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 Consultant 503.928.4103 Schedule a Call
Geri Everett Consultant 505.715.5929
Jeff Kerns VP/Consultant 206.257.2671
Jim Farden Consultant 415.202.3500
Megan Tay Consultant 206.257.2666 Schedule a Call
Shalanée Joyner Consultant 206.257.2670
Alec Rickert Consultant 206.538.2567
Amy Kirstein Case Management 206.257.2668
Camille George Case Management 206.673.4701
Monicah Ono Case Management 206.701.9788
Kelly Peterson Contracting/Compliance 206.257.2667
Natasha Loftin Policy Services 206.257.2663
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