Variable Annuities

Variable Annuities

Variable Annuity Model Portfolios - We manage, monitor and exchange variable annuity sub-accounts on a discretionary basis

Variable Annuity Management Information

AXA
ING
Nationwide
Jackson National
Prudential
Security Benefit

 
***Ask about other carrier's products - contact us for more information***

Mutual Fund Families

Mutual Fund Model Portfolios - We manage, monitor and exchange specific mutual fund family accounts on a discretionary basis

Transition to Fee-Based

American Funds
Franklin Templeton Investments
Invesco
Oppenheimer Funds
Pioneer Investments