American Funds

American Funds' history goes back to the 1931 founding of the investment management firm. There are 33 American Funds that cover the spectrum of investment objectives, as well as a series of retirement target date funds. We are distinguished by a time-tested investment approach in which we seek to provide consistent long-term investment results for our mutual fund shareholders. 

Contact: Jason Weybrecht
888-421-0179

American Legacy

American Legacy is the American Funds annuity. We were established in 1987. We offer a variety of Income and Asset protection riders. I4Life is our patented method of maximizing lifetime income, with an opportunity for tax efficiency. As a sponsor, we are committed to client meetings and seminars as a proven way to help your clients achieve their goals.

Contact: Bob Popovich
317-691-5189 

Barnes and Thornburg

Barnes and Thornburg LLP's tax lawyers represent individuals in their estate-tax planning whether the estate is modestly sized or involves a high-net worth executive or business owner. Our estate planners involve lawyers from other departments and practice groups, as required, to meet the clients needs. The firms large compliment of estate planners across our seven offices gives us the resources to handle transactions on an expediate basis.

Contact: Larry Lawhead
317.231.7262

Charles Schwab Advisor Services

Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of June 30, 2009, client assets custodied with Schwab Advisor Services stood at $505 billion. These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation. Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation and is a leading provider of custodial, operational and trading support for independent investment advisors.

Contact: Aja Nixon
513-361-8603

Jackson National Life Insurance Company

Jackson National Life Insurance Company^® offers an array of products designed to help you plan for your retirement and protect your loved ones. We maintain a firm commitment to corporate integrity, superior products, and outstanding service. Whatever your financial goals, we're here to help you pursue them.??

Jackson™....Bold in Vision. Built on Tradition. Powered by Innovation

Contact: Tim Hays
317-417-6924

Contact: Scott Herkert
765-520-8637

Contact: James Gorman
800-711-5653 ext. 52730

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John Hancock Mutual Funds

John Hancock Mutual Funds is a premier provider of institutional money management and investment strategies for financial advisers 

Contact: Stephen Davos

317-518-1837

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MetLife

Contact: Leeann Kearley
317.529.9399

Contact: Ron Bartley
317.209.8139

Contact: Preston Crawford
317-487-9977

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Pacific Life Annuities & Mutual Funds

Top tier vendor of variable annuities and mutual funds.

Contact: Craig Berthel
248-797-7281