INCOME ALLOCATION

The Future of Retirement Income Planning

When your clients retire and their paychecks stop arriving, 

how will that income be replaced?

A COMPLETE TURN-KEY SELLING SYSTEM

When your clients retire and their paychecks no longer arrive, how will that income be replaced? Discover how your clients may continue to receive a steady stream of income in retirement like they did in their working years with TruChoice’s Income Allocation strategy. Show prospective clients a strategy incorporating fixed index annuities (FIAs) to help manage three of retirement’s greatest risks: withdrawal rate risk, longevity risk and sequence of returns risk. This comprehensive appointment selling system has helped hundreds of producers evaluate the need for risk management within client portfolios and uncover new FIA opportunities where appropriate. Once your marketer/sales coach explains the concept, you can use our tools and resources to quickly implement Income Allocation in your practice!*

INCLUDED IN THIS POWERFUL SELLING SYSTEM:

Powerful Income

Allocation Calculator

Ultimate
Appointment Program

Exclusive Training
Opportunities

Seminar Presentation, Scripts, and Illustration Material

Seminar
Invitations

115-Page "Income
Allocation Book"

MEET "THE PROFESSOR"

 

David Gaylor began his career in the insurance and financial services industry in 1987. Known by many financial professionals as “The Professor,” David excels at making complex topics easier to understand. He has spent years developing his own processes and systems that have helped increase his own production, and he now shares his experience with other producers. In 2006, David became a co-founder of 3-Mentors, developing step-by-step, repeatable processes for producers to help them increase production, like the Annuity MRI process. He also developed a software program designed to help producers explain the long-term benefits of insurance products as part of a retirement strategy. The author of multiple books on financial and retirement planning, David’s latest book, Income Allocation, is available exclusively to TruChoice producers and has a complete seminar platform available to go along with it. David holds a Series 65 securities registration.

MASTER THIS CONCEPT WITH THESE EXCLUSIVE TRAINING EVENTS

Income Allocation University 

Take a deeper dive into the income allocation concept by attending our 2-day, information-packed Income Allocation University (IAU). Developed and field-tested by top producers still active in the industry, this comprehensive training has helped hundreds of producers successfully incorporate the Income Allocation strategy into their practice. Upon completion of this training, you will have access to our turn-key selling system!*

Next Training Event:

February 26-27 | Phoenix, AZ
 

REGISTRATION OPENING SOON!

Upcoming Events:

TBD

​*Some training opportunities and accompanying materials are only available to those holding an active registration with a Broker/Dealer or Registered Investment Adviser. Contact your TruChoice marketer/sales coach for details.

READY TO GET STARTED?

Complete the form below to have a marketer/sales coach reach out to you with the steps on how to get started.You'll also receive instant access to a sample chapter of "Income Allocation" by David Gaylor.

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TC19898 (08/19)     For Financial Professional Use Only - Not for Use with the General Public