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 Portfolio Analysis


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

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