How We Invest

97% of our funds and annuities received an overall Morningstar RatingTM of 3, 4 or 5 stars.

98% of our mutual funds and annuities received an overall Morningstar rating of three or more stars across all asset classes. 1

Highest average retirement account balances, according to LIMRA 20122

Highest average retirement account balances, according to LIMRA 20122

Our fees are generally less than half the mutual fund industry average

Our fees are generally less than half the mutual fund industry average.3

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