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Frequently Asked Questions


Products and Managers

Annuity Carriers

  • Accordia (Formerly Forethought)

  • Allianz Life Insurance

  • American Equity Life

  • American General Life

  • American National Insurance Company

  • American National Insurance Company - Legacy Marketing Group

  • Americo - Direct

  • Americo Financial Life & Annuity - Legacy Marketing Group

  • Athene (Formerly AVIVA Annuity)

  • EquiTrust Life Insurance Company

  • Fidelity & Guaranty Life Insurance Company

  • Fidelity & Guaranty Life Ins. Co. - Legacy Marketing Group

  • Great American Life Insurance

  • Guggenheim Life & Annuity Company

  • John Hancock Life Insurance

  • Legacy Marketing Group

  • National Life Group (Formerly Life Insurance Company of the Southwest)

  • Lincoln Financial Group

  • Mutual of Omaha

  • National Guardian Life

  • Penn Mutual Life Insurance

  • Phoenix Life

  • Phoenix Life - Legacy Marketing Group

  • Sagicor

  • Sentinel Security Life

Third Party Portfolio Managers


Sample Financial Plan


Sample Portfolio Analysis

Sample Portfolio Analysis

Click the icon to begin your client's financial plan.

Click the icon to begin your client's financial plan.