Branding is the image you portray to clients, prospects, and to the community. Everything about your company a client can touch, hear, or see should be branded with your company image in mind. A consistent brand image should have a look and feel that’s woven throughout all of your print material - your business card, letterhead, pocket folders – and flow into your website, advertising and even how you and your staff greet callers on the phone. The goal is to instantly recognize a communication is from the same organization and immediately connect to what that company represents.


• Assist With Naming Your Company
• Custom Logo Design
• Tagline Creation

• Company Brochures/Marketing Collateral
• PowerPoint Presentation Templates
• Professional Bio Pages

• Unique Promotional Items
• Banner Stands


Without a doubt, seminars and insurance sales presentations remain one of the best ways to get in front of a large number of quality leads quickly. TruCreative has been instrumental in getting GamePlan producers ready and well-equipped to enter the seminar arena with confidence, resulting in millions of dollars in production. Our Seminar Maximizer package is a great guide to getting started with seminars if you need help, and is available at no cost to our producers. Let our talented marketing professionals share with you a proven formula that elite producers are successfully implementing nationwide.


A website is sometimes the very first impression someone will have of you and your business. A website is like inviting someone to your home. First impressions, good or bad, will be determined by how well the house and grounds are maintained. That’s why it’s important to keep your website
well organized, clutter-free, appealing, and engaging.

You want visitors to come to the front door, yes, but you also want to make sure you give them a reason to knock. As more and more consumers use their mobile devices, it’s also important that your website be responsive and accurately display on various technological devices.


It’s been said that before someone will do business with you they must first know, like, and trust you. Videos are a powerful way to demonstrate who you are, passionately communicate what you believe in, and establish a basis for why someone should entrust their financial future to you. Videos can give you the flexibility to share your compelling story in a wide reaching format - at consumer/client events, through emails, social media and on your website. In just a matter of seconds, a video can capture who you are, and bring your story to life.


Producers who find themselves on tv, radio, billboards, or bus stops, don’t find themselves there by accident. A well-crafted marketing campaign strategy involves creating a compelling message and then looking for strategic opportunities to get that message placed in targeted areas.

Let us help you build a well-crafted advertising and media strategy that can give your brand traction.

Client Events*

You’ve spent a vast amount of time, effort and money to acquire new clients, now it’s just as important to keep them. Whether it’s having the opportunity to uncover additional assets, offer additional insurance product options, or acquire referrals, client retention is key to a sustainable business. Client events, whether social in nature or informative, should be an important component in your overall marketing plan. From riverboat cruises and wine tastings, to Mexican fiestas and golf clinics, client events are an excellent way to stay top-of-mind with your valued clients.

Seminar Platforms

GamePlan producers not only have access to carrier specific seminar platforms, but also exclusive non-carrier specific seminar platforms. Along with ready-to-present PowerPoint presentations, most platforms include an accompanying invitation and post-event survey that can be used to set follow-up appointments at the event.

Topics include an introduction to fixed index annuities, Social Security retirement strategies, executive bonus plans for small business owners, and more!

*Various state insurance regulations, as well as other state regulators, prohibit the “gifting” of items, which may include entertainment expenses incurred by a financial professional in excess of a certain dollar value. Be sure to check your state’s requirements and/or your firm to ensure that you are complying with your specific state’s requirements and guidelines.

Producers should follow the applicable state requirements and approval requirements of the carriers they represent and their broker/dealer and registered investment adviser, if applicable.

Producers and their clients are encouraged to consult their attorney or the Social Security Administration via their local office or online at

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.