Offer clients with complex situations the comprehensive solutions they call for

Elevate™ advanced planning resources

Access the resource library

Tap into our extensive advanced planning experience when you access our free resources designed to help you elevate your client service and grow your practice.

We have decades of experience helping financial professionals grow their businesses. When clients come to you with advanced planning needs, you can use these resources to help deepen and enhance those important relationships.

Get appointed

Elevate™ advanced planning resources are exclusive to appointed financial professionals with TruStage™.

Learn more about the benefits of getting appointed with us:
Download brochure

Already appointed? Visit the Elevate library:
Log in with Elevate™

Not appointed yet? Now’s the time:
Get appointed now

We made Elevate™ advanced planning resources just for you

Appointed financial professionals can access all of our trusted guidance on complex planning strategies:

Annuity strategies
Income planning
Rollover opportunities
Legacy planning
Additional reference resources

Get appointed to receive full access to our Elevate™ advanced planning resources.

Until then, take a sneak peek at these client-facing tools from the Elevate™ library:

Here to help

This specialized resource library is curated to help financial professionals stay on top in today’s ever-evolving economic environment, delivering years of experience and unique perspectives to your advanced retirement planning — and tough investment challenges.