Service Providers

Service Providers


The following contact information for sponsors at the NAAIM 2007 national conference is provided to assist active managers in finding companies that welcome their business and have products created specifically for active management. NAAIM does not endorse or approve any service providers. Prior to using any of the following firms, advisers should perform their own due diligence.

ANNUITIES

AMERITAS ADVISOR SERVICES

Ameritas Advisor Services, a division of Ameritas Life Insurance Corp. and the no-load insurance pioneer, offers financial professionals a competitive range of life insurance and annuity solutions with no sales loads. Their focus is on helping fee-only and fee-based advisors of all experience levels design life insurance and annuity plans for their clients. Advisors don't need any special training or an insurance license to take advantage of services from Ameritas Advisor Services. They provide comprehensive support services to fit the advisor's™ practice. To learn how to potentially boost your fee income - visit ameritasdirect.com or call 800-552-3553. Insurance issued by Ameritas Life Insurance Corp. that feature strong ratings from Standard & Poors™ and A.M. Best.
Contact:
Patty Reiners
AVP
800-552-3553
preiners@ameritas.com
www.ameritasdirect.com

JEFFERSON NATIONAL

Jefferson National Life Insurance Company provides retirement products for fee-based and fee-only advisors and the clients they serve. We believe simple, low-cost variable annuities should be a part of every retirement portfolio, and we've made it our mission to help Americans save more for retirement by launching Monument Advisor, the first VA with a flat insurance fee. Jefferson National serves more than 60,000 customers nationwide, and is domiciled in Dallas, Texas, with authority in 49 states and the District of Columbia. To reach our advisor support desk, please call 866. WHY. FLAT (1-866-949-3528). To learn more, please visit www.jeffnat.com.
Contact:
Jefferson National
Advisor Support Desk
866-949-3528
sales@jeffnat.com
www.jeffnat.com

NATIONWIDE FINANCIAL SERVICES

Nationwide Financial Services, Inc. (NYSE: NFS), a publicly traded company based in Columbus, Ohio, provides a variety of financial services and investment products designed to help individuals with their investing and insurance needs. NFS also offers retirement plans and administrative services through both public- and private-sector employers. In May 2004, NFS adopted a new business structure to better help individuals build their financial security as they work and retire. The new structure is focused on changing consumer life-stages and centers on the following business segments:

  • Individual Investments - encompasses variable and fixed annuity and advisory services offerings
  • Individual Protection - includes variable, traditional, universal and corporate- owned life insurance
  • Retirement Plans - spans both public and private sectors
  • In-Retirement - serves an important and growing consumer demographic through the immediate annuity business.
Contact:
Gabe Terry
Regional Vice President, Select Markets
614-226-3065
terryg3@nationwide.com
www.nationwide.com

PRUDENTIAL FINANCIAL

Prudential Annuities stands Rock-Solid® and ready to deliver an innovative platform of variable annuity products and benefits, and the quality of service you expect and deserve. For more than 125 years, Prudential has been helping financial professionals address their clients’ retirement needs. We are one of the largest financial services companies in the United States, with one of the most recognizable and trusted brand symbols in the world today: The Rock®.

We built our reputation as an industry leader by offering financial professionals like you the latest financial products and by providing sound, disciplined portfolio management. Our investment platform stresses meticulous accountability and offers a choice of more than 50 professionally managed sub-accounts from more than 25 renowned portfolio managers.

Prudential is committed to providing you with the products and information you need to deliver practical financial advice, innovative investor benefits, and intelligent financial solutions that can be tailored to your clients’ needs. Strategic Partners variable annuities are issued by Pruco Life Insurance Company (in New York, issued by Pruco Life Insurance Company of New Jersey), both located at 213 Washington Street, Newark, NJ 07102-2992, and distributed by Prudential Investment Management Services LLC (PIMS), Three Gateway Center, 14th Floor, Newark, NJ 07102-4077. All are Prudential Financial companies and each is solely responsible for its financial condition and contractual obligations.
Contact:
Richard Wysocki
Manager
203-944-7613
richard.wysocki@prudential.com
www.prudentialfinancial.com

SECURITY BENEFIT

Security Benefit provides variable and fixed annuities, mutual funds and retirement plans to individuals and groups. Security Benefit has been a member of NAAIM since 2001 and has quickly become a recognized provider of products and services for registered investment advisors who utilize dynamic market management and both tactical and strategic active asset allocation strategies to manage assets in variable annuities.

In addition, Security Benefit is one of the leading providers of retirement products and services to education employees. The company serves as the official provider of retirement products to the National Education Association’s 2.8 million members. In 2001, Security Benefit introduced AdvisorDesigns as a way to offer a unique tax-deferred wrapper for RIAs who provide asset allocation services. This year, Security Benefit introduced EliteDesigns, a low-cost, no-load, fee-only variable annuity, created to allow representatives to invest their clients' assets the way they want while managing their compensation.

Security Benefit is rated A by A.M. Best and A+ by Standard & Poor’s for its financial strength. Additional information about Security Benefit can be found at www.securitybenefitplanner.com or by calling the National Sales Center at 1-888-222-3003
Contact:
Doug Wolff
Vice President
785-438-3289
doug.wolff@securitybenefit.com
www.securitybenefitplanner.com

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