Broker Check

Our Strategic Partners

Investment Management Partners

Managed Money

  • AssetMark Trust Company
  • Clark Capital Group 


Annuities

  • Allianz
  • Athene
  • Brighthouse Financial
  • Fidelity & Guaranty
  • Jackson National Life
  • Midland Nation
  • Nationwide
  • Prudential 
  • Symetra


Direct Mutual Funds

  • Capital Group I American Funds
  • Franklin Templeton
  • Invesco
  • Transamerica Funds


529 College Savings Accounts

  • Capital Group I American Funds
  • Fidelity Advisors
  • NEST 529 Advisor Plan


Employer Sponsored Retirement Plans

  • Capital Group I American Funds
  • Invesco


Insurance Partners 

Life Insurance

  • The Cincinnati Life Insurance Company
  • John Hancock Insurance Company
  • North American Company
  • Pacific Life Insurance
  • Principal National Life Insurance 
  • Pruco Life Insurance Company
  • Savings Bank Mutual Life Insurance Company of Massachusetts
  • United of Omaha Life Insurance/ Mutual of Omaha


Long-Term Care Insurance

  • Genworth
  • John Hancock Insurance Company
  • Penn Treaty


Dental & Vision Insurance

  • Humana
  • United Healthcare
  • VSP - Vision Service Plan


Disability Insurance

  • Guardian Life
  • Illinois Mutual 
  • Principal National Life


Health Insurance Individual and Group*

  • Aetna
  • Baylor Scott & White Insurance
  • Blue Cross Blue Shield of Texas*
  • Molina
  • Oscar Insurance
  • United Healthcare* 


Medicare

  • Supplemental
    • Aetna
    • Blue Cross Blue Shield 
    • Humana
    • Mutual of Omaha/ United of Omaha
    • United Healthcare
    • WellCare
  • Advantage 
    • Aetna
    • Blue Cross Blue Shield 
    • Care N' Care
    • Humana
    • United Healthcare
    • WellCare
  • Part D Rx Plans
    • Aetna
    • Blue Cross Blue Shield 
    • Humana
    • Mutual of Omaha/ United of Omaha
    • United Healthcare
    • WellCare