Truluma

Truluma

HQ location
Seattle, United States
Launch date
Employees
  • Edit
DateInvestorsAmountRound
*

N/A

Acquisition
Total Funding000k
Notes (0)
More about Truluma
Edit

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

Analytics
Unlock the full power of analytics with a premium account
Track company size and historic growth
Track team composition and strength
Track website visits and app downloads

Tech stack

Group
Tech stackLearn more about the technologies and tools that this company uses.
Book a Demo