Products and Services
Products
- Mutual funds
- Variable annuities
- Variable life insurance
- General securities
- Corporate and municipal bonds
- Limited partnerships
- Group annuities
- Financial planning
- Fee-based asset management
- Unit investment trusts
- Pension services
- Brokerage clearing through Pershing
Commissions
- Paid weekly
- Online commission statements
- Competitive payout rates
Compliance
- Continuing education assistance
- Fast turnaround time on your marketing materials
- "Can do" attitude in regard to sales materials
- Monthly bulletins
Management
- Dedicated team with years of experience
- Will do whatever it takes to help you grow your business
- Understand that you are the key to our success
Online Services Web Site
- Ability to conduct transactions online
- Accessible resources to help you with case design
- Online client account information
- Up-to-date product and sales information
- Links to partner provider Web sites
- Sales ideas
- Compliance bulletins
Other Technology
- Frontier Analytics
- Financial Profiles
- CDA Wiesenberger
- Net Exchange Pro
- Net Exchange Client View
- 24-hour technical support line
- Investigo
- LaserApp
For more detailed information on any of the products or services above, please contact us.
