What sets us apart

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Truluma has grown into a national leader in the disability income brokerage arena. Thanks to the business you’ve trusted us with and the colleagues you’ve referred, we serve advisors in all 50 states while continuing to earn annual recognition as an industry leader and preferred partner status from the carriers we work with.

Our name expresses how we are true to our advisors-first principles while lighting the way toward income and asset protection solutions for your clients – all with unparalleled knowledge, dedication and responsiveness. Thank you for your continued support and the dedication you bring to your clients in making sure their most important asset is protected… their ability to earn an income.

Truluma is continually recognized as a leading Income Protection
Distribution and Consulting Firm with such honors as:

The Standard’s Top 10
Serving with The Standard’s Advisory Board
Principal Preferred Partner
Top Producer for the Petersen International Underwriters
Managing partner of The Plus Group
Founding member of International Disability Insurance Society
Mutual of Omaha Advisory Council
Ameritas Top-Producing Brokerage for Disability Income
Constant Contact “All Star” Award

the Truluma Team

Amy Thorson Consultant 206.686.5005
Brian Leet Senior Partner/Consultant 503.928.4103 Schedule a Call
Geri Everett Consultant 505.715.5929
Jeff Kerns Director of Sales/Consultant 206.257.2671
Jim Farden Consultant 323.441.6302
Jon Stotesbery Consultant 206.257.2665
Megan Tay Consultant 206.257.2666
Shalanée Joyner Consultant 206.257.2670
Alec Rickert Consultant 480.347.0286
Finn Fosberg Consultant 206.508.1648
Amy Kirstein Director of Operations 206.257.2668
Emily Hale Senior Account Manager 206.557.3566
Sean Tomizawa Account Manager 206.735.3194
Payton Pedersen Policy Services Coordinator 206.673-4701
Kelly Peterson Contracting/Compliance 206.257.2667
Jeffry J. Peterson President/CEO 206.257.2664
“I have found incredible value having a brokerage relationship that is not only incredibly helpful in case consultation, but goes above and beyond.”
— R. O'Connor, Amherst, New York