Products and Agreements






Investment Products

Variable Annuities

AIG Annuities Lincoln Financial Distributors Protective Life Insurance Company
Allianz Life MetLife Prudential Annuities
Ameritas Minnesota Life Sammons Retirement Solutions
AXA Nationwide Financial Security Benefit Life (service only/no sales)
Global Atlantic Financial Group Ohio National Life Insurance Symetra
Integrity Life / National Integrity Life OneAmerica Transamerica Capital, Inc.
Jackson National Pacific Life Voya Financial
Jefferson National Penn Mutual Life Insurance  

Mutual Funds

361 Funds                                                  Deutsche Funds Laudus Funds Ridgeworth Investments
AB Investments Diamond Hill Lazard Risk X Funds
Aberdeen Funds Direxion Funds Leader Funds RiverNorth Funds
Absolute Strategies Funds Dodge & Cox Funds Legg Mason  Robeco Funds
AdvisorOne Funds Domini Social Funds Leuthold Funds Roge Pratners Funds
AIG Financial Distributors - MFs  DoubleLine Funds Litman Gregory Funds Royce Funds
Akre Funds Dreman Funds LKCM Funds RS Investments
Al Frank Funds Driehaus Funds LoCorr Funds Russell Investments
Alger Group Dunham Funds Loomis Sayles Funds Salient Forward Funds
Allianz Funds Eagle Funds Longleaf Funds Sammons Retirement Solutons
Alpine Funds Eaton Vance Investment Mgrs Lord Abbett & Co. LLC Schneider Funds
Altegris Funds Edgewood Funds MainGate Funds Schroder Funds
Amana Funds Equinox Campbell  Mainstay Funds Schwab Funds
AmericaFirst Funds Eventide Funds Mairs & Power Growth Fund Scout Funds
American Beacon Funds Emerald Funds Manning & Napier Funds SEI Funds
American Century Funds Fairholme Fund Marsico Funds Selected Funds
American Funds FBR Funds Matthews Asia Funds Sentinel Funds
AMG Funds Federated Funds Meeder Funds Shelton Funds
API Funds Fidelity Investments Merger Fund  Sierra Funds
AQR Funds First Eagle Funds  Metropolitan West Funds Sit Funds
Aquila Group of Funds First Investors Funds MFS Smead Funds
Arbitrage Funds Forester Funds Morgan Stanley Snow Funds
Ariel Funds FPA Funds Muhlenkamp Fund Sound Shore Fund
Arrow Funds Franklin Templeton Investments MutualHedge Fronter Legends Fund SSgA Funds
Artisan Funds Frost Funds Nationwide Funds Stadion Funds
Aston Funds Fund X Natixis Funds Steward Funds
Ave Maria Funds Gabelli Funds Navigator Funds Swan Funds
Baird Funds Gerstein Fisher Needham Funds T Rowe Price Funds
Baron Funds Goldman Sachs Funds Neuberger Berman Funds TCW Funds
Becker Funds Good Harbor Funds Nicholas Funds TFS market Neutral Fund
Berwyn Funds Goodhaven Funds Northeast Investors Funds Third Avenue Funds
BlackRock Funds Gotham Funds Northern Funds Thiompson Plumb Funds
BMO Funds Greenspring Funds Nuveen Funds Thornburg Funds
BNY Mellon/Dreyfus Guggenheim Funds Oakmark Funds TIAA-CREF Funds
Bogle Funds  Guiness Atkinson Funds Oberweis Funds Timothy Plan
Brandes Funds Hancock Horizon Funds Olstein Funds Tocqueville Funds
Bridgeway Funds Hanlon Mutual Funds OppenheimerFunds Toews Funds
Broadview Funds Harbor Funds Orinda Funds Torray Funds
BTS Funds Harding Loevner Funds Osterweis Fund Touchstone Funds
Buffalo Funds Hartford Mutual Funds Pacific Advisors Funds Transamerica Funds 
Burnham Funds Heartland Funds Pacific Life Transparent Value Funds
Calamos Mutual Funds Hennessey Funds Paradigm Funds Turner Funds
Calvert Funds Highland Funds Parnassus Funds Tweedy Browne Funds
Cambiar Funds Hodges Funds Pax World Funds USAA Funds
Catalyst Funds Homestead Funds Payden & Rygel Funds US Global Investors Funds
Cavanal Hill Funds Hotchkis & Wiley Funds Permanent Portfolio Fund Valve Line Funds
Century Funds Hussman Funds Perritt Funds Van Eck Global Funds
CGM Funds ICON Funds PIMCO funds Vanguard Funds
Champlain Funds Innealta Capital Funds PineBridge Funds Victory Funds
City National Rochdale Integrity Viking Funds Pioneer Investments  Villere Funds
Clipper Fund Intrepid Funds PNC Funds Virtus Funds
Clough China Fund Invesco Polen Funds Voya Investment Management
Cohen & Steers IVA Funds Portfolio 21 Fund Vulcan Funds
Columbia Threadneedle Investments Ivy Funds Power Income Fund Wasatch Funds
Commerce Funds James Advantage Funds PrimeCap Odyssey Funds WBI Funds
Compass EMP Funds James Alpha Funds Princeton Managed Futures Fund Weitz Funds
Copeland Funds Janus Capital Group  Principal Funds Wells Fargo Advantage Funds
Credit Suisse Jensen Portfolio Fund Private Capital Management  Westcore Funds
Cullen Funds  John Hancock Investments ProFunds Western Asset Management 
Cutler Funds J.P. Morgan Assett Management Prudential Investments Westwood Funds
Davis Funds Keeley Funds Putnam Investments William Blair Funds
Dean Funds Keystone Funds Quaker Funds Wilmington Funds
Delaware Investments Kinetics Funds Quantitative Funds Winslow Green Funds
  Lateef Funds Rainier Funds Wintergreen Funds

Alternative Investments (suitability rules apply. Contact us for specific programs)

Altegris Griffin Capital Securities Rochdale Investment Management
AEI Fund Management, Inc. Hines Securities, Inc. SC Distributors
ATEL Capital Group Inland Real Estate Investment Corp Steadfast Capital Markets Group
Atlas Energy, Inc. KBS Capital Markets Group Steben & Company
Central Park Group Man Investments Terra Capital
CNL Securities Corp. Northstar Securities U.S. Energy Development Corporation
Dividend Capital Preferred Apartment Advisors W.P. Carey
Franklin Square Capital Partners Ridgewood Energy

Insurance Services

Companies with Whom We Have Selling Agreements

Life Insurance & LTC (* indicates a preferred insurance partner)

Allianz/US Allianz Midland National Life*                   Savings Bank Life of MA
Amerian General/US Life* Mutual of Omaha Security Mutual of NY
Assurity Life Insurance Co. National Life of VT State Life
AXA Distributors Nationwide Life Insurance * Symetra
Banner Life Insurance Co. New York Life  The Standard Insurance Co
Genworth Financial North American Company for L&H Transamerica
Guardian Insurance & Annuity Ohio National  Union Central
Jackson National Life Insurance Co.  Pacific Life Insurance Co.* United of Omaha Life
John Hancock* Penn Mutual Life Insurance* VOYA*
Lincoln National Life Insurance Co. Principal Life Insurance Co. William Penn Life
Massachusetts Mutual Life Insurance Co.  Protective Life Minnesota Life
MetLife Investors Prudential Life*  

Fixed & Indexed Annuities

AIG Annuity                                  Jackson National Pacific Life
Alliance/US Allianz Lincoln Financial Penn Mutual
American Investors MassMutual Principal
American National MetLife Investors Protective
Delaware Life Midland National Life Prudential
Equitrust  Minnesota Life Reliance Standard
Forethought National Western Standard Life
Genworth Group Nationwide Symetra
Great American New York Life Transamerica
Integrity Life North American VOYA

Strategic Brokerage Partners