Bill Slicker
“I enjoyed being a part of your terrific Boot Camp. Thanks for the opportunity to work with you. You’ve given us the tools to be successful. Now it’s up to me to make it work. I appreciate you and your leadership!”


Mary Garza
“I truly enjoyed the Boot Camp. I find you and all your team to be exactly what I have been looking for; honest, informative, passionate, sincere, goal-oriented and above all -- the most important -- you put the client first. You are above all of the other FMOs I have met because you are looking out for the client and I appreciate that a lot.

“You asked what can you do to help us agents to reach our goals (help clients and write business). I gave that a lot of thought because I have struggled in the past and I realize that I do need help. I don't know the answer today but I do want you to know that you have started me on a journey of growth. I will study the webinars, study the illustration tools and schedule a seminar ASAP. I think the answer will come with the work. For now my next step is to learn. I will keep you informed as I go along. Thank you immensely for being there for me.”


Bill Kanter
“Thank you for some great training. You really have put together a top-notch program. I look forward to giving the seminar presentation soon.”


Doug Davis

“Thank you very much for the time and (herculean) effort it requires to do all you do to educate those of us in the field with your Boot Camps, webinars and to provide us with new tools.

“I got my insurance license in 1993 and my RIA (S65) a few years later. Combined with my CPA license, I thought I would be perfectly positioned to help Boomers and Retirees with their financial planning.

“Over the years, I attended a variety of Boot Camps only to learn (much to my disappointment) that the FMO's were focused primarily on selling people a product whether they needed it or not and regardless of suitability. (Let me quickly add, that, in most cases, it's pretty difficult to do "harm" with an annuity - and, in reality, what other alternatives are available in the market place?) Nevertheless, with caps of 6.5%, it's not something I would buy and certainly not something I wanted to sell. Consequently, I began to lose heart about my involvement in the financial planning industry and concentrated more of my time on managing the holdings in my wife's trust, making plans for our own personal retirement and spending time with grandchildren.

“In March of this year, I attended my first Triquest webinar and immediately became licensed with you. Two weeks ago, I attended your Boot Camp in Norfolk and came back fully aware of your desire to equip your agents with the knowledge and tools needed to help educate people in preparation for their retirement. I now look forward to helping many, many people with their financial plans. In addition, my wife and I are the parents of three daughters (in their late 30's and early 40's) who I hope to interest in this field. All three have college degrees (with honors). The middle child has an MBA (with a 4.0gpa.) The two older girls married guys with accounting degrees. The youngest is a CPA who is married to an attorney who practices corporate law and is a partner in a 50 partner law firm with offices in Atlanta, Chattanooga and Nashville.”


Shel Sheray
“Great to meet you. I thoroughly enjoyed the Boot Camp. Looking forward to big things with you and TriQuest now and in the future. Thanks for the great training.”


Robert Tramont
“Thank you again for the tremendous day and a half! There were more nuggets in those two days than what I have been exposed to in the last 5 years! I am very much looking forward to working with you and the team at TriQuest. I emailed Christina to show me where I can print off the Penn Mutual apps. I am starting with one on myself…

“I am grateful to be part of the ‘big push’ that TriQuest is leading to capture part (in the billions not millions) of the $3.7 Trillion that’s on the move!”


Joel Gooch
“I want to thank you for the event. I am charged up and full of enthusiasm. In Texas the regulators just cancelled the best products available and now I am certain I can replace those with the IUL products you showed us. I want to thank you for your hospitality.”


Tom Kalish
“Thanks a million, Merle! Your training was excellent and I'll be back. I also plan on attending your advanced training sessions.”


Doug Jones
“Just a note to say your Boot Camp was one the best I have ever attended. Its no frills got to the meat, which was great. 1 1/2 days is just right for me to absorb without getting antsy or tired of hearing even great ideas. You’ve shown me a product and a way that will help a lot of folks.”