Case Management
Step 1. Case Design
- Dean Azbil*, Merle Boeve*, Genie Kmicinski
*Individual is not affiliated with Osaic Wealth, Inc.
Step 2. Case Management
- Geanie Kmicinski - Case Manager
- Email: genie.kmicinski@centralfinancialgroup.com
- Phone: 515-710-3533
Step 3. Pending New Business
- TruChoice Website -> Production Dashboard -> Case Activity
- Carrier Website - Pending New Business (This is the most updated case information)
Running Illustrations - Make Changes Later
Instructions for Running Illustrations
Term Quotes:
Go to the TruChoice website Truchoicefinancial.com and log in
On the right side of the page click on:
Tools
Life Tools
Life Quotes & Apps and find Term & GUL illustrations
Click on: Go To
This will bring up the Term Quote page
Fill in the information regarding your client and what you are looking for
Get Quotes
To Run Universal Life and/or Indexed Universal Life
Contact Genie Kmicinski
Or you can run it on the selected company that you want such as North American
For Complex case you can reach out to:
Dean Azbill*
*Individual is not affiliated with Osaic Wealth, Inc.
Life Sales Support Specialist - Illustration and Case Design
Direct: 678.631.2047 | Office: 800.237.0263 ext. 62052
dazbill@truchoicefinancial.com
DNew Life Business
Elizabeth Ledford (Main Contact) - Life Operations Manager and NB case manager*
*Individual is not affiliated with Osaic Wealth, Inc.
Phone: 678-726-1168
Email: Sharedservices@truchoicefinancial.com
Kim Joy - Life Operations Manager - New Business*
*Individual is not affiliated with Osaic Wealth, Inc.
Phone: 678-726-1084
Email: kjoy@truChoicefinancial.com
Illustration And Product Support - Reach out to Genie or Merle* First
Dean Azbill*
*Individual is not affiliated with Osaic Wealth, Inc.
Phone: 678-631-2047
Email: dazbill@truChoicefinancial.com
Diana Groh*
*Individual is not affiliated with Osaic Wealth, Inc.
Phone: 856-248-6056
Email: Dgroh@truChoicefinancial.com