Meet

Merle Gilley


President and Founder of TriQuest USA

Merle Gilley is the Founder and President of TriQuest USA and has been a leading figure in the life insurance industry since 2003. Widely regarded as one of the nation’s top experts on Index Universal Life (IUL), Merle has played a pivotal role in product innovation and has been a trusted advisor to major insurance companies for over 20 years.

Driven by a passion for empowering agents to excel, Merle’s mission is to help them become retirement income specialists and rank among the top 10% producers in the industry. Recognizing the challenge many professionals face in scaling their practices to 6-7 figures while maintaining work-life balance, Merle responded by creating Agent to Advisor…”a groundbreaking training platform. The platform provides agents with step-by-step sales training, state-of-the-art marketing tools, and strategies to enhance their business and deliver exceptional value to clients.

Before entering the financial services industry, Merle proudly served in the U.S. Air Force’s Strategic Air Command (SAC) as a B-52 crew chief with the 93rd Bomb Wing. Following his military service, he returned to his hometown of Virginia Beach, VA, where he and his wife of 40 years, Monica, built a successful family business.

Merle’s journey into the insurance world began when, after selling his first business, he sought a secure way to invest his earnings. Discovering the power of IUL, he thoroughly tested its potential and recognized that it could benefit all Americans, not just the affluent. This realization became the foundation of TriQuest USA, a company built on a commitment to helping individuals and families achieve long-term financial security.

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Tara Gabrielse

Contracting and Agent Support Specialist


Tara handles the contracting and licensing process for our agents. From your first contact, she works with you to ensure you have an easy transition into getting appointed with our carriers. She will help assist you in what you need to know to get contracted, as well as keeping you informed of your licensing requirements. Tara is here to assist you in getting setup with our training portals and answer any questions you may have at any point of your journey.

757-517-0577
Email Tara Here

Paul Halleck

Advanced Life Sales Manager


B.S., Old Dominion University

Paul Halleck is the Advanced Life Sales Manager at TriQuest USA, where he specializes in helping financial professionals design and implement advanced life insurance and annuity strategies. Paul works closely with agents across the country to support case design, product positioning, and business development, with a focus on practical solutions that create long-term value for clients. Known for his hands-on approach and responsiveness, he is passionate about equipping advisors with the tools, training, and support they need to grow their practice and serve families with confidence.

757-517-0588
Email Paul Here
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OUR LOCATION

1407B Stephanie Way
Chesapeake, VA 23320
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CONTACT US

757-424-8901
info@triquestusa.com

Triquest USA is proud to be one of the premier Index Universal Life distribution teams in the country. We train our agents and advisors on how to use IUL effectively and correctly to help themselves and their clients achieve something only 5% of Americans have—financial independence. Financial independence is having enough money to not ever have to worry about it. So why do only 5% of Americans ever achieve that goal? They are following rules of money that were designed not to work. TriQuest USA’s goal is to teach our agents how to inspire their clients to believe financial freedom is possible. We target the right market using the right tools—and we get results.

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