Skip to main content

A Growing Roster of Members, Growing the Industry


Insurer Members


Allianz Life Insurance Company

American Equity Investment Life Insurance Co.

American Life & Security

American National Insurance Company (ANICO)

Aspida

Athene USA

AuguStar Financial

Brighthouse Financial

Clear Spring Life and Annuity Company

Corebridge Financial

Delaware Life Insurance Company

Empower

Equitable

EquiTrust Life Insurance Company

FBL Financial Group-Farm Bureau Life

Fidelity & Guaranty Life

Fidelity Investments Life Insurance Company

Global Atlantic Financial Company

Guardian Life Insurance Company

Jackson Financial

Lincoln Financial Group

MassMutual Ascend Life Insurance Company

National Western Life Insurance Company

Nationwide Financial

Navy Mutual

New York Life

OneAmerica Financial Partners, Inc.

Pacific Life Insurance Company

Principal Financial Group

Prosperity Life

Protective Life Insurance Company

Prudential Financial

Sammons Financial Group

Securian

Security Benefit

Standard Insurance Company (The Standard)

State Farm Life Insurance Company

Stellar National Life

Symetra Financial

Thrivent Financial

TIAA

Transamerica

USAA - Life Company

Western & Southern Financial Group

Distributor and Bank Members


Allstate Insurance Company

Cetera Financial Group

Charles Schwab and Co., Inc.

Citi Personal Wealth Management

Edward Jones

Janney Montgomery Scott, LLC

JP Morgan Chase

Kestra Financial

LPL Financial

Merrill Lynch Global Wealth Management

Morgan Stanley Wealth Management

Raymond James Insurance Group

Rockefeller Capital Management

Stifel, Nicolaus & Company, Inc.

TruStage

U.S. Bancorp Investments, Inc.

UBS Financial Services Inc.

Wells Fargo & Company

Asset Manager Members


AllianceBernstein

American Century Investments

BlackRock

Capital Group Companies

Fidelity Investments

Franklin Templeton

Goldman Sachs Asset Management

Invesco

Janus Henderson Investors

JP Morgan Asset Management

MFS Investment Management

Natixis Investment Managers

PGIM Quantitative Solutions

PIMCO

Schroders Investment Management

State Street Global Advisors

T. Rowe Price

TCW Investments

Virtus Investment Partners, Inc.

IMO Members


Advisors Excel

AmeriLife

AMS Financial Solutions Group

Annexus

Ash Brokerage

DPL Financial Partners

Financial Independence Group

Gradient Financial Group, LLC

Integrity Marketing Group

RetireOne

Simplicity Group

WealthVest Marketing, Inc.

Law Firm Members


Carlton Fields, P.A.

Dechert LLP

Eversheds Sutherland

Faegre Drinker Biddle & Reath LLP

Groom Law Group

Solution Provider Members


Bank of America Securities

Broadridge Financial Solutions Inc.

CANNEX Financial Exchanges

Conning

Donnelley Financial Solutions

DTCC (Depository Trust & Clearing Corp.)

Ebix, Inc.

Ensight

FIDx

Hexure

iCapital

iPipeline

LUMA Financial Technologies

Magnifact

Milliman FRM

S&P Dow Jones Indices

SPARK, IPS

Toppan Merrill

Vertafore

Zinnia

Industry Partners


ACORD

Beacon Annuity Solutions, LLC

Cerulli Associates

Cooperative Technologies, Inc.

Morningstar, Inc.

RegEd

Soleares Research, LLC