Tracy Blaine Belliston, CLU, CHFC

IUL Specialist

“I’ve designed policies for hundreds of folks across the financial spectrum. I love helping clients implement financial strategies that can protect, grow, and distribute their wealth in a tax-favored environment.” – Tracy Belliston

Tracy Blaine Belliston finds it gratifying to help his clients gain confidence and let go of worries about things that concern them most: taxes, inflation, and market volatility.

With a bachelor’s degree in business administration from Southern Utah University and financial designations from The American College, he has worked in financial services for over two decades with major national companies.

For the past 15-plus years, Tracy has specialized in Indexed Universal Life and enjoys walking clients through IUL’s advantages, showing them how it can typically outperform traditional wealth management approaches.

With one client, for example, he was able to help her move a significant amount of money from her IRAs into IUL, creating an additional $2.5 million in wealth that would have been lost to unnecessary taxes — not to mention protecting her from market risk and ensuring an income-tax-free transfer to her heirs someday.

Tracy is married with four children, eight grandchildren, and one Yorkie. His other loves include photography, golfing, and motorcycling.

He’s golfed in Scotland and Hawaii and cheered on the pros at the 2016 Ryder Cup at Hazeltine. And on the back of his bike, he’s taken in scenic views across the country, including the Grand Canyon, Yosemite, Yellowstone, and Mt. Rushmore.

Still on his bucket list? Motorcycling along the Pacific Coast Highway from California to Washington, and visiting Israel, France, and Italy.

NPN: 5452879