Annuity & Direct Investment

Additional Accounts

Create an annuity or investment account, or log in to your additional accounts with the instructions below. Scroll to find the company you need, click the button, and follow the steps provided for you.

529 College Savings Plans

TD Ameritrade 529 Plan

Steps to Login:

  1. You will need your account number to register your online account. Please call our office at 817-210-3444 and we will provide this for you if you do not have it. 
  2. Click on  “Create a username and password” and then complete your information. 

Annuity Accounts

Allianz Annuities

Steps to Login:

  1. Click on the login/register link at the top of the page.
  2. Click blue register button and then fill in the requested information.

AIG Life/Corebridge

Steps to Login:

  1. Client must call and request a login.

Jackson National Life

Steps to Login:

  1. Click on the register button at the top right side of the page.
  2. Select contract owner and complete the registration requirements.

Lincoln Financial

Steps to Login:

  1. Click on the login/register and select register as an individual.
  2. Select Annuity account and then myself.
  3. Complete the registration process.

Nationwide Advisory

Steps to Login:

  1. Click on the button below for website.
  2. Click login in the top right corner of the homepage.
  3. Click “Create an Account Holder Account”.
  4. Complete Sign Up Page.

Protective Life

Steps to Login:

  1. Click on Sign-in and under individual select “Manage My Policies”.
  2. Select “Register Now”.
  3. Complete registration process.

Transamerica Annuities

Steps to Login:

  1. Click on the button below for the website.
  2. Under the “Don’t Have An Account” heading, click “Individual”.
  3. Fill in all of the required information to register.

Alternative Investments

CION Investments

Steps to Login:

  1. Client must call; no login available.

Colony Northstar

Steps to Login:

  1. Client must call; no login available.
 

Corporate Capital Trust

Steps to Login:

  1. Client must call; no login available.
 

Corporate Property 18

Steps to Login:

  1. Click on the button below for website.
  2. Fill in the requested login information.

FS Investments

Steps to Login:

  1. Click on the button below for FS Investments website.
  2. Fill in the requested login information.

KBS REIT

Steps to Login:

  1. Click on the button below for KBS REIT Investment website.
  2. Fill in the requested login information.

Resource REIT

Steps to Login:

  1. Click on the button below for Resource REIT website.
  2. Fill in the requested login information.

“Because we manage risk so effectively, there is nothing to change when the markets go haywire. Hopefully, this gives you peace of mind knowing that you have a strategy in place. Remember, we are here to hold your hand through it when you need us so don’t hesitate to reach out to us. We are committed to providing expert investment advice to you and your family for years to come.”

Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer

What Our Clients Say