INVESTMENT MANAGEMENT DISTRIBUTION

Brand Owner (click to sort) Address Description
401(K) RESCUE AMZ Financial Insurance Services 4944 Windplay Drive, Suite 115 El Dorado Hills CA 95762 Investment management of and distribution of annuities; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;Promotion of financial and insurance services, on behalf of third parties;
ACCESSCHOICE SELECT AMERICAN EXPRESS COMPANY New York NY Investment management of and distribution of variable annuities;ACCESS CHOICE SELECT;
AMERICAN EXPRESS RETIREMENT ADVISOR SELECT VARIABLE ANNUITY American Express Marketing & Development Corp. 200 Vesey Street New York NY 10285 Investment management of and distribution of variable annuities;RETIREMENT ADVISOR SELECT VARIABLE ANNUITY;
AMERICAN INTERNATIONAL INVESTORS TRUST American International Assurance, SPC 23 Lime Tree Bay Ave; PO Box 1051 Governor's Square, Bldg 4, 2nd Floor Grand Cayman KY1-1102 Cayman Islands Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Issuance and administration of annuities;
ANNUITY PURCHASE PROGRAMS.COM Edlin, Brian 653 VanHouten Ave Clifton NJ 07013 Investment management of and distribution of annuities;
EMBLEM AXA EQUITABLE LIFE INSURANCE COMPANY 1290 Avenue of the Americas New York NY 10104 Investment management and distribution of variable annuities; issuance and administration of annuities;
FINANCIAL DECISIONS GROUP Tim F. Kneeland & Associates, LTD 3828 Pheasant Lane Waterloo IA 50701 Investment management of and distribution of variable annuities; financial planning; estate planning; insurance agencies in the field of life, health and accident;
FINANCIAL DECISIONS GROUP FDG-WATERLOO, LTD. 3013 Greyhound Drive WATERLOO IA 50701 Investment management of and distribution of variable annuities; financial planning; estate planning; insurance agencies in the field of life, health and accident;Color is not claimed as a feature of the mark.;FINANCIAL DECISIONS GROUP;
FINANCIAL DECISIONS GROUP FDG-WATERLOO, LTD. 3013 Greyhound Drive WATERLOO IA 50701 Investment management of and distribution of variable annuities; financial planning; estate planning; insurance agencies in the field of life, health and accident;GROUP;
FINANCIAL DECISIONS GROUP FDG Suite 375 1501 42nd Street West Des Moines IA 50266 Investment management of and distribution of variable annuities; financial planning; estate planning; insurance agencies in the field of life, health and accident;Color is not claimed as a feature of the mark.;FINANCIAL DECISIONS GROUP;
FIRST GREAT-WEST SECUREFOUNDATION GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY 8515 East Orchard Rd Greenwood Village CO 80111 Investment management and distribution of annuities in conjunction with mutual funds or collective investment trusts; issuance and administration of annuities in conjunction with mutual funds or collective investment trusts;FIRST GREAT-WEST SECURE FOUNDATION;
GIVE YOURSELF A RAISE ESSEX CORPORATION 825 Third Avenue, 37th Floor New York NY 10022 Investment management of and distribution of fixed and variable annuities; actuarial services in the field of annuities;
GLOBAL ASSURANCE PROTECTION Justin B. O'Keefe 842 Brentwood Drive Biloxi MS 39564 Investment management of and distribution of annuities; Issuance and administration of annuities; Underwriting, issuance and administration of annuities;GLOBAL ASSURANCE;
GOLD EXTRA BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 Investment management of and distribution of variable annuities; Issuance and administration of annuities;
GREAT-WEST SECUREFOUNDATION EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA 8525 E. Orchard Rd. 2T3 Greenwood Village CO 80111 Investment management and distribution of annuities in conjunction with mutual funds or collective investment trusts; issuance and administration of annuities in conjunction with mutual funds or collective investment trusts;
HIGHWAY Stein, Larry #144 677 Spartanburg Highway Hendersonville NC 28792 Investment management of and distribution of annuities; Annuity underwriting; Annuity services, namely, account and investment administration; Life insurance brokerage; Life insurance underwriting; Financial planning consultation; Financial planning; Insurance agency and brokerage; disability insurance, long term care insurance, permanent life insurance and term life insurance brokerage;
INCOME ANNUITIES Mellberg, Joshua D 3067 Ina Road, Suite 105 Tucson AZ 85741 Investment management of and distribution of annuities;
INCOME ASSURER BENEFIT AMERIPRISE FINANCIAL, INC. 5226 Ameriprise Financial Center Minneapolis MN 55474 Investment management and distribution of variable annuities;Income;
INDEX CAPTURE RATE Nelson, Bruce 3 N Columbus Blvd. Philadelphia PA 19106 Investment management of and distribution of annuities; Investment management of and distribution of variable annuities;
INDEX CAPTURE RATE Lesicki, Ron 3 N Columbus Blvd. Philadelphia PA 19106 Investment management of and distribution of annuities; Investment management of and distribution of variable annuities;
ING ARCHITECT VARIABLE ANNUITY ING GROEP N.V. Bijlmerplein 888 Amsterdam 1102 MG Netherlands Investment management of and distribution of variable annuities; annuity underwriting;VARIABLE ANNUITY;
ING SPORTS ING GROEP N.V. Bijlmerplein 888 Amsterdam 1102 MG Netherlands Investment management and distribution of fixed income funds; mutual fund underwriting;
INVESTMENT FOCUSED VARIABLE ANNUITY Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;VARIABLE ANNUITY;
MARKETSEVEN INDEX EQUITRUST LIFE INSURANCE COMPANY 222 West Adams Street, Suite 2150 Chicago IL 60606 Investment management of and distribution of variable annuities;MARKET SEVEN INDEX;INDEX;
MARKONE Investors Insurance Corporation 3030 Hartley Road Jacksonville FL 32257 Investment management of and distribution of fixed annuities featuring multiple strategy options and premium bonus;MARK 1;
MEMORIAL ASSET PROTECTION PLAN MEMORIAL ASSET PROTECTION PLAN 911 Porter Avenue Ocean Springs MS 39564 Investment management of and distribution of annuities; Issuance and administration of annuities; Underwriting, issuance and administration of annuities;ASSET PROTECTION PLAN;
MONUMENT ADVISOR Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of annuities;ADVISOR;
MONUMENT ADVISOR SELECT Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of annuities;ADVISOR;
NARIA Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE ADVISORY RETIREMENT INCOME ANNUITY Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of annuities; Underwriting, issuance and administration of annuities;ADVISORY RETIREMENT INCOME ANNUITY;
NATIONWIDE DEFENDER Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE DEFINED PROTECTION Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE JOURNEY Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE JOURNEY ACCESS Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE JOURNEY ADVISORY Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;ADVISORY;
NATIONWIDE JOURNEY CHOICE Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE JOURNEY CORE Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE JOURNEY ELITE Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE JOURNEY FOCUS Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE JOURNEY GOLD Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE LIFETIME INCOME TRACK Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Life insurance underwriting; Mutual fund investment;LIFETIME INCOME;
NATIONWIDE MONUMENT ADVISOR Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of annuities;ADVISOR;
NATIONWIDE PLATINUM EDGE Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of annuities; Underwriting, issuance and administration of annuities;
NATIONWIDE VIT BLUEPRINT Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Mutual fund investment;
NEW ERA New Era Life Insurance Company 11720 Katy Freeway, Suite 1700 Houston TX 77079 Investment management of and distribution of annuities; insurance services, namely, underwriting, issuance, claims and administration of life and health insurance, and annuities; administration of medical saving accounts;
NVIT BLUEPRINT Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of variable annuities; Mutual fund investment;
PHOENIX PORTFOLIO ADVISOR PHOENIX LIFE INSURANCE COMPANY 1 American Row H-11W Hartford CT 06102 Investment management of and distribution of variable annuities;PORTFOLIO ADVISOR;
PROTECT THE PRINCIPAL Clayton Biltmore Investments Suite 151 6614 Clayton Rd. St. Louis MO 63117 Investment management of and distribution of annuities; Issuance and administration of annuities;
RETIREMENT INCOME DEVELOPER Nationwide Mutual Insurance Company Office of General Counsel, 1-32-305 One Nationwide Plaza Columbus OH 432152226 Investment management of and distribution of annuities; Underwriting, issuance and administration of annuities;
RISK MANAGEMENT FOR THE COMMON INVESTOR ING North America Insurance Corporation 5780 Powers Ferry Road Atlanta GA 30327 Investment management of and distribution of variable annuities; risk management;
SCHWAB ADVISOR CHOICE VARIABLE ANNUITY CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 Investment management of and distribution of variable annuities;VARIABLE ANNUITY;
SCHWAB INCOME CHOICE VARIABLE ANNUITY CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 Investment management of and distribution of variable annuities;VARIABLE ANNUITY;
SCHWAB ONESOURCE CHOICE VARIABLE ANNUITY CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 Investment management of and distribution of variable annuities;VARIABLE ANNUITY;
SCHWAB RETIREMENT INCOME VARIABLE ANNUITY CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 Investment management of and distribution of variable annuities;RETIREMENT, INCOME AND VARIABLE ANNUITY;
SPECIAL NEEDS ANNUITY William J. Parker 2nd Floor 4200 Crums Mill Road Harrisburg PA 17112 Investment management of and distribution of variable annuities;Special Needs;
THE CONSULTANT Federated Investors, Inc 1001 Liberty Avenue Pittsburgh PA 15222 Investment management of and distribution of variable annuities;
THE HARTFORD'S GUARANTEED RATE CHOICE Hartford Fire Insurance Company One Hartford Plaza Hartford CT 06155 Investment management of and distribution of annuities;As to Hartford;GUARANTEED RATE CHOICE;
THE ULTIMATE RETIREMENT VEHICLE Jefferson National Financial Corp. Suite 1000 9920 Corporate Campus Drive Louisville KY 40223 Investment management of and distribution of variable annuities;RETIREMENT VEHICLE;
THE VARIABLE ANNUITY STORE Thomas Gregory Talbot 120 Rosa Avenue Metairie LA 70005 Investment management of and distribution of variable annuities;VARIABLE ANNUITY;
TRIPLE CROWN FEDERATED INVESTORS, INC. Federated Investors Tower 1001 Liberty Avenue Pittsburgh PA 152223779 Investment management of and distribution of variable annuities;
TRUEBALANCE THE PRUDENTIAL INSURANCE COMPANY OF AMERICA 751 Broad Street Newark NJ 07102 Investment management of and distribution of variable annuities;TRUE BALANCE;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.