Investments

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Access products and services that can help make it easy for you to feel confident in your tomorrow.

Investments

Invest and manage your account independently or with the help of a professional.

Mutual funds: Invest your funds into a pool of assets that brings together the money of many investors to purchase a range of securities to meet specified objectives.
Fixed income securities (brokered CDs): Reduce portfolio risk with a stream of fixed periodic interest payments and the eventual return of principal at maturity.
College savings (529): Consider the benefits of these tax-advantaged accounts that can be used to pay qualified education expenses from kindergarten through graduate school.
Individual Retirement Accounts (IRA): Establish additional retirement savings by investing in an IRA. You can use pre- or post-tax dollars depending on the type of account you choose.

Insurance

Identify how much and where you need to add the security and protection of insurance. We have tools that can model scenarios to aid your decision.

Life: Whether you are single, married or a business, you can provide money to your beneficiaries after you’re gone.
Disability: Protect yourself from loss of income due to illness or injury.
Long-term care: Give financial flexibility to your later years and physical needs to cover costs of care.

Annuities

Consider complementing your workplace retirement plan, pension, Social Security or retirement savings account with an annuity^*.

Fixed: Receive a guaranteed income stream in retirement with no surprises.
Index: Protect your principal from down markets and earn potential interest based on the returns of an index.
Variable: Let the market’s ebbs and flows offer an opportunity for potential growth.

Advisory Services

Take the guesswork out of investing with an advice program. Let the professionals marry your goals with your risk and manage a sound portfolio with your future in sight.

Managed Investment Program^®: Develop an investment portfolio based on sound strategy, research, smart choices and monitoring.
Guided Portfolio Advantage^®: For a fee, GPA will manage your account assets to a strategy consistent with your investment objectives--all based on objective, third-party investment advice from independent financial expert Morningstar Investment Management LLC.

*Annuities are long term products designed for retirement. Guarantees are backed by the claims paying ability of the issuing insurance company. Withdrawals may be subject to federal and/or state income taxes. An additional 10% penalty may apply if taken before age 59 1/2. A fixed annuity is a contract between you and an insurance company, that in exchange for your premium, offers a stream of guaranteed income payments. Index annuities are not a direct investment in the stock market. They provide the potential for interest to be credited based in part on the performance of a specified index, without the risk of loss of premium due to market downturns or fluctuations. Variable annuities are sold by prospectus only.

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Learn more about these investments and how curating a portfolio customized for you can help move your future forward.

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