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Security today and tomorrow

Downloadable Version

From the pen of 

Charles Triana

I moved from Chicago, IL to Roseville, CA in 2018. My world revolves around my seven-year-old daughter, Ava. I have three dogs and certified with Capital Therapy bringing smiles to kids and people with health complications. In addition to my family, my personal interests include: golf, baseball, hiking and exploring Northern CA, watching football, biking, kayaking, golfing, trail running and snowboarding. I am fortunate to earn the trust of my clients to prepare their finances to build a financially stable future for the people they love most. I personally have a vested interest in giving back to military personnel to support their service and dedication to our country. 

 

Personal background
-I’ve lived in Rancho Cordova since 2019
-Community involvement: Certified with a Capital Therapy dog
-Daughter is 7 and my partners a surgeon in the United States Air Force
-Military Service: Air Force

Professional background
-I’ve been a Financial Advisor since 2021
-I started my career with Insurance Career in 2015
-I’ve been in the insurance industry for 7 Years
-Education: Providence Catholic High School, Attended University of Saint Francis
-Investment designations received: Series 65
-Investment registrations earned: Series SIE, 6, 63 & 65

Protecting families like yours for years.

Why Us?

The decisions our customers make are important life decisions and we work

diligently every day to help them find the best solutions at affordable rates, with 160 Top-rated companies nationwide

Products

LIFE INSURANCE PLANS (IN GENERAL)

  • Life Insurance

  • Mortgage Protection

  • Final Expense (Burial)

  • Accidental Death and Dismemberment

  • Business Insurance

 

HEALTH INSURANCE PLANS (IN GENERAL)

  •  Major Medical Plan

  • Medicare Supplement

  • Prescription Drug Plan (PDP)

  • Dental & Vision

  • Critical Illness (Cancer, Stroke, Heart, ESRD)

  • Hospital Indemnity

 

 

RETIREMENT PLANNING (IN GENERAL)

  •  Short-term Care

  • Long-term Care

  • Disability Insurance

 

INVESTMENT PLANNING (IN GENERAL)

  • Roth IRA Conversion

  • Annuity (Qualified and non-qualified)

  • Investment

  • 401(k) Rollover

  • Required Minimum Distribution (RMD)

Disclaimer

Charles Triana, American Senior Benefits, American Senior Benefits of the Midwest and Chicago One Financial are not endorsed by or connected with Medicare or the Federal government. By responding to this advertisement, you are giving, Charles Triana, permission to contact you. We do not offer every plan in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or call 1-800-MEDICARE (1-800-633-4227), TTY users can call 1-877-486-2048 to get information on all your options.

Charles Triana
Investment Advisor | Series 65

Licensed State(s):

CA, IL, IA, TX & AZ

Direct:
815-909-5079

Email:
ctriana@ASB.insure

Languages spoken:
English




Regional Headquarters:
American Senior Benefits
of the Midwest

7125 Janes Avenue
Woodridge, IL 60517-2305

Office:
708-930-5916

Fax:
708-741-7157


Request a virtual appointment

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