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Insurer Members

AIG (American International Group)

Allianz Life Insurance Company

Allstate Insurance Company

American Equity Investment Life Insurance Co.

American National Insurance Company (ANICO)

Athene Annuity & Life Assurance Company

Brighthouse Financial

Delaware Life


EquiTrust Life Insurance Company

FBL Financial Group-Farm Bureau Life

Fidelity & Guaranty Life

Fidelity Investments Life Insurance Company

Global Atlantic Financial Company

Global Bankers Insurance Group, LLC

Great American Insurance Group

Guardian Insurance & Annuity Co.

Guggenheim Life and Annuity Company

Jackson National Life Insurance Co.

Lincoln Financial Group

MassMutual Financial Group


Nationwide Financial

New York Life Insurance Company

OneAmerica Financial Partners, Inc.

Pacific Life Insurance Company

Penn Mutual Life Insurance Company

Principal Financial Group

Protective Life Insurance Company

Prudential Financial

Sammons Financial


Security Benefit

State Farm Life Insurance Company

Symetra Financial

Thrivent Financial


Transamerica / AEGON

Western & Southern Financial Group


Achaean Financial

Advisors Excel


Ash Brokerage Corp.

B.Riley Wealth Management


Benjamin F. Edwards

Cetera Financial Group

Charles Schwab and Co., Inc.

Citi Personal Wealth Management

Compass Retirement Solutions, LLC

CUNA Mutual Group

Edward Jones

Empower Retirement

Fidelity Investments


Janney Montgomery Scott, LLC

JP Morgan Chase

Key Investment Services, LLC

LPL Financial

M&T Bank Corporation

Merrill Lynch Global Wealth Management

Morgan Stanley

NPB Financial Group LLC

Pacer Financial, Inc.

Raymond James Insurance Group

Signator Investors

Stifel, Nicolaus & Company, Inc.

The Secure Companies, Inc.

U.S. Bancorp Investments

U.S. Retirement Partners

UBS Financial Services Inc.

ValMark Financial Group

WealthVest Marketing, Inc.

Wells Fargo & Company

Asset Manager Members


Allianz Global Investors

American Century Investments


Capital Group Companies

Franklin Templeton Investments

Goldman Sachs Asset Management


Janus Henderson Investors

Jennison Associates

JP Morgan Asset Management

Legg Mason, Inc.

Macquarie Investment Management

MFS Investment Management

Morgan Stanley Investment Management Inc.

Natixis Investment Managers

Neuberger Berman Management, Inc.

Pacific Investment Management Company (PIMCO)

Putnam Investments

Schroders Investment Management

State Street Global Advisors

T. Rowe Price Group, Inc.

Vanguard Group, Inc.

Virtus Investment Partners, Inc.

Wellington Management Company, LLP

Solution Provider Members


Broadridge Financial Solutions Inc.

CANNEX Financial Exchanges

Dechert LLP

DST Systems, Inc.

DTCC (Depository Trust & Clearing Corp.)

Ebix, Inc.

Eversheds Sutherland

Faegre Drinker Biddle & Reath

Genesis Development Group, Inc

Groom Law Group

Insurance Technologies



Milliman, Inc.

Mitchell, Williams, Selig, Gates & Woodyard


SPARK, IPS (Formerly VTX, LLC)

Toppan Merrill

Vedder Price


Wilbanks Partners LLC