Michael Carlisle

Annuity Case Planning Speciatist at Triad Partners

Michael Carlisle has a background in the insurance and legal sectors, currently serving as an Annuity Case Planning Specialist at Triad Partners since February 2023. Prior to this role, Michael worked as a Life Insurance Agent at Arias Agencies from August 2022 to February 2023, and also gained experience as an Assistant at Yunaelish & Associate Law Firm. Academic qualifications include a Bachelor of Arts in Political Science and Government, earned from the State University of New York College at Potsdam between September 2018 and May 2022.

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Triad Partners

We help financial advisors create unlimited growth and freedom in their business AND life. At Triad, we connect our community with an exclusive network of elite advisors, world-class experts, and best-in-class business development coaches. Through meaningful dialogue and shared transformative experiences, our advisors translate their success in business into personal freedom and fulfillment. Do Business. Do Life. #DBDL Apply here: www.triadpartners.com


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