Products

As a top independent broker/dealer, Securities America offers you a wide array of products to meet your clients' needs.

• More than 13,000 Mutual funds and fee-based mutual funds
• Over 250 variable annuities
• More than 175 variable life products and over 350 fixed insurance products
• Many third-party asset management programs

To learn more about the extensive list of products we offer, call Securities America at 800-989-8441.



Research
In addition to services built into our online SABroker program (see the Technology section for more information), we offer you a choice of convenient, independent research and market information services -- all available online and at most at discounted rates.

• Search 401(k) -- tools to find the best-fit provider product for 401(k) sponsor plans. You can see detailed administration costs, investment and return information online, as well as enter requests for firm proposals directly from the providers.
  
  
• Search Performance -- offers a high-level overview of a sponsor's current plan as well as sample policy statements and investment policy reports to help retain existing plans.
  
  
• Search 529 -- provides access to the most current database of available 529 plans. It also gives you the ability to do plan comparisons, plus download the most current applications for submission and completion.
  
  NOTE: The above services are provided free of charge. Free online training on how to use these tools is available. Additional advanced services are available on the 401(k) site for a reduced fee for those needing additional or more advanced fiduciary and service tools in the qualified markets.
  
  
  
  
• Investment Information Services -- Securities America has a team of investment professionals ready to support you with the tools and services you need to provide the highest quality advice to your clients. This includes:
  
  
  • SAA Recommended Funds per Asset Class
  • a Selected Premier Fund (reduced ticket charge) List
  • Model Portfolios
  • Economic Commentary
  • Due Diligence
  • Conference Calls
  • And more
    
    
• Argus Research Corporation -- provides full service investment research, including economic and stock market forecasts, portfolio strategies and specific equity recommendations on a targeted universe of leading companies ranging across 60 industries. Founded in 1934, Argus has maintained its focus -- independent investment research in evaluating securities. Their analysts, economists and portfolio strategists use a proprietary six-step fundamental, top down process to formulate equity recommendations.
  
  
• Morningstar Advisor Workstation Securities America Edition -- is Morningstar’s web-based solution which brings together the best of investment research, client communications, and portfolio management. Advisor Workstation is an online, front-office system providing the tools you need to grow your practice and increase customer loyalty. Choose from two service levels: Level I offers Sales, Research, and Client Portfolio Management; Level II includes all Level I services plus Financial Planning.
  
  
• Morningstar Principia® Pro -- Morningstar Principia is the industry’s most powerful research database.  Whether your clients invest in mutual funds, stocks, variable annuities, closed-end funds, separate accounts, or all of the above, you’re covered.  Within Principia’s seven investment modules, you’ll find quality data integrated with advanced screening and ranking tools to support your research efforts.  The portfolio construction tools in each module allow you to combine different investment types into complete portfolios, and present them to your clients in compelling reports.  With Principia, all you need to research, analyze, monitor and propose investment strategies is at your fingertips, leaving you time to concentrate on what’s really important... your clients.  Securities America representatives enjoy a significant discount on this product.
  
  
• S&P Advisor Insight Information -- an unbiased and trusted source of information for more than 125 years, Standard and Poor's is a world-class provider of independent financial analysis and advisory services to the Wall Street community. Features of S&P Advisor Insight include:
  
  • Equity Research, including buy/hold/sell recommendations
  • Stock Reports for objective analysis and opinion
  • Mutual Fund Research including statistical and analytical information
  • Mutual Fund Reports that include fund ranking, objective portfolio composition and performance
  • Editorial Features from S&P's analysts and editors, updated throughout the day
  • Investment Ideas including Standard & Poor's Managed Portfolios
  • and more
    
    
• NFS Research Suite -- One of the most comprehensive research offerings in the brokerage industry! Available at preferred pricing via SABroker powered by Streetscape, this unique package of both third-party and sell-side providers (like Lehman Brothers, Market Edge, Reuters Research, Thomson Financial, Decision Economics, Inc. and more) is designed to help you uncover new investment opportunities, make well-informed decisions, and proactively manage your customer portfolios. Four different package levels offer choice, flexibility and value!
  
  
• Long Term Care Support -- We provide access to the SellingLTC.com website at no charge. This state-of-the-art website features 16 distinct functions that support selling Long Term Care Insurance.