“As an Independent Financial Advisor, I am able to work with many insurance and investment companies.” This is essential because no company is the best at everything. The companies listed below represent a sampling of what’s available. I will review your current investment and insurance plans to better understand your situation. We’ll go through a Lifestyle Analysis and I will match up companies to your specific needs; often using a combination of strategies.
Insurance Companies
American National
Assurity
AVIVA
AXA Equitable
Banner Life
ING Reliastar
Jackson National
John Hancock
Assurity
AVIVA
AXA Equitable
Banner Life
ING Reliastar
Jackson National
John Hancock
Lincoln Financial
Metlife
Mutual of Omaha
Nationwide
North American
Pacific Life
Penn Mutual
Principal
Metlife
Mutual of Omaha
Nationwide
North American
Pacific Life
Penn Mutual
Principal
Protective Life
Prudential
SBLI
Security Mutual
Sun Life
The Standard
Transamerica
West Coast Life
Prudential
SBLI
Security Mutual
Sun Life
The Standard
Transamerica
West Coast Life
Investment Companies
Alliance Bernstein
Allianz
Allspring
American Funds
AssetMark
Black Rock Funds
Delaware Funds
Fidelity Advisor
Allianz
Allspring
American Funds
AssetMark
Black Rock Funds
Delaware Funds
Fidelity Advisor
Franklin Templeton
Hartford
Invesco
Janus Henderson
John Hancock
J.P. Morgan Chase
Mainstay
MFS
Hartford
Invesco
Janus Henderson
John Hancock
J.P. Morgan Chase
Mainstay
MFS
Nationwide Financial
Pacific Life Funds
PIMCO
Principal Funds
PGIM Investments
Putnam
Thornburg
Touchstone
Pacific Life Funds
PIMCO
Principal Funds
PGIM Investments
Putnam
Thornburg
Touchstone