Our Impact
Impact You Can Measure. Service You Can Feel.
At True Wealth Strategies, we measure success not just by numbers—but by the lives we’ve protected and the promises we’ve delivered on.
Our Community by the Numbers:
- 22,000+ lives protected (Life & DI)
- $1.8 Billion+ in Assets Administered
- $50 Million in claims paid (2024)
- $28 Million in policyholder dividends (2024)
- $90 Million in annual policyholder premiums (Life, DI, LTC)
True Wealth Strategies by the numbers:
- 22,000 policyholders
- $8.8 Billion Life Insurance in-force
- $42 million disability insurance in-force
- $90 million of annual reoccurring life, disability and long-term care premiums
- Paid $50 million of life and disability claims in 2024
- Paid $28 million in dividends to our policyholders
- $1.5 Billion of Administered Assets under management
These aren’t just data points—they represent real people who’ve trusted us to show up when it matters
Assets Administered Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. As of 12/31/24
$1.8B+
Assets Administered
Guiding families and businesses toward long-term financial growth and security.
+22,000
Life & Disability Policyholders
Serving a growing community with tailored insurance protection strategies.
$50M+
Life & Disability Claims Paid (2024)
Delivering on our promise when it matters most.
$28M+
Policyholder dividends (2024)
Guiding families and businesses toward long-term financial growth and security.
$90M+
Annual policyholder premiums (Life, DI, LTC)
Serving a growing community with tailored insurance protection strategies.
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