Vanbridge has the capabilities to focus in on solutions and pricing not typically obtainable, effectively, and efficiently securing life insurance and advanced planning strategies for our clients. 

Our distinctive model is not product or carrier specific and maintains a purely objective strategy when analyzing the marketplace. Our analytical tools enable us to thoroughly assess your existing situation and make recommendations to ensure they meet your specific objectives. We consistently monitor industry trends, staying ahead of legislative changes, product updates and wealth transfer strategies, to ensure potential strategies are flexible, competitive and responsive to everyone involved.

Athene is a leading retirement services company that issues, reinsures, and acquires retirement savings products. One of the largest providers of fixed and fixed indexed annuities in the United States, we are driven to deliver innovative solutions that help people retire with confidence.  

Brighthouse Financial is on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S.,1 we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve.  (1 Ranked by 2021 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2022.)

At Capital Group, home of American Funds, we have only one goal: to help you pursue yours. In business for nearly 90 years and with more than $2.2 trillion in assets under management, we've helped millions of investors pursue their goals

Beacon Capital Management is a next-generation registered investment advisory firm that provides investment advisors and institutions with innovative portfolio solutions designed to meet the investment growth and asset protection needs of today’s investors.  Beacon designs and manages investment portfolios based on research from Nobel-Prize-winning scholars, mathematical formulas, and mechanical execution strategies.  Each portfolio model offers proprietary risk management solutions and aims to deliver consistent returns for the mid- to long-term investor.

Macquarie Investment Management is a global asset manager with offices throughout the United States, Europe, Asia, and Australia. As active managers, we prioritize autonomy and accountability at the team level in pursuit of opportunities that matter for clients. Our conviction based, long-term approach has led institutional and individual clients to entrust us to manage more than $US248.6 billion in assets as of June 30, 2019. In the US, retail investors recognize our Delaware Funds by Macquarie family of funds as one of the longest standing mutual fund families, with more than 80 years in existence. Macquarie Investment Management is a division
of Macquarie Asset Management, a global asset manager with more than $US387.9 billion in assets under management as of June 30, 2019.

Founded in 1995, we understand firsthand the challenges advisors and their clients face in pursuing a goals-based financial plan. Our investment process balances quantitative expertise with a qualitative perspective.
The investment management team pursues forward-looking strategies to address the myriad challenges investors face as they seek to grow their wealth. Financial advisors can turn to Horizon for innovative risk mitigation and retirement income strategies. The firm’s GAIN PROTECT SPEND® framework has been a cornerstone of Horizon’s portfolioconstruction process for over a decade

At Security Benefit we believe everyone deserves an opportunity to achieve financial security. This belief has been our legacy for more than 130 years. Headquartered in Topeka, Kansas, we have focused on brining retirement savings opportunities to K-12 education professionals across the U.S. for the last five decades. The path To and Through Retirement® begins here.