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RETIREMENT PLAN SUPPORT & ADVISOR SERVICES Retirement Income
TRUSTAGE
Secure Future Program
When advisors recognize the diverse challenges that annuities can help solve, they can better explain solution options, have clearer conversations about annuities’ roles in different financial plans and help more clients. “A Secure Future for Today’s Modern Family” combines our own qualitative and quantitative research, U.S. demographic data, behavioral finance insights and our experience educating advisors about client needs into an interactive presentation for use at industry conferences, organization-wide events and similar occasions. It includes Q-and-A content, participant activities, case
studies and real-world advisor resources to help clients explore biases, articulate core values and understand emotional reactions to financial topics. It’s supported by a white paper, blog content and targeted emails, and its content has been leveraged in industry media pitches and byline articles.
TruStageTM (formerly known as CUNA Mutual Group) has been a steady force in the insurance and financial planning industry for generations. By crafting innovative, easy-to-understand annuity products and building a strong network of advisors, we’ve helped countless risk-averse investors overcome fears of losing their hard-earned retirement savings. Headquartered in Madison, Wisconsin, our expansive nationwide team eagerly serves advisors and investors with innovative annuity products and a superb level of service. Our mission is to help individuals of all incomes and life stages achieve financial security, no matter where they are in their investment journey.
trustage.com/annuities
161 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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