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 […]

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 […]