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Integrated Trust Systems (ITS) is an independent estate-planning resource within our partner network. Through this relationship, clients may be connected with qualified independent legal professionals who can explain available estate-planning services and prepare appropriate legal documents based on the client’s circumstances.
Estate-planning services are provided separately by qualified independent professionals. Clients engage these professionals directly for legal services. Tristate and its independent agents do not receive compensation for professional referrals. If a client purchases an insurance or annuity product, the independent agent may receive product-based compensation through Tristate’s Line of Authority, and Tristate may receive an override based on the sale. No insurance or annuity purchase is required to receive a professional referral.

Tristate Financial Network
303 Middletown Park Place Ste B, Louisville, Kentucky 40243, United States
Information on this website is provided for general educational purposes only and is not legal, tax, accounting, investment or financial-planning advice. Tristate Financial Network is a licensed insurance agency. Insurance products are subject to eligibility, policy terms, limitations, exclusions and state availability. Product and plan availability varies. Please consult appropriately qualified professionals regarding your individual circumstances.
Tristate Financial Network provides general education and estate-planning coordination but does not prepare legal documents or provide legal, tax, accounting, investment advisory or financial-planning services. These services are provided separately by qualified independent professionals.
Independent insurance agents affiliated with Tristate Financial Network are independent contractors, not employees. Agent opportunities are commission-based, and compensation is not guaranteed. Earnings vary based on numerous factors. Please review our Earnings Disclosure for additional information.
Integrity Marketing Partners, LLC and its affiliates (“Integrity”) provide certain support and services to Tristate Financial Network. Tristate Financial Network operates independently as a licensed insurance agency and does not represent Integrity.
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