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Inside Edge

EFFECTIVE 12/30/2016, PRODUCT IS NO LONGER AVAILABLE FOR NEW SALES

The Inside Edge Mutual Fund Program offers what you'd expect from a tax-qualified plan:

  • An array of more than 85 no-load mutual funds that span the financial spectrum, managed by widely known and experienced investment managers.
  • 21 fund families – including American Funds, Invesco AIM, Pioneer, Franklin, and VALIC Company I to name a few.
  • A fixed annuity option that can help stabilize the investment portfolio.
  • Inside Edge Program Q&A[PDF]

A client can transfer among investment options without charges or tax consequences, subject to limitations detailed in the custodial agreement and annuity contract.

NOTE: In Texas, Teachers Retirement System (TRS) plans, we only offer forty-seven funds. TRS does not allow us to sell non-proprietary funds. The only funds available in TRS are the forty-seven VALIC Company I funds.

See the appropriate fixed rate flier for rates and specific contract features. (CT, OR, and WA have different features than other states).

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