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A Growing Roster of Members, Growing the Industry


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

Equitable

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

MetLife

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

Securian

Security Benefit

State Farm Life Insurance Company

Symetra Financial

Thrivent Financial

TIAA

Transamerica / AEGON

Western & Southern Financial Group


Distributors

Achaean Financial

Advisors Excel

Annexus

Ash Brokerage Corp.

B.Riley Wealth Management

BBVA USA

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

FIDx

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

AllianceBernstein

Allianz Global Investors

American Century Investments

BlackRock

Capital Group Companies

Franklin Templeton Investments

Goldman Sachs Asset Management

Invesco

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

ADP

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

iPipeline

Mediant

Milliman, Inc.

Mitchell, Williams, Selig, Gates & Woodyard

SE2

SPARK, IPS (Formerly VTX, LLC)

Toppan Merrill

Vedder Price

Vertafore

Wilbanks Partners LLC