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Insurance Carriers and Investment Partners

It’s excellent to have insurance and investment partners like the companies listed on this page. We are happy to do business with them and to be able to offer clients the products and services they need, including those from some of the biggest names in the industry. Below are just some of our valued partners.
Foresters Logo

For nearly 150 years, They’ve been helping families build financial security and make a difference in their communities. They call it life insurance with a larger purpose, and it’s how they help you get the most out of life today.

National Life Logo

At National Life, they don’t make widgets or cars or computers. They make promises.

Their goal – since the chartering of National Life Insurance Company in 1848 – has been to work together to create a better future for every customer through innovative financial solutions and then to deliver on those commitments 10, 20 or 50 years down the road.

F and G Logo

F&G team members work together to help turn aspirations into reality. Every day they strive to improve the financial lives of more people, backed by the passion of their team and grounded in a culture of mutual respect.

They are “fidelity.” Remain loyal to the people they protect, the partners they collaborate with, the coworkers they treat with respect and the company that allows them to do their best work.

AIG Logo

At AIG, their success is built on being responsive and forward-thinking in times of change. Whether helping communities prepare for and recover from natural disasters or helping organizations expand where they do business, they’ve learned how important it is to stay focused on the future. They were among the first to address issues like cyber security and have continued to develop solutions that meet clients’ needs worldwide. Today, AIG operates in approximately 70 countries and jurisdictions.

Mutual of Omaha Logo

For well over a century, Mutual of Omaha has been committed to listening to their client’s needs and helping guide them through transitions that can happen in life by providing them with an array of insurance and financial products. Their mission is to help their customers protect what they care about.

Transamerica Logo

Transamerica works to help individuals in the USA balance their wealth and health so they can achieve financial security. They have developed strong relationships with external research partners and non-profits to offer and provide next-level products and services to their clients.

American Equity Logo

American Equity has assisted their clients to fulfill their needs and wants by fulfilling their financial dignity for almost three decades. Securing your financial independent future could begin today with American Equity with retirement planning and assistance with building a dependable source of lifetime income.

Assurity Logo

Assurity has been a mutual organization for 130 years that is owned by and accountable to the people they insure. Their journey began in 1980 and has developed into a robust and diversified financial organization focused on the future.

Allianz Logo

As a leading provider of financial and retirement solutions and helping people since 1986, Allianz works with all their clients to ensure their unique needs are met and ensure all risks are managed when approaching retirement. At Allianz, they make it a priority as a 125-year-old company to have a lasting and positive impact on the lives of families and the many generations to come.

North American Logo

For over 100 years North American has provided the tools and guidance for families to protect them from life’s unknowns. North American prioritizes helping families plan for tomorrow with some of the most in-demand products and services in the industry from life insurance to annuity solutions. This has helped them serve over 1 million customers to date creating a better future for all.

Great Western Logo

As a Wellable Company the Great Western Insurance Company empowers its clients to be well, prepared and protected. Since 1929 Wellable has provided solutions to protect the well-being of their clients from health to financial needs.

Columbus Life Logo

For 115 years Columbus Life Insurance Company has continued to grow and evolve to offer their clients the best solutions for their financial needs and futures. By providing continued support and developing long-term relationships to really learn their client’s unique needs and providing the proper solutions and tools.

Athene Logo

At Athene, they are focused on helping their customers retire with confidence and also specialize in providing solutions to institutions. As they continue to innovate and find new solutions Athene is recognized as a leading retirement services provider.

Global View Capital Logo

Founded by a group of passionate independent investment professionals Global View Capital Management believes in making a difference in all of their clients’ lives. Through proper financial education, Global View believes individuals can use guidance, planning, and advising to learn how to reach their financial goals.

Score Navigator Logo

Score Navigator is an Industry-leading credit report provider. Ensuring every customer fully understands their financial responsibilities by providing education on how their finances and credits impact everyday decisions and purchases.

netlaw Logo

Newtlaw provides seamless, accessible, efficient and quality estate planning with a commitment to transforming the experience for customers. With the use of technology they provide access to legal counsel and other resources.

Security Benefit Logo

As a leader in the U.S. retirement industry Security Benefit Annuities provides an array of products and services to their clients, including annuities and mutual fund programs. For over 5 decades they have worked on innovating, education and becoming experts in the retirement market.

Silac Logo

As Utah’s oldest active life insurance company Silac provides straightforward & competitive products for clients. They focus on their experience from their past the excellence in their present and ways they can innovate for their future.

Aflack Logo

Aflac has been providing high-quality supplemental insurance for over 60 years, giving your employees and their families additional financial stability in the event of serious illnesses or accidents. They put a high priority on giving their clients the greatest experience possible during times of illness or disability, and they accomplish this by paying cash benefits quickly. They can offer you advice and support if you’re unsure about the idea of supplemental insurance.

Gerber Life Insurance Logo

Gerber Life has been offering affordable life insurance for more than fifty years, enabling both adults and children to have better financial security. The Gerber Products Company founded Gerber Life in 1967, and since then, they have shared a legacy and set of beliefs in providing care for the millions of families that entrust them with their lives. Founded in 1967 by the Gerber Products Company, they have been providing care for millions of families, and are united by their shared heritage and beliefs.

ManhattanLife Logo

Since 1850, ManhattanLife has prioritized policyholders’ needs, consistently processing claims with professionalism and compassion. Today, the company specializes in health, life insurance, and annuity products, aiming to support policyholders in achieving health, wealth, and security. As a privately held entity, ManhattanLife operates independently, without conflicts of interest, and boasts financial strength comparable to larger, publicly traded insurers. With a 174-year track record, ManhattanLife has earned the trust of nearly 1 million individuals through its fair and efficient claims processing.

Breeze FMO Logo

As a full-service marketing firm, Breeze FMO serves independent insurance brokers and agencies. To ensure that agents stay active and involved in their profession, they offer complete product solutions with attractive commission rates, first-rate training and support, and successful lead programs.

Nationwide Logo

For more than 90 years, Nationwide has expanded from a modest, policyholder-owned mutual car insurer to one of the biggest providers of financial and insurance services globally.

Collaborating with Farm Bureaus that sponsored the company allowed Nationwide to thrive in its early stages. Eight Farm Bureaus are still actively promoting Nationwide.

NIW Logo

NIW was founded in 2000 and specializes in providing cutting edge estate, business, and retirement planning solutions for professionals with high net worths or high incomes. With a wealth of industry experience and innovative thinking, the team at NIW Companies offers clients long-lasting, high-quality, and cost-effective financial solutions.

PanAmericanLife Logo

Pan-American Life Insurance Group (PALIG) is a renowned supplier of health, accident, and life insurance. After more than a century of service, PALIG has earned the confidence of millions of clients across the Americas by offering dependable financial stability and comfort to protect their loved ones, enterprises, and prospects. Top-rated life, accident, and health insurance for individuals and groups, along with financial services, are provided by PALIG member businesses in 49 states, the District of Columbia (DC), Puerto Rico, the U.S. Virgin Islands, and Latin America and the Caribbean.

Annexus Logo

As America’s foremost independent product design and distribution firm, Annexus creates solutions aimed at aiding Americans in the growth and protection of their retirement funds. Since 2006, Annexus has pioneered the development of highly effective fixed indexed annuities and indexed universal life insurance policies within the industry. Additionally, the company is at the forefront of advancing in-plan lifetime income solutions alongside plan sponsors.

Protective Logo

Protective offers tailored protection solutions designed to suit individual lifestyles, driven by a core belief that everyone should have access to a sense of security and freedom. With a legacy spanning over 110 years, Protective has remained steadfast in its commitment to safeguarding individuals through a range of offerings including life insurance, asset protection, and retirement products.

Corebridge Financial Logo

Formerly known as AIG Life & Retirement, Corebridge Financial emerges as one of the United States’ premier and most reputable providers of retirement solutions and insurance products, boasting a robust history of client service. At Corebridge Financial, there exists a fervent commitment to empowering individuals by providing them with the tools necessary to achieve their financial goals.

Lafayette Life Insurance Company Logo

For over a century, The Lafayette Life Insurance Company has upheld a mission centered on maintaining its status as a financially stable, quality-focused, growth-driven entity, committed to fulfilling the diverse needs of its customers for life insurance products and services.

Experior Partnered with Debt Medic Logo

Being deeply in debt is extremely stressful, and many Americans might not know where to turn for advice or assistance. Give the friendly staff at Debt Medic a chance to evaluate your client’s financial situation and recommend the best course of action to alleviate their debt load and improve their future financial outlook.

Lincoln Financial Group Logo

Lincoln Financial has been helping millions of people prepare for, protect, and enter retirement for more than a century. when working with clients, Lincoln Financial strives to act with integrity, keep their promises, and always do the right thing.

Americo Logo

At Americo, the company’s success is driven by its people. They are characterized by their forward-thinking approach and solution-oriented mindset. Americo offers cutting-edge product solutions that can be customized to suit your situation.

Nassau Logo

Nassau is continuously striving to become the preferred carrier for customers. They provide a range of insurance products designed to assist in achieving retirement goals, whether it’s safeguarding savings, ensuring guaranteed income, or covering healthcare expenses. Nassau is committed to delivering exceptional service and simplicity, ensuring that customers feel supported and well taken care of.

American Amicable Logo

American-Amicable Life Insurance Company of Texas is a progressive special markets insurer with roots dating back to 1910. The company provides cutting-edge annuity and life insurance solutions designed to meet the unique needs of each customer in terms of wealth creation, estate preservation, and protection.

Liberty Bankers Life Logo

For more than 60 years, Liberty Bankers Insurance Group has prioritized the well-being of its policyholders through a service-first philosophy. Their primary focus is relationships, demonstrating a commitment to both the employees and individuals they serve, which is what they do best and top priority.

Symetra Logo

Symetra provides annuities, life insurance and benefits products to people and businesses nationwide. They are a company with strong roots and a bold vision for the future.

AuguStar Life Logo

AuguStar Financial uses a wide range of distribution channels, such as banks, brokers/dealers, independent marketing organizations, and their conventional agent organization, to offer a competitive and diverse range of annuity and life insurance products.

Prosperity Logo

Prosperity Life Group holds the belief that every individual’s future possesses the potential for growth and prosperity. With member companies boasting a solid foundation spanning over 100 years, the group’s insurance operations in the United States concentrate on the retirement and life markets. Their growth trajectory is marked by the development of innovative life insurance, asset accumulation, and supplemental health products.

Gauranty Logo

Guaranty Income Life Insurance Company, headquartered in Baton Rouge, LA, is an A- (Excellent) AM Best rated insurance company. The company’s foundation is built upon three fundamental principles: service, experience, and innovation. Since its establishment in the 1920s, Guaranty Income Life Insurance Company has remained steadfastly dedicated to these principles and its overarching mission to provide financial security for its policyholders and their families.

LegalShield Logo

LegalShield provides individuals with the opportunity to consult with a lawyer regarding any personal legal issue, eliminating concerns about exorbitant hourly fees. This protection ensures that individuals and their families can live their lives without the burden of worry while under the umbrella of LegalShield.

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