Investments Product Providers
First Command’s ability to offer financial products and services from a number of trusted, leading investment and insurance companies adds strength and diversity to our capabilities and to your financial plan. And our independence from any single product or service provider enables your Financial Advisor to tailor recommendations in your financial plan to your unique financial goals and circumstances.
We’re committed to providing every client access to well-established investment companies, including the following firms, and have built relationships with industry leaders on a foundation of value, strength and trust.
A leading provider of annuities and life insurance, Allianz Life Insurance Company of North America (Allianz) bases each decision on a philosophy of being true: True to our strength as an important part of a leading global financial organization. True to our passion for making wise investment decisions. And true to the people we serve, each and every day. Through a line of innovative products and a network of trusted financial professionals, and with over 2.6 million contracts issued, Allianz helps people as they seek to achieve their financial and retirement goals. Founded in 1896, Allianz is proud to play a vital role in the success of our global parent, Allianz SE, one of the world’s largest financial services companies. Visit www.allianzlife.com.
Directly and through subsidiaries, the company offers a broad line of insurance products and services, including life insurance, annuities, health insurance, property and casualty, credit insurance, and pension plan services. Mutual funds and variable products are securities products distributed through Securities Management and Research, Inc., a subsidiary broker-dealer of American National Insurance Company. First Command offers immediate, fixed and fixed index annuities through American National. Visit www.anico.com
Athene USA is is a subsidiary of Athene Holding Ltd., which also is the parent company of Athene Annuity & Life Assurance Company and Athene Annuity and Life Company. With 595,000 policy holders, $59 billion in assets and a strong return on equity, Athene’s vision is to be a fixed annuity market leader. Serving U.S. customers since 1896, Athene offers a portfolio of fixed annuity and insurance products designed to meet consumers’ accumulation and retirement income needs. Visit www.athene.com.
AXA Equitable Life Insurance Company has been helping individuals develop financial strategies since 1859. AXA Equitable is a premier provider of annuities, life insurance and related financial service products and maintains its fundamental commitment to helping people build sound financial futures. Visit www.axa-equitable.com
Great American Life is an American insurance company that offers annuity products that can help you prepare for retirement. With our fixed and fixed-indexed annuities, and income riders, you can receive growth and guaranteed income for life. A subsidiary of Great American Financial Resources, Inc. (GAFRI), Great American Life consistently receives strong ratings for financial strength from leading ratings agencies, such as Standard & Poor’s and A.M. Best. Headquartered in Cincinnati, Ohio, GAFRI is a subsidiary of American Financial Group, which is publicly traded on the New York Stock Exchange (NYSE:AFG). Visit www.GAIGAnnuities.com
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. Once known primarily as a mutual fund company, Fidelity has evolved to meet the changing needs of its clients. Products now include over 300 mutual funds, the retirement and insurance markets, and more. Fidelity and First Command have been working together for many years; we share a commitment to continuous improvement, innovative technology, and peerless customer service. Fidelity Investments and First Command are not affiliated. Visit www.fidelity.com
Franklin Templeton Investments is a global investment management organization with over $490 billion in assets under management (as of June 30, 2006). At the core of our business are multiple world-class investment management groups - Franklin, Templeton and Mutual Series - each operating autonomously and offering our clients their unique perspectives. Together, they are firmly committed to bringing the expertise of many with the strength of one. First Command is proud to offer a wide selection of Franklin Templeton's funds to its clients. Visit www.franklintempleton.com
Invesco is a part of Invesco Ltd., one of the world’s leading independent global investment management firms. We draw on the strength of many resources, and we seek to deliver on a single focus: investment management. We enjoy a long history of managing assets for clients globally.Invesco distributes a comprehensive lineup of investment solutions, including retail mutual funds, exchange-traded funds and institutional money market funds. Our solutions include offerings in equities, fixed income, cash management products, asset allocation products and alternative investments. Visit www.invesco.com
Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection — our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures. Visit www.lincolnfinancial.com
MetLife, Inc. is a leading provider of insurance and financial services with operations throughout the United States and the Latin America, Europe and Asia Pacific regions. Through its domestic and international subsidiaries and affiliates, MetLife, Inc. reaches more than 70 million customers around the world and MetLife is the largest life insurer in the United States (based on life insurance in-force). First Command offers variable annuities from Met Life. Visit www.metlife.com
Established in 1924 and headquartered in Boston, MFS is an active, global asset manager with nine worldwide investment research offices. They employ a uniquely collaborative approach to build better insights for their clients. Their investment approach has three core elements: integrated research, global collaboration and active risk management. The MFS family of more than 80 U.S. mutual funds is distributed through financial advisors affiliated with brokerage houses, financial institutions, financial planning firms, and independent advisors. MFS has long partnered with investment professionals, believing every investor benefits from professional advice. Visit www.mfs.com.
OneAmerica® and the Care Solutions products can help consumers meet their alternative long-term care (LTC) needs. The Care Solutions portfolio is solely focused on providing asset-based LTC products. Care Solutions is recognized as a market leader, with patented products utilizing life insurance and annuities. Care Solutions products can help consumers prepare for future long-term care needs by helping protect their assets with LTC benefits, tax advantages and value even if care is never needed. Care Solutions products are underwritten and issued by The State Life Insurance Company®, a OneAmerica company. Visit https://www.oneamerica.com
A global investment management firm, Pioneer is dedicated to growing and preserving client assets and has built a partnership of trust with investors, financial professionals, and institutions worldwide since 1928. With investment hubs around the globe, Pioneer now combines a worldwide presence with unique market insights to share investment ideas among their research and portfolio management teams. First Command Financial Planning leverages the strength and longevity of our provider, Pioneer, to better service our clients offering a variety of mutual funds. Visit www.pioneerinvestments.com
Transamerica Life Insurance Company, an AEGON company, provides retirement solutions for financial professionals and their clients, including variable and fixed annuities, and universal life insurance. The company consistently earns high marks for financial strength from the nation's leading independent agencies that rate insurance companies. First Command offers variable annuities from Transamerica. Visit www.transamerica.com
For more information about these companies, contact us.
Access to the web sites of the specific registered investment companies described here is provided for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. First Command does not guarantee that the information supplied is accurate, complete or timely, or make any warranties with regard to the results obtained from its use. First Command makes no representations regarding the suitability or potential value of any particular investment or information source.
For more complete information about any specific investment company annuity, including charges and expenses, you should obtain a prospectus from that company’s Web site or your First Command Advisor. Or, you may write to First Command Financial Planning, Inc., P.O. Box 2387, Fort Worth, TX 76113-2387 or send an e-mail to firstname.lastname@example.org. You should read the prospectus carefully before investing.
The above-mentioned investment companies are not affiliated with any First Command entity.