Lead Yourself. Build Your Legacy.
Supplemental insurance that gives a true return of premiums minus any claims paid, agency built in Utah. Rapidly expanding a team across the U.S.
*Return of premium means premiums paid, less any claims paid, returned after the period in the policy (25 years). Eligibility, ages, rates, vary by product and state. Limited-benefit supplemental coverage; not major medical.
What we stand for
Three Pillars. One Purpose.
Generational Wealth.
Develop valuable skills, financial discipline, and long-term thinking for a stronger future.
Strong Families.
Show up at home. Keep your word. Pursue work that supports the life you want to build.
Developing Leaders.
Grow through mentorship, accountability, and a commitment to helping others succeed.
Generational wealth is a long-term aspiration. Joining a team does not guarantee income or wealth.
Meet the founder
I’m Alec Trotter.
A husband, father of two daughters, and founder of Trotter Financial. Orem, Utah is home. I’m building a team across the U.S.
I believe leadership starts with keeping your word, being present for your family, and helping others grow. That’s the standard I’m working toward myself.
Read My Story →Your next chapter
Don’t Just Build a Career.
Build a Legacy.
Trotter Financial is Alec Trotter’s founder-led leadership and recruiting brand within a larger insurance organization. Alec is an independent agent with Family Heritage, a Globe Life company. Explore resources from our agency-owner organization, Elevated Financial, and market-director organization, Freedom Financial.