Envisioning Your Solution

Our mission is to be the company that regardless of your Need or Dream we will exceed your expectations in Service and Superior Products. TruSolutions will strive to be the company you will not hesitate to call on to solve and supply solutions to meet your Financial Needs and Financial Security no matter how small or large.

TruSolutions

About Us

Established in 2014

We are Licensed Insurance Agents and Safe Money Advisors with over 20 years of experience in the Life and Health Insurance Industry.

We are a Service-Disabled Veteran-Owned Business.

TruSolutions

Our Vision

We aim to assist our clients build Generational Wealth by providing Financial Education and Safe Money Investment Solutions. We strive to be the Company our clients will not hesitate to call on to solve and to supply solutions to meet their Financial Goals and Security no matter how small or large. It is our vision to become the Worldwide Leader of all Financial Educators.

INNOVATIVE PRODUCTS AND SERVICES

Tax-Free Retirement Plans

Indexed Universal Life Insurance

Individual Universal Life Insurance Policy is similar to a whole life policy with safe investment options and additional “Living Benefits”. Your money grows based on the chosen market strategy with your investment mirroring the stock market without being in the market, so there is no potential for loss. You also have greater access to the funds in the early years should you need to withdraw and/ borrow your money without incurring taxes.annual account value percentage increase allowed to contract owners.

Variable Universal Life Insurance

A flexible premium annuity product that offers professional money management and diversification to help protect account during times of market volatility. The annuity is designed to be a long-term investment vehicle to help plan for retirement income needs.

Established in 2014

We are Safe Money Advisors that are committed to helping those that have Dreams and Goals to achieving them along with building Generational Wealth.

Annuities

Immediate

An immediate annuity, also referred to as a single payment immediate annuity (SPIA), is an insurance contract funded by a lump sum payment, such as money from a savings account, a 401(k) or an individual retirement account (IRA). You decide on the frequency and duration of your payouts when you buy it.

Deferred

A deferred annuity is a contract with an insurance company that promises to pay the owner a regular income, or a lump sum, at some future date.

Life Insurance Products

Whole Life

Whole life insurance policies are intended to cover you for your entire life. The policies feature guaranteed premiums, guaranteed cash values and guaranteed death benefits.

Indexed Universal Life Insurance

Term

Term life insurance is a policy where you choose the length of coverage, usually starting at ten years. Other choices are 15, 25 and 30 years. A Term Life Insurance purchase will fit people who need life insurance to cover a specific large debt or a finite period of time. Term life can be especially appealing to parents with young families who need the financial protection of life insurance while raising children.

Living Benefits

Accelerated Benefits Riders are optional, no-additional cost riders that can allow you to access most or part of your death benefit while living if you experience a qualifying terminal, chronic, or critical illness, or critical injury.

TruSolutions

SERVICES

We utilize consultative selling methods to identify and shape our customer’s Goals and Needs. Also, we establish value solutions versus competitor offerings.

We have an innovative can-do mindset to provide customers like you who have an idea or product concept needed to fill your dreams and aspirations. You dream it; we will help you achieve it!

HELPING PEOPLE AND FAMILIES TO BECOME FINANCIALLY SECURE

Contact Us

SCHEDULE A CONSULTATION for free

Licensed Life and Annuity Insurance Agents & Brokers

Thinking about joining us!

The financial services industry is one of the most profitable and gratifying career paths you can choose! If you’re ready to start making a GENUINE DIFFERENCE in the lives of others, contact us at jwatkins@trusolutionsllc.com or (704) 661-5795 for more information.