September 30th - Meeting
Brian Ragle, Trilogy Group
Brian Ragle
A former corporate agent for a major insurance company, Brian Ragle has extensive experience in dealing with insurance and estate issues. Brian has been in the insurance arena for over a decade and in that time he has seen many changes in the local and national insurance industry. Brian has devoted his career to annuity marketing and estate planning. He has established himself as an industry leader in annuity planning and has aligned himself with key advanced market estate attorneys.
Through his excellence in research and networking Brian has combined a truly impressive estate consulting team. With a constant flow of great ideas, Brian continues to work with industry experts to build innovative, effective estate planning programs and tools for any client.
Through his excellence in research and networking Brian has combined a truly impressive estate consulting team. With a constant flow of great ideas, Brian continues to work with industry experts to build innovative, effective estate planning programs and tools for any client.
Doug Roberts, National Sales Director
Doug graduated from Michigan State University in 1989 with B.A. in Merchandise Management and a minor in Furniture Design. After college, he worked as a mortgage broker and then a wholesale lender for a bank in Denver, Colorado. Doug and his family eventually relocated to Michigan and got out of the mortgage industry before the crash. Doug became a licensed insurance agent in 2002, and sold commercial insurance, 401k plans, life, short-term and long-term disability before coming to M&O Marketing. He began as a recruiter, but was quickly promoted to National Sales Director. Doug currently works with representatives all over the country, helping them take their business to the next level by offering them innovative marketing solutions, along with some of the best financial products around. When Doug is not spending time with his wife Mindy and sons Michael and Griffin, he can usually be found golfing or skiing.
Bryan Lytton
Bryan Lytton, associate. He is a graduate of the University of Florida. Bryan has worked for four Fortune 500 companies and is from Fort Lauderdale.
Presentation by one of The Villages Tea Party Sponsors
- Speakers: Doug Roberts & Brian Ragle - President, Trilogy Group - Bryan Lytton, Associate
- NO ID Required - Open Meeting
- Location - Savannah Recreation Solutions in Ocala & The Villages, FL
- Topic: Presentation to include:
- Taxes and retirement
Planning problems and solutions
Multi-generational IRAs
Our service - Doors Open at 6:00PM
Congratulations to Pat -
The Sept 30th BUG OUT BAG WINNER!
