Resources for financial professionals

1. The great wealth transfer

   Now and for years to come, trillions of dollars in assets will transfer from Baby Boomers to their heirs. As a financial professional, are you prepared to engage with and help the generations who stand to inherit that wealth? We’ve created this guide to help you expand and strengthen client relationships and get ready for the conversations ahead.

   Get the guide

2. Three myths about millennials

   We’re debunking three popular myths about Millennials so you can better understand how to reach this generation, help them recognize and address their needs, and grow your business.

   Get the guide

3. Are your clients facing a retirement income crisis?

   A retirement income crisis looms over millions of people, some of whom are likely your clients. Ready for some sobering stats regarding working Americans?

   Get the guide

Get appointed

Thanks for your interest in getting appointed with TruStage™. Our process for getting appointed is simple — just 3 easy steps.

1. Start here

   Rethink diversification and add risk control options for clients.

2. Code of conduct

   Download our guide to business practices and values.

3. State training

   Ensure full compliance when selling annuities to residents of all U.S. states.

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