Simplify your business with Great American Life, a leading provider of fixed-indexed, fee-based and registered-index linked annuities.
With roots dating back to 1872, Great American Insurance Group has withstood the test of time through many financial crises. While many insurance companies have seen their ratings fluctuate during difficult economic times, Great American Life received an upgrade to “A+” by Standard & Poor’s following the 2008 financial crisis. In addition, we’ve been under the leadership of the same great American family for more than 40 years.
Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $261 billion in assets under management as of September 30, 2019. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, Lincoln was recognized by Forbes as one of the Best Large Employers, Best Employers for Diversity, and Best Employers for Women. Lincoln also earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index.Learn more at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com.
BlackRock, founded in 1988, is a leader in risk management with a singular mission to help clients experience financial well-being. At the core of everything we do is quality, value and choice. We strive to deliver quality and value across our suite of model portfolio solutions made up of mutual funds, ETFs or a combination of both. These solutions are available across traditional and ESG portfolios and designed for both taxable and non-taxable accounts, all backed by our proprietary Aladdin risk technology.
Valor Capital Management is an SEC registered investment adviser firm operating as a Turnkey Asset Management Program (TAMP). Valor subscribes to an evidence-based investment management philosophy and offers exclusivity as one of 16 approved TAMPs with Dimensional Fund Advisors. It provides a range of investment offerings, including more than 20 portfolios consisting of Dimensional proprietary mutual funds and a best-in-class ETF portfolio line, with performance reporting accessible on Morningstar. Portfolios are designed to deliver tax-efficient, low-cost and broad diversification for various account sizes, tax qualification types and volatility profiles.
Clarity Insurance Marketing (Clarity) is a best interest-focused insurance marketing organization (IMO) that facilitates advanced product screening, selection and support for all lines of fixed insurance products, such as fixed and indexed annuities, single premium and traditional life insurance and asset-based long-term care products. It works to create efficient back-office support and quality service standards to help advisors issue new business quickly, accurately and effectively. Clarity is dedicated to the implementation of best interest practices for the use of its insurance products—effectively mitigating risk for institutions, their advisors, and ultimately American families nationwide through sophisticated case design, product selection and implementation of insurance solutions as financial planning tools.
Prosperity Capital Advisors is a planning-first, SEC registered investment adviser (RIA) that equips advisors with an array of fee-based financial planning and investment solutions to meet their individual clients’ unique needs. It offers advisors a full-service, open architecture investment platform for turnkey asset management as well as tools and resources to build holistic financial plans. Prosperity Capital Advisors is custodian agnostic and provides affiliated advisors extensive support, advanced portfolio analytics and reporting, investment product due diligence and selection, and more.