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Why RILAs?

RILA Sales Tools

Animated Consumer Video

Need a way to show your clients the benefits of RILAs? This FINRA-reviewed video shows how RILAs can help limit exposure to market downturns, while offering growth potential based on the performance of an index or indexes.

Watch the 2-minute video now!

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Retirement Roadblocks™

Engaging with existing clients and prospecting for new ones is made easier with our proprietary multimedia consumer platform, Retirement Roadblocks™. Explore 7 financial risks that your clients could face as they journey through retirement. Access the full suite of TruChoice exclusive marketing materials and sales tools.

Grow your practice with Retirement Roadblocks™

Featuring the 7 financial risks to avoid in retirement!

This proprietary, turnkey, fully customizable consumer marketing platform has everything you need to uncover new leads and close more business.

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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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