TruChoice Hosts 5th Annual Climb Conference | News Direct

TruChoice Hosts 5th Annual Climb Conference The practice management event featured three keynote speakers, peer-to-peer sharing, and the launch of a suite of innovative, online tools

News release by TruChoice

facebook icon linkedin icon twitter icon pinterest icon email icon Minneapolis, MN | January 23, 2024 09:30 AM Central Standard Time

TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial services industry, held its fifth annual Climb conference January 11th–14th at The Phoenician in Scottsdale, Arizona. More than 100 financial professionals gathered at the practice management event to start the year off with motivation and inspiration from an assortment of industry speakers, as well as their peers.

“I look forward to Climb more than any other event we host every year,” said TruChoice’s Chief Distribution Officer, Jim Maietta. “It’s always exciting to see already high-performing financial professionals, who are at the top of their game, coming to events like this because they’re not willing to settle. The theme of our Climb events is always ‘Climb Higher.’ The high-impact speakers and peer-to-peer collaboration at Climb is designed to help them find that next goal to achieve. That next mountain to climb. I think we accomplished that again, and I’m already looking forward to next year.”

Don Yaeger, best-selling author, longtime associate editor for Sports Illustrated, and the first of three keynote speakers at the event, kicked off Climb ’24 by sharing the characteristics of greatness he’s learned through decades of interviews with many of the greatest athletes in the world. Keynote Mark Zinder, a futurist and trend forecaster, opened the second day with a fascinating look at trends shaping our world. And final keynote Jeff Bush, principal of The Washington Update, closed the event with assessment and analysis of current happenings in Washington, D.C., and what they could mean for financial professionals.

Additionally, three of TruChoice’s top financial professionals took the stage to share the inner workings of their practices, four major insurance carriers gave product updates, a panel of actuaries gave insights into product design, and nine of TruChoice’s own team shared insights into various areas, with the highlight being the launch of i-Factor, TruChoice’s online suite of cutting-edge resources. i-Factor is designed to give financial professionals the tools they need to dig deeper into product, get business issued faster, and help clients more effectively address their financial needs.

Other notable takeaways from Climb ’24 included a closer look at TruChoice’s new reinsurance solutions and the announcement of two upcoming trips for financial professionals to Copenhagen, Denmark, and Reykjavik, Iceland, in 2025.


 TruChoice is a dynamic wholesaling organization that is one of the largest distributors of insurance products in the financial services industry. We provide access to 50-plus top-rated carriers and limited distribution products, feature a full-service marketing and advertising agency, and host industry-leading practice management events. Offering fixed annuities, life insurance, and long-term care products, our size and scale allow us to meet a variety of needs for a variety of business models. Whether we are helping you find your TruPath, providing a wealth of TruSolutions, or offering our unwavering TruSupport, OUR Tru is YOU. TruChoice Financial can be followed on LinkedIn, X, and Facebook.


This information is intended for insurance-licensed financial professionals.


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Chris Cowan


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