Insurance Services


Advisors have access to a full line of insurance, annuity and ancillary products via our robust strategic brokerage relationships. Securities America's full-service product and insurance professionals work closely with strategic partners to assist advisors in placing and issuing business in a timely and efficient manner. Securities America provides you access to a full line of insurance brokerage products and services while still continuing to support those unique niche products that open new opportunities for the independent advisor. You can enjoy a whole new world of opportunities by incorporating our services into your marketing strategies. Securities America’s insurance brokerage services include:
  • A full portfolio of products including life, health, disability income, long-term care and annuities.
  • Innovative and competitive "niche products" designed to help you prospect and make multiple sales.
  • Estate Planning and Business Planning assistance through extensive strategic alliances.
  • Strategic alliances with some of the nation’s top providers of brokerage services, superior customer support and insurance tools.
  • Life and long-term care insurance services with analysis software, large case and sub-standard risk shopping, 24/7 online case status and an online quotation system.
  • Online appointment forms and web-based "ask the doctor" impairment questionnaires.
  • The e*Office contains a variety of insurance product comparisons, carriers, quote engines, selling and case building techniques, and an underwriting search engine.
 
Mutual Funds, Annuities, Insurance and More
As a top independent Broker/Dealer, Securities America offers a wide variety of products to meet your clients' needs. The following shows a handful of our current product offerings. However, as you know, product offerings are dynamic, and you should contact a Branch Office Consultant at 800.989.8441 for a current listing.

Mutual Funds
We currently offer more than 10,000 mutual funds. Our top partners include but are not limited to:
Allianz Global Investors, American Century, Columbia Management, DWS Investments, Fidelity Advisor, Franklin Templeton, Hartford, Invesco, Ivy Funds, John Hancock, JP Morgan, Lord Abbett, Oppenheimer, Nationwide, Pacific Life, Pioneer, Principal, Putnam

Variable Annuities
We currently offer more than 250 variable annuities. Our top partners include:
Allianz, AXA Distributors, Jackson National., Lincoln Financial, Met Life Investors, Nationwide, Pacific Life, Prudential

Variable Life Products
We currently offer more than 175 variable life products and more than 350 fixed insurance products. Our top variable life partners include:
Hartford, ING Reliastar, John Hancock Life, Lincoln Benefit, Nationwide Life, Pacific Life
 
 Click below for more in-depth information on:
►   Products and Research

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Paul Lofties, VP of Wealth Management Services