Mutual Funds and Fund Families

Mutual Funds

  • Alger
  • Allegiant Funds
  • Alliance Bernstein
  • Allianz Funds
  • American Century Investments
  • American Funds
  • BlackRock Distributors, Inc.
  • Calamos Investments
  • Calvert Group
  • Columbia Funds
  • Davis Funds
  • Dunham Funds
  • Eaton Vance Mutual Funds
  • Evergreen
  • Federated Securities
  • Fidelity Advisors
  • Franklin Templeton
  • Hartford Mutual Funds
  • ING Funds
  • Invesco (Aim and VanKampen)
  • Ivy Funds
  • Jackson Funds
  • John Hancock
  • JPMorgan
  • Kelmoore
  • Legg Mason
  • Lord Abbett
  • MFS
  • MTB Group of Funds
  • Munder Funds
  • NATIXIS
  • Nuveen
  • OLD MUTUAL Investment Partners
  • Oppenheimer Fund Distributors
  • Pacific Funds
  • Phoenix Investments
  • Pimco Funds
  • Pioneer
  • Principal Financial Service (Formerly WM Group of Funds)
  • Putnam Investments
  • Sammons Retirement Solutions
  • Seligman Advisors (RiverSource)
  • Sun America
  • Timothy Plan
  • Transamerica Funds
  • Wells Fargo
  • Wells Fargo

Variable Annuities

  • Allianz
  • Annuity Investors Life
  • AXA Equitable Life
  • Brighthouse (Formerly MetLife)
  • Great American Life
  • Hartford
  • ING American General
  • ING USA
  • Integrity Life Insurance Company
  • Jackson National Life
  • John Hancock
  • Lincoln Life and Annuity
  • Mass Mutual
  • Pacific Life
  • Pioneer Annuistar Variable Annuities
  • Prudential (formerly American Skandia)
  • Sun America Life
  • Sun Life Financial
  • TransAmerica Life
  • Western Reserve Life

Qualified Tuition Programs (529 Plans)

  • Alliance Bernstein CollegeBoundFund (Rhode Island)
  • Allianz CollegeAccess 529 Plan (South Dakota)
  • American Century - Learning Quest Advisor 529 (Kansas)
  • American Funds CollegeAmerica 529 Savings Plan (Virginia)
  • College Savings Bank - CollegeSure (Arizona)
  • College Savings Bank - CollegeSure (Montana)
  • CollegeChoice 529 (Indiana)
  • CollegeCounts 529 Fund Union Bank (Alabama)
  • Columbia Management 529 (Nevada)
  • DC College Savings Plan - Calvert
  • Evergreen CollegeSense 529 Savings Plan (New Mexico)
  • Fidelity Advisor 529 (California)
  • Fidelity Advisor 529 Plan (New Hampshire)
  • Hartford Connecticut Higher Education Trust (Connecticut)
  • Hartford Director SMART 529 (West Virginia)
  • John Hancock Freedom 529 Plan (Alaska)
  • Legg Mason Bright Start College Savings Program (Illinois)
  • Legg Mason Scholars Choice College Savings Program (Colorado)
  • LoneStar Oppenheimer (Texas)
  • Nebraska Educational Savings Trust (NEST)
  • New York 529 Plan (Columbia Management)
  • Northern Lights Distributors (Texas)
  • Northern Trust "Bright Directions College Savings Program" Illinois
  • Oppenheimer Funds Scholar's Edge 529 (Oregon)
  • Putman College Advantage Savings Plan (Ohio)
  • ScholarShare Advisor Plan (California)
  • South Carolina 529 Plan (Columbia Management)
  • UPromise Iowa Advisor 529 Plan (Iowa)
  • UPromise The MOST Advisor Plan (Missouri)
  • Wells Fargo - EdVest College Savings Plan (Wisconsin)

Retirement Plans (401K)

  • Hartford Securities Distribution Company
  • ING Retirement
  • Nationwide (Not approved for Index Annuities)
  • One American (American United Life)

Fixed/Indexed Annuities

  • Allianz
  • Annuity Investors
  • AVIVA
  • Great American
  • ING
  • Jackson National