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TruSupport

All For YOU

Unwavering TruSupport

01

Experienced Wholesalers – TruChoice RILA wholesalers cultivate deep relationships and are strong allies. Their sole focus is to become your most trusted guide in navigating the RILA marketplace, so you can deliver precise, informed recommendations to your clients.

02

Illustrations & Case Design – Driven foremost by your clients' financial objectives, RILA wholesalers can create product illustrations and provide advanced case designs to help you identify and effectively communicate potential solutions to your clients.

03

Suitability Guidance – Take advantage of our in-house specialists who can provide preliminary suitability review and assistance in resolving carrier not-in-good-order issues.

04

Training & Education – Rely on us for in-depth, ongoing product knowledge, training and support so you can always feel confident in recommending the solution that gives your clients the best chance of success.

05

Advanced Markets Support – Gain access to advanced markets resources, including in-house product and tax planning specialists who can work with you to navigate complex financial challenges.

06

Cutting-Edge Sales & Marketing Concepts – Engaging with clients and prospecting for new ones is easier with full access to our suite of consumer marketing platforms, multimedia sales tools, lead generation programs, and consultative marketing specialists.

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This material is intended for financial professional use only and is not intended for public distribution. It is provided for general educational and planning purposes and does not constitute a recommendation, Type prediction, or investment advice. Any strategies discussed may involve insurance or annuity products, including general concepts related to Registered Index-Linked Annuities (RILAs).

Discussions of RILAs in this material are conceptual in nature and are not specific to any carrier, contract, crediting method, or performance assumption. RILAs can include elements of growth opportunity and downside exposure through index-linked crediting mechanisms and structures such as buffers or floors. These features vary by product design and may not be appropriate for all clients.

Financial professionals should evaluate the applicability of any strategy in light of their clients’ individual objectives, risk tolerance, time horizon, and overall financial circumstances.

Securities offered through USA Financial Securities LLC. Member FINRA/SIPC. 6020 E Fulton St., Ada, MI 49301.

CTC251092-0127

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