Strategic Partners

The following is a list of revenue-sharing partners as of January 2021:

Mutual Fund Companies

  • American Funds
  • Amundi Pioneer
  • BlackRock
  • Columbia
  • DWS Securities
  • Eaton Vance
  • Federated
  • Fidelity Investments
  • Franklin Templeton
  • Goldman Sachs
  • Invesco
  • Ivy
  • John Hancock
  • J.P. Morgan
  • Lord Abbett
  • New York Life Mainstay
  • Pacific Life Mutual Funds
  • PGIM
  • PIMCO
  • Putnam
  • Transamerica Mutual Funds
  • Virtus
  • Voya Investments

Alternative Investment Companies

  • Blackcreek Group
  • Blackstone
  • Bluerock
  • Cantor Fitzgerald
  • CNL Securities Corp
  • FS Investments
  • Griffin Capital
  • Hines Securities
  • Inland Securities

Exchange-Traded Funds

  • First Trust Advisors
  • WisdomTree Asset Management

Annuity Carriers

  • AIG
  • Allianz
  • Athene
  • Brighthouse
  • CUNA
  • Delaware Life
  • Eagle Life
  • Equitable
  • Global Atlantic
  • Great American
  • Jackson
  • Lincoln
  • Nationwide
  • Pacific Life
  • Principal Financial Group
  • Protective
  • Prudential
  • Reliance Standard
  • Sammons Financial Group
  • Securian
  • Security Benefit
  • Symetra
  • Transamerica

Insurance

  • Crump

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