For 115 years, we've provided solutions to help people change how they think about their money. We make financial planning about our clients—not just numbers. Treating each customer as an individual, we create customized plans tailored to their dreams and goals.
Our unique Dream > Plan > Track >® financial planning and advice experience helps our clients to create and manage a personalized and long-term financial strategy with an advisor.


AXA Equitable Life Insurance Company, a leading provider of life insurance and annuity products, has been helping clients address their financial goals since 1859. We specialize in bringing flexible, cost-effective and timely services to plan sponsors and their employees. For more information, contact us at 866.786.0856.




GWN Securities, Inc. is a national, independent broker/dealer focused in the 403(b) market and comprised of more than 700 advisors. GWN was created to accommodate the entrepreneurial needs of independent professionals by combining cutting-edge technology with an independent ownership philosophy and freedom in their investment planning choices and principles. 



Horace Mann was founded in 1945 by two Springfield, Illinois teachers as an insurance company for educators.  In 1961, when Congress extended the ability to utilize before-tax earnings for retirement to school district employees, Horace Mann began offering 403(b) retirement annuities to educator clients.  Over the past 50 years, Horace Mann has maintained that focus on helping provide for the retirement and insurance needs of public school education employees and their families.  Today, Horace Mann is an annuity provider  for the 403(b) plans of more than 4,000 school districts nationwide.

With more than 700 representatives, 200,000 individual investors and $11.3 billion in client assets nationwide, Lincoln is THE broker-dealer of choice for the best financial representatives in the industry because of what sets us apart:

1. Our culture
2. Our personal touch
3. Our products
4. Our field support

Our national network of independent financial representatives has told us that Lincoln Investment has what it takes to help them succeed in this highly competitive industry. 

Midland National Life Insurance Company is one of the leading insurance companies in America.  Throughout its history, Midland National has enjoyed steady growth, stability of leadership and industry success. With its Annuity Division located in West Des Moines, Iowa, Midland National Annuity Division operates in 48 states and the District of Columbia through its 12,000 licensed sales professional.


OppenheimerFunds, Inc. has been helping investors achieve their financial goals since 1960. We are one of the nation's largest and most respected asset management companies.  We have been offering 403(b)(7) programs since 1983. 


Main Product/Service: PlanMember helps independent advisors build fee-based practices with a comprehensive product selection and access to a national network of employer relationships. As a registered Broker/Dealer and RIA in all 50 states, PlanMember provides unparalleled representative support including proven marketing programs, professionally-managed programs, compelling economics and a unique retirement vesting program.

Founded in 1892, Security Benefit is a diversified financial services and technology company with three distinct operating divisions: Retail Retirement, Asset Management and Business Process Outsourcing. As a privately held corporation providing retirement and investment solutions through independent advisors and agents, we serve the financial needs of customers in all 50 states and specialize in the following products in defined markets:

• Retirement Solutions and Individual Retirement Accounts – with a leadership position in K-12 Education retirement plans
• Fixed and Variable Annuities

Security Benefit partners with more than 27,000 licensed and appointed financial planners, representatives and agents through a network of 700 broker/dealers and independent marketing organizations. Security Benefit Life Insurance Company (SBL) provides fixed and variable annuities to approximately 200,000 policyholders. In addition, we are a Top 5 provider of retirement plan services in the K-12 education marketplace. 

SunGard is one of the world’s leading software and IT services companies, serving more than 25,000 customers in more than 70 countries, including the world’s 25 largest financial services companies.

An integrated suite of solutions for retirement plan administration, SunGard’s Benefit Administration helps small and mid to large providers launch and maintain retirement products and services customized to their client needs.  Administrators use Omni and Relius solutions to manage the recordkeeping, trading and reconciliation, check writing and benefit disbursement processes of defined contribution, defined benefit and other contributory schemes worldwide.  SunGard’s benefit administration software, services and expertise can help you simplify your workload and amplify the value you provide in the administration of defined-contribution or defined-benefit retirement plans.

 

 

With more than 40 years of retirement plans experience, The Hartford offers a full spectrum of retirement programs for plans of all sizes and in all markets – corporate, government and tax-exempt.  As a trusted partner in your success, our retirement specialists will position you to win, with unparalleled support every step of the way.  With The Hartford behind you, achieve what’s ahead. 

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries, including Hartford Life Insurance Company, Hartford Retirement Services, LLC (“HRS”), and Hartford Securities Distribution Company, Inc. ("HSD"). HSD (member FINRA and SIPC) is a registered broker/dealer affiliate of The Hartford.

When choosing an investment provider, Americans seek a stable company with the ability to meet its financial obligations. VALIC has been in business for since  1955 and currently serves over 25,000 groups and more than 2.2 million customers in public and not-for-profit 12, Higher Education, Health Care, Public Employer and not-for-profit organizations.  We commit to the same unchanging standard of service we have delivered since our founding.

With over $61 Billion in assets, including $3 Billion of capital, surplus and asset reserves, we are actively seeking qualified independent advisors to join us in providing sales and service to our marketplace.