JAN RAGLAND

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JAN RAGLAND

JAN RAGLAND, LUTCF®, CLTC®

Financial Services Professional

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214.420.7161 | jan@triwealthllc.com

CA Insurance Lic #0D64963

Jan Ragland, since 2001 has been licensed and appointed with New York Life Insurance Company and NYLIFE Securities, LLC as an Agent. She is also a life and qualifying member of the Million Dollar Round Table (annually since 2003) which is widely recognized as the standard of excellence in life insurance sales performance. She partnered with Tri Wealth, LLC in 2016 to further help her clients in their financial, business and estate planning with advanced planning strategies available.

Prior to her career with New York Life she served in the capacity of Chief Operations Officer of group benefits companies. Prior to that, she worked for CPA firms as accounting clerk, tax preparer and office manager. This previous experience has been most valuable in the career change she enjoys today. Her mission is to help people take control of their financial future and reach their goals by protecting and growing their assets for retirement.

Jan lives in the city of Frisco. Her primary focus in charity work is with The Ladder Alliance and has been involved with them for more than 13 years in promoting their annual golf tournament and other fund raising activities. She previously held a board position for 3 years as well as previously serving on her HOA board for 3 years. She is very involved in her church, First Christian Church of Fort Worth and is also a member of the Fort Worth Woman’s Club where she lived until her father passed away in 2005. Her Dad was very involved in the acting industry and was “Blue” in the movie, Old School.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Disclosure

Kirk Quaschnick, Janice Ragland, Edward Emery, Cameron Reeves, and Mark Wiggins are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of AL, AR (AR Insurance License - Kirk #1073789, Mark #5783147), AZ, CA (Kirk CA Insurance License #0I00890), CO, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MO, NC, NJ, NM, NY, OH, OK, OR, SD, TN, TX, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

Kirk Quaschnick, Janice Ragland, Edward Emery, Cameron Reeves, and Mark Wiggins are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14111 King Rd Ste 520, Frisco, TX, 75036, 214-420-7152. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kirk Quaschnick, Cameron Reeves, and Mark Wiggins are also a Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kirk Quaschnick is a Member Agent of The Nautilus Group, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

TRI WEALTH, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TRI WEALTH, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.