Truluma is a recognized leader in the disability income (DI) brokerage arena, having earned preferred partner status with the major DI carriers. Serving brokers in 50 states, our focus is the advisor as we strive to help financial professionals design appropriate income protection and asset protection solutions for their clients which include:

- Individual Income Protection
- Key Person Disability
- Shareholder agreement funding
- Overhead Expense protection
- Loan Protection
- Executive Benefit income protection
- High Limit coverage
- Severance pay protection
- Contract completion
- Critical Illness

Dedicated to great service, our professional team provides advisors with:

- Case design
- Proposals within 24 hours
- Underwriting reports
- Point-of-Sale assistance
- Competitive analysis
- Advanced sales support
- Case management and underwriting assistance
- Online applications, policy delivery and licensing
- Marketing support

Truluma

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Truluma

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Teams

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