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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)

Ameritas Life Insurance Corporation

Athene Annuity & Life Assurance Company

Brighthouse Financial

Delaware Life Insurance Company

Empower Retirement


EquiTrust Life Insurance Company

FBL Financial Group-Farm Bureau Life

Fidelity & Guaranty Life

Fidelity Investments Life Insurance Company

Global Atlantic Financial Company

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.


Benjamin F. Edwards

Cetera Financial Group

Charles Schwab and Co., Inc.

Citi Personal Wealth Management

CUNA Mutual Group

Edward Jones

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

Stifel, Nicolaus & Company, Inc.

U.S. Bancorp Investments

UBS Financial Services Inc.

ValMark Financial Group

WealthVest Marketing, Inc.

Wells Fargo & Company

Asset Manager Members


Allianz Global Investors

American Century Investments


Eaton Vance Distributors, Inc.

Fidelity Investments

Franklin Templeton Investments

Goldman Sachs Asset Management


Janus Henderson Investors

JP Morgan Asset Management

MFS Investment Management

Morgan Stanley Investment Management Inc.

Natixis Investment Managers

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

DTCC (Depository Trust & Clearing Corp.)

Ebix, Inc.

Eversheds Sutherland

Faegre Drinker Biddle & Reath


Groom Law Group

Insurance Technologies



Milliman, Inc.

Mitchell, Williams, Selig, Gates & Woodyard

S&P Dow Jones Indices


Toppan Merrill

Vedder Price