Approved Investment Companies
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1 Approved Investment Companies Updated: March 2015 A3
2 Table of Content 529 Plans Summary....Page A1 Fixed & Index Annuities Summary.Page A1 Mutual Funds Summary..Page A2 Third Party Money Managers Summary Page A2 Variable Annuities Summary.Page A3 Universal Variable Life Summary Page A3 529 Plans Details.Pages 1-6 Fixed & Index Annuities Details.Pages 7-11 Mutual Fund Details Pages Third Party Money Managers Details Pages Variable Annuities Details..Pages Universal Variable Life Details Pages Please Note: The Investment Company Website link is provided on the detail pages that follow the summary. Click on the link for marketing and product information. This list is subject to change. If you have any questions Call (800) Laura Malechuk- x4861 Stephanie Poche- x4860 Securities and Advisory Services Offered Through Foresters Equity Services, Inc.
3 529 Plans Alliance Bernstein (RI) Allianz (SD, MI) American Funds (VA) BlackRock (OH) Columbia (SC) Fidelity Advisors Funds (NH) Franklin Templeton (NJ) Hartford Funds (WV) (AK) JP Morgan (NY) Legg Mason (CO) MFS (OR) NEST Advisors Plan (NE) Northern Trust Securities (IL) NorthStar Financial Services (TX) Oppenheimer (IL, NM) Putnam (NV) TIAA Creff (MS) UPromise (IN) Voya (WI Fixed & Index Annuities* These Products may be sold through the BD. Companies with ** next them must be sold through the BD. Allianz (All products including the preferred) American Equity American National Annuity Investors (403b) Forethought Guardian Great American ** Metlife USA Midland National Nationwide- **Platinum Edge North American ** Prudential Sammons Live Well VOYA (aka ING)- ** Select Rate *Other fixed products may be sold as OBAs with prior disclosure A1
4 Mutual Funds Alger Funds Alliance Bernstein Allianz Funds American Century American Funds Aquila Group of Funds Ave Maria Black Rock Funds Calamos Calvert Group Cohen & Steers Colorado Bondshares Columbia/Liberty Funds Davis Funds Delaware Investments Dreyfus Funds DWS Investments Eagle Funds Eaton Vance Federated Investors Fidelity Investments (Fidelity Advisor Funds Only) First Eagle Funds First Investors Funds Forward Funds Franklin Templeton Funds GAM Funds GAMCO Goldman Sachs Green Century Fund Guardian Park Ave Hartford Funds Highland Funds Hotchkis & Wiley (Svc Only) Integrity Viking Funds Invesco ISI Funds Ivy JP Morgan Legg Mason Funds Lord Abbett & Co Mainstay Funds MFS MFS Meridian Funds MTBGroup of Funds Nationwide Natixis Funds New Alternatives Nuveen Oak Ridge Funds Oppenheimer Funds PIMCO Advisor Funds Pioneer Funds Principal Mutual Funds Profunds Prudential Financial Putnam Investments RS Investments Sammons Retirement Solutions Sentinel Investments SunAmerica Thornburg Funds Timothy Plan Touchstone Investments TransAmerica Van Eck Global Funds Victory Capital (FKA Munder Funds) Virtus Investments VOYA Investment Mgt Wells Fargo Advantage Third Party Money Managers* Must be sold through the RIA Absolute Capital AssetMark Atlas Capital Management Beacon Capital Management Brinker Capital BTS Asset Management Clark Lanzen Skalla (CLS) Curian Capital Dunn Warren Flexible Plan Investments Interactive Financial ITS Assets Management Portfolio Strategies PTS Asset Management SEI Southwest Securities A2 *Not available in all states
5 Variable Annuities Allianz Life American General American Legacy Ameritas AXA Equitable Forethought Genworth Financial Great American Great West Guardian Hartford (Svc Only) Horace Mann Integrity Life Jefferson National Kemper (Svc Only) Lincoln Benefit Life Lincoln Financial Mass Mutual Metlife Midland National- Sammons Minnesota Life Mutual of Omaha National Life Nationwide Life NEA Ohio National One America Penn Mutual Phoenix Life Principal Life (Svc Only) Protective Life Prudential Reliastar Sunlife of Canada Transamerica Life United Investors (Svc Only) Valic VOYA (Svc Only) Western Reserve Life (Svc Only) Variable Universal Life American General (Svc Only) Ameritas AXA Equitable Hartford Life Lincoln Benefit Life Lincoln Financial Metlife Midland National Minnesota Life National Life One America Penn Mutual Phoenix Life Principal Life (Svc Only) Protective Life Reliastar/VOYA Life Design Union Times (Svc Only) United Investors (Svc Only) VOYA Western Reserve Life A3
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