Product Spotlight: BGA III
Product Spotlight: BGA III https://youtu.be/63D1qFr_-zE In this session, we introduced the Balanced Growth Accumulator (BGA) III — a proprietary, low‑cost IUL designed to maximize accumulation and provide clients with greater flexibility. Highlights included: Innovative uncapped index crediting strategies that open new possibilities for growth. A unique Partial Interest Credit, allowing clients to receive credits on […]
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SWAN – Sleep Well At Night
SWAN – Sleep Well At Night https://youtu.be/LKaHn-UzIsk In this exclusive session, we introduced SWAN — Sleep Well At Night, a suite of tools designed to give agents confidence and peace of mind knowing their cases are supported every step of the way. The webinar also featured: New internal systems to keep complex cases on track. […]
The New Trawick Fact Finder is Now Available

The New Trawick Fact Finder is Now Available We are excited to announce that the new and improved Fact Finder is now live on the Trawick website. Designed to streamline your discovery process and help you capture the essential details for every client, this tool is ready for immediate use. Where to find it? You […]
The Simple, Chaotic, and Ever Awesome Power of Annuities

The Simple, Chaotic, and Ever Awesome Power of Annuities
A Lookback at 2025 & A Sneak Peek at What’s New in 2026

A Lookback at 2025 & a Sneak Peek into 2026
2028 Cruise Post
Founder’s Cruise Information The Founder’s Cruise has become a tradition for Trawick Agents — a chance to celebrate success and connect with peers in an unforgettable setting. As you know, this opportunity continues year after year, and the qualification guidelines are updated to reflect current requirements. Download the latest qualification document here Why This Matters Stay […]
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Harvard Business School on Sales in the 21st Century