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Insurance Planning

TRADITIONAL WHOLE LIFE INSURANCE (INDIVIDUAL OR GROUP)

UNIVERSAL LIFE INSURANCE (INDIVIDUAL OR GROUP)

VARIABLE UNIVERSAL LIFE INSURANCE (INDIVIDUAL OR GROUP)

INDEXED UNIVERSAL LIFE INSURANCE (INDIVIDUAL OR GROUP)

TERM LIFE INSURANCE (INDIVIDUAL OR GROUP)

TRADITIONAL LONG TERM CARE INSURANCE (INDIVIDUAL OR GROUP)

DISABILITY INSURANCE (INDIVIDUAL OR GROUP)

Annuity Planning

MULTI YEAR GUARANTEE INTEREST ANNUITY (MYG)

FIXED INDEX ANNUITY (FIA)

VARIABLE ANNUITY (VA)

LONG TERM CARE ANNUITY

REGISTERED INDEX LINKED ANNUITY (RILA)

Investment Planning

RETIREMENT PROJECTION SCHEDULES

TRADITIONAL IRA IMPLEMENTATION AND TRANSFERS

ROTH IRA IMPLEMENTATION AND TRANSFERS

401(K) IMPLEMENTATION AND TRANSFERS

MUTUAL FUND PLANNING AND PROJECTIONS

STOCK FUNDS (DOMESTIC, FOREIGN, GLOBAL)

SECTOR FUNDS

BOND FUNDS (CORPORATE, GOVERNMENT, MUNICIPAL)

DOWNSIDE RISK PROTECTION STRATEGIES

MICHIGAN 529 COLLEGE SAVINGS PLANS / UGMA ACCOUNTS

UNIQUE SERVICES OFFERED BY YOUR, LOCAL WELLINGTON REPRESENTATIVE

  • Is your annuity still competitive? lets find out… set up a complementary 1-on-1 annuity review with your dedicated Wellington Representative.

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  • Take greater control over your investment experience with a buffer strategy designed to participate in market upside potential while limiting your downside risk.

Our Life Insurance Providers

  • AIG / AMERICAN GENERAL EQUITY SERVICES

  • AGL LIFE ASSURANCE COMPANY

  • AGLA-COREBRIDGE

  • ALLIANZ LIFE

  • AMERITAS

  • ANFIELD ASSET MANAGEMENT

  • AMERICAN AMICABLE

  • AMERICAN NATIONAL

  • AMERICO LIFE INSURANCE CO.

  • BALTIMORE LIFE

  • BANNER LIFE

  • CROWN GLOBAL INSURANCE CO.

  • DELAWARE LIFE INSURANCE CO.

  • FORESTERS

  • GLOBAL ATLANTIC

  • GREAT WEST FINANCIAL

  • GUARDIAN INSURANCE & ANNUITY COMPANY

  • HANLON INVESTMENT MANAGEMENT, INC.

  • HARTFORD LIFE

  • INVESTORS PREFERRED LIFE INSURANCE CO.

  • JOHN HANCOCK

  • LIBERTY NATIONAL LIFE

  • LINCOLN FINANCIAL GROUP

  • LOMBARD INT. LIFE ASSURANCE

  • MASS MUTUAL LIFE INSURANCE CO.

  • MIDLAND NATIONAL LIFE INSURANCE CO.

  • MUTUAL OF OMAHA

  • NATIONAL LIFE GROUP

  • NATIONWIDE INVESTMENT SERVICES

  • NORTH AMERICAN LIFE INSURANCE CO.

  • OCCIDENTAL LIFE INSURANCE OF NC

  • OHIO NATIONAL

  • ONE AMERICA RETIREMENT SERVICES

  • PACIFIC LIFE

  • PENN MUTUAL

  • PHILADELPHIA FINANCIAL

  • PRINCIPAL LIFE INSURANCE CO.

  • PROTECTIVE LIFE

  • PRUDENTIAL ANNUITIES LIFE ASSURANCE CO.

  • SAGICOR

  • SECURITY BENEFIT

  • SECURIAN LIFE

  • SUN LIFE FINANCIAL

  • TALCOTT RESOLUTION

  • TRANSAMERICA

  • UNION SECURITY

  • UNITED OF OMAHA

  • VENERABLE

  • VOYA

  • WESTERN RESERVE LIFE

  • WILLIAM PENN LIFE INSURANCE CO.

Our Long-Term Care Insurance Providers

  • GENWORTH FINANCIAL

  • MUTUAL OF OMAHA

  • OHIO NATIONAL

  • ONE AMERICA ONE SOURCE

Our Annuity Providers

  • AGL LIFE ASSURANCE COMPANY

  • AIG / AMERICAN GENERAL EQUITY SERVICES

  • ALLIANZ LIFE

  • AMERICAN EQUITY

  • AMERICAN NATIONAL

  • AMERITAS

  • ANNUITY INVESTORS LIFE INSURANCE CO.

  • ATHENE LIFE AND ANNUITY INSURANCE CO.

  • AXA DISTRIBUTORS, LLC

  • BALTIMORE LIFE

  • BRIGHTHOUSE FINANCIAL

  • COMMONWEALTH ANNUITY

  • CROWN GLOBAL INSURANCE CO.

  • DELAWARE LIFE INSURANCE CO.

  • EQUITABLE

  • F&G LIFE AND ANNUITY

  • GENWORTH

  • GLOBAL ATLANTIC

  • GREAT WEST FINANCIAL

  • GREAT AMERICAN

  • GUARANTY INCOME AND LIFE

  • GUARDIAN INSURANCE AND ANNUITY CO.

  • HANLON INVESTMENT MANAGEMENT, INC

  • HARTFORD LIFE

  • INTEGRITY

  • INVESTORS PREFERRED LIFE INSURANCE CO.

  • JACKSON NATIONAL LIFE INSURANCE CO.

  • JOHN HANCOCK

  • JEFFERSON NATIONAL LIFE INSURANCE CO.

  • LINCOLN FINANCIAL GROUP

  • LOMBARD INT. LIFE ASSURANCE

  • MIDLAND NATIONAL LIFE INSURNCE CO.

  • NATIONAL LIFE GROUP

  • NATIONWIDE INVESTMENT SERVICES

  • NEW YORK LIFE

  • NORTH AMERICAN LIFE INSURANCE CO.

  • OHIO NATIONAL

  • ONE AMERICA RETIREMENT SERVICES

  • PACIFIC LIFE

  • PENN MUTUAL

  • PHILADELPHIA FINANCIAL

  • PROTECTIVE LIFE

  • PRUDENTIAL ANNUITIES LIFE ASSURANCE CO.

  • SAGICOR

  • SAMMONS RETIREMENT SOLUTIONS

  • SECURITY BENEFIT

  • SECURIAN LIFE

  • SILAC

  • SUNLIFE FINANCIAL

  • SYMETRA

  • TALCOTT RESOLUTION

  • THE STANDARD

  • TRANSAMERICA LIFE

  • VALIC

  • VENERABLE

  • VOYA

Our Mutual Funds & 401(K) Providers

  • FEDERATED INVESTORS

  • FIDELITY ADVISOR FUNDS

  • FIRST INVESTORS

  • FLEXIBLE PLAN

  • FRANKLIN TEMPLETON

  • GABELLI FUNDS

  • GOLDMAN SACHS

  • GREAT WEST FINANCIAL

  • GRIFFIN CAPITAL

  • GUARDIAN INSURANCE AND ANNUITY CO.

  • GUGGENHEIM INVESTMENTS / DISTRIBUTORS

  • HANLON INVESTMENT MANAGEMENT, INC

  • HARFORD LIFE

  • HARFORD MUTUAL FUNDS

  • HIGHLAND CAPITAL MANAGEMENT

  • HORSECOVE PARTNERS

  • INVESCO FUNDS

  • IVY FUNDS

  • JACKSON NATIONAL LIFE INSURANCE CO.

  • JOHN HANCOCK

  • LEGG MASON

  • LINCOLN FINANCIAL GROUP

  • LORD, ABBETT & CO. FUNDS

  • MFS INVESTMENT MANAGEMENT

  • MOUNT YALE ASSET / EAGLE MLP FUNDS

  • MOUNT YALE ASSET MANAGEMENT, LLC

  • NATIONWIDE INVESTMENT SERVICES

  • NEW YORK ADVISORS

  • NORTHSTAR BROKERAGE, LLC

  • NUVEEN INVESTMENTS

  • OHIO NATIONAL

  • ONE AMERICA RETIREMENT SERVICES

  • OPPENHEIMER FUNDS DISTRIBUTOR, INC

  • PACIFIC FUNDS

  • PARNASSUS FUNDS

  • PIMCO

  • PIONEER INVESTMENT COMPANY

  • PRINCIPAL FUNDS DISTRIBUTOR, INC

  • PRINCIPAL LIFE INSURANCE CO.

  • PROBABILITIES FUND

  • PUTNAM INVESTMENTS

  • RBC CLEARING & CUSTODY

  • SALI FUND MANAGEMENT, LLC

  • SAMMONS RETIREMENT SOLUTIONS

  • SC DISTRIBUTORS, LLC

  • SCHOLARS EDGE

  • SECURITY BENEFIT

  • SILAC

  • THE STANDARD

  • SUNAMERICA FUNDS

  • SUNLIFE FINANCIAL

  • SUPERFUND

  • T. ROWE PRICE

  • TRANSAMERICA FUNDS

  • TRILINIC GLOBAL

  • VAN KAMPEN

  • VANGUARD

  • VENERABLE

  • VOYA

  • VICTORY FUNDS

  • VIRTUS MUTUAL FUNDS

  • WELLS FARGO FUNDS DISTRIBUTORS

  • ABERDEEN FUNDS

  • ADP

  • ADVISOR ONE FUND

  • ADVISORS ASSET MANAGEMENT

  • ALGER FUNDS

  • ALLIANCE BERNSTEIN FUNDS

  • ALLIANZ GLOBAL INVESTORS DISTRIBUTORS, LLC

  • ALLSPRING GLOBAL INVESTMENT

  • AMERICAN CENTURY INVESTMENTS

  • AMERICAN FUNDS DISTRIBUTORS, INC

  • AMERITAS

  • ARIEL INVESTMENTS

  • AQUILA

  • BECK, MACK & OLIVER, LLC

  • BLACKROCK

  • BLUEROCK

  • BTS ASSET MANAGEMENT

  • CALVERT

  • CATALYST / LYONS CAPITAL

  • COLUMBIA MANAGEMENT

  • COPELAND CAPITAL MANAGEMENT, LLC

  • CROWN POINT, LLC

  • DAVIS FUNDS

  • DAY HAGAN

  • DELAWARE FUNDS

  • DIVIDEND CAPITAL

  • DWS INVESTMENTS DISTRIBUTORS, INC

  • EATON VANCE INVESTMENT MANAGEMENT

  • EQUITABLE

  • EULAV ASSET MANAGEMENT

  • EVENTIDE

  • EVERBANK

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