Stop Guessing. Start Growing.

Annuity & Long-Term Care Agents:

This Is the System You’ve Been Waiting For

TruClarity Producer Edge

Tired of cold calling, dead-end leads, and clunky tools?

We built a program that delivers exactly what you need to grow: warm prospects, clear training, done-for-you campaigns, and expert support to help you close business fast.

Here's what you get

Intent-Based Leads – Connect with prospects actively searching for LTC, annuities, and retirement planning solutions.

Proven LTC & Retirement Income Sales Models – Learn how to confidently present and close asset-based LTC and annuity solutions.

TruPLAN™ Software – Show retirement income and LTC planning visually in one simple meeting.

RevSpring.io CRM – Automate lead nurturing, email campaigns, and even host webinars.

Case Design & Inside Sales Support – Present advanced cases with our experts in your corner.

Choose your path

1. Free – Full training & sales models to help you get started (No leads or tools included).

2. Compass – $200/mo: Includes TruPLAN™ and RevSpring.io to upgrade your practice.

3. GPS – $800/mo: The full system – leads, tools, ad spend, and full support.

Ready to grow?

Book a quick 15-minute call and see if you're a fit. No pressure. Just results.

Copyrights 2025| Shoreline Financial Group, Inc | Privacy Policy | Terms of service

5100 PGA Blvd, Suite 305, Palm Beach Gardens, FL 33418