Top Funds are used for Qualified Retirement Accounts (IRA’s) and 401K rollovers as well as Non-Qualified Investments. We have excellent funds to provide long term income, before or during retirement.
Russell is also licensed to sell Variable Life Insurance and Variable Annuities, along with Mutual Funds. He is able to track Variable Annuity companies as well as your investment accounts from the DST Vision database to review daily status reports on your investments, which will help you keep track of and maintain a constant tracking system on your portfolio, should you wish to do so. Most Mutual Funds are available but we usually use are:
Franklin Templeton Investment Company
Fidelity Investment Company
American Funds Investment Company
Invesco Investment Company
Annuities – Fixed & Indexed
When a client is looking for a place their money with guarantees, look to fixed Annuities.
We offer a variety of Life Insurance Companies (Midland National, Jackson National, Prudential, etc.) for these products. If you’re looking for a guaranteed return for a period of 5 years or longer, then we have the product and the knowledge to help you reach your goals. We only use the top rated Companies. The amount of funds deposited and the length of the Annuity will determine the best company for you.
Guarantees are based on the claims-paying ability of the issuing Insurance Company.
Annuities – Variable
We offer some of the most competitive products in the industry. These are a few of the excellent Variable Annuity Companies we represent:
Midland National
Jackson National
John Hancock/Manulife
Lincoln Financial
Broker Dealer
Parkland Securities, LLC -
300 Parkland Plaza -
Ann Arbor, MI. 48103 -
800.373.1612