Login

Delivering a holistic advisor experience is our priority

Since 2005, we’ve led the way helping fee-based registered representatives incorporate advisory annuities into their clients’ investment strategies. And over that time, we’ve gained more experience and knowledge about what’s important to you and your clients.

We make account management simple

Our account management platform makes it simple for you to manage your clients’ investments. We built a platform that allows you to take advantage of our open architecture platform to build individualized investment strategies or models and then monitor the portfolios and make adjustments including re-balancing.  

Watch these videos to learn more about our client management platform. Login required.

Watch tutorial videos

Our business practices and compliance

Who you work with says a lot about who you are and what you believe in. We pride ourselves on managing our associates, the policies and procedures we implement and how we manage our business in the highest regard. Learn more about our Business Practices and Compliance Guidelines.

[1] Firm and annuity product restrictions may apply