We recognize that sometimes our clients may have needs outside of our specialties. That’s why we have Preferred Partners. Our preferred partners are trusted and vetted companies who provide our clients with industry-leading technology and services.
TruChoice is more than just a leading financial services organization… we are “Tru to You”! We meet you exactly where you are in your career to help you map out a path and climb higher. We support you to make your daily business seamless, your case design a breeze, and to provide the custom marketing solutions you need to succeed.
Committing to your professional association provides ample opportunity for education, networking and volunteer participation. By joining NAIFA, we become your partner, elevating your performance while providing a greater purpose to your professional work.
The Agency Collective is NOT your average aggregator/cluster/network. The AC continuously builds and strengthens relationships that provide various opportunities for your agency. Whether you are just starting out, or have a successful independent agency, The AC is your solution to increase revenue and network with the industry’s finest.
White Glove Co-Founders Dean Thurman and Mike Thurman are financial advisors by trade. For many years, the cousins relied on the “old school” method of seminar marketing to grow their business. They created print invitations and mailed them to people in an area where they wanted to host an educational seminar.
SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future.