 866-462-4432 |
|
Recommend products from
a broad range of providers.
Unlike with some broker-dealers, SagePoint Financial advisors have the flexibility to access financial products from hundreds of companies. This uncommon level of independence enables you to provide truly sound advice to your clients, with the confidence that you’re presenting them with the best available solutions for their needs.
Our Investment Products team will consult with you one-on-one to offer unbiased recommendations and support, while giving you strategic insight, positioning and comparisons among the tremendous range of products we enable you to offer.
- ABN AMRO (Aston Asset Management)
- Aberdeen Funds
- AIM Distributors
- Alger Group
- Allegiant Funds
- Alliance Bernstein
- Allianz Funds (PIMCO)
- American Century Investments
- American Funds
- American Pension Investors (API Trust)
- American Performance Funds
- American Skandia Advisor Funds
- Aquila Group
- Ariel Investments
- Aston Asset Management (ABN AMRO)
- AXA Enterprise Funds
- Baron Asset Fund
- Bear Stearns Funds
- Blackrock Funds
- Brazos Funds
- Burnham Group
- Calamos Mutual Funds
- Calvert Group
- CDC Nvest (Natixis)
- Citizens Funds
- Cohen & Steers
- Columbia Funds
- Country Funds
- Credit Suisse
- Cullen Funds
- CUNA Members Funds
- Davis Funds
- Delaware Investments
- Diamond Hill
- Domini Social Investments
- Dunham Funds
- Dreyfus Funds
- DWS (Scudder)
- Eagle Funds (Heritage Funds)
- Eaton Vance Group
- Evergreen Funds
- Federated Funds
- Fidelity Advisor Funds
- First American Funds
- First Eagle Funds
- First Dominion Capital
- First Funds
- First Investors Group
- Forward Funds (Kensington)
- FPA Funds
- Franklin Templeton
- Gabelli Funds
- Goldman Sachs Asset Mgmt Group
- Harris Insight Funds (Phoenix Funds)
- Hartford Mutual Funds
- Heritage Family of Funds (Eagle Funds)
- Hotchkis & Wiley Funds
- ICON Fund
- ING Funds
- Integrity Mutual Funds (ND Capital)
- Ivy Funds
- Jackson National
- Janus Advisor Funds
- JennisonDryden (Prudential)
- Jensen Portfolio
- John Hancock Funds
- JP Morgan Funds
- Jundt Funds
- Keeley Funds
- Kelmoore Funds (Dunham Funds)
- Kensington (Forward Funds)
- Keystone
- Kinetics Funds
- Kopp Funds
- Leader Short Term Bond Fund
- Legg Mason
- Legg Mason Partners
- Lexington Group
- Loomis Sayles (Natixis)
- Lord Abbett Funds
- MainStay Funds (NYL)
- Managers Funds
- Merrill Lynch
- MFS Investment Management
- MMA Praxis
- Morgan Stanley
- MTB Group of Funds (Vision)
- Munder Funds
- Nationwide Funds
- Natixis Funds (CDC Nvest & Loomis Sayles)
- Navellier Funds
- New York Life (MainStay Funds)
- ND Capital (Integrity Funds)
- Nicholas-Applegate Mutual Funds
- North Track Funds
- Nuveen Mutual Funds
- Old Mutual Funds
- Olstein
- OppenheimerFunds
- Pacific Advisor Funds
- Pacific Income Advisers
- Pacific Life Funds
- Pax World Funds
- Phoenix Funds (Virtus)
- PIC Funds
- PIMCO (Allianz)
- Pioneer Group
- PMFM Funds
- Portfolio 21 Fund
- Principal Funds
- ProFunds
- Prudent Bear Fund
- Prudential (JennisonDryden)
- Putnam Investments
- Quaker Funds
- Quasar Distributors
- RiverSource
- Rochdale Funds
- Royce Group of Funds
- RS Funds
- Russell Investments
- Rydex
- Salomon Bros
- Saratoga
- Scudder (DWS)
- Security Group
- Seligman (RiverSource)
- Sentinel Group
- SM&R Investments
- Smith Barney Funds
- Snow Capital Funds
- Stephens Funds
- Summit Funds
- SunAmerica Mutual Funds
- Tamarack Funds
- Thornburg Funds
- Timothy Plan
- Touchstone Funds
- Transamerica Idex Funds
- Transamerica Premier Funds
- UBS
- Unified Series Trust
- Van Eck Global Funds
- Van Kampen Funds
- Victory Funds
- Viking Funds
- Virtus Funds (Phoenix)
- Wells Fargo Funds
- Wells Real Estate Funds
- Western Asset Management
Product availability changes from time to time. Contact us directly if you have questions about specific products.
Mutual Funds are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus contains this and other information about the mutual fund. The prospectus can be obtained by contacting a financial advisor. Please read the prospectus carefully before investing.
- AIM Distributors (all closed to new business)
- Alliance Bernstein (all closed to new business)
- Allianz
- Allmerica (all closed to new business)
- Allstate (all closed to new business)
- American National Insurance Co. (ANICO)
- American General
- Ameritas/UNIFI (FMG) (see also Union Central)
- AXA/Equitable
- Chase Insurance (all closed)
- Commonwealth Annuity
- Dreyfus
- Fortis (Hartford)
- Franklin Templeton
- Genworth
- Great American (Annuity Investors Life)
- Guardian
- The Hartford/PLANCO
- IL Annuity & Insurance CO
- ING
- Integrity Life (and National Integrity Life)
- Jackson National
- Jefferson National (service only)
- John Hancock (Manulife)
- Kemper Investors Life (Zurich)
- Lincoln Benefit Life (all closed to new business)
- Lincoln Financial Distributors (Lincoln National Life)
- Mass Mutual
- MetLife
- Metropolitan Life (proprietary - service only)
- Midland National (Outer Bank)
- Monumental Life
- (Peoples Benefit)
- Mutual of Omaha
- National Life of Vermont
- Nationwide/Best of America
- Northern Life
- Ohio National Life Insurance
- OneAmerica (American United Life)
- Pacific Life
- Penn Mutual Life Insurance
- Phoenix Home Life
- Pioneer (MetLife)
- Principal Life
- Protective Life
- Prudential
- Reliastar
- RiverSource (American Enterprise Life)
- Scudder (all closed to new business)
- Security Benefit Life (service only, no new sales)
- SunLife Financial
- SunAmerica Retirement Mkts
- Symetra
- Transamerica (Aegon)
- Travelers Life and Annuity (all closed to new business)
- Union Central/UNIFI (FMG) (see also Ameritas)
- Western Reserve Life
- WM Group of Funds (all closed to new business)
Product availability changes from time to time. Contact us directly if you have questions about specific products.
Variable Annuities are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the variable annuity contract and sub-accounts carefully before investing. The prospectus contains this and other information about the variable annuity contract and sub-accounts. Investors can obtain a prospectus from their registered representative. Please read the prospectus carefully before investing.
Insurance Services
The Insurance Services department functions as the insurance product marketing support department for SagePoint Financial. Our job is to work with the advisor and help them make smart decisions regarding the use of insurance products and insurance based solutions. Our responsibility is to find out what role insurance plays in your practice, what type of service and support you need to grow that segment of your practice and then to bring that support to bear from any one or more of the Insurance Services Resources outlined below.
Focus Life Carriers
SagePoint has selling agreements with dozens of fine insurance carriers. However, only a few make the cut as Focus Life Carriers. While it is your choice on which carrier to use, we urge you to consider the merits of the Focus Life Carriers as the "best of the best". The Focus Life Carriers are specially selected insurance carriers who share our vision of maintaining a pro-active, aggressive internal insurance department and have demonstrated their willingness and ability to not only assist your Insurance Services department in delivering value to you, the Advisor, but to also facilitate the access and distribution of competitive, quality products and services. Each Focus Life Carrier has agreed to provide underwriting support, advanced planning support, operations support and other support as needed by our network of independent financial professionals. Many will also provide you with in the field, point-of-sale support on the more difficult cases you encounter.
Our Focus Life Carriers are:
- American General
- ING
- John Hancock
- Nationwide
- Pacific Life
- Penn Mutual Life Insurance Company
- Sun Life Financial
Strategic Brokerage Partners
You will have access to our network of Strategic Brokerage Partners, regionally placed, through which you have available web-based term spreadsheets, long-term care insurance, fixed & indexed annuities as well as the traditional and variable life products from a select group of our Focus Life Carriers as well as many ancillary carriers. These independent brokerage agencies are committed to working with our network of Advisors and include:
- Bufkin~Hefferon & Siegel/Ash Brokerage (eastern USA)
- The National Benefit Corp (mid-USA)
- Marsh Private Client Life Insurance Services (western USA)
Point-Of-Sale Support
You will have access to true, in-the-field point-of-sale support for those advanced insurance cases that are outside your comfort zone and which you do not feel comfortable handling on your own. The Insurance Services department has created regionally based relationships with the firm, LifeMark Partners, to deliver this hands-on concierge support. Use of LifeMark Partners will free up your time to focus on what you do best while not losing an important touch-point with your clients.
tioTERM (On-Line Term Insurance Order And Processing System)
tioTERM provides instant, reliable, term quotes based on a few simple health questions that every client can answer. Not just an order submission process or a quote engine, tioTERM is everything you need to quote, compare, select and order a term life policy, all on-line in an intuitive, easy-to-use, website. Competing products are quoted side-by-side for easy comparison, and product details are available online at the touch of a button. Orders are submitted through a simplified on-line form so tioTERM users never contend with voluminous applications or amendments and they do not waste valuable time scheduling exams or ordering medical records.
tioTERM participating carriers include:
- American General
- Genworth Financial
- ING
- BannerLife
- West Coast Life
Product availability changes from time to time. Contact us directly if you have questions about specific products.
Alternative Investments - Suitability rules apply. Contact us for specific programs
- Behringer Harvard
- CNL Group, Inc
- CB Richard Ellis
- Realty Capital Securities
- Hines Real Estate
- KBS Realty
- Wells Real Estate Funds
- AEI Fund Management, Inc.
- Inland Real Estate Investment Group
- Steben & Company
- Man Investments
- Rochdale Investment Management
- Man Investments
- Central Park Group
The information presented is neither an offer to sell nor the solicitation of an offer to buy any security, which can be made only by prospectus or official offering documents. Such documents explain all the implications and risks of the respective offering of the securities to which it relates including risks, fees and expenses. Prospectuses and/or offering documents should be read carefully prior to investing.
Alternative investments are highly speculative and not suitable for all investors. Alternative asset classes are typically more volatile than investments in other asset classes such as equities and fixed income. This volatility may result in significant price fluctuation and loss of some or all principal invested. Additionally, alternative investment may be illiquid and in some cases can create tax liabilities. There is no assurance that the stated objectives will be met. Several of these programs available are for sophisticated investors only or may be limited to established accredited clients.
Product availability changes from time to time. Contact us directly if you have questions about specific products.
- SagePoint advisors have access to products from hundreds of companies
- Receive unbiased recommendations from our Investment Products team
- Provide truly independent advice to your clients
