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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

Equitable

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

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

Advisors Excel

Annexus

Ash Brokerage

BBVA USA

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

Kestra Financial

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, Inc.

UBS Financial Services Inc.

ValMark Financial Group

WealthVest Marketing, Inc.

Wells Fargo & Company


Asset Manager Members

AllianceBernstein

Allianz Global Investors

American Century Investments

BlackRock

Fidelity Investments

Franklin Templeton Investments

Goldman Sachs Asset Management

Invesco

J.P. Morgan Asset Management

Janus Henderson Investors

MFS Investment Management

Natixis Investment Managers

Pacific Investment Management Company (PIMCO)

Putnam Investments

Schroders Investment Management

State Street Global Advisors

T. Rowe Price Group, Inc.

Virtus Investment Partners, Inc.

Wellington Management Company, LLP


Solution Provider Members

ACORD

Advisors Excel

AIG (American International Group)

AllianceBernstein

Allianz Global Investors

Allianz Life Insurance Company

Allstate Insurance Company

American Century Investments

American Equity Investment Life Insurance Co.

American National Insurance Company (ANICO)

Ameritas Life Insurance Corporation

Annexus

Ash Brokerage

Athene Annuity & Life Assurance Company

BBVA USA

Beacon Research, Inc.

Benjamin F. Edwards

BlackRock

Brighthouse Financial

Broadridge Financial Solutions Inc.

CANNEX Financial Exchanges

Carlton Fields, P.A.

Cerulli Associates

Cetera Financial Group

Charles Schwab and Co., Inc.

Citi Personal Wealth Management

Cooperative Technologies, Inc.

CUNA Mutual Group

Dechert LLP

Delaware Life Insurance Company

DTCC (Depository Trust & Clearing Corp.)

Ebix, Inc.

Edward Jones

Empower Retirement

Equitable

EquiTrust Life Insurance Company

Eversheds Sutherland

Faegre Drinker Biddle & Reath

FBL Financial Group-Farm Bureau Life

Fidelity & Guaranty Life

Fidelity Investments

Fidelity Investments Life Insurance Company

FIDx

Franklin Templeton Investments

Global Atlantic Financial Company

Goldman Sachs Asset Management

Great American Insurance Group

Groom Law Group

Guardian Insurance & Annuity Co.

Guggenheim Life and Annuity Company

Insurance Technologies

Insured Retirement Institute (IRI)

Invesco

iPipeline

J.P. Morgan Asset Management

Jackson National Life Insurance Co.

Janney Montgomery Scott, LLC

Janus Henderson Investors

JP Morgan Chase

Kestra Financial

Key Investment Services, LLC

Lincoln Financial Group

LPL Financial

M&T Bank Corporation

MassMutual Financial Group

Mediant

Merrill Lynch Global Wealth Management

MetLife

MFS Investment Management

Milliman FRM

Mitchell, Williams, Selig, Gates & Woodyard

Morgan Stanley

Morningstar, Inc.

Nationwide Financial

Natixis Investment Managers

New York Life Insurance Company

NPB Financial Group LLC

OneAmerica Financial Partners, Inc.

Pacer Financial, Inc.

Pacific Investment Management Company (PIMCO)

Pacific Life Insurance Company

Penn Mutual Life Insurance Company

Principal Financial Group

Protective Life Insurance Company

Prudential Financial

Putnam Investments

Raymond James Insurance Group

RegEd

Sammons Financial

Schroders Investment Management

Securian

Security Benefit

SIMON

SPARK, IPS

Special IRI Memberships

State Farm Life Insurance Company

State Street Global Advisors

Stifel, Nicolaus & Company, Inc.

Symetra Financial

T. Rowe Price Group, Inc.

Thrivent Financial

TIAA

Toppan Merrill

Transamerica / AEGON

U.S. Bancorp Investments, Inc.

UBS Financial Services Inc.

ValMark Financial Group

Vedder Price

Vertafore

Virtus Investment Partners, Inc.

WealthVest Marketing, Inc.

Wellington Management Company, LLP

Wells Fargo & Company

Western & Southern Financial Group

Yoko Co.


Exchange Members

ACORD

Beacon Research, Inc.

Cerulli Associates

Cooperative Technologies, Inc.

Morningstar, Inc.

RegEd