Trilogy Financial Reviews

If you should decide to pursue opportunities to work here get ready to have your world rocked. They'll pull the sheets over your eyes from day one. In the interview they'll ask you what your parents do for work and of the two combined make less than $100,000 a year they won't even consider you for employment. They're sales people so they'll convince you if you stick around for a few years you'll be in the six figure salary range no problem. They put me under the "care" of a manager who had no idea what she was doing and had very poor social and people skills, and wasn't a very nice person in general. From what I understand she's dropped several reps since she's been in a management position. You'll set appointments and a good portion of them won't keep, which I was told was a normality. "Keep up the good work your phone calls are awesome," but then when appointments still aren't kept they'll turn around and tell you that your phone skills are very poor and need work. You won't trust your upper management team, so how are you supposed to trust them with people who you care about and their money?! They'll ask you to do shady things such as transfer someone's entire life savings into an indexed universal life policy even when the "rules" state you should never do more than half of someone's savings. The reason they do it...? The payout, is much larger on insurance policies even though when you first start you'll only see 10% of the payout... This place was an absolute nightmare. You want to know how much they care about their clients? Ask to take a look in one of the vacant back offices and look at the stacks upon stacks of former and current client files that are just tossed aside that no one cares about and no one cares to do anything about it. These files sometimes contain people's livelihoods. Please save yourself the anxt and go somewhere else...

However, despite claims of "independence", the selection of funds is really limited to the basic fund families as well as a group of basic products. During the interview process and subsequent training, there is a lack of transparency when it comes to exactly how much money one will make. If the connections aren't there or the networking doesn't yield desired contacts, there is very little room for advancement, regardless of the business one does. The business model begins with the premise of using personal contacts to start building clientele, but aside from that first piece, there is very little help offered besides the occasional event or piece of advice for direction.