize Client Files

  • Building a Spending Game Present Position

  • Finding the Money

  • Money Move #1: Qualifed Plans

  • Money Move #2: Tax Master

  • Money Move #3: Mortgages

  • QP, MM & TM Money Moves Combined

  • Money Move #4: Reverse Mortgages

  • Building a Spending Game Future Position

  • Asking for the Application

  • How and When to Ask for Referrals

  • How to Hold an Index UL Annual Review

STEP 5: WORKSHOP

  • Thriving During Retirement Workshop Marketing System: Everything you need to streamline your marketing efforts and generate more leads, appointments & referrals

  • How to record your workshop

  • How to get started

  • How to market your workshop

STEP 6: CRM

  • TriQuest Connect: A CRM with everything you need to grow your retirement planning practice

  • How to get started

  • How to use your CRM

AGENT REQUIREMENTS:

  • 3+ years in the life insurance business

  • Updated computer system, professional email, and know how to hold Zoom calls

  • Have 20+ clients

  • Have done $30K in paid life target premium the prior year

  • Active Circle of Wealth system user

  • At least an entry level user of the Spending Game

Let's Connect to See If You're a Good Fit...

Merle Gilley is the Founder and President of TriQuest USA and has been a leading figure in the life insurance industry since 2003. Widely regarded as one of the nation's top experts on Index Universal Life (IUL), Merle has played a pivotal role in product innovation and has been a trusted advisor to major insurance companies for over 20 years.

Driven by a passion for empowering agents to excel, Merle's mission is to help them become retirement income specialists and rank among the top 10% producers in the industry. Recognizing the challenge many professionals face in scaling their practices to 6-7 figures while maintaining work-life balance, Merle responded by creating Agent to Advisor—a groundbreaking training platform. The platform provides agents with step-by-step sales training, state-of-the-art marketing tools, and strategies to enhance their business and deliver exceptional value to clients.

Before entering the financial services industry, Merle proudly served in the U.S. Air Force’s Strategic Air Command (SAC) as a B-52 crew chief with the 93rd Bomb Wing. Following his military service, he returned to his hometown of Virginia Beach, VA, where he and his wife of 40 years, Monica, built a successful family business.

Merle’s journey into the insurance world began when, after selling his first business, he sought a secure way to invest his earnings. Discovering the power of IUL, he thoroughly tested its potential and recognized that it could benefit all Americans, not just the affluent. This realization became the foundation of TriQuest USA, a company built on a commitment to helping individuals and families achieve long-term financial security.

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