Outsourced Insurance

A Division of TruChoice Financial Group

 

TruChoice Outsourced Insurance Division (OID) brings advisory-driven multi-carrier insurance solutions to the RIA space with a focused, relationship-based approach. Our unique turnkey process enables you to manage your clients’ assets and protection needs, while working
in partnership with our FINRA registered and insurance licensed professionals. We will guide you through the process of developing an insurance solution to help your clients reach their financial goals, allowing you to maintain and further grow your client relationships.

Overview

Benefits

  • Access to low-cost fee based insurance solutions to help manage risk and temper investment portfolio volatility

  • Multi-carrier, multi-product line solutions that deliver value to your clients

  • Paperwork and training requirements all handled by TruChoice

  • Ability to retain and grow revenue while increasing overall AUM

Business Flow

Jim Maietta

Chief Distribution Officer

Jim draws on over 25 years of financial services sales, management, and wholesaling experience to help Registered Investment Advisors drive revenue by servicing and supporting the risk management side of their advisors’ business. Jim’s experience in the securities and insurance industries afford him a deeper understanding of a producer’s overall business model – an understanding he leverages today to help advisors develop insurance product solutions that make sense for their clients. Beginning his career as an insurance agent and registered representative for Pruco Securities, Jim’s talent and leadership abilities were quickly recognized. He was promoted to Branch Manager and, later, Field Director, where his success recruiting and developing financial professionals led his team to earn multiple President’s Citation awards. He also
earned the GAMA award for career development. Following Pruco, Jim joined Allianz, where he held several sales leadership positions, including SVP and District Director of Sales. He also led Distribution Relationship Management, where he successfully developed and enhanced broker dealer relationships. Jim holds his Series 7, 26, 63, and 65 registrations, and currently serves as Chairman of the Board of Directors for the National Association for Fixed Annuities.

John Stanoch, MBA

OID National Account Director

John brings 18 years of experience in the financial services industry. He started his career as a registered representative with First Investors Corporation and later accepted a position with Allianz Life of North America on their New Business processing team.  In late 2002, John moved to USAllianz Securities (later known as Questar Capital Corporation), where he held multiple roles, including Service Team Member, Service Team Manager, and Regional Vice President of Recruiting and Business Development.  John, serving as an Intelligence Officer with the United States Navy, took an 18 month leave of absence in late 2010 to mobilize to Kandahar, Afghanistan in support of Operation Enduring Freedom.  Upon his return in 2012, he accepted a position on the Allianz Life Variable Annuity Wholesale team. John then moved to GamePlan Financial to serve as the Branch Office Manager for GamePlan’s registered representatives affiliated with Questar Capital Corporation and later held a dual role as Branch Office Manager and Director of RIA Development.

 

John and his wife Jennifer have two daughters, Jaedyn and Janielle. His interests include all sports, the University of Minnesota Crew Team, and the United States Navy as a Commissioned Officer.

Tom Liedl, RICP®

OID Specialist

In his role as OID Specialist, Tom partners with advisors to identify insurance solutions to create more stable and predictable outcomes for their clients. Tom draws upon over a decade of financial services experience, including eight years with State Farm Insurance as a Risk Advisor. Following his time with State Farm, Tom spent three years at Allianz Life, working with advisors to help implement annuity solutions into their practice. Tom holds his Series 6 and 63 registrations as well as the Retirement Income Certified Professional designation.

Meet the Team

Ready to Take
the Next Step?

To learn more about the TruChoice Financial Group

Outsourced Insurance Division, please contact

Tom Liedl at 800.633.2468 or solutions@tcfgoid.com.

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TC191310  (12/19)   For Financial Professional Use Only - Not for Use with the General Public