It's Our "Birth" Day

Did you hear the big news? As of today, October 10th, 2019, the TruChoice founding firms have started to come together to become TruChoice Financial Group. We are so excited to celebrate with our financial professionals and staff all across the nation! We can’t wait to see what this next year has in store for us.

While it may be our “birth” day, we are not new to the industry! We have a solid wholesaling pedigree that has been trusted by the most seasoned financial professionals and established carriers since the 1980s. Our solutions are built by top financial professionals creating an unmatched advantage for registered representatives, investment advisors, and insurance professionals.

For more than 110 years collectively, the TruChoice founding firms – American Financial, Ann Arbor Annuity Exchange, GamePlan Financial Marketing and The Annuity Store – have wholesaled fixed index annuities, life insurance, and long-term care insurance. In 2018, the TruChoice firms helped financial professionals close over $2.85 billion in fixed index annuity sales and $25 million of life insurance business. By joining forces, TruChoice leverages resources and experience across all firms, and gains scale in the marketplace with one goal in mind: to accelerate the growth of the independent financial professional’s practice and help them achieve new levels of success.

So, what does this mean for the financial professionals who work with TruChoice? According to TruChoice President & CEO, Brian Peterson, “It’s business as usual. Our existing wholesalers and support staff will continue to service their relationships with the skill and excellence our clients have grown accustomed to, they will just do so now under the TruChoice name.”

We understand that relationships make it all happen – the better the relationship, the better the business! You will still be working with the same contact you have built a longstanding relationship with. They may answer the phone a little differently and have a different logo on their email signature, but our main goal remains the same – to help financial professionals do more.

By joining forces as TruChoice, we have become a stronger resource for the financial professionals working with us. We aim to help you grow your practice and attain new levels of success through training that transforms, marketing that matters and cutting-edge concepts. We can’t wait to help you grow your business with the resources, tools, and support we’ve gathered to help you navigate the changing financial landscape over this upcoming year.

Are you ready to climb higher? Celebrate with us by calling your Wholesaler to wish them a happy “birth” day!

financial professionals should follow the approval requirements of the carriers they represent and their broker/dealer and Registered Investment Adviser, if applicable.

TC191087 (10/19) Designed for Financial Professionals.

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