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The firm has investment agreements including the following:

Mutual Fund/Investment Companies

American Funds

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BlackRock 

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Calvert

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Fidelity

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Franklin Templeton Investments

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Invesco

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John Hancock Funds

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JP Morgan Funds

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MFS

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Pacific Life Funds

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Putnam

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Sammons Live Well

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Voya Select Advantage IRA

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Expenses

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Annuity Companies

Pacific Life

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Jackson National

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Prudential

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Nationwide

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Sammons

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Allianz

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Lincoln

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Athene

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Great American

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AIG

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