When you join the TruAdvisor Network, your Insurance Marketing Organization (IMO) and your Registered Investment Advisory (RIA) firm work together to streamline your sales process.
Your marketing is more focused.
Your sales process, more streamlined.
There is one synergistic objective: to increase your fixed annuity and life insurance production along with your assets under management (AUM).
All parties work together to:
Reinforce your prospecting
Synchronize your case design
Process your new business
Provide critical compliance support
Every area of your practice is transformed. That’s our world… it could be your world too.