Brad Pistole

Trinity Insurance & Financial Services

Brad graduated with a BS in Education from Arkansas Tech in 1993. He holds his Life and Health and P&C Licenses in Missouri and Arkansas. He is a member of the National Ethics Association and the Ozark Chamber of Commerce. Brad has been recognized with Ed Slott and Company as a Master Elite IRA Advisor from 2010-present.

More information about Brad can be found in the About Us Tab above

Our Most Recent Article

Does a Beneficiary Pay Taxes When Inheriting an Annuity 

August 31, 2023

The topic of inheritance and taxes—always a fun one to navigate, isn't it? Like many things in life, there are obstacles, and you will need to make choices. Inheriting an annuity can certainly bring up a mix of emotions, and ...

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Brad Pistole picture

Brad Pistole

Trinity Insurance & Financial Services

551 N. Farmer Branch Rd.

Suite 101

Ozark, Missouri 65721

(417) 581-9222

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Featured Articles

Advantages of the 1035 Exchange IRS Code

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A 1035 tax-free exchange may provide good options for tax ...

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Understanding the Annuity Free Look Period

(April 26, 2023

You have a legal right to review your annuity risk-free. ...

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Should You Take Out a Loan From Your 401(k)?

(February 23, 2023

A 401(k) loan can be a tempting option when you ...

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 Be A Surgeon, Cut Out The Tax Tumors 

(July 6, 2021

Be A Surgeon, Cut The Tax Tumors Out Of Your ...

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How To Secure Guaranteed Retirement Income In A Volatile And Chaotic World

(July 2, 2021

No one knows how to time the stock market, no ...

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The Stock Market Crash of 2020 – Were you protected?

(July 2, 2020

By Brad Pistole – Commentary When it comes to your ...

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