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A Growing Roster of Members, Growing the Industry
Click here for a more information on membership.
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Insurer Members |
Allianz Life Insurance Company |
American Equity Investment Life Insurance Co. |
American National Insurance Company (ANICO) |
Clear Spring Life and Annuity Company |
Delaware Life Insurance Company |
EquiTrust Life Insurance Company |
FBL Financial Group-Farm Bureau Life |
Fidelity Insurance Agency |
Global Atlantic Financial Company |
Guardian Life Insurance Company |
National Western Life Insurance Company |
OneAmerica Financial Partners, Inc. |
Pacific Life Insurance Company |
Principal Financial Group |
Protective Life Insurance Company |
Standard Insurance Company (The Standard) |
State Farm Life Insurance Company |
Western & Southern Financial Group |
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Distributor and Bank Members |
Allstate Insurance Company |
Charles Schwab and Co., Inc. |
Citi Personal Wealth Management |
Janney Montgomery Scott, LLC |
Merrill a Bank of America Company |
Morgan Stanley Wealth Management |
Raymond James Insurance Group |
Rockefeller Capital Management |
Stifel, Nicolaus & Company, Inc. |
U.S. Bancorp Investments, Inc. |
UBS Financial Services Inc. |
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Asset Manager Members
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American Century Investments |
Goldman Sachs Asset Management |
Janus Henderson Investors |
JP Morgan Asset Management |
MFS Investment Management |
Natixis Investment Managers |
PGIM Quantitative Solutions |
Schroders Investment Management |
State Street Global Advisors |
Virtus Investment Partners, Inc. |
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IMO Members
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AMS Financial Solutions Group |
Financial Independence Group (FIG) |
Gradient Financial Group, LLC |
Integrity Marketing Group |
WealthVest Marketing, Inc. |
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Law Firm Members
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Faegre Drinker Biddle & Reath LLP |
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Solution Provider Members
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Bank of America Securities |
Broadridge Financial Solutions Inc. |
CANNEX Financial Exchanges |
Donnelley Financial Solutions |
DTCC (Depository Trust & Clearing Corp.) |
LUMA Financial Technologies |
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Industry Partners
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Beacon Annuity Solutions, LLC
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Cooperative Technologies, Inc.
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