A new web experience designed to provide you TruSolutions!
We are excited to announce that you now have access to the new TruChoice Financial Group “TruSolutions” web portal! You now have access to additional tools to help increase your insurance production! Producers can access the TruChoice portal by logging into our Resource Center located HERE.
There are several tools available on the TruSolutions site!
Discover how your clients may continue to receive a steady stream of income in retirement like they did in their working years with TruChoice’s Income Allocation strategy. Show prospective clients a strategy incorporating fixed index annuities (FIAs) to help manage three of retirement’s greatest risks: withdrawal rate risk, longevity risk and sequence of returns risk.
Has the standard group seminar format gone stale for you, or are you just looking to shake things up a little? TableTalk is an innovative new forum that is designed to actively engage participants in a small group discussion over a meal. The informal setting has proven to be a viable alternative to traditional insurance sales seminars.
Riskalyze was twice named one of the world’s 10 most innovative companies in finance after developing the world’s first risk alignment platform. The software mathematically pinpoints a client’s Risk Number® and equips investment professionals to empower confident investors.*
LifePoints helps producers and their clients understand not only their life expectancy, but also the probability of exceeding certain ages, or LifePoints. Using this data allows the producer to recommend fixed insurance products, when appropriate, that can provide income that won’t run out.
Our Life Insurance Policy Review Kit provides a roadmap to conducting a professional Policy Review. Outfitted with everything you need to understand your client’s current life insurance profile, our Policy Review Kit takes you step-by-step through the process and helps you understand what coverage your client has, what coverage they need and what coverage they may qualify for.
If you have any questions about how to best use any of these new tools, or if you would like additional information, please contact your Marketing Consultant for assistance at 800.825.6094.
*Riskalyze is only available to those licensed insurance professionals currently affiliated with a properly registered broker/dealer or registered investment adviser.
TruChoice Financial Group, LLC is not affiliated with Riskalyze Inc., nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by this company, financial professionals are ultimately responsible for the use of any materials or services and agree to adhere to the compliance requirements of their broker/dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
Each state has different limitations on acceptable levels of gift/entertainment giving by financial professionals to consumers. Be sure to check your state’s laws and regulations prior to offering gifts/entertainment to your clients or prospects.
Producers should ensure they follow the applicable state regulations and current approval policies on the use of any advertising, third-party sales tools, vendors or marketing materials of the carriers they represent and their broker/dealer and/or registered investment adviser, if applicable.